CAS Portfolio Review
Free · Client-side · Your CAS never leaves your browser

⇪ CAS Upload NEW

Upload client's CAMS/Karvy statement PDF — get instant portfolio analysis with branded report in 30 seconds.
⚡ KILLER FEATURE

From PDF to Pro-grade Portfolio Review in 30 seconds

No more manual Excel work. Upload your client's Consolidated Account Statement (CAS) — get holdings, gain/loss, asset allocation, sector exposure, tax position, and a branded PDF report for the client.

Time Saved
30 min
Per client review vs Excel
Insights
12+
Auto-generated
PDF Output
5 pages
Branded for client share
Compatible
CAMS · Karvy
Both PDF formats supported
📄

Drop your CAS PDF here

Drag & drop OR click to browse. We support both CAMS and KFintech (Karvy) consolidated statements.

🔒 Secure · 📦 Max 20 MB · ⚡ Processed in browser (privacy-first)

📋 Processing Status

⏳
Uploading file...
—
In progress
⏸
Parsing PDF content
Extracting holdings, gain/loss, allocation
Waiting
⏸
Generating insights
Asset allocation, sector exposure, tax position, top performers, underperformers
Waiting
⏸
Building branded PDF report
5-page client-ready portfolio review
Waiting
💡

What is a CAS statement?

A Consolidated Account Statement (CAS) is a single statement showing all your client's investments across mutual funds, demat accounts, NPS, etc. Clients can download it free from CAMS online or KFintech. Just ask them to email you the PDF.

🎯 How it works

1
Client sends CAS PDF
Ask client to email/WhatsApp their CAS statement (1 minute task for them)
2
You upload here
Drag-drop or browse. Processed in your browser — never leaves your device
3
Auto-analysis
Holdings extracted, gain/loss calculated, allocation visualized
4
Share branded PDF
Download the branded PDF and hand it to your client

✨ What you'll see after upload

📊

Holdings Snapshot

All schemes, units, NAV, current value

📈

Gain/Loss Breakdown

Realized vs unrealized, absolute & %

🎯

Asset Allocation

Equity/Debt/Hybrid pie + vs ideal mix

🏢

Sector Exposure

Top 5 sectors + concentration risk

💰

Tax Position

LTCG eligible amounts, harvest hints

⭐

Discussion Points

Auto-flagged observations for the MFD to discuss with the client