All your wealth.
One intelligent view.
CREST connects your bank accounts, mutual funds, stocks, ETFs, and NPS through India's Account Aggregator framework — giving you a unified, AI-powered dashboard to understand, analyze, and grow your portfolio.
Portfolio Overview
Backed by leading investors
3 Offices · Mumbai · Bengaluru · Dubai
Get started in under 2 minutes
Connect
Link your bank accounts, demat, and mutual fund folios through India's secure Account Aggregator network.
Consolidate
See all your assets — mutual funds, stocks, ETFs, NPS, FDs, and cash — in a single portfolio view.
Analyze
Get AI-powered insights on allocation, risk, overlap, performance, and tax optimization.
Deep analysis, not just tracking
Six dimensions of portfolio intelligence
You're probably more concentrated than you think
Most investors hold 5–10 mutual funds thinking they're diversified. CREST looks inside each fund and shows you the real picture — your true exposure to every single company, across all your holdings.
CREST identifies overlapping securities across your mutual funds, ETFs, and direct equity holdings. See which companies you're overweight on, spot redundant funds, and optimize for real diversification and tax efficiency.
No other platform in India does this at the individual security level.
Security Overlap
| Asset Name | Direct | Via Funds | Total | % Portfolio |
|---|---|---|---|---|
| HDFC Bank Ltd. | ₹•••• | ₹•••• | ₹•••• | 8.2% |
| Reliance Industries | ₹•••• | ₹•••• | ₹•••• | 6.4% |
| Infosys Ltd. | ₹•••• | ₹•••• | ₹•••• | 4.1% |
| TCS Ltd. | ₹•••• | ₹•••• | ₹•••• | 3.8% |
| ICICI Bank Ltd. | ₹•••• | ₹•••• | ₹•••• | 3.2% |
Ask anything. Get portfolio-grade answers.
Here's your portfolio snapshot:
Powered by AI. Read-only — never executes trades.
Your family's wealth. One unified view.
Most platforms track individual portfolios. CREST lets you see your entire family's combined wealth — allocation overlap between members, sector concentration across the household, and consolidation opportunities no one else surfaces.
R.K.
Primary Account
Family Portfolio
₹8,45,67,890
Asset Allocation Across Family
Family Sector Distribution
Add a Family Member
See combined holdings across all family members
Identify duplicate investments and sector overconcentration
Role-based access — control who sees what
What if the market drops 20%?
Build custom scenarios and see the projected impact on your portfolio before it happens.
Stress Test Scenario Builder
Current Portfolio Value
₹2,45,67,890
Projected Value
₹1,96,54,312
Impact Analysis
Your data stays yours. Always.
Account Aggregator
Data flows through RBI-licensed Account Aggregators. We never store your bank credentials.
Read-Only
CREST can only read your portfolio data. We can never place trades or move money.
Encrypted
All data is encrypted in transit and at rest with AES-256 encryption.
Your Data, Your Control
Revoke access anytime. Export or delete your data with one click.
Backed by
What our investors say
"I finally see my family's complete portfolio in one place — across mutual funds, stocks, and NPS. The overlap analysis alone saved us lakhs in redundant holdings."
Rajesh K.
HNI Investor, Mumbai
"The AI insights are remarkable. It's like having a personal wealth advisor who knows every detail of my portfolio and responds instantly."
Priya S.
Business Owner, Bangalore
"Connecting via Account Aggregator was seamless. Within 2 minutes, I had visibility into assets I'd forgotten about across multiple banks."
Amit M.
Tech Executive, Delhi
See your complete family wealth picture
Join select investors who trust CREST to unify and analyze their portfolios.
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