5 AI analysts for every mutual fund decision you make.
Multi-agent research, tax-loss harvesting, goal-based SIPs, CAS import — in one place. Built for Indian RIAs and serious investors. Free to start, ₹149/month to unlock the AI.
✓ Live NAV from AMFI ✓ Live AUM/TER from AMC disclosures ✓ Post-2024 tax rules
"...the fund's 100% rolling 3Y consistency suggests reliable wealth creation through cycles."— sample synthesis
Built for the work RIAs actually do
Each tool replaces 4–6 hours of manual research per client per month. Pricing is per-RIA, not per-client.
Multi-agent fund research
Fund Analysis · Performance · Composition · Macro — synthesised into a detailed factual research overview with a downloadable PDF.
Read more →CAS import (NSDL · CAMS · KFin)
Drop the CAS PDF, type the password. Holdings auto-parsed and ready for tax + goal analysis.
Tax optimizer — post-2024 rules
₹1.25L LTCG exemption harvest, ELSS lock-in tracker, debt slab-rate flags, FY-end action list.
Read more →Goal planner
Inflation-adjusted target, required SIP, gap analysis, allocation by horizon. Pure RIA math.
Live AUM · TER · Manager
Real-time fund metadata from AMC disclosures — AUM, expense ratio, manager, updated monthly.
Downloadable PDF reports
Every research run produces a detailed PDF report. Adviser plan adds your firm logo and branding.
Read more →From the blog
Practical research and tax insights for SEBI RIAs and serious Indian investors.
Start free. Upgrade when it saves you time.
Pro at ₹149/month for serious investors. Adviser at ₹999/month for SEBI RIAs with multi-client mode.