FundzBazar

New Feature

Your Complete
Investment Picture
— At One Place

Consolidated Account Statement (CAS) lets you fetch, track and manage all your mutual fund, stock, and NPS holdings, even those held outside FundzBazar, on a single powerful dashboard.

Fetch My Portfolio
External Portfolio Value
₹ XX,XX,XXX
Across all platforms & asset types
MF
External Mutual Funds
ST
External Stock Holdings
NP
External NPS
3
Asset Classes Tracked
All AMCs
Mutual Fund Coverage
Quick
Portfolio Fetched in Just a Few Clicks
Free
For All FundzBazar Users
Features

Everything You Can Do with CAS

Unlock a range of powerful actions on your investments — all from within FundzBazar.

Complete View of All MF Investments
See every mutual fund holding across AMCs and platforms in one unified view — no more switching between apps.
Switch & Redeem External MF
Switch or redeem your external mutual funds directly from FundzBazar without visiting another platform.
Combined Gain/Loss Report for Tax Purpose
Generate a gain/loss report across all mutual fund investments to be provided to your Chartered Accountant or for Income Tax Filing.
Portfolio Valuation Report
Get current market valuation of your MF portfolio and track growth over time with detailed valuation reports.
External Portfolio Scanner Report
A holistic scan of your external mutual funds with actionable insights — identify gaps, underperformers, and opportunities across your entire MF portfolio.
Underperforming Fund Analysis
Identify lagging funds and take timely corrective actions.
Risk & Gap Assessment
Analyzes risk across fund categories, detects scheme-level concentration, and flags over- or under-diversification across schemes and AMCs.
Actionable Recommendations
Get clear next steps to optimise your external MF portfolio.
Complete View of All Stock Holdings
See every external stock holding from any broker or demat account consolidated in one place — track quantities and current value without logging into multiple platforms.
Smart Insights for Your Stocks
Get actionable insights on your stock holdings with clear signals on what to hold, sell, or buy — helping you make more informed investment decisions.
Complete View of All NPS Investment
See every external NPS Investment from any broker in one place — track current value without logging into other platforms.
Smart Insights for Your NPS
Get actionable insights on your NPS Investments to make more informed investment decisions.
How It Works

Fetch Your MF Portfolio in Minutes

A secure, consent-driven process powered by MF Central.

On FundzBazar
1
Login to FundzBazar
Access your account on the FundzBazar platform — web or app.
2
Go to External MF Investments → Fetch Investments
ClickRefreshto begin the fetch process.
3
Select Contact & Generate OTP
Your registered contact details will appear. Choose your Mobile Number or Email ID to receive the OTP.
On MF Central
4
Authenticate via OTP
You'll be redirected to MF Central's secure environment.Enter the OTP received from MF Central to authenticate.
5
Select All AMCs & Generate QR Code
Select All AMCs for data sharing consent. MF Central will generate a QR Code for you to share back.
Final Step
6
Copy or Download QR Code
Copy or download the QR Code generated by MF Central and share it back on the FundzBazar platform.
7
Wait for Sometime
Your external MF portfolio will appear on the platform within a few hours.
Portfolio fetched successfully
Data is fetched securely via MF Central. Your consent is required at every step and can be revoked at any time. Portfolio updates may take a few hours to reflect after the first fetch.

Start Tracking Your Complete Wealth Today

Join millions of investors who use FundzBazar to get a 360° view of their investments — in one place, in minutes.

Login to FundzBazar
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Prudent Corporate Advisory Services Limited

AMFI Registered Mutual Fund & Specialized Investment Fund (SIF) Distributor

APMI Registered PMS Distributor

CIN: L91120GJ2003PLC042458

AMFI Reg No.: ARN-9992 (Date of initial Registration; 02 September 2003; Current validity of ARN –26 August 2028)| APMI Reg No.: APRN-00423 (Date of initial Registration; 11 August 2022; Current validity of APRN –10 August 2028) | SEBI Stock Broker Reg.: INZ000293634 | SEBI Research Analyst Reg. INH000018115 | SEBI Depository Reg.: IN-DP-477-2020 | NSE Member Id: 90209| BSE Member Id: 6733 | CDSL DP ID: 12090600 | NSDL DP ID: IN304981 | SEBI Investment Advisor Reg.: INA000004906 | PFRDA POP Reg.: POP 10092018 | IRDA Corporate Agent Reg. No. CA0869

* Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing.

Prudent Corporate Advisory Services Ltd. (ARN-9992) makes no warranties or representations, express or implied, on products offered through FundzBazar.com. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable. Copyright © 2024 Prudent Corporate Advisory Services Ltd.

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