How to Import Your CAMS / KFintech CAS Statement into Agni Folio
Step-by-step: download your CAMS or KFintech CAS, upload the PDF to Agni Folio, enter its password, and every mutual fund folio is matched by ISIN and folio number.
Category: Feature Guides
Explore 4 expert articles about feature guides, featuring insights from seasoned wealth management professionals. Learn about portfolio optimization, investment strategies, and financial planning.
July 2026 Update: Daily Reveal, True Crypto P&L, and Reminders That Close the Loop
The July 2026 release makes Agni Folio a daily habit: a Daily Reveal strip with AI insights and a check-in streak, true cost-basis P&L for synced crypto exchanges (with automatic recovery from trade history), and reminder actions — mark paid, reviewed, or matured, or snooze for a week.