For Advisors & MFDs

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.

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White-label UI

Portfolio Connect UI SDK with your branding. Works with any frontend framework. No backend needed.

Multi-Asset Support

Equities, mutual funds, bonds, AIFs, insurance, NPS. Consolidate everything in one place.

New

Portfolio Links

Branded portfolio collection pages. Share a link like link.casparser.in/your-company with clients. They upload CAS, you get parsed data via email. No code needed.

Create your link

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.

Frequently Asked Questions

Do I need a developer to integrate CASParser?
Not necessarily. The Portfolio Connect UI SDK is a drop-in component that works with a single line of code. For the simplest setup, use the web portal at app.casparser.in to manually upload and parse CAS PDFs without any code.
What asset classes does CASParser support?
CASParser extracts data from 9 asset classes: equities, demat mutual funds, non-demat mutual funds (CAMS/KFintech), corporate bonds, government securities, AIFs, life insurance, NPS, and contract notes from Zerodha, Groww, Upstox, and ICICI.
How much does CASParser cost for advisors?
The Free plan includes 10 credits/month with all parsers and the web portal. The Lite plan at ₹999/month includes 50 credits with API access and Portfolio Connect UI SDK. Each CAS parse costs 1 credit. No credit card required to start.
Can my clients import portfolios themselves?
Yes. Embed the Portfolio Connect UI SDK in your app or website. Clients can upload CAS PDFs, import from Gmail, or fetch from CDSL via OTP. The SDK is white-label and shows your brand.

Read more: SDK Guide | All 9 Asset Classes | Pricing

Start Consolidating Portfolios Today

Production API keys free on signup. No credit card required. Integrate in 5 minutes.

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