Ashish Financial Services
AMFI ARN: 311127 · POSP ID: IP240588
🔒 100% Client-Side · No Server
Upload your CAMS or KFintech Consolidated Account Statement. Get real XIRR, tax estimate & overlap analysis in under 60 seconds. Free. No login.
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Three steps to understand what your complete mutual fund portfolio is actually doing
Download your Consolidated Account Statement from camsonline.com or kfintech.com. It's free, no-login, and takes 2 minutes.
Drop your CAS PDF above. Parsed entirely within your browser — nothing uploaded to any server, ever.
Instant XIRR per fund, overlap check, tax estimate, fund verdict and an overall portfolio score out of 10.
Want a human to walk you through it? One-tap WhatsApp CTA with your results pre-filled. No hard sell — just guidance.
Seven data points most investors never see from their statements
Reading your statement…
Based on your Consolidated Account Statement
All funds from your statement — with XIRR, category and a one-line verdict
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Based on fund category. High overlap = less actual diversification than you think.
FIFO method. Equity LTCG @ 12.5% above ₹1.25L exemption | STCG @ 20% | Debt as per income slab. Figures are estimates — consult a tax professional.
Composite score across XIRR performance, diversification, category mix and overlap
AFS can walk you through your results, explain what each fund is actually doing, and suggest next steps — no jargon, no hard sell. Just guidance from a registered distributor.
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AFS Wealth Lens processes your PDF entirely within your browser using PDF.js. No data is transmitted to any server. Your financial information never leaves your device. AFS does not collect, store or share your personal data or financial details in any form.
For educational purposes only. Not investment advice. AMFI ARN: 311127.
AFS acts as a distributor and not as an investment advisor under SEBI (Investment Advisers) Regulations, 2013.
Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
XIRR uses Newton-Raphson method on transaction cash flows from your statement. Tax estimates use FY 2025-26 rates: STCG equity 20%, LTCG equity 12.5% above ₹1.25L exemption, debt funds taxed as per income slab (post April 2023 amendment). Overlap analysis is category-based — actual stock-level overlap may differ. All outputs are indicative estimates.