Get Your Portfolio Diagnosed by AI
Get Your Portfolio Diagnosed by AI
Not Sold To
Not Sold To
Mello uses AI to find hidden fees, underperforming funds, and red flags in your mutual fund portfolio. In 5 minutes.
Quick analysis
No hidden charges
No human error
Get Your Portfolio
Diagnosed by AI
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Mello uses AI to find hidden fees, underperforming funds, and red flags in your mutual fund portfolio. In 5 minutes.
Quick analysis
No hidden charges
No human error
Stop the Research Grind
Save hours every month
You spend hours comparing funds, checking expense ratios, tracking performance. Mello does it all in 60 seconds with AI-powered analysis.
Stop the Research Grind
Save hours every month
You spend hours comparing funds, checking expense ratios, tracking performance. Mello does it all in 60 seconds with AI-powered analysis.
System reads everything
AI
Upload CAS
Detects risks
Get a clear report
Detects problems
System reads everything
AI
Upload CAS
Detects risks
Get a clear report
Detects problems
Performance dashboard
Real-Time Analytics
Make informed decisions instantly
Gain instant insights into your investments with dynamic reports, empowering you to act on data the moment it matters.
Real-Time Analytics
Make informed decisions instantly
Gain instant insights into your investments with dynamic reports, empowering you to act on data the moment it matters.
How it works
3 simple steps to effortless efficiency
Upload your portfolio
Upload your CAS or portfolio PDF securely. Takes under 60 seconds.
Upload your portfolio
Upload your CAS or portfolio PDF securely. Takes under 60 seconds.
Mello analyses your investments
We break down your funds, sector exposure, risk level, hidden overlaps and concentration.
Mello analyses your investments
We break down your funds, sector exposure, risk level, hidden overlaps and concentration.
Get your Mello report
Receive a clear portfolio health report showing what’s good & what’s risky.
Get your Mello report
Receive a clear portfolio health report showing what’s good & what’s risky.
frequently asked questions
Common questions answered
What is Mello?
Mello is an AI-powered portfolio analysis tool for Indian mutual fund investors. We analyse your holdings and show you hidden problems - fees, overlap, underperformance, tax opportunities.
What is Mello?
Mello is an AI-powered portfolio analysis tool for Indian mutual fund investors. We analyse your holdings and show you hidden problems - fees, overlap, underperformance, tax opportunities.
How is this different from other insights?
Mello tells you what's WRONG and what it's costing you. We find overlap, fee leaks, opportunities - with low human intervention for results uninfluenced by emotions
How is this different from other insights?
Mello tells you what's WRONG and what it's costing you. We find overlap, fee leaks, opportunities - with low human intervention for results uninfluenced by emotions
Is this investment advice?
No. We provide educational analysis and insights. For AMFI registered distribution, consult Northbridge Wealth or a registered advisor.
Is this investment advice?
No. We provide educational analysis and insights. For AMFI registered distribution, consult Northbridge Wealth or a registered advisor.
Can I cancel anytime?
Yes. No contracts, no commitments. Cancel with one click from your dashboard.
Can I cancel anytime?
Yes. No contracts, no commitments. Cancel with one click from your dashboard.
What if my portfolio is fine?
Great! You'll get a report confirming that. But most portfolios have at least minor issues worth fixing.
What if my portfolio is fine?
Great! You'll get a report confirming that. But most portfolios have at least minor issues worth fixing.