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Advising with
Intelligence.

We turn your CAMS and KFinTech feed into a daily, actionable picture of the business — what grew, what's at risk, and what to do today.

Your book today

Feed landed · 04:00

Healthy

Total AUM

₹482Cr+2.1%
1,284
Live SIPs
14.2%
XIRR
3
Need a call
₹
42 SIPs ending
in the next 30 days
3 SIPs stopped
this week · review now
CAMS ✦ KFINTECH ✦ AMFI NAV ✦ SIPs ✦ CAPITAL GAINS ✦ HOUSEHOLDS ✦ PORTFOLIO ✦ CAS IMPORT ✦ CLIENT PORTAL ✦ CAMS ✦ KFINTECH ✦ AMFI NAV ✦ SIPs ✦ CAPITAL GAINS ✦ HOUSEHOLDS ✦ PORTFOLIO ✦ CAS IMPORT ✦ CLIENT PORTAL ✦ CAMS ✦ KFINTECH ✦ AMFI NAV ✦ SIPs ✦ CAPITAL GAINS ✦ HOUSEHOLDS ✦ PORTFOLIO ✦ CAS IMPORT ✦ CLIENT PORTAL ✦ CAMS ✦ KFINTECH ✦ AMFI NAV ✦ SIPs ✦ CAPITAL GAINS ✦ HOUSEHOLDS ✦ PORTFOLIO ✦ CAS IMPORT ✦ CLIENT PORTAL ✦ CAMS ✦ KFINTECH ✦ AMFI NAV ✦ SIPs ✦ CAPITAL GAINS ✦ HOUSEHOLDS ✦ PORTFOLIO ✦ CAS IMPORT ✦ CLIENT PORTAL ✦ CAMS ✦ KFINTECH ✦ AMFI NAV ✦ SIPs ✦ CAPITAL GAINS ✦ HOUSEHOLDS ✦ PORTFOLIO ✦ CAS IMPORT ✦ CLIENT PORTAL ✦

Anatomy of Intelligence

Every module reads from the same clean book of record — folios, transactions, NAV — so the numbers agree wherever you look.

AI Dashboard

Signals today

18+4 new

Portfolio Valuation

Total AUM

₹482 Cr+2.1%

Capital Gains

Realised FY26

₹1.9 Cr+8.6%

SIP Book

Live SIPs

1,284+37

Investor Portal

Clients with access

1,062+48

Feed Health

Feeds clean

100%0 errors

Your morning, sorted.

The feed lands at 04:00 and the book is reconciled before you are up. Open the dashboard to the few clients worth a call today — not a report to read.

  • Feed landed at 04:00

    CAMS and KFintech files are read and reconciled overnight, and Feed health shows each one — so every number you open is today's.

  • Risk alerts, with the rule shown

    SIP lapses, large redemptions and allocation drift are raised per client with the rule that fired. Acknowledge, resolve or dismiss as you call.

  • ₹

    SIPs ending, before they end

    Critical action items count the SIPs ending in the next 30 and 90 days, with the monthly amount at stake.

Open your dashboard

This morning

3 clients worth a call
Feed · 04:00
42
SIPs ending ≤30 days
₹3.1L / month
67
SIPs ending 31–90 days
₹4.8L / month
18
Redemptions, 30 days
₹42L out

Risk alerts

  • SIP lapse
    Anika Mehta · ₹15,000 / month
    High
  • Large redemption
    Rohan Iyer · ₹4.2L redeemed
    High
  • %
    Allocation drift
    Kavya Rao · equity 78% vs 60%
    Medium
Feeds reconciled
CAMS · KFintech

What slows most distributors down?

Not the advice. It is the hours around it — reconciling two RTA feeds, rebuilding the same statement, and answering questions a client could have answered themselves.

Two RTAs, one book

CAMS and KFintech arrive in different shapes, so the same client looks like two people until someone stitches them together.

The spreadsheet in the middle

Every valuation, gain figure and review pack passes through a workbook only one person in the office fully understands.

%

Statements on request

A client asks for last year's capital gains and it becomes an evening of exports, formatting and re-checking.

Families counted twice

Husband, wife and HUF sit in three folios with no household view, so nobody can answer what the family is really worth.

!

Errors found by the client

A missing folio or a stale NAV surfaces in a review meeting instead of on the day the feed broke.

?

Clients with no window in

Every balance check, every SIP question and every statement comes back to you as a WhatsApp message.

What IntelliWealth delivers.

Every screen below is live in the product today — not a roadmap.

01 / 03

Every report your client asks for

Eighteen reports off one clean book, for a person, a household or your whole business — each one downloadable as PDF or Excel.

₹

Portfolio valuation

What is held, what it cost, the gain on it and the split across equity, debt and hybrid.

%

Capital gains and FY-wise

Realised short and long term for any financial year, ready for the client's CA.

Transactions and folio master

Every purchase, redemption and switch, searchable by folio, fund or description.

SIP, STP and SWP

What is live, what lapsed this month, and what is due in the weeks ahead.

Portfolio valuation
PDF Excel
Equity62%
Debt21%
Hybrid12%
Liquid5%

Value today

₹5,19,460
%
Capital gains
FY 25-26 · ready

02 / 03

Clients and households, in one place

Open a client or a family and land on their money, not a form. Households roll up across members, so a family total is a click rather than a sum in your head.

Client master and Client 360

KYC, bank, nominee and contact details beside the portfolio they belong to.

Families that add up

Husband, wife and HUF under one household, with each member's share of it.

