Review Mutual Fund
Portfolios in Minutes

Get instant insights, recommend changes and watch the portfolio update live.

How it works

Get performance and exposure insights

The moment you import, see how the portfolio has really done and where it's concentrated.

  • Returns backtested against the benchmark
  • Underperformers flagged by quartile and alpha
  • AMC, fund and overlap exposure at a glance
Review a sample portfolio

Make recommendations and see live insights

Mark each fund Hold, Switch or Exit. The portfolio updates with every call you make.

  • Switch to top-ranked funds in the category
  • Before vs after allocation and exposure
  • STCG and LTCG on every switch and exit
Review a sample portfolio

Share detailed reports with clients

Turn the review into a clear, branded report your client can read and act on.

  • Pick the sections and add your remarks
  • Your firm name and ARN on every page
  • Download a PDF, ready to send

Put your first portfolio to the test.

Explore the tool without any imports

Try every step on a ₹48.62L sample portfolio with 13 real funds.

Review sample portfolio

Ready to review for your client?

Holdings come from MF Central once your client approves with an OTP. Read-only: nothing is transacted.