Free Mutual Fund Portfolio Review
Import your CAS statement and see your whole mutual fund picture in about two minutes — free, and made for busy Indian professionals.
Start your free review →
No brokerage. No selling. Just a clear look at what you already hold.
What your review shows
- Fund overlap — spot the same underlying stocks held across several funds, so you can see where you're less diversified than you think.
- Asset & category allocation — how your money splits across equity, debt and hybrid, and across large/mid/small-cap and sectors.
- SIP vs lumpsum split — see your recurring and one-time investments side by side across every folio.
- One consolidated view — every scheme from every AMC in a single place, instead of scattered folios and emails.
How it works
- Download your CAS statement (a Consolidated Account Statement from CAMS or KFintech — one PDF of all your mutual funds).
- Import it into ZMoney+ — your holdings are read automatically.
- See your portfolio review instantly, and keep exploring with goals, calculators and paper-trading.
Built for the corporate crowd. If you're salaried at an MNC or tech company and have been running SIPs for years without ever seeing them in one place — this is for you. Understand your money on your own terms, at your own pace.
Common questions
Is the portfolio review really free?
Yes — importing your CAS and seeing the review (overlap, allocation, SIP/lumpsum split) is free in ZMoney+.
What is a CAS statement?
A Consolidated Account Statement from CAMS or KFintech lists all your mutual fund holdings in one PDF. You upload it and ZMoney+ reads your holdings for you.
Does ZMoney+ give investment advice?
No. ZMoney+ is an educational simulator. The review helps you learn about and understand your holdings — it is not personalised advice.
⚠️ ZMoney+ is an educational personal-finance simulator, not investment advice. Mutual fund
investments are subject to market risk; past performance does not guarantee future results.
Consult a SEBI-registered adviser for personal financial decisions.