Skip to main content

​
General

CAS Parser is an API that extracts structured data from Indian financial portfolio statements (CAS PDFs). It supports CDSL, NSDL, CAMS, and KFintech formats.
  • Fintech apps — Portfolio tracking, wealth management
  • Banks — Client onboarding, KYC verification
  • Tax platforms — Capital gains calculation
  • Research firms — Portfolio analysis
  • Internal audit — Compliance and verification
CAS Parser extracts 9 asset classes:
  1. Equities
  2. Mutual Funds (demat & non-demat)
  3. Corporate Bonds
  4. Government Securities
  5. AIFs (Alternative Investment Funds)
  6. ETFs
  7. Insurance
  8. NPS (National Pension System)
  9. Contract Notes (broker trades)

​
Pricing & Credits

View full pricing
No. Credits reset monthly on your billing date. Unused credits don’t carry forward.
Refunds are subject to contract terms. Please reach out to support to discuss your specific situation.

​
Technical

Supported:
  • Original digital PDFs from CDSL, NSDL, CAMS, KFintech
  • Password-protected PDFs
Not supported:
  • Scanned PDFs (no OCR)
  • Photographed documents
  • Tampered or modified PDFs
The password is typically mentioned in the email that delivered the CAS.
10MB per file. Larger files will be rejected.
No. PDFs are deleted immediately after parsing. We don’t store any uploaded files.
Yes. We use:
  • TLS 1.3 encryption in transit
  • AES-256 encryption at rest
  • India-hosted infrastructure (DigitalOcean Bangalore)
  • No data retention after parsing
  • SOC 2 compliance (in progress)
Read more about security

​
Integration

CAS Parser is a REST API — works with any language that can make HTTP requests.Official SDKs:
  • Portfolio Connect SDK (React, Next.js, vanilla JS)
Community examples:
  • Python (requests)
  • Node.js (fetch, axios)
  • PHP, Ruby, Go, Java, .NET
View examples
Yes, but use access tokens instead of API keys:
  1. Generate token from your backend (POST /v1/token)
  2. Pass at_ token to frontend
  3. Use Portfolio Connect SDK for best UX
Learn about authentication
Use the sandbox API key:
Returns sample data for all endpoints. Rate limited to 10 requests/minute.Sandbox guide
  • Standard plans: 60 requests/minute
  • Enterprise: Custom limits

​
Features

Yes. Use the CDSL OTP Fetch feature:
  1. POST /v4/cdsl/fetch — Request OTP
  2. User enters OTP from SMS
  3. POST /v4/cdsl/fetch/{session_id}/verify — Get CAS
CDSL Fetch guide
Yes. The Gmail Inbox Import feature uses OAuth to import CAS files directly from user email.Gmail Import guide
Yes. Use the KFintech CAS Generator to trigger email mailback:
The CAS is emailed to the user within 1-2 minutes.CAS Generator guide
Yes. Parse broker contract notes from:
  • Zerodha
  • Groww
  • Upstox
  • ICICI Direct
Contract Notes guide

​
Support

Contact support
Yes. Enterprise customers can request:
  • Custom integrations
  • On-premise deployment
  • White-label solutions
  • Dedicated support
Speak to an engineer to discuss your requirements, or email us at casparser.in/contact.
  1. Check the error message in the response
  2. Verify PDF password (check CAS email)
  3. Ensure PDF is original (not scanned)
  4. Contact support with the X-Request-ID header
Error handling guide

​
Compliance

CAS Parser is a parsing service, not a financial service. We don’t require RBI approval.We parse publicly available CAS files that investors already possess.
Yes. We comply with India’s Digital Personal Data Protection Act (DPDPA):
  • No data retention after parsing
  • User consent required for Gmail OAuth
  • Data hosted in India
  • Encrypted storage and transmission
Yes. CAS Parser includes tamper detection — modified or scanned PDFs are rejected. This makes it suitable for:
  • Loan underwriting
  • KYC verification
  • Credit assessment
Speak to an engineer if you want to discuss tamper detection for your underwriting workflow.