Your portfolio has hidden problems.
AI finds them in minutes.
Upload your Zerodha holdings or MF Central CAS — get a deep, personalised analysis that finds fund overlaps, sector risks, tax opportunities, and goal gaps.
Like having a CA + financial advisor for ₹2,999/year — powered by AI, not commissions.
Sample insight from a real analysis
These two funds hold 34 of the same stocks. You're paying two expense ratios (1.52% + 1.61%) for essentially identical exposure. Consolidating into one direct-plan fund could save you ₹3,200/year on a ₹10L investment.
Questions every investor has. Finally, answers.
10 analysis modules, run on your actual portfolio.
How much of your Axis Bluechip is duplicated in your Mirae fund? Find hidden overlap across all your MFs.
Are you 45% in IT without realising it? See your real exposure across stocks and funds combined.
Switching from regular to direct MFs could save ₹20,000+ over 10 years. We show you exactly how much.
Which of your losing positions can offset gains before March 31? Time-sensitive, actionable, specific.
Will your current SIPs actually fund your retirement? We model it with your actual numbers.
You said "conservative" — but 60% of your portfolio is small-cap. We flag the contradiction.
Three steps to a healthier portfolio
Connect Zerodha directly, or upload your MF Central CAS PDF. No manual entry needed.
Ten analysis modules run on your actual holdings. Takes about 60 seconds.
A plain-English report with specific, prioritised recommendations — not generic advice.
Simple, honest pricing
No commissions. No upsells. No conflict of interest.
- ✓ Basic 5-page report
- ✓ MF overlap check
- ✓ Sector breakdown
- — Detailed recommendations
- — Tax analysis
- ✓ Full 15-page analysis
- ✓ All 6 modules
- ✓ Specific recommendations
- ✓ Tax loss harvesting plan
- — Ongoing reviews
- ✓ 4 full reviews/year
- ✓ Monthly portfolio digest
- ✓ Alerts on your holdings
- ✓ All 10 analysis modules
- ✓ Goal tracking over time
- ✓ Everything in Quarterly
- ✓ WhatsApp consults
- ✓ Priority support
- ✓ Advanced modules
- ✓ Early access to new features