Assets under advice
₹0₹66.95 Cr net invested▲ +₹51.61 Cr gain
Across 952 clients · 1,51,807 transactions since 2002. Mutual funds update live; all other assets curated from your records.
Book XIRR
+9.4%
annualised · all clients
Clients
952
Live MF folios
3,910
Assets under view
₹118.56 Cr
Active policies
0
Capital deployed
Cumulative net capital invested across the book since 2002. The gold marker is today's value.
Total clients
952
from live feed
Assets under view
₹118.56 Cr
across all products
Live MF folios
3,910
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.