Investment Case Engine 2.0
India's first personalized MF Investment Blueprint — SIP + Lumpsum, STP Strategy and Combination Mode
🔍 Analyse My Existing Portfolio
Upload your CAS statement · Auto-detect CAMS / KFintech / NSDL / CDSL · Full portfolio assessment
Step 1 — Upload CAS Statement
📄
Click to upload your CAS PDF
Supports CAMS · KFintech · NSDL · CDSL · Password protected PDFs
Investor Details
Enter investor information — then add funds row by row in the next step.
Investor Name
WhatsApp Number
Email Address
SIP & Lumpsum Fund Selection
Each row = one fund with one investment type. Same fund can appear multiple times with different type or period.
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| Sr | Fund Name | S / L | Amount ₹ | Years | Months | Total Mo. | CAGR % | Returns ₹ |
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Create My Blueprint
Search and select any fund from 8,700+ AMFI schemes · Choose SIP, Lumpsum, or STP · Set your own amounts and tenure
Your Selected Funds
0 / 10 funds added
Ace Financial Services
SEBI Registered ARN Holder · AMFI Certified MFD · Kaustubh Valimbe
Create your Own Portfolio
SELF-DIRECTED INVESTMENT BLUEPRINT
Your Investment Blueprint
Prepared by Ace Financial Services
Total Invested
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Expected Value
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Total Funds
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Your Selected Funds & Projections
Portfolio Summary
| # | Fund Name | Type | Amount (₹) | Tenure | Expected CAGR | Expected Value (₹) | Wealth Gain (₹) |
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⚠️ Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme documents carefully before investing. Past performance is not indicative of future returns. NAV data sourced from AMFI India. Return projections are estimates based on historical 3Y CAGR and are not guaranteed. Kaustubh Valimbe · AMFI Certified MFD.
✏️ Create your Own Portfolio
Pick any fund · SIP / Lumpsum / Both · Up to 10 funds · Your own complete portfolio blueprint
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Add at least 1 fund to proceed
1
Investor Details
You can set up to 5 STP Cycles — each with its own Liquid Fund and one or more Equity Fund targets
Investor Name
WhatsApp Number
Email Address
ℹ️
How STP Cycles work:
Each cycle parks a lumpsum in a Liquid Fund, then systematically transfers to one or more Equity Funds. Each equity transfer is an independent lumpsum entry that grows for its own period from its own transfer date. Multiple cycles allow you to model different AMC strategies in a single plan.
Each cycle parks a lumpsum in a Liquid Fund, then systematically transfers to one or more Equity Funds. Each equity transfer is an independent lumpsum entry that grows for its own period from its own transfer date. Multiple cycles allow you to model different AMC strategies in a single plan.
2
STP Cycles Setup
Add up to 5 cycles · Each cycle = one Liquid Fund + one or more Equity Fund targets
3
STP Transfer Schedule
Each row = one lumpsum entry with its own transfer date, maturity date & expected FV
4
STP Investment Blueprint
Each transfer = individual lumpsum · own entry date · own maturity date · own FV
⚠️ AMFI Disclaimer: Mutual Fund investments are subject to market risks. STP projections are indicative estimates only, not guaranteed.
Kaustubh Valimbe · AMFI Certified MFD