Track your mutual funds, shares, deposits and property to the last paisa, in one net worth.
Apply for membership (investors join by invitation) · Start a 90-day free trial as a distributor or adviser · Log in · Reva Learn
Upload client statements, or invite clients to add their own. See your AUM by fund type, understand each portfolio, and know which clients need attention.
See holdings, performance, and Hey Reva insights across each client’s entire portfolio.
Upload a CAS or Zerodha statement. Reva reads it in minutes, with nothing to install.
Trace each figure back to the client’s statement, down to the last paisa.
Know what to discuss with each client and generate a review deck in your own template.
Clients can take over the portfolio you set up and end your access any time. Reva is software: it moves no money, places no trades and gives no buy or sell advice.
Start your 90-day free trial. 90 days free. No card required.
Add a statement. Reva checks every total and shows you what changed.
Hey Reva answers from your own statements, with the source beside every figure. Reva gives analysis, not investment advice.
You: What do my mutual funds charge me each year?
Hey Reva: Your 8 funds charge about ₹2.60 L each year in expense ratios. This is an average of 0.71% of their value. The fund takes it from the NAV, so you do not see a separate charge. Source: CAMS + KFintech CAS, Sep 2026 · AMFI expense ratios (sample household)
You: Am I on track to retire at 60?
Hey Reva: You have ₹12.20 Cr of the ₹17.87 Cr target you set, which is 68%, with six years to go. This is arithmetic on your target and the 8% a year growth you entered, not a plan. Source: Goals · Retire at 60 · your inputs (sample household)
Add your partner, parents, children or HUF, and switch between one person and the whole family in a tap.
Invite your CA or SEBI-registered adviser to see only their part. Your CA takes Schedule 112A, AL and Tally files straight from Reva.
Keep nominees, your will and life cover in one place, and see which accounts still have no nominee.
Reva can’t move money, place trades or change your accounts.
Reva reads only the statements you add. The PDF and its password stay in your browser.
Every answer and finding names the statement or published source behind its figures.
Android and web, in sync. Log in on one and pick up on the other.
Reva puts everything you own in India into one net worth. Add your mutual funds and Zerodha shares in minutes and the rest by hand, on Android or the web.
Families, by invitation. Distributors, SEBI-registered advisers and wealth managers get 90 days free.
No. Reva is read-only. It can’t move money, place trades or change your accounts.
Upload your CAMS + KFintech CAS or Zerodha holdings, or connect Zerodha read-only. Add everything else by hand. Reva never asks for a bank or broker password.
In India, sealed with your household’s own key. Your browser reads each statement by default, so the PDF and its password stay with you.
No. Reva shows what you own and where each figure comes from. For advice, speak to a SEBI-registered adviser or your CA.
Yes, with 90 days free and no card. See every client’s portfolio, your AUM by fund type and what to raise in each review.
Only if you invite them. Your CA gets Schedule 112A and AL drafts, capital gains and Tally files. An adviser sees the portfolio, so ask for their SEBI number (INA…) before you share.
Start with Reva Learn. It has free lessons on investing, insurance, loans, retirement and tax in India, each with a quiz, and a section for advisers.
Figures on this page come from a sample household.