Assets under advice
₹0₹29.88 Cr net invested▲ +₹34.38 Cr gain
Across 658 clients · 93,000 transactions since 2002. Mutual funds update live; all other assets curated from your records.
Book XIRR
+9.1%
annualised · all clients
Clients
658
Live MF folios
2,325
Assets under view
₹64.26 Cr
Active policies
0
Capital deployed
Cumulative net capital invested across the book since 2002. The gold marker is today's value.
Total clients
658
from live feed
Assets under view
₹64.26 Cr
across all products
Live MF folios
2,325
CAMS + KFin
Active policies
0
life · health · motor
Clients
Your entire book, unified by PAN.
Data pipelines
Dynamic vs static sources.
Mutual Funds
CAMS · KFintech
Streaming daily
Everything else
Advisor Excel master
Manual sync
Product coverage
The seven asset classes this console consolidates per client.