NEW — POWERED BY CLAUDE AI

AI-Powered
Mutual Fund Advisor

Paste your CAMS or KFintech statement. Get an instant portfolio health check — risk score, sector allocation, overlap analysis, rebalancing tips and news impact. Built for Indian investors.

No signup. No card. Your data never leaves your browser until you click analyze.

What MF AI Does

A second opinion on every mutual fund portfolio

1

Portfolio Health Check

Risk score, diversification grade, cap-wise and sector-wise allocation breakdown. See exactly where you're over-exposed.

2

Fund Overlap Analysis

Holding 6 funds but they all own the same 40 stocks? MF AI detects duplication so you can consolidate.

3

AI Rebalancing Tips

Category-level suggestions (Large Cap, Flexi Cap, ELSS etc.) tuned to your risk profile. Never specific stock tips.

4

News Impact Scanner

Current market news mapped to your holdings — understand how today's headlines affect your portfolio.

5

Tax-Smart Insights

LTCG vs STCG exposure, ELSS lock-in status, indexation for debt funds — plain English, no jargon.

6

Chat With Your Portfolio

Ask questions in Hinglish — "Mera small cap kitna hai?" — and get instant answers grounded in your actual holdings.

How It Works

1

Get CAS

Request your free Consolidated Account Statement from CAMS or KFintech

2

Paste / Upload

Drop the PDF or paste the text into MF AI — parsing happens in seconds

3

Get Analysis

Risk score, allocation charts, overlaps and AI recommendations in one dashboard

4

Act

Talk to TheWealthBuddy for a one-on-one review if you want professional help

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⚠️ Important Disclosure

MF AI is an educational tool. It suggests fund categories (Large Cap, Flexi Cap, ELSS etc.) based on your risk profile, not specific scheme names. It does not provide personalised investment advice, and is not a substitute for a SEBI-registered advisor. Mutual fund investments are subject to market risks — please read all scheme-related documents carefully. For a personalised review, book a consultation with TheWealthBuddy.