The FactFinances app shows your mutual fund portfolio in one place. Upload your Consolidated Account Statement once, and the app values your holdings using NAVs published by AMFI. Built by an AMFI-registered Mutual Fund Distributor in Ranchi, for investors who want to see what they actually own.
Available now on Google Play
The FactFinances app is live on Google Play, free to install. Download it, upload your Consolidated Account Statement once, and see your whole mutual fund portfolio in one place. If you have a question before you install, talk to us.
What It Does
What the app does
- Shows your whole portfolio. Every mutual fund folio across every AMC, in one list, from a single statement upload.
- Values it with AMFI NAVs. Your holdings are refreshed using the NAVs that AMFI publishes, so the value you see is current.
- Keeps it simple. Sign in with your mobile number and a one-time password. No usernames, no paperwork.
- Lets you ask for a call back. If you want to talk something through, you can request a call from inside the app.
What it is not: the app does not recommend schemes, predict returns or rate funds. It shows you what you already own and what it is worth today. Any decision about buying, holding or selling stays yours.
CAS Upload
How the statement upload works
A Consolidated Account Statement (CAS) is a single PDF listing every mutual fund you hold, across all AMCs. You can request one free from CAMS, KFintech or NSDL, and it arrives by email as a password-protected PDF.
- Request your CAS from CAMS or KFintech using the email address registered with your folios. It reaches your inbox in a few minutes.
- Upload it in the app along with the password that opens it. Both travel over an encrypted connection.
- We read it once and delete it. The app extracts your holdings, then the file and the password are deleted immediately. Neither is ever stored.
After that, the app keeps your holdings and refreshes their value. You only need to upload a fresh statement when you want to bring in new transactions.
Your Data
What we hold, and for how long
| Item | What happens to it |
|---|---|
| Your CAS PDF and its password | Read once to extract holdings, then deleted. Never stored. |
| Your holdings and transactions | Stored so the app can show your portfolio. Deleted when you delete your account. |
| Your mobile number | Used to sign you in. Deleted when you delete your account. |
| Call-back requests | Kept up to 3 years, or less if you ask us to remove them sooner. |
| Where it is stored | Google Firebase servers in Mumbai, India. Google processes it only on our behalf. |
| Selling your data | Never. We do not sell or share your data with anyone else. |
You can delete everything at any time from Profile → Delete my account inside the app, which removes it immediately and permanently. If you no longer have the app, use the account deletion page. The full details are in our privacy policy.
Who Built It
Who is behind the app
FactFinances is run by Ujjwal Tiwary, an AMFI-registered Mutual Fund Distributor (ARN-144500) based in Ranchi and Deoghar, Jharkhand, with around eight years in mutual fund distribution and insurance. The same person who writes the guides on this site answers the call-back requests.
If you would rather read before you download, start with how SIPs work, how mutual funds are taxed, or the free calculators.
Talk It Through
Want to be told when the app goes live?
Send us a message and we will let you know the day it is approved. If you would like help reading your current portfolio in the meantime, we are happy to go through it with you. Ranchi, Deoghar and across India online.
Questions
Frequently asked questions
Is the FactFinances app free?
Yes. The app is free to download and use. We earn commission from AMCs only on investments made through us as a distributor, which is disclosed on our affiliate and distribution disclosure page.
Do you store my CAS password?
No. The PDF and its password are sent over an encrypted connection, read once to extract your holdings, and deleted immediately. Neither is ever stored.
Can I use the app if I invest through someone else?
Yes. The app reads your Consolidated Account Statement, which covers every folio you hold, whoever you invested through. Using it does not move your investments to us.
Which platforms is the app on?
Android first, through Google Play. We will say here if that changes.
How do I delete my account and data?
In the app, go to Profile → Delete my account; it is immediate and permanent. Without the app, use the account deletion page on this site, and we will complete it within 30 days.
Does the app tell me which funds to buy?
No. It shows what you own and what it is worth. It does not rate, rank or recommend schemes. If you want to discuss your portfolio, you can request a call back.
Keep Learning
Next steps: Delete your app account · Privacy policy · Contact us
The bigger picture: The complete guide to mutual funds in India · All free calculators
Disclaimer: FactFinances is an AMFI-registered Mutual Fund Distributor (ARN-144500). The FactFinances app is a portfolio tracking and educational tool: it shows you your own holdings and their current value, and it does not give investment advice or recommend any scheme. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past performance does not indicate future results. Values shown in the app are based on NAVs published by AMFI and on the statement you upload, and may differ from your AMC or RTA records; your AMC, RTA or CAS statement remains the official record. Downloading the app places you under no obligation to invest through us.