Portfolio diagnostics · SEBI advisers
Every client portfolio, diagnosed in seconds.
Query 2,50,000+ mutual-fund holdings across 50+ AMCs. Detect portfolio overlap and concentration risk, screen NSE bonds, and generate white-label client proposals — built for RIAs, RAs & MFDs.
- Schemes
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- Holding rows
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- NSE bonds
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- Listed stocks
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Scheme Explorer
Search 2,500+ schemes by AMC, category and coverage. Drill into holdings, sector splits and NAV history.
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Overlap & Compare
Quantify portfolio overlap across up to 12 funds and benchmark CAGR, risk and rolling returns side by side.
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Compliance proposals
Turn IPS rules into editable, white-label client proposals with realignment suggestions in one click.
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Bond market yields
Screen NSE bonds by rating, maturity and yield-to-maturity — tagged and refreshed daily.