Free Mutual Fund Portfolio Review | Portfolio Tracker & Analysis - Altifi by Northern Arc

Your Portfolio deserves more than just a second opinion

Online comprehensive review and analysis of your Mutual Fund portfolio

Review My Mutual Fund Portfolio at Zero Cost

You know your wealth investments, but would you like to know what is working and what could be changed. Your portfolio review with Altifi gives you clear, unbiased, deep analytics of your investments, bringing to light the blind spots, biases, and inefficiencies that could be a deterrent to your goal-based plans.

Get an immediate view of your Mutual Fund portfolio with dashboards and you could also get immediate access to one of our in-house wealth experts to get a comprehensive plan for covering all the life goals which are important to you and your family.

The modern investor is overwhelmed

and that is by design

India's wealth landscape has never offered more choices and therefore has never been harder to navigate. Between thousands of mutual fund schemes, Alternative Investment Funds and Portfolio Management Service, and a portfolio which has been building over time, most investors end up with fragmented portfolios, duplicate exposures that lose the direction of aligning to the goals it was originally meant to.

It is rarely a lack of investment choices but a lack of a coherent view across all schemes and exposures.

  • No consolidated view

    Investments scattered across demat accounts, fund platforms that might make intelligent decision-making difficult.

  • Choice paralysis

    3000+ registered mutual fund schemes, multiple Alternative Investment Fund and Portfolio Management Service strategies. Multiple risk ratios to analyze and very little guidance on how you could weigh your choices yourself while sipping a coffee.

  • Emotional investing

    Following the herd and panic selling could happen without a structured review. Even experienced investors fall prey to them.

  • Diversification illusion

    Holding twelve large-cap funds is not diversification - it could be a hidden concentration risk. Many portfolios carry significant scheme overlaps without investors realizing so.

  • Goal drift

    A portfolio built five years ago for wealth accumulation may no longer be appropriate for an investor now focused on capital preservation or income generation. Most portfolios are never stress-tested against evolving goals.

  • Underperformance by inaction

    Static allocations, underperforming schemes that never get replaced, and missed rebalancing opportunities are a silent but significant drag on long-term returns.

Review My Mutual Fund Portfolio at zero cost!

A Plan built while you sip your coffee

A Smarter Investment Portfolio - Detour to direction within 2 mins

  1. Consolidated Dashboard for all your Mutual Funds

    Just Enter your PAN number, provide your consent to analyze your portfolio instantly. No uploads, no manual data entry, just a fully digital and secure process.

  2. View Your Portfolio Analysis

    View the Red and green flags, portfolio performance v/s benchmark since inception, allocations and underlying sectors/companies and fund house concentrations all in one place.

  3. Get a Comprehensive Review Across All Your Investments

    Your in-house wealth expert will conduct a unified one-on-one review of your entire wealth portfolio across all asset classes at your convenience.

  4. Tailored Portfolio re-balancing for you

    Your in-house wealth expert will provide a portfolio proposal for your review. This will cover allocation shifts, fund substitutions, and curated opportunities to ensure your goals are met.

Because your wealth is not just Mutual Funds

Your wealth is spread across instruments that are liquid and locked-in, high yielding and growth-oriented. Connect with your in-house Wealth expert to bring every layer of your wealth, across every asset class you hold, into one coherent picture.

Whether your portfolio includes Mutual Funds, Bonds, Fixed deposits, AIF, PMS, Stocks, Insurance or any other asset class, connecting with us brings it all into one coherent view and evaluated as a unified whole.

  • Mutual Funds
  • Portfolio Management Services
  • Alternative Investment Funds
  • Bonds and Non-Convertible Debentures
  • Fixed Deposits
  • Insurance

Why Investors Trust Altifi

The platform behind the review matters as much as the review itself.

  • Backed by Northern Arc's institutional pedigree

  • SEBI-registered broker

  • A broad digital marketplace with expert insights

  • Guidance-beyond just a portfolio tracker

  • Relationship-led, not only algorithm-driven

Altifi is backed by Northern Arc, one of India's most respected names in financial services and alternative credit. Our wealth management approach reflects the same institutional rigour, credit discipline, and client-first philosophy that Northern Arc has applied across its lending and investment management businesses for 16+ years.

Explore Altifi Wealth management which focuses on rigour, discipline, and keeping your interests above everything else.

Frequently Asked Questions

Yes. The Mutual Fund portfolio review, including the dashboard and red and green flag analysis, is available to you at no cost. You do not need a registered account to get started. Simply provide your PAN, complete the MF Central consent, and your review is ready.

