See your complete wealth picture, consolidated.
Upload your portfolio files for a complete portfolio consolidation. Structure, not opinion.
CAMS · Broker statements · PMS reports · Read once, then deleted
The consolidation gap
Your portfolio is scattered
Holdings across three to five platforms. Each broker sees their slice. Your bank sees theirs. No single platform sees the complete picture.
Hidden overlap is invisible
The same stock can sit inside ten different mutual funds. Without looking through to the underlying holdings, this concentration stays hidden.
Governance gaps compound silently
Are nominees consistent across every folio? Is your family aware of where everything is held? Is anyone reviewing all platforms together?
A structural diagnostic, not a dashboard
Upload
Drop your CAMS files, broker statements, and PMS reports. Up to ten files from any platform.
Analyse
The engine consolidates your holdings, splits hybrid funds, detects overlap, and maps your complete structure.
Review
See your portfolio as one unified view. Findings, not recommendations. Structure, not opinion.
What Accrue OneView reveals
A sample diagnostic showing how Accrue OneView presents its findings. Illustrative data — not drawn from any real portfolio.
A balanced advantage fund held through 3 platforms.
Same underlying stock appears in 7 distinct funds.
Three folios carry no registered nominee.
Questions your portfolio raises
Every portfolio has structural questions that charts alone don't answer. Accrue OneView surfaces them — it does not answer them for you.
One broker sees their slice. Another sees theirs. Your CA sees the filings. Who sees the whole?
Fifteen funds may appear diversified. If one stock sits inside twelve of them, the concentration may be higher than it appears.
A portfolio that began with five funds and grew to 45 across 12 fund houses may have outgrown its original structure.
Would the family know where everything is held, across all platforms and entities?
What this is not
Not a recommendation engine
No fund ratings. No scheme recommendations. No "buy this, sell that."
Structural diagnostic
Accrue OneView describes structure; it does not prescribe action.
Not stored
Your files are processed with zero retention. Read once, then deleted — nothing is kept after the diagnostic is rendered.
A mirror, not a prescription
It shows you your portfolio as it actually is. What you do with that picture is your decision, and yours alone.
Questions investors ask about Accrue OneView
There is no universal answer. What matters is whether each fund serves a distinct purpose. Accrue OneView shows your effective number of funds — how many holdings actually carry meaningful weight. A portfolio with 40 schemes may have an effective count of 8, meaning 32 schemes contribute very little.
Yes. Accrue OneView consolidates holdings from multiple platforms — CAMS CAS files, HDFC Bank statements, Standard Chartered reports, PMS statements, and more. Upload up to ten files and see a unified view of your complete wealth structure.
Portfolio overlap occurs when multiple mutual funds hold the same underlying stocks. If ICICI Bank is a top holding in ten of your funds, your actual exposure is far higher than any single fund suggests. This hidden concentration is invisible without a look-through analysis.
Accrue OneView shows your current asset allocation as a factual snapshot — equity, debt, gold, and international exposure — including the underlying split of hybrid funds. It does not recommend a target allocation. That conversation requires understanding your specific goals, income needs, and family situation.
Over ₹3,400 crore of mutual fund investments in India remain unclaimed (reported industry figure, FY 2024-25) — most often because nominees were never registered or families were unaware of holdings. Accrue OneView's governance section asks this question directly. It does not check your nominee records, but it surfaces whether the question has been addressed.
No. Accrue OneView is a structural diagnostic and portfolio consolidation tool. It shows your portfolio as it is — asset allocation, concentration, overlap, and governance gaps. It does not rate funds, recommend switches, or suggest actions.
See your portfolio clearly
One unified view, drawn from the files you already have on hand.
- →CAMS CAS, broker statements, PMS & AIF reports, Excel files.
- →Up to ten files from any platform. Original PDFs work best.
- →No account to create. No card. No call-back unless you ask.
Drop your portfolio files here
or
Up to 10 files · PDF, Excel, CSV