About FundSageAI
An AI-powered mutual fund analytics platform for Indian retail investors — founded in 2026, built by StockSageAI.
What FundSageAI Is
FundSageAI helps Indian retail investors understand their existing mutual fund portfolio. You upload your CAS statement once, and FundSageAI turns it into a clear picture of your returns, risk, and diversification — all for informational purposes, not investment advice.
CAS Statement Analysis
Upload your Consolidated Account Statement from CAMS or KFintech and get every mutual fund transaction parsed automatically — no manual entry.
True XIRR & Portfolio Tracking
A unified dashboard showing XIRR, holdings, category and AMC breakdowns, and capital gains — computed from your real transaction history.
Portfolio Health & Overlap Analysis
A composite health score plus fund overlap and hidden-risk detection at the category level, across your existing mutual fund holdings.
Goal Tracking & Portfolio Planner
Map your holdings to life goals and run what-if SIP or lumpsum scenarios, using each fund's own historical CAGR.
Family Wealth Tracking
Aggregate CAS statements from multiple family members into one consolidated household wealth view.
What FundSageAI Is Not
- ✕An alternative investment or private equity/venture capital platform
- ✕A tool for analyzing Limited Partnership Agreements (LPAs) or Private Placement Memoranda (PPMs)
- ✕A hedge fund platform or institutional trading system
- ✕A SEBI-registered investment adviser — FundSageAI is an analytics platform for informational purposes only
Founder
Amit Khullar — Founder & CTO
Amit Khullar brings over 25+ years of combined experience across technology and finance. He previously worked at S&P Global, where he led the development of financial risk management solutions. His focus areas span artificial intelligence and machine learning, financial technology, enterprise leadership, and SaaS — with a mission of democratizing advanced financial analytics through AI innovation.
Company
FundSageAI is a brand of StockSageAI, founded in India in 2026. It is an analytics platform built for Indian retail mutual fund investors and does not provide investment advice; SEBI registration is not applicable. For questions, reach us at support@fundsageai.com.