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MUTUAL FUND TRACKING
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Get early access to a new way of tracking mutual funds and building your investment portfolio. Experience elegant analytics, personalized insights, and a premium coffee-inspired interface.
All funds, one dashboard
Track direct & regular across folios, neatly organised.
Export reports
Download summaries to PDF or Excel in a click.
Daily performance
NAV, P&L, SIP tracking, and allocation analytics.
Multiple PANs & family
See everyone’s holdings together with clarity.
Secure CAS fetch
CAMS & KFintech with PAN + OTP. No PDFs or manual uploads.