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Review Your Existing Investments
Access detailed mutual fund portfolio analytics instantly
- Evaluate your Asset Allocation
- Review your portfolio performance at the Overall, Asset and Fund levels
- Evaluate underlying Equity, Debt and Alternate Analytics
- Connect with our advisers for in-depth analysis
Steps
Create/Access your account
Enter your email id and get an OTP on your mail. You will receive your analytics on this email.
Fetch Mutual Fund Portfolio
Enter your PAN and Mobile/email to fetch your complete MF portfolio via OTP. Additionally, you can use CAMS CAS to fetch your portfolio.
Review and Track your Consolidated Portfolio
Your portfolio analytics is ready and will be notified to your registered email.
Deep Dive and Advance Analytics
Connect with our advisers for in-depth analysis and comprehensive review. Get all your questions answered through a guided call.