Trusted by 100+ fintech platforms

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.

Start Free Trial View Demo
No credit card required 9 asset classes supported No regulatory approvals

Trusted by India's leading fintech platforms

Dezerv
AngelOne
KFintech
97%
Parsing Accuracy
99.7%
Uptime
100M+
Transactions Parsed
9
Asset Classes
50+
Years of History
100+
Fintech Platforms
Why CASParser

Compare Your Portfolio Import Options

Need portfolio import for your platform? Here's how the three main approaches compare - and why most teams choose CASParser.

Account Aggregator

  • 5-10 months implementation
  • ₹5-25 lakhs+ upfront cost
  • Regulatory approvals required

Build In-House

  • 3-6 months development
  • ₹10-50 lakhs+ development cost
  • Ongoing maintenance burden

CASParser

Recommended
  • 5 minutes to integrate
  • Starts at ₹999/month
  • No regulatory approvals needed
The Solution

Portfolio Import in 5 Minutes

CASParser gives you everything you need to import investor portfolios - fast, affordable, and without complexity.

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.

Features

Everything You Need for Portfolio Import

From API parsing to white-label UIs, CASParser provides the complete toolkit for importing investor portfolios.

Core

CAS Parser API

Parse CDSL, NSDL, CAMS, and KFintech CAS statements into structured JSON. Auto-detects CAS type with our smart parser.

Frontend

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.

Unique

Gmail Inbox Integration

Let users import CAS statements directly from their Gmail inbox. No password sharing. OAuth-based with read-only access.

Automation

CAS Generator

Automate CAS statement requests from KFintech for any date range - even 50 years of history. Perfect for client onboarding.

Real-time

CDSL OTP Fetch

Fetch demat holdings directly from CDSL via OTP verification. Real-time portfolio data without waiting for CAS statements.

Beta

Contract Note Parser

Parse broker contract notes from Zerodha, Groww, Upstox, and ICICI. Auto-detects broker format. Enterprise only.

See All Features
How It Works

From Document to Data in Seconds

Multiple Input Methods

PDF Upload
Direct file
Gmail Import
Inbox consent
CDSL Fetch
OTP flow
REST API
Programmatic

Core Parsing Layer

CDSL ParserNSDL ParserCAMS ParserKFintech ParserContract Note Parser

Unified JSON - 9 Asset Classes

Equities
Mutual Funds (Demat)
Mutual Funds (Non-Demat)
AIFs
Bonds
G-Secs
Insurance
NPS
Contract Notes

Same format regardless of source. No custom parsing per source.

Solutions

Built for Your Use Case

Five distinct audiences, five tailored solutions. CASParser fits your workflow.

Fintech Platforms

Replace MFcentral in 5 Minutes

Used by Scripbox, Dezerv, AngelOne. MFcentral shutdown affected 100+ platforms. CASParser gives you MFcentral-like capabilities - plus multi-asset support - in 5 minutes.

  • 5-minute integration
  • REST API + SDK options
  • Start at ₹999/month
  • All 9 asset classes
See How It Works

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
Request Demo

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
Start Free Trial

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
Request Demo

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
View Docs
9 Asset Classes

Comprehensive Asset Class Coverage

Extract data from every major Indian asset class in a single API call.

Equities (Demat)
CDSL, NSDL
Mutual Funds (Demat)
CDSL, NSDL, CAMS, KFintech
Mutual Funds (Non-Demat)
CAMS, KFintech
Alternative Investment Funds (AIFs)
CDSL, NSDL
Corporate Bonds
CDSL, NSDL
Government Securities (G-Secs)
CDSL, NSDL
Life Insurance Policies
CDSL, NSDL
NPS (National Pension System)
CDSL, NSDL
Contract Notes
Zerodha, Groww, Upstox, ICICI
View All Asset Classes
Production Guarantees

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.

Comparison

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) All financial data Mutual Funds only
Gmail Integration
CAS Generator
White-label UI Limited
Multi-asset Support
See Full Comparison
Pricing

Simple, Transparent Pricing

Start free. Scale as you grow. No hidden fees. 1 credit = 1 CAS parsing.

