The Fastest Way to Import Indian Portfolios
9 Asset Classes. 5-Minute Integration. No Regulatory Approvals.
API platform for parsing CAS PDFs, contract notes, and portfolio documents. Support all asset classes (MF, equities, AIFs, bonds, NPS, insurance). Integrate in 5 minutes. Start at ₹999/month.
Trusted by India's leading fintech platforms
From Document to Data in Seconds
6 Ways to Get Portfolio Data In
Core Parsing Layer
Unified JSON - 9 Asset Classes
Same format regardless of source. No custom parsing per source.
Why Teams Choose CASParser Over Building It
CDSL, NSDL, CAMS, and KFintech change their PDF formats regularly. CAMS uses different layouts for detailed vs summary CAS. NSDL includes insurance data, CDSL includes NPS holdings, and each requires custom parsing logic. We maintain parsers for all formats so you don't have to.
Speed
Integrate in 5 minutes. No regulatory approvals. No complex implementations.
Cost
Start at ₹999/month. 10x cheaper than Account Aggregator. No upfront costs.
Simplicity
REST API integration in 5 minutes. Or use our drop-in SDK - zero backend code needed.
Flexibility
Multiple data sources - CDSL, NSDL, CAMS, KFintech. Equities, MFs, bonds, AIFs.
Everything You Need for Portfolio Import
From API parsing to white-label UIs, CASParser provides the complete toolkit for importing investor portfolios.
CAS Parser API
Parse CDSL, NSDL, CAMS, and KFintech CAS statements into structured JSON. Auto-detects CAS type with our smart parser.
Portfolio Connect SDK
Drop-in React/JS widget for portfolio import. White-label UI with file upload, Gmail inbox, and CDSL fetch - all in one modal.
Gmail Inbox Integration
Let users import CAS statements directly from their Gmail inbox. One-time read-only OAuth consent with infinite validity, restricted to emails from verified CAS authorities only.
CAS Generator
Automate CAS statement requests via CAMS/KFintech for any date range - even 50 years of mutual fund history. Perfect for client onboarding.
CDSL OTP Fetch
Fetch demat holdings directly from CDSL via OTP verification. Real-time portfolio data without waiting for CAS statements.
Inbound Email
Create dedicated email addresses where investors forward CAS statements. We validate sender, upload PDFs to storage, and webhook you the download URLs.
Portfolio Links
Branded portfolio collection pages for advisors and wealth managers. Share a link, clients upload CAS statements, you get parsed data via email.
Contract Note Parser
Parse broker contract notes from Zerodha, Groww, Upstox, and ICICI. Auto-detects broker format. Enterprise only.
Built for Your Use Case
Five distinct audiences, five tailored solutions. CASParser fits your workflow.
Fintech Platforms
Portfolio Import in 5 Minutes
Trusted by Scripbox, Dezerv, AngelOne. Parse CAS PDFs into structured JSON with 9 asset classes. SEBI-compliant portfolio import with REST API and drop-in SDK.
- 5-minute integration
- REST API + SDK options
- Start at ₹999/month
- All 9 asset classes
Wealth Managers
Automate Client Onboarding
Import 50 years of portfolio history. Gmail integration means no password sharing. CAS Generator for automated statement requests.
- Gmail inbox integration
- CAS Generator for any date range
- 97% parsing accuracy
- 50+ years of history
Advisors & MFDs
Portfolio Consolidation Without Complexity
White-label Portfolio Connect SDK. Multi-asset consolidation across CDSL, NSDL, CAMS, KFintech. Integrate in 5 minutes.
- White-label Portfolio Connect SDK
- Multi-asset consolidation
- Integrate in 5 minutes
- ₹999/month
HNI/UHNI Platforms
Comprehensive Portfolio Data for Wealth Planning
Complex portfolios spanning all 9 asset classes. 50+ years of history. REST API + SDKs for seamless integration with wealth management systems.
- All 9 asset classes
- 97%+ accuracy
- 50+ years of history
- REST API + SDKs
Developers & AI Agents
Portfolio API for AI Agents
Developer-friendly REST API with SDKs for Python, Node.js, TypeScript. Agent Toolkit with MCP server providing 17 live API tools.
