For Indian investors who hold more than one thing
All your investments.
One clear view.
Track mutual funds, stocks, ETFs, PMS, fixed deposits, PPF and bonds together — with daily NAV & price updates, CAS import, and automatic gain tracking.
Your data is yours alone — each account is fully isolated. We never sell or share it.
Sample figures from the Batva demo account.
See it working in two minutes
A walkthrough of every screen, using the same demo account.
Three steps from scattered statements to one view
No broker login. No password sharing. Just the statements you already get.
Upload your statements
Drop in your CAMS/KFintech CAS PDF, a broker Excel export or a PMS statement. Add fixed deposits, PPF and insurance by hand in a minute each.
Every holding, sorted
Mutual funds, stocks, ETFs, PMS, FDs, PPF, bonds and insurance, each in its own tab. Mutual funds are valued on daily AMFI NAVs; stocks and ETFs on end-of-day prices.
Gains, booked and on paper
Realised and unrealised gains, the day's change and the gain or loss on every fund, for each portfolio and for the family as a whole.
Figures shown are from the demo account.
One dashboard for everything you own
Mutual funds, stocks, ETFs, PMS, fixed deposits, PPF, bonds and insurance — with your whole family's net worth in a single figure.
Made for the person who keeps the family's money in order
The whole family, one figure
A portfolio for each person or goal, rolled up into one household net worth.
Every asset class
PMS, PPF, FDs, bonds and insurance sit beside your mutual funds and stocks.
Import, don't link
No broker login and no account-aggregator consent. Upload a statement and you're done.
Private by design
Each account is isolated and sensitive data is encrypted. We never sell or share it.
Simple, honest pricing
Start with a free 30-day trial. No card required.
Monthly
- Unlimited portfolios
- All asset classes
- CAS & file import
- Daily NAV & prices
Yearly
- Everything in Monthly
- ~2 months free
- Priority support
Questions, answered plainly
Anything else? Write to support@batva.in.
Do I have to link my broker or bank account?
No. Batva works from the statements you already get: your CAMS/KFintech CAS PDF, broker Excel exports and PMS statements. There is no broker login and no account-aggregator consent.
How up to date are the values?
Mutual fund NAVs update daily from AMFI. Stock and ETF prices are end-of-day. Batva never shows live prices, and data from public sources may be delayed.
Is my data safe?
Each account is fully isolated, sensitive data is encrypted, and we never sell or share it. Read the privacy policy for the details.
Does Batva tell me what to buy or sell?
No. Batva is a portfolio tracking tool, not an investment advisor. It shows what you own and what it's worth; decisions stay yours.
What happens after the free trial?
The trial lasts 30 days and needs no card. After that it's ₹99 a month or ₹999 a year, plus 18% GST. You can cancel anytime.