Free portfolio check

See your whole mutual fund portfolio on one page

Upload your Consolidated Account Statement. In about half a minute you get a fund-by-fund first look: how each fund has done against its category, where funds overlap, and how your SIPs are running.

Your statement (PDF)

Add your statement to continue.

Your statement is processed on Trustner’s systems and is not sold or passed to third parties. A Relationship Manager may call you about the result.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns. This check is an automated summary of the statement you provide and is not investment advice as defined under the SEBI (Investment Advisers) Regulations, 2013. Trustner Asset Services Pvt. Ltd. is an AMFI registered Mutual Fund Distributor and SIF Distributor, APMI registered PMS Distributor: ARN-286886, and earns commission from fund houses on Regular plans. Commission disclosure.

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