- Under 500ms API response
- SDKs: Python, Node.js, TypeScript
- MCP server (17 tools)
- 14 code templates
Comprehensive Asset Class Coverage
Extract data from every major Indian asset class in a single API call.
Built for Production
Money-Back Guarantee
See parsing discrepancies? Report them and get credits back. We stand behind our accuracy.
Zero Data Retention
Parsed data is never stored. End-to-end encryption. India-hosted infrastructure for data sovereignty.
Tamper Detection
Built-in fraud prevention rejects modified or scanned PDFs. Only original digital documents accepted.
On-Premise Option
Deploy on your own infrastructure for full data sovereignty. Docker, K8s, or bare metal.
Account Aggregator vs MFcentral vs Building It Yourself
Account Aggregator needs 5-10 months, costs ₹5-25 lakhs+, and requires you to be a regulated entity. Building in-house means maintaining parsers every time CDSL or CAMS changes their PDF format. CASParser is SEBI-compliant and integrates the same day.
Account Aggregator
- 5-10 months (must be a regulated entity, Sahamati certification, quarterly re-tests)
- ₹5-25 lakhs+ setup (FIU + FIP integration, compliance, IS audits)
- Coverage gaps: bonds, G-Secs still proposed; demat history capped at 2 years
Build In-House
- 4-6 months (CDSL format changes break your parser regularly)
- ₹15-40 lakhs (2 engineers × 6 months, QA, DevOps)
- You own the maintenance debt (CAMS and NSDL change PDF formats regularly)
CASParser
- Same day: curl works in 30 seconds, SDK in 5 minutes
- ₹999/month (50 CAS parses). No contract, cancel anytime
- Zero compliance work: we're the data processor, not you
CASParser vs Alternatives
See how CASParser compares to Account Aggregator, MFcentral, and building in-house.
| Factor | CASParser | Account Aggregator | MFcentral |
|---|---|---|---|
| Time to Market | 5 minutes | 5-10 months | Shut down |
| Monthly Cost | ₹999/mo | ₹5-25 lakhs+ setup | N/A |
| Regulatory Approval | None needed | Required | N/A |
| Data Coverage | 9 asset classes (MF, Equity, Bonds, AIFs, NPS, Insurance) | Banking, MF, demat, insurance (bonds/G-Secs still proposed) | Mutual Funds only |
| Gmail Integration | |||
| CAS Generator | |||
| White-label UI | Limited | ||
| Multi-asset Support |
Simple, Transparent Pricing
Start free. Scale as you grow. No hidden fees. 1 credit = 1 CAS parsing.
Free
Perfect for testing and small projects
- All CAS parsers (CDSL, NSDL, CAMS, KFintech)
- Web portal access
- JSON & Excel output
- Email support
- 10 credits/month
Lite 50
For new fintech platforms and advisors
- Everything in Free
- API key access
- Portfolio Connect SDK
- CAMS & KFintech CAS parsers
- 50 credits/month
Pro 200
For growing fintech platforms and wealth managers
- Everything in Lite
- All parsers incl. CDSL & NSDL eCAS
- CAS Generator API
- Gmail inbox integration
- CDSL OTP Fetch
- 200 credits/month
Ultra 750
For high-growth platforms
- Everything in Pro
- Priority support
- 750 credits/month
Need more? Contact us for Enterprise pricing - custom SLA, on-premise deployment, dedicated support.
Integrate in 5 Minutes. Seriously.
REST API + SDKs for Python, Node.js, TypeScript. Portfolio Connect widget for React/Vue/Angular. Your engineers will love it.
REST API
One endpoint does everything. Auto-detects CAS type. Returns unified JSON.
curl -X POST https://api.casparser.in/v4/smart/parse \
-H "x-api-key: sandbox-with-json-responses" \
-F "pdf_file=@cas.pdf" -F "password=PAN"Portfolio Connect Widget
Drop-in UI for file upload, Gmail import, CDSL fetch. Zero backend code needed.
npm install @cas-parser/connect
<PortfolioConnect accessToken={token} />Using AI coding agents? Install our MCP server for Claude Code, Cursor, Windsurf.