Understand your portfolio.
Really.
Powerful analytics for Indian mutual fund investors.
No distribution bias. No noise. Just your numbers.
Start free — no card required. Upgrade to Standard or Pro anytime to unlock deeper analytics, tax reports, AI chat, and family portfolio.
Free
₹0
forever
- CAS statement upload & parsing
- Portfolio dashboard — XIRR, allocations
- NAV history & rolling returns
- Risk profile assessment
- Goal tracking (unlimited)
- Fund explore & compare
Standard
per year
Everything in Free, plus:
- Portfolio planner
- Tax analysis — STCG / LTCG
- Portfolio health score + rebalancing
- Family portfolio (up to 4 members)
Pro
per year
Everything in Standard, plus:
- Sage AI chat
- Push notifications & alerts
Standard & Pro plans are billed annually. Prices exclusive of GST.
Everything in the box
Full feature breakdown across all plans
Feature
Free
Std
Pro
Portfolio Analytics
CAS statement upload & parsing
Portfolio dashboard — XIRR, allocations
NAV history & rolling returns
Risk profile assessment
Planning & Goals
Goal tracking (unlimited)
Fund explore & compare
Portfolio planner
Tax analysis — STCG / LTCG
Intelligence
Portfolio health score + rebalancing
Sage AI chat
Push notifications & alerts
Family
Family portfolio (up to 4 members)
Common questions
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