See your actual portfolio in plain English

Upload your Consolidated Account Statement (CAS) — a free PDF you can request from CDSL or NSDL. In seconds you get returns, category mix, hidden concentrations, and how your money would have moved over 5 years.

We don't store your CAS

The PDF is opened in memory. Your PAN, folio numbers, and cost basis never touch disk.

Deleted in 1 hour

Your analysis lives in a temporary session token. We wipe it automatically — or you can close the tab.

Zero advice

You'll see facts about your holdings. We don't tell you what to buy or sell — we're not licensed to.

Before you upload — a plain-English consent

We take privacy seriously. Please tick what you're okay with. You can change your mind any time from your privacy settings.

Process the file to compute my analysisRequired

What we store: The PDF is opened in memory only. Parsed holdings live in a temporary session for up to 1 hour, then are deleted. Your PAN, date of birth, folio numbers, and cost basis are never stored.

Why: This is what actually generates the analysis. Without it, the tool cannot work.

Remember my name and email for product updatesOptional

What we store: Just your name and email, plus the timestamp of your upload.

Why: If we ship meaningful changes (like a better analysis card, or a fix that changes numbers you saw), we can email you so you know. We will not sell or share your email. Unsubscribe anytime with one click.

Include my anonymised portfolio summary in aggregate benchmarksOptional

What we store: Total portfolio value (a single ₹ number), category breakdown (e.g. '60% small cap'), and fund count. Nothing that can identify you or your specific funds.

Why: Lets us show comparisons like 'your allocation vs the typical MF Gyan user'. The comparison gets more useful the more people opt in. Fully aggregated — a single record cannot be traced back to you.

By continuing you agree to our Terms of Use and Privacy Policy (version 2026-09-13).

Your consent is recorded with a timestamp so we can honour your choices. To view or delete your consent record later, email privacy@mfgyan.com.

Cancel

Don't have a CAS yet?

Go to CDSL CAS request or CAMS+KFintech CAS request
Enter your PAN, email, and select "Detailed" statement
You'll receive an encrypted PDF via email (usually in a few minutes)
Password to open: your PAN in uppercase + your date of birth as DDMMYYYY (e.g. ABCDE1234F01011990)
Come back here and upload it

A CAS covers all your MF holdings across every fund house — you only need one file.