⇪ 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 beautifully branded PDF you can WhatsApp to 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)

Your Firm Name

Investment Advisor · Distributor

Complete your brand details in Settings to show your firm info here

⚡ PORTFOLIO REVIEW REPORT

Personalized Mutual Fund Holdings Analysis

Report Date

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✓ Portfolio Analyzed Successfully

Investor

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Schemes

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Current Value

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Total Cost

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Gain/Loss

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Asset Class

Market Cap Mix

Plan Type

Concentration Risk

🏆 Top 3 Winners

⚠ Underperformers

💡 Smart Action Items — Discussion Points with Client

AMC-wise Allocation (Top 5)

Holdings (0 schemes)

Scheme	Units	NAV	Cost	Value	Gain

⚠ Important Disclaimer: This Portfolio Review Report is generated by analyzing the client's Consolidated Account Statement (CAS) for informational and discussion purposes only. It is not investment advice or a recommendation. Mutual fund investments are subject to market risks. Past performance is not indicative of future returns. Please read all scheme related documents carefully before investing. All NAV/values are as per the CAS extraction date. Please consult your advisor for personalized investment decisions.

Prepared by Unique Securities · +91 · AMFI Registered MFD Generated via MFDTools.com · Page

📋 Processing Status

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Uploading file...

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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

Client sends CAS PDF

Ask client to email/WhatsApp their CAS statement (1 minute task for them)

You upload here

Drag-drop or browse. Processed in your browser — never leaves your device

Auto-analysis

Holdings extracted, gain/loss calculated, allocation visualized

Share branded PDF

Download or WhatsApp directly — looks like you spent hours on it

✨ 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

⭐

Action Items

Top 3 recommendations — Rebalance / Switch / Top-up

⇪ CAS Upload NEW

From PDF to Pro-grade Portfolio Review in 30 seconds

Drop your CAS PDF here

Password Protected PDF

Asset Class

Market Cap Mix

Plan Type

Concentration Risk

🏆 Top 3 Winners

⚠ Underperformers

💡 Smart Action Items — Discussion Points with Client

AMC-wise Allocation (Top 5)

Holdings (0 schemes)

📋 Processing Status

What is a CAS statement?

🎯 How it works

✨ What you'll see after upload

Holdings Snapshot

Gain/Loss Breakdown

Asset Allocation

Sector Exposure

Tax Position

Action Items