Portfolio X-ray

Get your portfolio analysed

Mutual Fund X-Ray is a platform by Wealthcare where the investors can upload their Consolidated Account Statement (CAS) and we will send you a detailed portfolio analysis report along with the recommendations.

The steps to request the CAS are as follows:

  1. Click here” to request CAS.

  2. Choose the statement type “Detailed”

  3. Select “specific period”

  4. Select from date “01/04/1990” and till date as the current date

  5. In folio listing, choose “with zero balance folios”

  6. Put your email as mentioned in the investments.

  7. Choose any password, this will be used to access the password-protected statement.

  8. Submit the same.

You will get an email with your Consolidated Account Statement attached. Upload the same here with the password.