Onboarding

New clients captured once and checked before they reach the book.

?

Portal invites

Invite a client from their own record, and they sign in to their portfolio under your name.

Mehta family

3 members · one household

RM
Rohan Mehta52%
PM
Priya Mehta31%
HUF
Mehta HUF17%

Household total

₹1.84 Cr
KYC verified
PAN · bank · nominee

03 / 03

Clean data underneath, a portal on top

CAMS and KFintech feeds and CAS files reconciled into one book every day — then handed straight to your clients in a portal of their own.

₹

Daily RTA feeds

Both registrars folded into one record, so the same client is never two people.

CAS import

A client's consolidated statement read in and matched against what you already hold.

Feed health

A broken or late file is flagged to you on the day, not found in a review meeting.

?

Investor portal

Your clients see their funds, SIPs, gains and statements — and stop asking you for them.

Feed log

Today · 04:00 IST

Reconciled
  • CAMS1,284 txns
  • KFintech612 txns
  • CAS3 matched
  • AMFI NAVUpdated

One book

0 errors
?
Client portal
₹59,92,220 · live

They stop asking you.

Your clients open their own portfolio, under your name — so the balance checks and statement requests stop landing on your phone.

₹

Their whole portfolio

Value, gain and returns, current to the latest NAV.

₹

SIPs at a glance

What is running, what is due next, and what stopped.

9:41
Good morning
Your firm
AM
Your portfolio
₹59,92,220
+₹18,43,427 · 44.4%
Funds
SIPs
Tax statement
Statement ready
%

Tax, ready to file

Capital gains for any financial year, one tap to download.

The whole family

Every member's holdings together, in one household view.

One book. Every answer.

Whatever a client asks, the answer comes from the same reconciled record — so two screens never disagree.

₹
One clean book

Folios · transactions · NAV

₹
What is it worth today?
Portfolio valuation
%
What do I owe in tax?
Capital gains
Which SIPs are running?
SIP book
What is the family worth?
Families
What happened in March?
Transactions
?
Can I see it myself?
Client portal

From raw feed to a live book.

Every screen reads from one reconciled book of record — so the numbers agree wherever you look, and they are never a month old.

₹

01 · ARRIVES

Every feed, every morning

Registrar files, scheme data and your clients' own statements land on their own.

CAMSKFinTechAMFICAS files

02 · RECONCILED

Checked before it counts

Both registrar formats are normalised and every file is checked against what it claims.

One record per clientBroken files flagged the same day

03 · LIVE

On every screen, at once

AUM, flows and SIP health recompute the moment a feed lands — nobody has to run a report.

Refreshed dailySame numbers everywhere
BOOK_LIVEFEED: CAMS+KFIN08:42 IST
AUM
482
SIP
1284
FLOW
+12.4%
MTD NET
SYNC_ACTIVE
RECON_CLEAN
Capital gains · FY26PDF
SIP summaryXLSX
IntelliWealth
PORTFOLIO_STATEMENT
Invested₹4,82,300
Growth₹64,500
Redeemed- ₹27,340
Value today
₹5,19,460
Reconciled

Ready before they ask.

Folio-level statements straight from the feed — no spreadsheet in the middle, no evening spent formatting.

A client, a family, or the whole book

Pick who it is for — the same report works at every level.

%

Any financial year, any date range

Gains for the year the client files, transactions for the months they ask about.

PDF or Excel, in one click

Hand it over as a statement, or open it straight in a spreadsheet.

Tax season, without the scramble.

Capital gains and FY-wise statements for every client, short and long term already split — ready long before the 31 March rush.

  • %

    Capital gains by financial year

    Short and long term gain for any FY, scheme by scheme, with the 31-Jan-2018 grandfathering applied where it counts.

  • A client, a family, or the whole book

    Switch between Individual and Family and every member's gains come together in one statement.

  • PDF for the CA — and the client's own copy

    Export to PDF or Excel in one click, while the client sees the same gains on Tax & dividends in their portal.

See it in Reports
%
Capital gains

Mehta household · family

FY 23-24FY 24-25FY 25-26
Short term₹1,12,480
Long term₹3,86,920

Realised this year

₹4,99,400
PDF Excel
Ready for the CA

Live in a week.

Onboarding is a checklist, not a project. You connect the feed and invite your team — we do the reconciling.

Go-Live Checklist

ARN & distributor verified
RTA feed credentials
Folios mapped (12,480)
RMs & branches invited
GO-LIVE: DAY 7REF: #IW-ONBOARD

Day 1

•••

Connect your feed

Point your CAMS and KFinTech mailback at us and add the file passwords.

Days 2–3

Every folio mapped

Clients, families and folios matched into one book, and checked by us.

Day 4

Your team, your roles

Add your staff and give each person only what their job needs.

Day 7

Live

Your book, your reports and your clients' portal, switched on.

Plan it before you invest.

Six calculators, free to use and with nothing to sign up for. Try a SIP, a goal or your retirement, then talk it over with your advisor.

All calculators
  • ₹SIP calculatorWhat could a monthly SIP grow to?
  • Lumpsum calculatorWhat could a one-time investment become?
  • Goal plannerHow much should I invest for a goal?
  • ₹Retirement plannerHow much do I need to retire?
  • ₹SWP calculatorHow long will my monthly withdrawals last?
  • %Inflation calculatorWhat will things cost in the future?

Your whole book, clean and live — by next week.

Register your firm to get started, or sign in to see your own portfolio.

IntelliWealth.

AI-first intelligence for mutual fund distributors.

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