⚡ AUTO-CONNECT · CAS PARSER
Skip the upload. Pull everything.
One tap pulls your entire mutual fund portfolio from CDSL or NSDL — no CAS PDF, no password sharing. Powered by CAS Parser, India's most-used portfolio API.
RECOMMENDED
Pull live from CDSL / NSDL.
Verify with your PAN and registered mobile OTP. Folio reads holdings directly from the depository — same data your AMC reports to SEBI.
How it works
01
Enter PAN + mobile
Both must match your demat registration.
02
Verify OTP
Sent to your CDSL/NSDL-linked mobile.
03
Holdings sync
We pull every fund. Takes ~30 seconds.
What we don't see
✓Your broker passwords or trading PIN
✓Bank account credentials
✓Permission to trade or transact
✓Anything beyond holdings you authorise
CAS Parser is SEBI / SEBI-RA compliant and ISO 27001 certified. All data encrypted in transit and at rest.
Works with every broker
via CDSL/NSDLZ
Zerodha
Coin / Console
G
Groww
MF + Stocks
K
Kuvera
Direct MF
P
Paytm Money
MF + Stocks
IC
ICICI Direct
Full Service
U
Upstox
Discount
HD
HDFC Sec
Full Service
AO
AngelOne
Discount
Since CAS Parser pulls from CDSL/NSDL directly, every Indian broker that reports to the depository is supported — even those not listed above.
Prefer to upload a CAS PDF instead? Upload manually →