AI Active
India's Complete Investment Analyzer

All your investments.
One clear picture.

Upload your CAS report to analyze your MF portfolio — or enter investments manually. Then get AI-powered wealth planning across MF, Gold, Bonds, Real Estate and more.

1 Upload CAS PDF or add manually
2 AI analyzes your holdings
3 Get your wealth plan
📄
Step 1: Get Your CAS Report
Free from CAMS or KFintech — covers all MF holdings across all platforms
💡 What is a CAS Report? CAS (Consolidated Account Statement) shows all your Mutual Fund investments in one place — whether you invested via Groww, Zerodha, Paytm Money, HDFC MF, or any platform. Issued by CAMS and KFintech (SEBI-registered registrars). It is free, safe, and arrives in your email within minutes.
🏦 CAMS Online
Covers Franklin, HDFC, ICICI, SBI, Nippon, Axis, DSP, Kotak, and more. Enter PAN + email. Report arrives in minutes.
Open CAMS ↗
🏦 KFintech
Covers Mirae, Quant, PPFAS (Parag Parikh), Edelweiss, UTI and more. Same process — PAN + email.
Open KFintech ↗
  • 1 Click either portal link above
  • 2 Enter your PAN number and the email linked to your investments
  • 3 Select "Detailed" statement · Date range: "Since Inception"
  • 4 PDF arrives in your email in 5–10 minutes
  • 5 Download and upload it below ↓
⬆️
Step 2: Upload PDF + Add Investments
Your PDF stays on your device — never sent to any server
📂
Drop your CAS PDF here
or click to browse your files
✅
Also add manually
🔒 Your Privacy. Your PDF is parsed entirely in your browser — the file itself never leaves your device. Only the extracted text is sent securely to our server to generate your AI analysis. We never store your CAS PDF or raw statement.
⚠️ Important — please read before paying. Your uploaded PDF and entries exist only in this browser tab. Do not refresh, close the tab, click back, or navigate away from the time you click "Analyze" until your report fully loads — doing so will permanently lose your uploaded data and you will need to start over. We cannot recover lost sessions or re-generate a report without re-payment if this happens.
Reading your investments...
AI is extracting your portfolio data
⚠️ Please stay on this page. Closing, refreshing, or navigating away now will lose your uploaded data and cannot be refunded.
Total Portfolio Value
₹0
Across all your investments
Total Invested
₹0
Total Gain / Loss
₹0
Returns
0%
Asset Classes
0
🥧 Asset Allocation
📊 Invested vs Current Value
🤖

AI Portfolio Insights

Analyzing your portfolio...
    All Holdings
    All
    InvestmentTypeInvestedCurrent ValueGain / LossReturns

    Want a complete Wealth Plan based on your portfolio?

    Your portfolio has been analyzed. Now get a personalised 100% allocation plan, overlap detection, tax saving audit, second income roadmap, and a 90-day action plan.

    💡 Full ₹199 report shows exactly which funds to keep, switch, or add — and how to save ₹6,000+ per year
    ✓ FREE FOREVER

    SIP Calculator

    See how your monthly investment grows vs a bank FD — live as you type.

    ₹6L
    INVESTED
    ₹11.6L
    MF VALUE
    ₹8.7L
    FD VALUE
    +₹2.9L
    EXTRA vs FD
    ✓ FREE FOREVER

    Portfolio Guide by Age

    Tap your age group to see the recommended split used by professional advisors.

    20s
    Wealth Builder
    Time is your superpower.
    70% Equity · 15% Gold · 15% Debt
    30s
    Family Planner
    Balance growth with safety.
    60% Equity · 15% Gold · 25% Debt
    40s
    Peak Earner
    AI risk is real. Diversify now.
    50% Equity · 20% Gold · 30% Debt
    50s
    Pre-Retirement
    Protect capital + earn income.
    35% Equity · 20% Gold · 45% Debt
    ✓ FREE · 3 PICKS

    Top Fund Picks for Beginners

    3 hand-picked funds across asset classes — a solid starting point for any Indian investor.

    1
    Parag Parikh Flexi Cap Fund
    Flexi Cap · Direct Plan · Groww / Zerodha
    Indian + international stocks in one fund. Best long-term wealth builder with built-in global diversification.
    16.2%
    Min ₹1,000/mo
    2
    Sovereign Gold Bond (SGB)
    Gold · Government of India · RBI
    2.5% annual interest + gold price gain. No storage risk, no making charges. Best way to hold gold in India.
    10–12%
    Min ₹5,000
    3
    Mirae Asset Tax Saver (ELSS)
    ELSS · 80C Tax Benefit · Direct Plan
    Saves up to ₹46,800/year in tax under 80C. Only 3-year lock-in. Excellent equity performance.
    14.8%
    Min ₹500/mo

    Are your current funds costing you money?

    Most Indian investors lose ₹3,000–₹15,000/year without knowing it — from fund overlap, Regular plans, and wrong asset mix.

    📌 67% of investors with 3+ funds have over 40% overlap — paying double fees for identical stocks
    📌 Regular vs Direct plan = ₹2,000–₹8,000/year lost on a ₹5L portfolio
    💡 Average ₹199 report uncovers ₹6,200/year in savings. ROI in 3 weeks.
    ✓ FREE · 3 QUESTIONS/DAY

    Ask the AI Advisor

    Real financial advice — gold vs FD, AI job risk, second income, fund picks.

    Questions used today0 / 3 free
    Always Free
    ₹0
    SIP calc · AI Q&A · Fund picks
    FULL REPORT
    Full Report
    ₹199
    Portfolio analysis · PDF report

    Enter Your Details

    The more honest you are, the better your plan. Everything stays private.

    ⚠️ Please stay on this page until your report finishes generating — leaving early will lose your entries.

    Building your report...

    Analysing your portfolio across all asset classes

    • Scanning for fund overlap...
    • Calculating Direct vs Regular savings...
    • Building 100% balanced allocation...
    • Finding second income opportunities...
    • Writing personalised action plan...
    ⚠️ Please stay on this page. Closing, refreshing, or navigating away now will lose your uploaded data and cannot be refunded.