PortfolioAnalysis.in
ENTERPRISE FAMILY OFFICE PLATFORM
The 360° view of all your investments, unified.
One encrypted platform to see every rupee — across brokers, mutual funds, FDs, insurance and gold — with zero manual entry. Powered by RBI's Account Aggregator network.
HOW IT WORKS
Three steps to total clarity
Link your accounts securely via India's RBI Account Aggregator network. Your data never leaves your control.
STEP 1
Connect Accounts
Securely link your bank, demat, mutual fund and insurance accounts via RBI's Account Aggregator. One-time consent, zero passwords shared.
STEP 2
Auto-Aggregate
All holdings are pulled in real-time — CAMS, CDSL, NSDL, banks — and classified into your unified portfolio with zero manual entry.
STEP 3
Analyse & Act
Get gap analysis, rebalancing suggestions, Monte Carlo simulations and goal tracking — all in one encrypted dashboard.
Total Portfolio
₹42.6L
↑ 18.4% this year
Goals Being Tracked
🏠
HOME
68%
🎓
EDUCATION
41%
✈️
TRAVEL
85%
🏖️
RETIRE
22%
WHAT YOU GET
Portfolio Gap Analysis
Ideal vs current allocation with colour-coded heatmap across all asset classes.
FREE
Investor Persona Profiling
Life stage, risk profile and wealth segment — your unique investor persona.
FREE
Ideal Allocation Model
Persona-driven strategic allocation model tailored to your goals and risk.
FREE
Goal Planning & FV Calculator
SIP and lumpsum projections with inflation-adjusted future value.
FREE
Monte Carlo Simulation
Probability score for goal achievement across 1,000 market scenarios.
FREE
PDF Report Generation
Full portfolio analysis report — downloadable and shareable in one click.
FREE
Rebalancing Engine
Clear buy/sell signals to restore your ideal allocation instantly.
FREE
Portfolio Heatmap
Visual gap identification across segments — spot overweight and underweight instantly.
FREE
Auto-populate via CAMS / CDSL
Connect all brokers via AA. Holdings appear automatically — no manual entry.
PRO ₹299/mo 🔒
Monthly Auto Refresh
Holdings stay current automatically every month — always accurate data.
PRO 🔒
Goal Achievement Alerts
Email alerts when your portfolio hits a goal milestone — never miss it.
PRO 🔒
Portfolio Value Trend Chart
30 / 90 / 180-day trend chart of your total portfolio value over time.
PRO 🔒
🔒
AES-256-GCM encrypted data storage · RBI AA framework
PortfolioAnalysis.in
Enterprise Family Office Platform · Trusted by HNI Investors
Take control of your wealth.
For Free.
For Free.
One encrypted platform to see every rupee — across brokers, mutual funds, FDs, insurance and gold — with zero manual entry.
📊
Portfolio Gap Analysis
Ideal vs current allocation with colour-coded heatmap across all asset classes.
🎯
Goal Planning & Monte Carlo
SIP projections with inflation-adjusted FV and probability scoring across 1,000 scenarios.
🔗
Auto-populate via AA (Pro)
Connect CAMS · CDSL · NSDL · banks via RBI's Account Aggregator. Zero passwords shared.
📄
PDF Report Generation
Full portfolio analysis report — downloadable and shareable in one click. Free.
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All outputs are for informational purposes only. Not investment advice.
TrudyINV Services LLP · LLPIN: ACJ-9359 · GSTN: 29AAWFT9808M1ZW
All outputs are for informational purposes only. Not investment advice.
TrudyINV Services LLP · LLPIN: ACJ-9359 · GSTN: 29AAWFT9808M1ZW
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