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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.

SIP registerSep
Daily book
Today · 04:00 IST
Healthy
Total AUM
₹482Cr+2.1%
XIRR
14.2%
01020
3 SIPs stopped this week · Review nowARS
Send review pack
Feeds
04:00
Clean
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
DashboardFeed · 04:00
Critical action items
SIPs ending ≤30 days
42
₹3.1L / month
SIPs ending 31–90 days
67
₹4.8L / month
Redemptions, last 30 days
18
₹42L out
Risk alerts
SIP Lapse · Anika Mehta
₹15,000 / month · High
Call client
Large Redemption · Rohan Iyer
₹4.2L redeemed · High
Call client
Allocation Drift · Kavya Rao
Equity 78% vs 60% · Medium
Call client
3

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.

Capital gains · FY 2025-26
STCG₹1,12,480
LTCG₹3,86,920
IntelliWealth
Portfolio_valuation
Equity62%
Debt21%
Hybrid12%
Liquid5%
Value today₹5,19,460
CA ready
PDF XLSX

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.

HH-0142 · Mehta family
RM
Rohan Mehta52%
PM
Priya Mehta31%
HUF
Mehta HUF17%
Household₹1.84 Cr
KYC · PAN
Verified

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.

Client portal
₹59,92,220
Feed log
Today · 04:00 IST
CAMS1,284 txns
KFINTECH612 txns
CAS3 matched
AMFI NAVUpdated
One book0 errors
Reconciled

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.

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 by financial yearFY 2025-26
IndividualFamilyMehta household
Short Term
₹1,12,480
Long Term
₹3,86,920
Realised
₹4,99,400
SchemeSTCGLTCG
Flexi Cap Fund – Dir G₹48,200₹1,92,400
Large & Mid Cap – Dir G₹64,280₹1,21,300
Short Duration – Dir G—₹73,220
PDF XLSX
CA ready

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.

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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