AMI WEALTH PLATFORM
One Platform. Complete Mutual Funds Analytics.
Track, analyze and optimize your mutual fund portfolio with institutional-grade analytics, risk intelligence, SIP tracking, drawdown analysis and portfolio health scoring.
AMI WEALTH PLATFORM
Track, analyze and optimize your mutual fund portfolio with institutional-grade analytics, risk intelligence, SIP tracking, drawdown analysis and portfolio health scoring.
Get a complete view of your portfolio value, XIRR, gains, asset allocation, holdings and health score in one clean dashboard.
Understand how your portfolio behaves during market corrections, track maximum drawdowns, recovery periods and downside risk.
See how your funds move with each other and identify hidden concentration risks that normal portfolio apps fail to show.
Track all SIPs, upcoming payments, active investments, SIP value, XIRR and monthly investment discipline from one place.
Visualize the long-term power of step-up SIP investing and estimate future wealth creation across different scenarios.
Monitor volatility, Sharpe ratio, Sortino ratio, beta, risk-return balance and other advanced portfolio risk metrics.
Detect duplicate holdings, common stocks and unnecessary overlap across funds to build a cleaner, more diversified portfolio.
Convert complex portfolio analytics into a simple health score backed by risk, diversification, cost efficiency and consistency.
Understand expense ratio drag, compare portfolio costs and identify how lower expenses can improve long-term outcomes.
Compare portfolios, funds and benchmarks across returns, volatility, drawdown, alpha, beta, Sharpe ratio and more.
WHY IT MATTERS
A portfolio can look good on returns but still carry hidden risks. AMI Wealth Platform helps investors understand the deeper structure behind performance.
Identify volatility, drawdown behaviour and downside pressure before it surprises your portfolio.
Understand whether you are truly diversified or holding the same stocks across multiple funds.
See how expense ratios affect long-term compounding and portfolio efficiency.
Convert complex fund data into clear dashboards, scores and actionable portfolio insights.
LAUNCH PRICING
Early launch pricing for individual investors who want premium mutual fund analytics.
Flexible monthly access for investors who want to explore premium analytics.
Ideal for investors who review their portfolio every quarter.
Best for serious long-term investors who want ongoing portfolio intelligence.
COMING SOON
Built for advisors, wealth professionals and teams managing multiple client portfolios.
For advisors managing up to 25 client portfolios with reporting and review workflows.
For larger advisory teams and enterprise wealth intelligence workflows.
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