Portfolio Consolidation Without Complexity
One API to access all your clients' portfolios - CDSL, NSDL, CAMS, KFintech. White-label UI included. Start importing in 5 minutes. No technical setup required.
White-label UI
Portfolio Connect SDK with your branding. Drop-in React widget or vanilla JS. No backend needed.
Multi-Asset Support
Equities, mutual funds, bonds, AIFs, insurance, NPS. Consolidate everything in one place.
Quick Setup
Start importing portfolios in 5 minutes. Free tier available. No credit card required to begin.
Multiple Formats
Get data as JSON, Excel, or CSV. Perfect for building reports and client presentations.
Gmail Import
Clients import CAS directly from their Gmail inbox. No file downloads or password sharing needed.
Secure & Reliable
No data storage after processing. 99.9% uptime. Built-in fraud detection for tampered PDFs.
Start Consolidating Portfolios Today
Free tier available. No credit card required. Integrate in 5 minutes.