Free

Perfect for testing and small projects

₹0 forever
  • All CAS parsers (CDSL, NSDL, CAMS, KFintech)
  • Web portal access
  • JSON & Excel output
  • Email support
  • 10 credits/month
Start Free

Lite 50

For new fintech platforms and advisors

₹999 /month
  • Everything in Free
  • API key access
  • Portfolio Connect SDK
  • CAMS & KFintech CAS parsers
  • 50 credits/month
Get Started
Most Popular

Pro 200

For growing fintech platforms and wealth managers

₹3,500 /month
  • Everything in Lite
  • All parsers incl. CDSL & NSDL eCAS
  • CAS Generator API
  • Gmail inbox integration
  • CDSL OTP Fetch
  • 200 credits/month
Start Pro

Ultra 750

For high-growth platforms

₹10,500 /month
  • Everything in Pro
  • Priority support
  • 750 credits/month
Start Ultra

Need more? Contact us for Enterprise pricing - custom SLA, on-premise deployment, dedicated support.

Built for Developers & AI Agents

Portfolio API for AI Agents

Agent Toolkit with MCP server. 14 ready-to-use templates. SDKs for Python, Node.js, TypeScript.

Install Agent Toolkit

npx skills add casparser/agent-toolkit

Quick Parse (curl)

curl -X POST \
  https://portfolio-parser.api.casparser.in/v4/smart/parse \
  -H "x-api-key: YOUR_KEY" \
  -F "pdf_file=@cas.pdf" \
  -F "password=PAN"
17
MCP Tools
14
Code Templates
<500ms
Response Time
3
SDKs
Explore Agent Toolkit View API Docs
FAQ

Frequently Asked Questions

What is CASParser?
CASParser is an API platform that parses Indian financial portfolio documents - CAS (Consolidated Account Statement) PDFs from CDSL, NSDL, CAMS, and KFintech - into structured JSON or Excel. It enables fintech platforms, wealth managers, and advisors to import investor portfolios programmatically.
What is a CAS (Consolidated Account Statement)?
A CAS is a single document that consolidates all your investment holdings across mutual funds (from CAMS and KFintech) and demat accounts (from CDSL and NSDL). It includes equities, mutual funds, bonds, AIFs, insurance, and NPS holdings.
How does CASParser compare to Account Aggregator?
CASParser deploys in 5 minutes at ₹999/month with no regulatory approvals needed. Account Aggregator takes 5-10 months, costs ₹5-25 lakhs+ upfront, and requires regulatory approvals. CASParser is ideal for immediate portfolio import needs, while AA provides broader financial data access over time.
What is a credit and how much does each operation cost?
Credits are the unit of usage. CAS parsing costs 1 credit. Contract note parsing costs 0.5 credits. CAS generation (KFintech) and CDSL OTP fetch cost 0.5 credits each. Gmail inbox pulls cost 0.2 credits per file discovered. Failed operations are never charged. See our pricing page for a full breakdown.
Is my data secure?
Yes. CASParser does not store any parsed data on our servers after processing. All data is transmitted over encrypted HTTPS connections. The API includes built-in fraud detection to reject tampered PDFs. We are hosted on Indian infrastructure for data sovereignty.
Can I try CASParser for free?
Yes! Our Free plan includes 10 credits per month with access to all parsers and the web portal. No credit card required. You can also use our sandbox API key (sandbox-with-json-responses) for development and testing.
What output formats does CASParser support?
CASParser returns structured JSON with a unified response format regardless of CAS type. The response includes investor details, portfolio summary, demat account holdings (equities, bonds), mutual fund folios, insurance policies, and NPS accounts. You can also export to Excel and CSV via the web portal.
How is CASParser different from MFcentral?
MFcentral only covered mutual funds. CASParser supports all 9 Indian asset classes (equities, MF, bonds, AIFs, NPS, insurance, G-Secs) from both demat and non-demat sources. CASParser also provides Gmail inbox integration, CAS generation, CDSL OTP fetch, contract note parsing, and a white-label SDK - features MFcentral never had.