Import securely
Use password-protected CAMS or KFintech consolidated account statements. Uploaded files are handled as private portfolio data.
Free personal portfolio
Bring CAMS and KFintech consolidated account statements together. WealthMap turns confirmed statement data into holdings, performance, allocation, transaction history and practical tax records.
From statement to insight
Upload a supported statement, review what WealthMap found, and confirm only the information you recognise.
Use password-protected CAMS or KFintech consolidated account statements. Uploaded files are handled as private portfolio data.
Matched, excluded and attention-needed rows stay visible. Nothing affects your portfolio until you confirm the included holdings.
Follow latest valuations, gains, allocation, cash flows and money-weighted returns from confirmed, traceable information.
Built for useful decisions
Understand portfolio value, invested cost, absolute gain, XIRR and period returns without hiding incomplete source data.
See where your confirmed investments are concentrated across mutual funds and other recorded assets.
Filter purchases, SIPs, redemptions and switches, then export the records when you need them.
Review FIFO acquisition lots and realised gains as a working record for professional tax verification.
Download your confirmed holdings and transactions. Your portfolio is not locked inside WealthMap.
Clear warnings distinguish complete calculations from partial or unavailable results.
Two connected experiences
WealthMap supports an advisor planning workspace and a separate personal portfolio experience. They can work together without confusing who controls the data.
Start with your latest CAS
Free to create. Review-first import. No advisor connection required.