Reva checks your mutual funds, shares, deposits and property to the paisa. All 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 let clients add their own. See your AUM and trail commission by fund type.
AUM under your ARN, trail commission and money with other distributors, by fund type.
Upload a CAMS + KFintech statement or Zerodha file, or send your link. No software to install.
Each total must match the statement. If it does not, Reva does not count it.
Agents check every client and list missing nominees, regular-plan commission and old statements.
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 90-day free trial. 90 days free. No card needed.
Reva reads your statements, checks that every total adds up, and shows you what changed.
Hey Reva answers from your own statements. Each figure shows its source. Reva gives analysis, not investment advice. It does not move money.
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)
Start with your own accounts. Add your partner, parents, children or HUF when you’re ready, and see one person or the whole family in a tap.
Invite your CA or SEBI-registered investment adviser to see only what they need. They work from your numbers and take Schedule 112A and AL drafts, capital gains and Tally files straight from Reva.
Your nominees, your will and your life cover in one place, with the accounts that have no nominee yet.
Reva can’t move money, place trades or change anything in your accounts.
Reva reads only the statements you choose to add. The PDF and its password stay in your browser.
Hey Reva’s answers and agent findings name the statement or published source behind each figure, so you or your CA can check it.
The same net worth, goals and Hey Reva on Android and in your browser. Log in on one and pick up on the other.
Reva shows all your money in India as one net worth. It reads mutual funds and shares from your statements and checks each figure. You add FDs, property and other assets by hand. Reva works on Android and on the web.
Families join by invitation. Mutual fund distributors, SEBI-registered investment advisers and wealth managers start a 90-day free trial and invite their clients.
No. Reva has read-only access. It cannot move money, place trades or change your accounts.
You upload a CAMS + KFintech mutual fund statement or a Zerodha holdings file. You can also connect Zerodha with read-only access. You add other assets by hand. Reva never asks for your bank or broker password.
Reva keeps your data in India. Each household has its own encryption key. By default, your browser reads each statement. The PDF and its password stay on your device.
No. Reva gives analysis and shows the source of each figure. Before you act, speak to a SEBI-registered investment adviser or your CA.
Yes. Start a 90-day free trial. You do not need a card. Upload the statements of a client, or invite the client to add them. Reva checks each total and shows AUM under your ARN, trail commission and agent findings for each client. Reva does not move money or give buy or sell advice.
Only if you invite them from Family. A CA sees what tax work needs and can download Schedule 112A and AL drafts, a capital gains statement and Tally vouchers. An adviser sees the portfolio. Reva does not check if an adviser is registered. Before you share, ask for their SEBI registration number (INA…).
Reva Learn has 28 free lessons on investing, insurance, loans, retirement and tax in India. Each lesson has a calculator and a short quiz.
Figures on this page come from a sample household.