Wealth Home
Know what your family’s mutual funds really cost.
Fees, overlaps and weak funds in one view.Bring every folio into one home. See the fees you pay, the funds that repeat each other, and the ones worth a second look.
- Read only
- Consent via MFCentral
- 256-bit encryption
What we found
Sample portfolioYearly fees
₹29,121
₹5,204 is commission₹5,204 of it is commission
Return for the risk
Ahead, smaller falls
Vs its benchmarkAgainst its benchmark
Real bets
7
From 15 fundsFrom 15 funds, 2 pairs overlap
Funds to replace
3
4 more to watch4 more to watch
Sample portfolio, for illustration.Sample portfolio of 15 funds, for illustration. Your numbers come from your own folios.
SEBI Registered Investment Adviser
India · INA000019503
FSRA regulated in ADGM
UAE · Permission 220155
Connected through MFCentral
Read only, with your consent
What you will see
Three questions most investors never get answered.
What it costs you
Your yearly fees in rupees, and how much of that is commission you pay on Regular plans.
Whether you own the same thing twice
Two funds can hold mostly the same stocks. You see which pairs, and what that costs.
Which funds deserve a closer look
Not a star rating. Funds that show weakness across several measures, and the reason for each.
Family wealth
Yours. Your spouse’s. Your parents’. One view.
Add each person. See each, or all together.
Most families hold funds in several names and have never seen them together. Add each person and see every portfolio on its own, or all of them combined.
Each person is added with their own PAN and their registered mobile or email, through the same MFCentral consent.
Family wealth
Sample familyShares are illustrative.
Wealth HomeOne home for what you own
Mutual funds today. More next.Mutual funds today. The rest of your wealth next.
Wealth Home is where everything you own will sit together. We are adding connections one at a time, starting with the ones that matter most.
Mutual funds
Now
Stocks
Planned
Bank accounts
Planned
Fixed deposits
Planned
Insurance
Planned
How it works
Sign in keeps it yours alone.You sign in so the check-up is yours alone.
Your folios say a lot about you. The sign-in keeps the result private and saved, so you can return and see what changed.
- 1
Sign in
Google or email. Your check-up is saved to your account, and only you can open it.
- 2
Enter PAN and registered mobile
MFCentral sends a one time code to the mobile or email registered against your folios.
- 3
Review your portfolio
Cost, overlap and fund quality in plain words, with the arithmetic shown. Add family when you are ready.
How MFCentral connects
Read only, with your consent.Your funds are fetched with your consent, and only read.
Your consent
A one time code from MFCentral.MFCentral sends a one time code to the mobile or email registered against your folios. Nothing is fetched until you enter it.
Read only, and you stay in charge
We do not buy or sell for you.MFCentral gives us a read only view of your folios. RuDo is an investment adviser, so we do not buy or sell for you. Any action on your funds is yours to take.
Across fund houses
Every fund house, in one view.MFCentral was created with CAMS and KFintech, the industry's two registrars, so folios from different fund houses arrive together.
Holdings data is provided by MFCentral on your consent and reflects your folios as of the statement date. RuDo is not an agent of MFCentral. Mutual fund investments are subject to market risks. Read all scheme related documents carefully.
Questions
Why do I have to sign in first?
Your holdings are personal. Signing in means the portfolio we fetch is saved to your account and nobody else can open it. You can come back and see how it changes.
Is this read only?
Yes. Connecting through MFCentral gives a read only, consolidated view of your folios. RuDo does not buy or sell on your behalf, so any purchase, switch or redemption is yours to make.
Does it include funds I did not buy through RuDo?
Yes. It covers mutual funds held under your PAN across fund houses. Stocks, fixed deposits, savings and insurance are not connected yet.
Can I add my family?
Yes. Add a spouse, parent or other family member with their own PAN and registered mobile or email. They give their consent through MFCentral, and you can then see each portfolio alone or all together.
Is this advice?
No. The check-up explains what you hold and what it costs. It is general information, not a recommendation to buy, sell or switch any fund.
India: RuDo Wealth Investment Advisory Private Limited is registered with the Securities and Exchange Board of India (SEBI) as an Investment Adviser under Registration No. INA000019503.
UAE: RuDo Digital Wealth Private Limited is regulated by the FSRA in ADGM, Financial Services Permission 220155, Category 3C (Retail).
Figures on this page come from a sample portfolio and a sample family and are illustrative, not drawn from any client. This page is general information and not a recommendation to buy, sell or switch any fund.