Upload investor Excel portfolio → Auto-calculate SEBI Risk Profile → Download PDF
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Drop Excel File Here
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Supports CAMS / KFintech portfolio summary (.xlsx / .xls)

Expected Excel Format (CAMS / KFintech Portfolio Summary)

  • Row 1: Client Name [PAN]
  • Row 2–4: Address & contact details
  • Row 7+: Scheme Name, Type, Folio, Investment, Current Value, CAGR…
  • SIP & STP sections after the main portfolio table
  • Column I (top rows): RM Name & contact
OR
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New Client — No Portfolio Yet?
Click here to manually enter client details & answer risk questions → Generate blank Risk Profile form
Enter details & answer 2 questions → Generate Risk Profile PDF
Client Details
Risk Profile Questionnaire
1. What would you do if your investment falls 20%?  (Please tick one)
2. What shall be your priority for investments?  (Please tick one)
Investment Categories
Client Risk Profile
Risk Profile & Suitability Form

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