FOR INDIANS WHO INVEST ON THEIR OWN
Invest on your own.
Understand with Punji.
Upload your CAS and get a clear, benchmarked read of your own portfolio - overlap, risk, tax-loss harvesting and SIP efficiency - grounded in 20+ years of AMFI, NSE and BSE data.
- Free for one PAN
- No brokerage
- No product pushing
- Your statement is never shared
FOR SEBI-REGISTERED ADVISERS & AMFI DISTRIBUTORS
Know every client's portfolio
before the conversation starts.
CAS reviews, mutual fund research reports, whole-book portfolio monitoring and MF & stock APIs - one research engine for your entire practice.
- Free for 5 client portfolios / month
- API-first
- IP-bound client data keys
- SEBI RIA · RA · AMFI MFD
20+ yrs
FUND & MARKET HISTORY
8,600+
MUTUAL FUND SCHEMES
3,100+
NSE STOCKS
₹0
FREE TO START
WHAT YOU GET
Your portfolio, explained.
Your whole practice, on one research engine.
Upload your CAS
One statement from CAMS or KFintech becomes a clear view of what you hold, what it's worth and how it has performed. Refresh it every month.
Portfolio Doctor
Ask in plain language: where your funds overlap, what to trim, tax-loss harvesting, benchmark gap, SIP efficiency and whether you’re on track for a goal.
Portfolio Scorecard
A one-page summary of value, allocation, overlap, SIP efficiency and risk - shareable through a link that reveals nothing about you.
Fund research on demand
Returns, risk, peer rank, holdings and manager history for any Indian fund or NSE stock, refreshed nightly from public data.
CAS review
Upload a client's CAS and get every folio across CAMS and KFintech stitched together: holdings, XIRR, allocation, benchmark gap - and what the client's own decisions cost them, in rupees.
MF research reports
Client-ready reports on any fund or portfolio - rolling returns, risk ratios, category rank, overlap and trim candidates - respecting each client's profile and target allocation.
Portfolio monitoringALPHA ENGINE · ADD-ON
Watches every client folio in your book and flags the funds that deserve a review. Each flag is dated to the statement it came from. The judgement stays with you.
MF & stock APIs
The Advisor API runs the same analyses on IP-bound keys. The Data API serves returns, risk, holdings and rankings for 8,600+ funds and 3,100+ NSE stocks.
curl -H "X-API-Key: pk_live_..." \
https://api.punji.ai/v1/schemes/\
parag-parikh-flexi-cap-fund-direct-plan-growth-48b786/\
returns/rolling[
{ "duration_years": 3,
"min_cagr_pct": 0.742,
"max_cagr_pct": 37.6443,
"median_cagr_pct": 19.2866,
"calc_as_of": "2026-09-14" }
]Free key: 50 calls a day · instant, no card. API docs →
Free for one PAN · Family plan for up to 4 PANs · Your statement is processed for your view only and never shared.
Everything for individuals →SEBI RIASEBI RAAMFI MFDFree for up to 5 client portfolios a month once your registration is verified. You see only the clients you upload.
Advisor plans & details →PROOF, NOT PROMISES
See the kind of answer you get.
Pick a question. Answers are scripted examples of the format - the live product computes them from real data.
Or browse the data directly, no login needed:Mutual funds ·Stocks ·Indices ·Compare
PHILOSOPHY
Research-backed. Not broker-backed.
Punji is designed to help investors understand mutual fund and stock market data and make more informed decisions. It does not sell funds, execute trades, or push products.
No brokerage
Punji is not a trading or transaction platform.
No product pushing
The goal is insight, not distribution.
No black-box confidence
Answers are grounded in data, research logic, and transparent educational framing.
No advisor dependency
Ask your own questions and learn before you act.
REAL EXAMPLES, NOT HYPOTHETICALS
What Punji actually answers
What is the latest NAV of a mutual fund?
Ask Punji AI for any fund by name. Example: Parag Parikh Flexi Cap Fund - Direct Plan - Growth's latest NAV is ₹90.6865 as of 2026-08-27.
What is a fund's 3-year CAGR?
Ask Punji AI for the rolling 3-year CAGR of any fund - not just one trailing number, but the full range across every overlapping 3-year window in its history. Example: Parag Parikh Flexi Cap Fund's 3-year rolling CAGR has a median of 19.3%, ranging from 0.7% to 37.6% depending on start date.
What is a fund's Sharpe ratio?
Ask Punji AI for the Sharpe ratio of any fund - return earned per unit of risk taken. Example: Parag Parikh Flexi Cap Fund's 3-year Sharpe ratio is 0.77, in the 76th percentile of its category.
What are the top holdings of a fund?
Ask Punji AI for the actual portfolio holdings of any fund. Example: Parag Parikh Flexi Cap Fund's largest holding is HDFC Bank at 7.55% of the portfolio.
Have a question about your portfolio?
Have a question about a client's portfolio?
Research-backed answers from 20+ years of Indian market data.