MutualFund Briefcase Chimulkar

Briefcase by Chimulkar Financial Services is a complete mutual fund app built to make investing simple, transparent and effective for every Indian investor. Whether you’re an existing investor, SIP-focused user, HNI, retired, or managing your family’s investments, Briefcase gives you a clean, powerful way to track, compare and grow your mutual fund portfolio.


Briefcase brings together fund information, portfolio analytics, SIP planning tools, fact sheets, performance comparison, NAV history, family tracking and secure transactions in one trusted app.

Track & Understand Your Entire Portfolio
• View all mutual fund holdings across AMCs
• Analyse XIRR, CAGR, profit/loss and asset allocation
• Track equity, debt, hybrid, index and ETF exposure
• Consolidated dashboard for family portfolios
• Folio-wise and category-wise insights
• Rolling return views and long-term performance tools

Compare Mutual Funds Easily
• Compare funds by returns, risk grade and benchmark
• Analyse holdings, sectors, allocation patterns
• Side-by-side fact sheet and performance comparison
• Access historical NAV charts for all funds

Complete Scheme Details & Fact Sheets
• Updated Fund Fact Sheets for all major Indian AMCs
• Fund objective, features, benchmark, expense ratio
• Top holdings, sector exposure, maturity profile
• Riskometer, category average comparisons
• One place to explore equity, debt, hybrid and passive funds

Access all mutual funds
• Equity Funds: Large Cap, Mid Cap, Small Cap, Flexi-cap, Focused, Sectoral & ELSS.
• Debt Funds: Liquid, Corporate Bond, Money Market, Gilt & Short Duration.
• Hybrid Funds: Conservative, Balanced Advantage, Aggressive Hybrid & Dynamic Allocation.
• Index & ETF FOF Funds

SIP & Goal Planning Tools
• SIP calculator with step-up and goal-based planning
• Lumpsum return projections
• Retirement planner and education goal tools
• Scenario analysis to compare SIP vs Lumpsum

Secure & Seamless Transactions
• Instant e-KYC / CKYC support for new investors
• Create bank mandates (e-Mandate / NACH)
• Start SIPs, make purchases, switch or redeem
• High level data encryption and 2FA security
• Track all transactions with real-time updates
• Works smoothly for folios purchased through Chimulkar

Family Portfolio Management
• Track investments for spouse, children and parents
• Unified dashboard for all family portfolios
• Easy switching between profiles


About Chimulkar Financial Services (Since 1985)
For 40+ years, Chimulkar Financial Services has been trusted by 2500+ investors and families for simple, goal-focused guidance on all their investments. Our approach prioritizes clarity, transparency and long-term financial discipline.


Why Investors Trust Chimulkar
• Zero Upfront Fees – fees covered within AMC expense ratios
• Goal-Centric Approach – strategies aligned to your risk and life goals
• Transparency & Fairness – unbiased fund insights to help you choose confidently
• Ongoing Client Support – continuous guidance as your needs evolve


Do’s and Don’ts
Do: Define goals, understand risk, invest regularly, update us when goals change.
Don’t: Chase trends, time the market, or believe in fixed/assured returns.

Mutual Fund Briefcase - a mutual fund portfolio review tool is offered through Chimulkar Financial Services. The mutual fund distribution services are provided by AMFI-registered mutual fund distributors with ARNs 1818, 1921, 171155 and 251118.


Mutual fund investments are subject to market risks, read all scheme-related documents carefully before investing.

Learn more at www.chimulkar.com
Write to us at invest@chimulkar.com