Your mutual fund portfolio, truly analysed.
Unlock institutional-grade intelligence for your mutual fund portfolio. Upload your CAMS or KFintech statements and get deep insights on true XIRR, diversification gaps, and hidden risk profile gaps that help you make smarter investment decisions.
Works with
Portfolio Overview
₹24,18,350
Total invested value
+18.3%
XIRR
Allocation
Equity
68%
Debt
22%
Hybrid
10%
Top 3 Holdings
Mirae Asset Large Cap
+22.1%
₹8.24L
Parag Parikh Flexi Cap
+19.4%
₹6.12L
HDFC Midcap Opp.
+31.2%
₹4.18L
3Y Rolling Return
14.8%
vs 11.2% Nifty50
Health Score
Grade A
Optimized ✓
Diversification
Excellent
Family Group
Financial Goals
Retirement
₹45.0L
/ ₹1.5Cr
New Home
₹22.0L
/ ₹2Cr
- CAMS & KFintech
- Statement formats
- 40+ AMCs
- Fund houses covered
- Zero entry
- Manual data input
- Your data
- Never shared or sold
Up and running in minutes
Intelligence in 3 Simple Steps
Step 01
Request your CAS
Visit the CAMS website and request your Consolidated Account Statement. It covers all mutual fund holdings across registrars.
Step 02
Upload the PDF
Drag and drop the statement PDF onto FundSageAI. We parse every transaction, fund, and folio automatically in seconds.
Step 03
Deep Portfolio Insights
Your XIRR, allocation, diversification, and risk analysis are ready. Get complete, data-driven insights for your investments.
🛡️ Your Privacy is Our Priority
We don't just secure your data; we make it inaccessible even to ourselves. Our architecture is built so your trust is never compromised.
Zero-Knowledge Passwords
We never save your PDF passwords. You provide it during the upload process, we use it to parse the data, and then it's gone.
Military-Grade Encryption
All files are encrypted at rest using industry-standard protocols. Without your password, we cannot see a single transaction.
User-Triggered Processing
Data is only retrieved when you actively provide the password. We don't run background processes on your files without your permission.
Privacy-Centric Platform
Privacy is the core foundation of any wealth management platform. You can always reset and delete all data at your will.
What Our Users Say
“I was a bit skeptical earlier before trying this app but liked the clean design and the detailed actionable insights - Health Report was a real eye opener for me which lot of other apps don't provide (mere analytics graphs). Each section has been carefully designed to provide value. Really liked the Investment Trends page to track my month over month SIP's in an easy manner. Great job FundSageAI team.”
vetrivel gopinath
Verified Investor
May 2026
“Honestly, I’ve always found the whole world of mutual funds and investing pretty intimidating—it usually feels like a different language. But FundsageAI actually makes sense to me. Instead of overwhelming me with confusing jargon and messy charts, it just gives me straightforward info that’s easy to digest. It’s a huge relief to finally feel like I have a handle on my savings without needing a finance degree to get there. It’s perfect if you just want things explained simply!”
Shivaani Mehrra
Verified Investor
May 2026
“Great Platform - really liked the Portfolio Health Insights , it helped me consolidate my High expense ratio funds into better funds with minimal overlap. Goal Tracking and Planner features are very good. Now i can plan my yearly SIP step ups easily with more clarity. Would love to try the Ask SageAI chat once its live.”
Puja Suri
Verified Investor
May 2026
Your data stays yours. Statement PDFs are processed securely and stored in your private account only. We never sell, share, or use your financial data for advertising. FundSageAI is a mutual fund analytics platform, not an investment adviser.
Ready to truly understand
your portfolio?
Join self-directed investors who've stopped guessing and started knowing exactly where their money stands.
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