Is your mutual fund portfolio actually working for you?

Moneyantra gives Indian mutual fund investors an unbiased review of their portfolio from a CAMS or KFintech Consolidated Account Statement (CAS). It reports performance, allocation and XIRR, computes capital gains tax, finds LTCG harvesting opportunities, and compares your funds against category leaders. It is read-only and never places trades.

Key facts

What you upload
A Consolidated Account Statement (CAS) PDF from CAMS or KFintech — read-only, encrypted.
Time to first result
Under two minutes. The portfolio review report is free to generate during the current launch period.
Transactions
None. Moneyantra never places orders, moves money, or transacts on your behalf.
Coverage
Every AMC present in your CAS, across equity, debt and hybrid schemes.
Data handling
Encrypted at rest on Google Cloud and parsed by in-house logic — never sent to third-party parsers. PANs are stored masked.
Regulatory status
An informational analytics platform, not a SEBI-registered investment adviser. It does not provide investment advice.

How Moneyantra works

  1. Upload your CAS — Add your Consolidated Account Statement (CAMS/KFintech PDF). No login needed to start — read-only and encrypted.
  2. See your full analysis — Instantly view your portfolio value, allocation, fund-wise returns, and XIRR — a complete picture across every AMC.
  3. Act on it — Calculate your capital-gains tax, harvest your ₹1.25L exemption, simulate a sale, or find better funds — then decide with confidence.

How your data is protected

  • Moneyantra analyses your CAS. It never places orders, moves money, or transacts on your behalf.
  • Your data is encrypted at rest on GCP and processed by our own logic — never sent to third-party parsers.
  • PANs are stored masked and identity is anonymised, so your name and portfolio aren't viewable together.
  • Family and advisor linking requires an OTP the member approves — nothing is shared silently.
  • Emailed PDF reports are locked with your PAN, known only to you.
  • We never sell or trade your data, and you can request deletion at any time.

Frequently asked questions

Does Moneyantra place trades or transact on my behalf?

No. Moneyantra never places orders, moves money, or transacts on your behalf. It is a read-only analytics platform that reads your Consolidated Account Statement and reports on it.

How long does it take to get my first portfolio result?

Under two minutes. Upload your CAMS or KFintech Consolidated Account Statement and the dashboard renders your portfolio value, allocation, fund-wise returns and XIRR straight away. No login is needed to start.

Is Moneyantra a SEBI-registered investment adviser?

No. Moneyantra is an informational analytics platform, not a SEBI-registered investment adviser, and it does not provide investment advice. It shows you what your portfolio is doing; the decisions remain yours.

What do I need to upload?

A Consolidated Account Statement (CAS) PDF from CAMS or KFintech. It covers every AMC you hold across equity, debt and hybrid schemes, so one file is enough for a complete picture.

Is my financial data safe?

Your CAS is encrypted at rest on Google Cloud and parsed by in-house logic — it is never sent to third-party parsers. PANs are stored masked, emailed PDF reports are locked with your PAN, and you can request deletion at any time.

What does Moneyantra cost?

Core portfolio tracking — CAS upload and parsing, the holdings view, the dashboard with NAV charts, best-funds discovery, the risk profiler and family account linking — is free permanently. Advanced reports and simulations draw on a prepaid token balance, and a launch promotion currently makes those free too. There is no subscription.