Understand your wealth. Not just see it.
See everything you own.Understand what it means.
Track. Understand. Act with confidence.
Frequently Asked Questions
What is Unifolio?
Unifolio is an AI-powered financial clarity platform that consolidates all your investments, analyzes them intelligently, and provides actionable insights so you can make better financial decisions with confidence.
How does Unifolio collect my data?
Unifolio seamlessly imports your official CAS (Consolidated Account Statement) files from CAMS and KFintech, or securely connects with your primary brokers and depository participants without requiring sensitive credentials.
Is my financial data secure?
We adhere to enterprise-grade security protocols with end-to-end 256-bit encryption. Your financial data is strictly sovereign, read-only, and never sold, monetized, or shared with third parties.
Which financial institutions are supported?
Unifolio supports all 44+ SEBI-registered Asset Management Companies (AMCs) across India, alongside all major depositories (CDSL & NSDL) and leading brokers including Zerodha, Groww, Upstox, and ICICI Direct.
How is Unifolio different from other platforms?
Unlike generic trackers, Unifolio provides deep fee dissection (unmasking hidden distributor commissions and expense ratio leakage), multi-PAN family aggregation, and seamless direct migration tools without subscription walls.
Can I track multiple portfolios?
Yes. Unifolio's Multi-PAN Architecture allows you to consolidate individual, joint, family members', and HUF accounts into a single master ledger while maintaining discrete tax optimization views.
Ask us anything.
Have a question about Unifolio, or something else on your mind? Send us a note and we'll respond personally.