Most MF Investors Just... Invest
What Most Investors Do
- SIPs go out monthly
- Funds grow slowly
- Set it and forget it approach
What They're Missing
- No idea when to invest more
- No idea if it's the right time
- No insight beyond basic returns
- Missing market opportunities
Our Smart Solution
Smart Portfolio Dashboard
Upload Zerodha or CAMS export. Track XIRR, CAGR, and SIP quality. Visualize asset allocation across categories with intelligent insights.
Valuation-Based Alerts
"Nifty50 PE is below 18 — time to invest more." Get suggested lumpsum amounts based on current market conditions and valuations.
Momentum-Based SIP Strategy
Detect outperforming fund categories. Shift SIPs based on relative strength & category signals for optimal returns.
STP & Tactical Rebalancing
Allocate idle funds via low-risk debt → equity transitions during market dips. Smart rebalancing suggestions.
How It Works
Upload Your Data
Upload your mutual fund/ETF trade book from Zerodha, Groww, or CAMS
AI Analysis
We analyze past performance, current allocations, and market conditions
Smart Recommendations
Receive intelligent investment nudges and act on them with confidence
Track Your Performance Smarter
Compare & Benchmark
Compare your portfolio vs Nifty50, Smallcap50, and other relevant benchmarks to understand true performance.
Asset Allocation Insights
See where your money is allocated — Large, Mid, Small, Debt — with visual breakdowns and optimization suggestions.
Timing Intelligence
Get notified when your entry price is too high or timing is off. Learn from past investments to improve future decisions.
Coming Soon – Be the First to Try It
We're opening early access to a small group of users.
- Be among the first 100 users
- Free early access + pro version
- Direct feedback channel with founders
- Exclusive beta features
Frequently Asked Questions
Is this safe to use?
Yes, completely safe. You upload CSV files only. No login required. We never access your broker directly or store sensitive financial data.
Will it suggest actual funds?
Initially, we suggest categories (e.g., smallcap, midcap, debt). Fund-level suggestions will come later based on user feedback and market analysis.
Is this paid?
The core version will be free for early users. Pro version will come later with advanced features like automated rebalancing and premium market insights.
Which brokers are supported?
We support Zerodha, Groww, and CAMS exports. More brokers will be added based on user demand.