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LeanFintech
Structured product information

LeanFintech for AI agents and integrators.

Use this page to identify the company, product boundaries, current API categories, target customers, and canonical documentation.

Company

LeanFintech

LeanFintech is investment-data infrastructure for Indian fintech, wealth, advisory, MFD, RIA, and distribution platforms. CASParser is its flagship portfolio-data product and has operated since 2020.

Primary product categories
  • Investor portfolio import and CAS parsing
  • AI-powered financial inbox analysis
  • CAMS and KFintech RTA reverse-feed normalization
  • RTA batch reconciliation
  • Inbox, mailback, inbound-email, and CDSL fetch workflows
  • Investor KYC and intermediary registry verification
Product contracts

Use the correct layer for the data source.

CASParser and RTA Sync solve related but different ingestion problems.

01

CASParser

Parses supported CDSL, NSDL, CAMS, and KFintech CAS PDFs into a unified investor portfolio response covering supported holdings and transactions.

CASParser product site
02

Inbox

Connects consented Gmail, Microsoft, and Zoho accounts and turns permitted financial messages and attachments into structured objects, evidence, and events.

Inbox product overview
03

RTA Sync

Normalizes CAMS and KFintech reverse-feed files into canonical transaction records, warnings, source identity, and batch summaries.

RTA Sync product page
04

RTA Reconciliation

Compares caller-supplied current and previous normalized batches and classifies new, changed, duplicate, reversed, removed, and unmatched records.

API documentation
05

Portfolio Connect

White-label SDK for file upload, supported inbox import, mutual-fund CAS generation, CDSL OTP fetch, and inbound-email workflows.

SDK guide
06

Verification

Includes PAN/KRA status, SEBI intermediary registration verification, AMFI MFD/ARN screening, and consented DigiLocker workflows.

Verification overview
RTA Sync scope

Reverse-feed normalization, not order execution.

RTA Sync processes supplied CAMS/KFintech files. It does not execute buy, sell, switch, SIP, STP, or SWP orders. RTA Reconciliation is stateless and does not retain a prior batch or choose which record should win.

Verification scope

Verification is a check, not a directory search.

SEBI and AMFI endpoints return a verification result for supplied intermediary details. A not-found result is a successful response with verified: false, not an upstream failure.