Your Wealth Portfolio

Track your assets across multiple dimensions.

Total Portfolio Value (Live)

Allocation Analyzed

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Unrealized Gains ₹0

Avg Yield / XIRR 0.0%

Mutual Funds

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Fixed Income

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Provident Funds

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Portfolio Health & Asset Allocation

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Market Heatmap (Holdings)

Live Gradients

NIFTYBEES +2.45%

HDFCBANK -1.20%

TCS +0.85%

INFY 0.00%

ITC +1.50%

Mutual Funds & SIPs

⏳ Loading all schemes from AMFI...

Direct Equity (Stocks)

Fixed Income & Bank FDs

Provident Funds (PPF/EPF)

ETF

Exchange Traded Funds

NPS

National Pension System

Service Requests & Instructions

Systematic Withdrawal Plan (SWP)

Purpose: Generate regular income by withdrawing a fixed amount periodically from your mutual funds.

Steps: 1. Log in to AMC portal or CAMS. 2. Select Folio. 3. Go to Transactions > SWP. 4. Set frequency (monthly/quarterly) and amount. 5. Confirm via OTP.

Redemption Issues & Tracking

Purpose: Selling your mutual fund units or stocks to transfer money to your bank.

Steps: Ensure KYC is updated. Equity redemptions take T+2 days. Liquid funds take T+1 day. If delayed, check bank mandate rejection or contact CAMS/KFintech support.

Systematic Transfer Plan (STP)

Purpose: Move money from a low-risk fund (Liquid) to a high-risk fund (Equity) systematically to average out market volatility.

Steps: Both funds must be in the same AMC. Select Liquid Fund -> Transaction -> STP -> Target Equity Fund -> Set frequency and amount.

Registrar & Transfer Agents (MF)

CAMS Portal KFintech MF Central

Direct AMC Portals

SBI MF HDFC MF ICICI Pru MF Nippon India PPFAS MF Kotak MF

Demat & Stock Brokers

Zerodha Kite Groww Upstox Angel One ICICI Direct Dhan

Banking Portals (FDs)

SBI Online HDFC NetBank ICICI Infinity Axis Bank India Post eBank

Provident & Pension Funds

EPFO Member Passbook (EPF) NPS Portal (NSDL CRA)

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The market is Bullish Today ↗

Advances: 1153 Declines: 1034

Sector Performance 📊

Sector Name Advance/Decline

Photographic Product >

Diversified >

Agri >

4419

Show all >

Corporate Actions 🏢

No major actions today.

FII - DII Activity ₹ on 30th Apr

₹

FII

- ₹8047.86 cr.

DII

+ ₹3487.1 cr.

What's Moving? 📈

Updated Live

▲ Gainers

▼ Losers

📈 52W High

📉 52W Low

⚡ Vol. Shockers

MTAR Technologies Ltd

Capital Goods

₹6,370.53

+770.31 (13.75%)

Meesho Ltd.

Retailing

₹190.45

+19.54 (11.43%)

Show all >

Exhaustive Mutual Fund Explorer

🔍 Sync Insights & News first to load the full scheme database.

Performance History

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Fetching exhaustive historical NAVs from AMFI...

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Type to search stocks or ETFs...

🔥 FIRE & Retirement Calculator

Current Age

Retirement Age

Life Expectancy

Current Monthly Expenses (₹)

Inflation Rate (%)

Pre-Retirement Return (%)

Post-Retirement Return (%)

Current Saved Corpus (₹) Auto-synced to your portfolio

Target Retirement Corpus

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Monthly SIP Required Now

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Monthly Expenses at Retirement ₹0

Years to Build 0 years

⚠️ Note: Extreme return assumptions detected. Calculations are capped at realistic market limits (50% pre / 30% post).

FIRE Archetypes

Lean FIRE (15x)

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FIRE (25x)

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Fat FIRE (50x)

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Coast FIRE

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Key Investment Statistical Indicators

Alpha (α)

Definition: Measures a portfolio's return against a benchmark index (like Nifty 50). A positive Alpha means the investment outperformed the market.

Tip: Look for actively managed Mutual Funds with an Alpha > 1.0 consistently over 3-5 years.

Beta (β)

Definition: Measures volatility or systemic risk. A Beta of 1.0 means it moves exactly with the market. Beta < 1 is less volatile, Beta > 1 is more volatile.

Tip: If you are risk-averse, build a portfolio with a Beta < 0.85 (add large caps and debt).

Sharpe Ratio

Definition: Measures risk-adjusted return. It tells you how much excess return you are receiving for the extra volatility you endure.

Tip: A Sharpe Ratio > 1 is good, > 2 is very good, and > 3 is excellent. Always compare Sharpe ratios of funds within the same category.

XIRR (Extended Internal Rate of Return)

Definition: The actual annualized return for multiple cash flows (like SIPs) occurring at irregular intervals.

Tip: For mutual fund SIPs, always look at XIRR, not absolute return, to know your true compounding rate.

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MF Backtester & Fund Comparator

Click + Add Fund to begin comparing mutual funds.

Start Date (Backtest From)

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Normalised Performance (Base = ₹100)

Performance Metrics

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Transaction Ledger

Date

Type

Asset

Ticker/Name

Qty

Price

Total Amount

Brokerage

STT

GST

Date	Type	Ticker	Qty	Price	Amount	Brokerage	Taxes	Actions

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Advanced Quant Analytics

CAGR

0.0%

XIRR

0.0%

Volatility (σ)

0.0%

Sharpe Ratio
(Rp - Rf) / σp

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Max Drawdown

0.0%

Beta (β)

0.00

Top Sector Conc.

Diversification Score

0/100

Metrics are calculated automatically based on the Transaction Ledger history. Formulas match standard quantitative analysis frameworks.

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AI Portfolio Insights (Rule Engine)

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Market Sentiment Engine

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Monte Carlo Forecasting (10 Years)

Stochastic GBM Model

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Mutual Funds

Equities

Fixed Income

Provident Funds

Portfolio Health & Asset Allocation

No Data

Market Heatmap (Holdings)

Mutual Funds & SIPs

Direct Equity (Stocks)

Fixed Income & Bank FDs

Provident Funds (PPF/EPF)

Exchange Traded Funds

National Pension System

Service Requests & Instructions

Systematic Withdrawal Plan (SWP)

Redemption Issues & Tracking

Systematic Transfer Plan (STP)

Registrar & Transfer Agents (MF)

Direct AMC Portals

Demat & Stock Brokers

Banking Portals (FDs)

Provident & Pension Funds

The market is Bullish Today ↗

Sector Performance 📊

Corporate Actions 🏢

FII - DII Activity ₹ on 30th Apr

What's Moving? 📈

Exhaustive Mutual Fund Explorer

Performance History

🔥 FIRE & Retirement Calculator

Target Retirement Corpus

₹0

Monthly SIP Required Now

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FIRE Archetypes

Key Investment Statistical Indicators

Alpha (α)

Beta (β)

Sharpe Ratio

XIRR (Extended Internal Rate of Return)

MF Backtester & Fund Comparator

Normalised Performance (Base = ₹100)

Performance Metrics

Transaction Ledger

Advanced Quant Analytics

AI Portfolio Insights (Rule Engine)

Market Sentiment Engine

Monte Carlo Forecasting (10 Years)

Portfolio Tracker

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