2,530 funds scored · Free to start

Your family's
AI Wealth Coach

From your first SIP to your first crore — and beyond.

  • 🏠One household view — every member's funds, one consolidated picture
  • Fee drag, fund overlap, compliance — flagged before they become costly
  • 🤖Your personal AI Wealth Coach — honest diagnosis, no commissions, ever
  • 📈Built for the long run — from ₹2L first SIP to ₹100Cr+ family office
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Your AI report — in 60 seconds

Everything wrong with your portfolio,
surfaced and explained.

Upload your CAS from CAMSOnline or KFintech. mcrux analyses every fund, every overlap, every fee — and writes a plain-English AI diagnosis of what to act on.

  • Allocation · Fee drag · Compliance audit — free for every user
  • Fund overlap across every household member
  • mcrux Fund Rankings — quality vs SEBI category peers
  • AI narrative: what's wrong, why it matters, what to consider
View full sample report →No sign-in required

AI Portfolio Scan

Rahul & Priya · Household of 2

Analysing
📊Allocation
₹0.0L · 9 funds
💸Fee Drag
📈Missed GainsAI
Compliance Audit
📉Fund Returns
🤖AI NarrativeAI
👨‍👩‍👧 Family View
🔍Portfolio GapsAI
🔗Fund OverlapAI
🏆mcrux Fund RankingAI
Actionable StepsAI
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No commissions. No conflicts. Your whole household.

Most financial tools work for the product or the distributor. mcrux works only for you.

DistributorAppsSEBI RIAmcrux ✓
Zero commissions — ever
Household-consolidated view
AI diagnosis — not just data
Covers all wealth stagesStage 1Stage 1Stage 3+All 4 stages
Transparent cost~2% hidden₹0₹15–50k/yr₹0–₹9,999/yr
✨ AI Pro feature

Ask your portfolio anything

Your mcrux AI Wealth Coach knows your actual holdings — overlap, fees, tax position, goal gaps. Ask in plain English, get a direct and specific answer.

  • Answers drawn from your actual portfolio data
  • Any investment question — MF, tax, goals, instruments
  • Voice input — just speak your question
"What's my ELSS exposure?""Am I over-indexed in banking?""Any tax-loss harvest opportunities?"

Ask AI included with AI Pro · ₹2,999/year

What's our biggest overlap?

Overlap

Mirae Asset Large Cap + SBI Bluechip — 61% overlap, 18 common stocks. Two expense ratios for one strategy.

How much are we paying in fees?

Fee Drag

₹44,017/yr combined fee drag. Priya's 3 Regular plans alone cost ₹16,224/yr extra vs Direct equivalents.

Any tax opportunity before March 31?

Tax

One fund with ₹22,000 unrealised loss — booking it could save ₹2,750–₹4,400 in capital gains tax.

Is our emergency fund covered?

Goals

No — neither CAS shows a Liquid or Overnight fund. With 94% equity, any urgent redemption hits at market price.

Pricing that grows with your wealth

Start free. Pay only for the stage you're at.

Free

₹0
  • Holdings view for whole family
  • Wealth composition breakdown
  • Fee drag indicator
  • Compliance audit
  • Always re-uploadable
  • Full AI analysis
  • Fund overlap detection
  • Insights regeneration

AI Insight

₹499one-time · no subscription
  • Full AI analysis report
  • Self + Spouse (2 CAS)
  • mcrux Score — fund quality rank
  • Holdings overlap detection
  • Expense ratio audit
  • 3 re-analyses
  • Ongoing re-analysis
  • Monthly digest
Get full analysis
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AI Pro

₹2,999per year · ₹250/month
  • Everything in AI Insight
  • Unlimited household members
  • 10 full reviews/year
  • Ask AI — portfolio Q&A in plain English
  • Monthly AI focus digest
  • Instrument-level alerts
  • Goal tracking over time
Start AI Pro →

Need AI Personal Wealth Coach (₹9,999/yr) or Family Office? Contact us →

Families who found what they were missing

From our early users — the analysis tends to surface things investors didn't know to look for.

AS
Aakash S.
Age 29 · Early Retirement
★★★★★

I thought I was diversified with 8 Mutual Funds. mcrux showed me that 4 of them owned almost the same stocks. I was paying 4 management fees for 1 strategy.

PM
Priya M.
Age 42 · Kid's Education
★★★★★

The Regular vs Direct auditor was a wake-up call. I'm saving nearly ₹45,000 in future commissions just by switching based on this report.

VR
Vikram R.
Age 35 · Wealth Optimisation
★★★★★

The Tax-Loss Harvesting scanner found losses I could offset against my gains. It paid for the annual subscription 5 times over in one afternoon.

Used mcrux? Tell us what you found.

Your experience helps other investors know what to expect from their portfolio scan.

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Your data stays yours — always

We built mcrux with privacy as the foundation, not an afterthought.

🔒

Row-level security — nobody else sees your data

Supabase enforces row-level security (RLS) at the database level. Your portfolio, holdings, and analysis rows are cryptographically scoped to your user ID.

🗑️

Your CAS PDF is never stored

We parse your CAS PDF in memory the moment you upload it — extracting holdings, NAVs, and folios — then discard the file immediately. Only structured analysis data is saved.

🔑

Google Sign-In only — no passwords

mcrux has no password database. We use Google OAuth exclusively — no password file to leak, no reset flow to hijack.

🚫

Your data is never sold or shared

We do not sell, rent, or share your portfolio data with any third party — not AMCs, not distributors, not advertisers. mcrux earns from subscriptions only.

Read our full Privacy Policy for details.

The power of long-term compounding

See how consistent SIP + lumpsum investing builds wealth over 30 years at 15% CAGR.

₹1L lump+₹10k/mo· 15% CAGR
0₹2.0Cr₹4.0Cr₹6.0CrNowYr 5Yr 10Yr 15Yr 20Yr 25Yr 30
Invested
Wealth created
10 years
₹32L
20 years
₹1.7Cr
30 years
₹7.7Cr

Illustrative only · not a guarantee of returns