My Portfoly started from a simple frustration — money scattered across six apps, no single place to see the full picture. We built the tool we always wished existed.
Mutual funds scattered across CAMS, KFintech, Groww, Zerodha
FDs and savings sitting quietly in three different bank apps
Stocks in one broker, US ETFs in another, crypto somewhere else
Insurance policies in email inboxes, renewal dates unknown
Real estate value never counted toward actual net worth
Loans and EMIs reducing wealth invisibly, never offset against assets
My Portfoly puts all of this — and more — on one clean dashboard. Instantly.
Stocks, mutual funds, PPF, FDs, crypto, real estate, loans, insurance — everything under one roof. Not just your bank balance.
Live prices, daily NAV refresh, automatic P&L and XIRR — your net worth is always current, not last month's estimate.
My Portfoly AI reads your actual numbers before answering. No generic advice — personalised answers to your real financial questions.
Data encrypted at rest (AES-256) and in transit (TLS 1.3). PAN never stored in plain text. SOC 2 Type II certified infrastructure. DPDP Act 2023 compliant.
PPF, NPS, CAMS CAS import, NSC, SGB, Sukanya Samridhi, ELSS — every Indian financial instrument, natively supported.
US stocks, international ETFs, crypto alongside your Indian portfolio. True global net worth, one dashboard.
Founder, My Portfoly
Like most Indians with growing savings, Pritesh found himself managing money across too many platforms — Zerodha for stocks, three AMCs for mutual funds, a bank app for FDs, an insurance portal for policies, and a spreadsheet that was always out of date.
The question "what is my actual net worth today?" had no clean answer. Not because the money wasn't there — but because no single tool brought it all together.
My Portfoly was built to answer that question. Not just for Pritesh, but for every Indian who has worked hard to save and invest — and deserves to see the full picture of what they've built, in one place, in real time.
“Financial clarity isn't a luxury. It's the foundation of every good money decision. We built My Portfoly so that every Indian can have it — free, private, and complete.”
— Pritesh P Dedhia
We believe financial awareness is the first step to financial freedom. Most Indians are good savers — they just don't have a single source of truth to see where they stand, plan ahead, and make confident decisions. My Portfoly is that source of truth.
Your data belongs to you. We encrypt everything and never sell your information.
Every Indian asset class, every Indian scheme, every Indian concern — natively built in.
Core features are always free. No hidden charges, no credit card required to sign up.
Free. No credit card. Takes 5 minutes to set up. Your financial clarity starts now.