How to Read Your CAS Statement (CAMS, KFintech, NSDL, CDSL)
What a CAS is, CAMS vs KFintech vs NSDL/CDSL, detailed vs summary, how to read folio, ISIN, units, NAV and cost, the password, and why funds go missing.
Category: India
Explore 11 expert articles about india, featuring insights from seasoned wealth management professionals. Learn about portfolio optimization, investment strategies, and financial planning.
India Interest Rates, October 2026: Small Savings Unchanged, and What to Pick
India interest rates for October 2026: PPF 7.10%, SCSS and SSY 8.20% unchanged for Q3 FY27, bank slab changes, the RBI decision on 7 October and which schemes stand out.
RBI Retail Direct: How to Buy Government Bonds Directly from the RBI (2026 Guide)
Open a free RBI Retail Direct account and buy G-Secs, SDLs and T-Bills straight from the RBI from ₹10,000. Who can apply, how bidding works, costs, tax and tracking.
Indian Tax Reports in Agni Folio: Capital Gains (LTCG/STCG) and Schedule FA
What Agni Folio's Capital Gains (LTCG/STCG on shares and mutual funds, ₹1.25 lakh exemption, Excel export) and Schedule FA reports cover, how the numbers are worked out, and their limits.
Import Your CAS (CAMS, KFintech, NSDL, CDSL): Portfolio Tracker Guide (2026)
Agni Folio imports your CAS from CAMS, KFintech, MF Central, NSDL or CDSL, password-locked or not. Download it, upload it, enter the password, review each folio, confirm.
7 Best MProfit Alternatives in India (2026) - Free & Paid
Looking for an MProfit alternative in India? Compare the top 7 portfolio trackers for stocks, mutual funds, FDs, crypto & capital gains without the ₹18,000/yr fee.
How to Consolidate & Track PMS (Portfolio Management Services) Performance in India
A complete HNWI guide to consolidating and tracking Portfolio Management Services (PMS) in India. Covers SEBI guidelines, TWRR vs XIRR returns, tax impact, and multi-asset tracking.
NRI Investment Tracker: India & Global Portfolio
Track your Indian mutual funds, FDs, real estate, and NRE/NRO accounts alongside US 401k, stocks, and crypto in one dashboard. Multi-currency XIRR, daily exchange rates for 160+ currencies, and legacy transfer built for NRIs.
Best Free Portfolio Tracker for India 2026
A comprehensive comparison of the best free portfolio trackers for Indian investors in 2026, covering multi-asset tracking for NSE/BSE stocks, mutual fund SIPs, FDs, real estate, crypto, and insurance with XIRR calculations and NRI multi-currency support.