India's smartest mutual fund portfolio analyzer

Your money, finally
working.

Upload your CAS statement and get instant AI signals, after-tax returns, tax harvest plan, and rebalancing advice. No jargon. Just clarity.

Analyze my portfolio — free →Browse 63+ funds

Free forever · No credit card·NJ Wealth, Groww, Zerodha, ET Money, CAMS

folioiq.com/dashboard

NIFTY 5023,412 +0.14%SENSEX74,608 +0.07%GOLD₹1,62,010 +4.52%USD/INR95.71 +0.43%

Total portfolio value

₹55.33 L

↑ ₹16.22L (+41.46%) all time

Invested

₹39.11L

SIP/mo

₹91K

Tax savable

~₹16,250

Why FolioIQ

Built for India. Backed by intelligence.

Six tools that turn a confusing spreadsheet of holdings into a clear, actionable plan.

✦

AI Insights tuned to your money

Folio AI watches your 8 funds 24/7. It surfaces drift, concentration, and tax moves before they cost you.

◈

Tax-loss harvesting

LTCG up to ₹1.25 L per year is tax-free in India. We auto-identify lots, sell-and-rebuy to reset cost basis.

⇄

Smart rebalance

When your allocation drifts past tolerance, AI proposes the smallest set of trades — accounting for tax and lock-ins.

↗

Real returns, after tax

XIRR. CAGR. Sharpe. Drawdown. After-tax IRR with LTCG factored in. The honest math, not the brochure.

◎

Goal-based planning

Tie every rupee to retirement, a home, your kid's college. Folio AI tells you when each goal is on track.

⊘

Private by default

Your CAS parses in your browser. We never see your password, OTP, or PAN. Read-only by design.

63+

Funds covered

1,840

MFs in our universe

₹14.2L

Avg tax saved per user / yr

Average portfolio health

How it works

From CAS to clarity in 30 seconds.

Drop your CAS PDF

Request a Consolidated Account Statement from CAMS or KFintech — both free, both arrive in your inbox in minutes. Upload here.

We parse 100% of it

Every transaction, holding, SIP, and dividend across every AMC — in your browser. We never store passwords or OTPs.

Get your dashboard

Health score, drift, tax to save, rebalance plan, goal progress. All in one view. Ask Folio AI any question, anytime.

Connects with

CACAMS

KFKFintech

ZZerodha Coin

GGroww

IMINDmoney

KKuvera

NSNSDL e-CAS

Believed by 24K+ investors

The clarity Indian investors waited for.

"Found ₹38K in tax savings in my first session. The harvest plan was four clicks. My CA missed it for three years."

Priya Raghavan

Senior PM · Bengaluru

"I had 11 funds across 4 apps. FolioIQ pulled them into one view in under a minute. The rebalance suggestion alone is worth it."

Vikram Kapoor

Doctor · Mumbai

Pricing

Simple pricing. No surprises.

Start free. Upgrade when you're ready. Cancel anytime.

Individual

₹199per month

₹1,990/yr · save 2 months

✓Full dashboard & AI insights

✓Unlimited CAS uploads

✓Tax-loss harvesting

✓Smart rebalance plans

✓Goal planner

✓AI chat (50 queries/mo)

Start free trial

14-day free trial · No card required

Your money, finallyworking.