About FundSageAI
An AI-powered mutual fund analytics platform for Indian retail investors — founded in 2024, 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
Editorial & Research Standards
At FundSageAI, our research methodologies and educational resources adhere to strict financial data integrity, transparency, and computational accuracy guidelines for Indian investors.
Zero Distributor Bias
FundSageAI does not sell mutual funds, receive distribution commissions, or accept AMC sponsorships. All fund rankings and analytics evaluate Direct plans strictly on mathematical risk-adjusted performance.
Primary Data Verification
All scheme NAVs, portfolio holdings, market capitalizations, and sector weights are verified against official AMFI daily feeds, AMC and AMFI monthly portfolio disclosures, and AMC factsheets.
Mathematical Precision
XIRR, rolling alpha, Sharpe, Sortino, and maximum drawdown calculations follow standardized computational finance formulations implemented in deterministic Python analytics engines.
Regulatory Compliance
Educational content and categorization frameworks reflect active SEBI mutual fund guidelines and latest Union Budget tax amendments (Sections 111A, 112A, and 50AA).
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 & Contact
FundSageAI is a brand of StockSageAI, founded in New Delhi, India in 2024. It is an independent portfolio intelligence platform built for Indian retail mutual fund investors.
FundSageAI is strictly an analytics suite and does not provide investment advice or act as a mutual fund distributor; SEBI registration is not applicable.