Your portfolio data is fetched only with your explicit PAN-based consent through MF Central and is used solely to generate your review. Altifi does not share your data with third parties. All data handling complies with applicable SEBI and IT Act requirements. Altifi is a SEBI registered broker.

Yes. The dashboard gives you a full mutual fund portfolio analysis including allocation, overlap, and performance flags - at no cost, with just your PAN.

When you connect with a Relationship Manager, your review expands beyond Mutual Funds to cover your entire portfolio across all asset classes, including Portfolio Management Services, Alternative Investment Funds, Bonds, Non-Convertible Debentures, Insurance and Fixed Deposits. Your Relationship Manager will conduct a detailed, one-on-one review of your wealth as a unified whole. A portfolio proposal is a separate step and follows only if your Relationship Manager identifies specific gaps or changes that are genuinely warranted.

A portfolio proposal is a research-backed recommendation covering allocation shifts, fund substitutions, and curated investment opportunities. It is prepared by your Relationship Manager after your comprehensive review and is shared only where specific gaps or rebalancing opportunities have been identified. It is not an automatic outcome of connecting with a Relationship Manager.

Yes. When you connect with a Relationship Manager, Altifi functions as a full investment tracker across mutual funds, bonds, AIFs, PMS, and fixed deposits - all in one consolidated view.

Yes. When you share your financial goals with your Relationship Manager, whether that is wealth accumulation, capital preservation, retirement income, or liquidity management, your review and any subsequent proposal will be aligned to those goals. Goal-based planning can be incorporated with or without a portfolio proposal, depending on what your situation requires.

SEBI mandates a minimum investment of Rs. 1 crore for Alternative Investment Funds and Rs. 50 lakhs for Portfolio Management Services. Altifi curates opportunities across both categories for eligible investors, with full suitability and disclosure documentation.

Stop managing your portfolio in pieces

A complete picture of your wealth is not a luxury. It is the foundation of every good financial decision. Altifi gives you that picture, backed by institutional-grade analytics and expert support.

No paperwork. No registration required.

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Altifi

Altifi by Northern Arc Securities Private Limited is a SEBI-registered broker and Online Bond Platform Provider (OBPP), offering access to corporate bonds, government securities and other fixed-income options. It also distributes regulated products such as mutual funds, fixed deposits etc. through a single access digital platform.

SEBI Registration No.: INZ000318831 | NSE Membership No.: 90387 | BSE Membership No.: 6895 | CIN: U66120TN2023PTC158583

Registered Office: 10th floor, No.1, IITM RESEARCH PARK, Kanagam Rd, Taramani, Chennai, Tamil Nadu 600113

© 2026 Altifi. All Rights Reserved.

Disclaimer

Altifi is operated by Northern Arc Securities Private Limited “NASPL”, a SEBI registered Stock Broker and Online Bond Platform Provider “OBPP” operating under the brand name “Altifi” in the NSE/BSE Debt segment.

Fixed returns do not constitute guaranteed or assured returns. Investments in corporate debt securities, municipal debt securities/securitised debt instruments are subject to credit risks, market risks and default risks including delay and/or default in payment. Read all the offer related documents carefully. *The bond inventories offered on the platform provide fixed returns ranging from 8% to 14% p.a, subject to availability and market conditions.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Mutual Funds, Fixed deposits, PMS & AIFs are not Stock Exchange traded products and NASPL is only acting as distributor.

NASPL is a wholly owned subsidiary of Northern Arc Capital Ltd. (“NACL”). NACL may also be a seller of securities on the platform. Though all transactions involving NACL and NASPL are carried out on an arm's length basis there is a possibility that interests of NACL or NASPL (or both) may conflict with interests of the users of Altifi. Please review all offer documents including issuer details etc prior to investing.

#This percentage reflects the proportion of the portfolio available on the Platform.

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Contact us:

Northern Arc Securities Private Limited (NASPL) | SEBI Registration No.: INZ000318831 | AMFI Registered Mutual Fund Distributor - ARN 311499 | APMI Registered PMS Distributor - APRN04867

NSE Membership No: 90387 | BSE Registration No: 6895

Compliance officer: J Sornamukhi | Telephone No.: +91 22 66687555

Email ID: support@altifi.ai (for any compliance & grievance related complaints)

KMP Details

CIN - U66120TN2023PTC158583

Registered Office: 10th floor, No.1, IITM RESEARCH PARK, Kanagam Rd, Kanagam, Tharamani, Chennai, Tamil Nadu 600113