CASParser
Parse CDSL, NSDL, CAMS, and KFintech statements into one structured portfolio model across equities, mutual funds, bonds, AIFs, insurance, and NPS.
Visit CASParser
LeanFintech / Operating since 2020
Build on top
Build on top
of India's investment data.
Ingest, normalize, reconcile, and verify the investment records behind the next generation of fintech, wealth, advisory, and distribution products.
CASParser is the flagship portfolio-data product inside LeanFintech.
leanfintech.data_layer
production
sources
Investor CASCDSL, NSDL, CAMS, KFintech
RTA feedsCAMS + KFintech reverse feeds
Deliveryinbox, mailback, file upload
RegistriesKRA, SEBI, AMFI
LeanFintech investment data layerCanonical portfolio and operational records
ingest -> normalize -> reconcile
usable outputs
Portfolio APIstructured JSON
RTA Syncreverse-feed records
Inboxfinancial intelligence
VerificationPAN + KYC
documents + reverse_feedsapi + sdk + no_code
Customer relationships include
One layer, many workflows
From a CAS parser to the infrastructure around the portfolio.
Start with the job in front of you. Add the next workflow when your product or operations team is ready.
Inbox
Connect consented Gmail, Microsoft, and Zoho accounts, understand financial messages and attachments with AI, and deliver structured records.
Explore InboxPortfolio Connect
Drop a branded import experience into your product. File upload, inbox, mailback, and CDSL fetch can live under your own interface.
See the SDKRTA Sync
Normalize CAMS and KFintech reverse-feed files into canonical records, warnings, and batch summaries for distributor and wealth platforms.
Explore RTA SyncWorkflow APIs
Automate the work around the document: request a fresh CAS, read an inbox, receive inbound email, poll files, and deliver events to your systems.
View workflow APIsVerification
Extend onboarding with PAN, KRA, DigiLocker, and identity workflows that fit the same Indian investment-data stack.
Explore verification
Built for the teams doing the work
Different entry points. The same dependable data layer.
LeanFintech meets customers where they are, from a WhatsApp-shared link to a deeply embedded API.
Fintech platforms
Ship portfolio import, financial inbox intelligence, normalized JSON, and downstream insights without maintaining every source-specific integration.
For platform teamsMFDs and RIAs
Collect client portfolios, keep distributor books current with RTA Sync, and graduate from no-code links to a white-label SDK or API.
For advisorsWealth managers
Use Inbox, mailback, CDSL fetch, and AI analysis to turn a client's existing financial history into a better wealth conversation.
For wealth teamsBack-office teams
Replace brittle reverse-feed, email, and reconciliation pipelines with RTA Sync, canonical records, warnings, and managed delivery.
For operations
RTA Sync
Keep the distributor book current.
CAMS and KFintech reverse feeds become clean records your product and operations teams can trust.
What the layer understands
Indian portfolio data is more than mutual funds.
CASParser brings together the documents and source systems that make a real Indian investor portfolio difficult to assemble. One normalized response gives your product room to build.
9asset classes in the portfolio model
50+years of mutual-fund history via CAS
97%reported parsing accuracy
99.9%reported platform uptime
Equities
Mutual funds
Corporate bonds
G-Secs
AIFs
Insurance
NPS
Contract notes
PAN / KYC
Transactions
XIRR / CAGR inputs
Audit trails
Designed for investor-authorized workflows.
Customers need to pass security and compliance review before the first API call reaches production. LeanFintech is built around explicit consent, clear data boundaries, and documentation that engineering and risk teams can inspect.
- Product-specific SEBI, RBI, and DPDP compliance scope
- Read-only inbox flows and customer-controlled access
- Security and compliance documents for enterprise review
Bring the hard part to the architecture review.
Tell us which sources, workflows, and customer journeys you need to support. We will map the shortest path from your current system to a production integration.
Questions
LeanFintech, answered.
The short version for product, engineering, and operations teams evaluating the platform.
What is LeanFintech?
LeanFintech is investment-data infrastructure for India. It helps fintech, wealth, MFD, RIA, and distribution platforms ingest, normalize, reconcile, and verify investment data through APIs, SDKs, and no-code tools, including Inbox, CASParser, RTA Sync, PAN KYC Status, and DigiLocker.
How are LeanFintech and CASParser related?
CASParser is LeanFintech's flagship portfolio-data product and has operated since 2020. It parses CDSL, NSDL, CAMS, and KFintech CAS statements into one portfolio response. CASParser documentation and self-serve pricing live on casparser.in.
Which data sources does LeanFintech work with?
CDSL, NSDL, CAMS, and KFintech CAS statements; CAMS and KFintech reverse feeds; supported broker contract notes; consented Gmail, Microsoft, and Zoho inboxes; KYC status across CVL, NDML, CAMS, Karvy, and KFin; and consented DigiLocker documents.
Who uses LeanFintech?
Fintech platforms, mutual-fund distributors, RIAs, wealth managers, and back-office teams. Publicly named customers include Scripbox, Times Internet, and Univest.
How do teams get started?
Start with CASParser self-serve to prove portfolio import, or request an architecture review for Inbox, RTA Sync, verification, enterprise volume, or deployment requirements.
Have an investment-data workflow to make real?
Talk to the people building the layer. Start with Inbox, portfolio import, RTA Sync, verification, or the next workflow you see coming.