Login
Client accounts, the employee CRM and portfolio analytics — all four entry points in one place.
Choose your door
Four ways in, one place to find them
Each button opens the relevant platform in a new tab. You sign in on that platform directly — we never see or store your password.
Client Login
For investors. Two separate platforms — your equity account and your mutual fund portfolio.
Equity Login
Investment in securities markets are subject to market risks, read all the related documents carefully before investing.
Open equity loginMF Portfolio Login
Consolidated mutual fund portfolio — valuation, SIP status, capital gains and statements.
Open MF portfolioEmployee Login
Internal CRM for the Money Pathshala team — client records, task pipeline, service requests and transaction tracking.
Staff access only. Authorised users are bound by our confidentiality and data-handling rules.
Analytics
Portfolio analytics and reporting — allocation, XIRR, goal tracking and scheme-level performance across your folios.
Figures shown in Analytics are indicative and derived from registrar data. Your account statement from the AMC or RTA remains the record of truth.
Quick Access
The other links people ask for most often.
Investment in securities markets are subject to market risks, read all the related documents carefully before investing.
Please read before you sign in anywhere.
- Money Pathshala will never ask you for your password, PIN, OTP or CVV — not by phone, not on WhatsApp, not by email. Anyone who does is not us.
- Always check the address bar shows the correct domain and a padlock before entering credentials.
- Never transfer money to an individual's account. All investments go directly to the AMC, insurer or issuer in your own name.
- If you suspect anything, stop and call us on +91 95751 15624.
Use the 'forgot password' link on the portfolio login page itself — a reset link goes to the email and mobile registered on your folio. If the registered contact details are out of date, call us and we will help you update them with the registrar first.
They are two different systems. Your equity and Demat holdings sit with the broker (our broking partner) and are accessed through their platform. Your mutual fund folios sit with the AMCs and their registrars, and are shown together in the MF portfolio platform. Nothing is lost by having both — they simply hold different assets.
Not always to the rupee. Analytics rebuilds your portfolio from registrar feeds and may lag by a day, or miss folios held under a different PAN or email. Your Consolidated Account Statement from CAMS or KFintech, and the statements from the AMC, remain the authoritative record.
Please don't. Each investor should hold their own credentials, because folios are tied to PAN and any instruction placed through a login is treated as coming from that investor. We can set up separate access for each family member holding folios.
