We look after your portfolio, every day.
FinvestR keeps a quiet, daily eye on your mutual funds, stocks, NPS and insurance. We surface what really matters — concentration risk, category drift and AMC over-exposure — and explain it in plain English. No commissions, no upsell, no product pushing.
Concentration
AMC exposure
Where you stand
Invested
₹12.4 L
Current
₹16.1 L
Total gain
+₹3.7 L (+29.8%)
Note:63% of your money sits in 3 holdings — that's a moderate risk. A little more spread across AMCs would give you calmer nights.
Bring your whole portfolio
Upload a CAS PDF or auto-fetch via CDSL OTP. Mutual funds, stocks, NPS and insurance — consolidated in one place, no spreadsheets.
We watch for risk, quietly
Concentration, AMC over-exposure and category drift are flagged the moment they appear — so small imbalances don't grow into big surprises.
Plain-English read
No jargon, no upsell. Clear notes on what changed in your portfolio and what it means for the goals you're working towards.
A companion that remembers
Ask anything about your investments — your goals, history and risk appetite travel with you across every session.
Plan with confidence
SIP, lump-sum, goal and 80C calculators with full, published methodology — so you can trust every number.
Independent fund research
Published rankings and category leaders, free of pay-to-play and AMC sponsorships — written by analysts, not advertisers.
From a forgotten PDF to a clear read, in three steps
No spreadsheets, no manual tallying, no jargon.
Share your statement
Drop in your Consolidated Account Statement or fetch via CDSL OTP. We parse it locally — your file never leaves the request.
See what you actually own
Allocation, concentration, AMC exposure and category mix — visualised clearly in minutes, not over a weekend.
Get a caring read
Plain-English notes on what's working, what's risky and what's worth keeping an eye on — then chat to go deeper whenever you want.
Give your portfolio the attention it deserves.
Sign in, import your CAS, and get a clear, caring read on your money in minutes.
Review my portfolio