Analyze Client Portfolios inMinutes — Not Hours
Walk into every client meeting with professional portfolio ratings, fund overlap detection, and actionable insights — generated instantly.
Three Powerful Tools for Financial Advisors
Research investment ideas, discover thematic funds, and analyze client portfolios — all in one platform
Investment Idea → MF Exposure
Enter a stock or theme idea. The platform generates an AI-powered stock basket and maps it to mutual funds with the highest holdings exposure.
Thematic Fund Explorer
Enter a theme or idea directly and discover mutual funds that best align with it — ranked by AI-powered alignment scores.
Portfolio Analyzer
Upload client fund holdings and generate portfolio ratings, fund overlap detection, risk insights, and professional client-ready reports.
Portfolio Analysis Built for Client Meetings
Upload any client portfolio and get instant, professional-grade insights you can share on the spot.
Portfolio Rating
Multi-factor scoring of every fund based on returns, volatility, expense ratios, and risk-adjusted metrics
Fund Overlap Detection
Identifies duplicate stock holdings across funds so you can reduce hidden concentration risk
Risk Insights
Flags underperforming funds and highlights areas requiring attention with clear action items
Client-Ready Reports
Generate professional PDF reports with ratings, charts, and recommendations to share with clients
Your Secret Weapon for Client Meetings
Built around the rhythm of your actual advisory workflow
Prepare in Minutes
- Upload screenshot of client fund holdings
- Generate instant analysis with fund ratings
- Review overlap issues beforehand
Impress with Insights
- Explain portfolio overlap with clear visuals
- Show fund ratings and performance status
- Discuss improvements backed by data
Build Credibility
- Share professional PDF reports with clients
- Save portfolio for ongoing monitoring
- Strengthen trust with data-driven advice
Privacy-First Portfolio Analysis
We perform peer analysis of mutual funds — not personal financial data. Your client's identity is never part of the equation.
No Client Names
We never ask for or store any client identifying information
No PAN Collection
Zero personal financial identifiers are collected or processed
No CAS Uploads
We don't accept or process CAS files — only fund holding screenshots
Only Funds Analyzed
We analyze mutual fund performance, not personal financial positions
Simple, Transparent Pricing
Request access to get started. Upgrade when you're ready.
Starter
15 days free access
- Portfolio Analysis & Ratings
- Fund Overlap Detection
- Investment Idea → Stock Basket
- MF Exposure Mapping
- Thematic Fund Explorer
No credit card required
Professional
60 days full access
- All Starter features
- PDF Portfolio Reports
- Shareable Fund Summaries
- Priority WhatsApp Support
- Extended Data History
- Unlimited Analysis Runs
- Valid for 60 days
Message on WhatsApp to get started