Why Use a Dedicated Mutual Fund Tracker?
Broker apps only show you the funds you bought through them. If you have moved from Regular to Direct plans, or switched brokers (e.g., Zerodha to Groww), your data is fragmented.
Arthavi serves as a central mutual fund portfolio tracker for India, accepting the universal CAS (Consolidated Account Statement) format.
Power of CAS PDF Parsing
We support statements from both Recostrar and Transfer Agents (RTAs):
- CAMS: Covers funds like HDFC, ICICI Prudential, SBI, Kotak, etc.
- KFintech: Covers funds like Axis, Nippon India, Mirae Asset, etc.
By parsing the PDF, we extract every SIP installment, lump sum, and redemption to calculate your true XIRR.
Privacy-First Approach
Many "free" CAS analyzers upload your statement to third-party servers to scrape email addresses or sell leads. Arthavi processes data securely. We don't sell data. We are ad-free.