fincode — AI-powered Mutual Fund Review App
fincode

AI-powered Mutual Fund Review App

Review, select, and act on your mutual funds effortlessly.

Akshay’s Portfolio

4 funds analysed
Mirae Large Cap
Large Cap
In Form
Axis Bluechip
Large Cap
On Track
SBI Small Cap
Small Cap
Off Track
HDFC Mid Cap Opp.
Mid Cap
Out of Form

Fund Ratings Engine

Ratings Engine is based on 20 years of back-tested data. It does deep analysis based on monthly data released by Mutual Fund AMCs.

AMFI REGISTEREDfincode
Portfolio Performance

See what’s in-form and what’s out-of-form in your portfolio

Get a clear snapshot of how your portfolio is performing, with every fund sorted into one of four categories. Updated monthly.

Portfolio Performance in Jul

Powered by 20 years of data
▲▲
In-form
Performing great
▲
On-track
Performing good
▼
Off-track
Don’t invest further
▼▼
Out-of-form
Exit now
Fund Performance

Know exactly what to do with each fund

Start SIP, pause SIP, or exit. Get clear actions for every fund, as recommended by our in-house advisors.

Mirae Asset Large Cap

Equity · Large Cap · Direct
₹8.4L
Current value
▲▲ In-form
✓ SIP: Great to start
✓ Lumpsum: Great to invest
Monthly Reports

Your portfolio is re-reviewed every month

Fund ratings shift as market conditions change. We re-check your holdings monthly, so a fund quietly losing form never goes unnoticed.

SBI Small Cap Fund

Rating changed this month
▲
Jun: On-track
Performing good
▼
Jul: Off-track
Don’t invest further

You’ll be notified the moment a rating changes.

Why fincode

Everything you need to keep your portfolio in top form

📈

Fund-by-fund ratings

Every equity and hybrid fund you hold, rated in-form to out-of-form — backed by 20 years of data.

🎯

Clear next action

Not just a score — a specific action for every fund: keep investing, pause, or exit.

🔁

Monthly re-review

Your portfolio is re-rated every month, so a fund losing form never goes unnoticed.

🔍

Check before you invest

Look up the rating of any mutual fund, not just the ones you already own.

🔒

Read-only, always

We only read fund statement emails from CAMS, KFintech, NSDL and CDSL. Nothing else, ever.

🧑‍💼

A real advisor behind it

Every rating is backed by fincode’s AMFI-registered advisory desk (ARN 263238), with 25+ years of experience in financial markets.

Built by

Built by an experienced and passionate team

Amit Sahita

Amit Sahita

Co-founder & Director
25+ years of experience

MBA Finance, JBIMS. Leads fincode’s advisory practice and product direction.

Namita Patel

Namita Patel

Co-founder
Chartered Accountant

Formerly EY and Bank of America. Built fincode’s fund rating engine across 18,000+ ISINs.

✅ AMFI Registered advisory · ARN 263238
📊 18,000+ ISINs rated
Questions

Frequently asked questions

How can fincode help me?+

fincode rates every fund in your mutual fund portfolio as in-form, on-track, off-track, or out-of-form, and tells you exactly what to do — keep investing, pause, or exit — for each one.

How do I get started?+

Connect your Gmail with read-only access, enter your PAN, and fincode fetches your CAS statement and rates your holdings in under 3 minutes.

Can I check a fund I don’t own yet?+

Yes — you can look up the rating of any mutual fund before you invest in it, not just the ones already in your portfolio.

Is my data safe?+

We only access read-only fund statement emails from CAMS, KFintech, NSDL and CDSL. Your data is never sold or shared with third parties.

Is fincode AMFI registered?+

Fincode Advisory Services Private Limited is an AMFI-registered mutual fund distributor, ARN 263238.

Let’s look at your MF holdings.

We’ll fetch your portfolio in under 3 minutes. Your data is never sold or shared.

💬 Get a detailed portfolio review and action plan
▶ Get it on Google Play Download on the App Store

By continuing, you agree to be contacted by Fincode Advisory Services for advisory purposes.

fincode
Terms & Conditions Advisory Agreement Grievance Redressal Fund Rating Methodology
Registered asFincode Advisory Services Private Limited
Contactinfo@fincode.in
Get the appGoogle Play · App Store

Investment advisory services are provided by Fincode Advisory Services Private Limited, an AMFI-registered mutual fund distributor, ARN 263238.

Warning: Investments in securities markets are subject to market risks. Read all related documents carefully before investing. Registration granted by SEBI, membership of BSE and certification from NISM in no way guarantee the performance of the advisor or provide any assurance of returns to investors.

Check my portfolio →

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