Institutional-grade analysis · Individual access
Your portfolio,
deeply analysed.
Upload your CAMS statement to get cashflow-adjusted returns, risk analysis, and a view of what a more disciplined portfolio could look like — using your actual transactions.
How it works
1
Upload your statement
Import your CAMS / KFintech Consolidated Account Statement PDF. We parse every transaction — SIPs, lump-sum, switches, and redemptions.
2
We run the analysis
Cashflow-adjusted XIRR, benchmark comparisons, Sharpe Ratio, and max drawdown across your entire portfolio.
3
Explore your results
Five views: your returns, risk, our approach, a reimagined portfolio, and a future wealth projection.
What you'll see
Your Returns & Risk
Cashflow-adjusted XIRR vs benchmarks, max drawdown, Sharpe Ratio, and volatility.
TruFactor Methodology
A systematic, rules-based view of how a disciplined allocation would have performed on your actual cash flows.
Future Wealth
A forward projection across four market scenarios.
Start with a clearer process.
Bring holdings, SIPs, redemptions and risk profile into one review before the next mutual fund step is chosen.