How is your money really spread?
Upload your CAS or broker statement — or add holdings by hand — and see your asset mix, how concentrated your shares are and where your funds overlap, measured the way the Labdhi Wealth Review measures it. Free, no sign-up. Your statement is read and deleted at once.
1Add what you hold
Which statement works best?
- Consolidated Account Statement (CAS) from NSDL or CDSL — your shares and funds in one file. Arrives by email every month.
- CAMS or KFintech CAS — all your mutual funds, from mfcentral.com or the registrars' sites.
- Your broker's holdings statement — any broker, as a PDF.
- A screenshot of the holdings screen in your app. Readable, but check every number we pick up.
Upload a statement or add a few of your largest holdings. The picture builds as you go.
- Your mix of equity, hybrid, debt, gold and cash
- How concentrated your shares are, by company, sector and size
- Funds that overlap, thematic bets and small leftovers
This Health Check describes what you already hold. It is not investment advice and not a recommendation to buy, hold or sell anything, and a score is not a measure of returns or of whether a portfolio suits you — that depends on your goals, your horizon and your circumstances, which is what the Wealth Review is for. Share prices are the latest exchange close and fund NAVs the latest published by AMFI. Your statement is read on our server and deleted as soon as it is read; your holdings stay in your browser unless you request a review. Investments in the securities market are subject to market risks; read all the related documents carefully before investing. L. F. C. Securities Pvt. Ltd. · SEBI Stock Broker INZ000170736 · Investment Adviser INA000011617.