Yuvan Client Portal

Total portfolio Rs 18,42,500 Mutual funds and recorded investments

Active policies 4 Health, life, and vehicle cover

Next renewal 18 Jun 2026 Family health insurance

CAS files 0 Uploaded in this browser prototype

Upcoming actions

Health insurance renewal18 Jun 2026

SIP review call25 Jun 2026

CAS statement updateMonthly

Quick upload

Upload your latest CAMS/KFintech CAS PDF so Yuvan Financial Services can update your investment records.

Choose CAS PDF

My Policies

Investment Details

Client PDF Upload

Health PDF Upload health insurance policy PDF. Life PDF Upload life insurance policy PDF. Vehicle PDF Upload vehicle insurance policy PDF. MF PDF Upload CAS or mutual fund investment PDF.

Upload CAS PDF Use this for consolidated mutual fund CAS statements.

Documents & Reports

Admin Preview

For Yuvan team

Add policy

Add investment

Admin workflow

Step 1Add client email ID in backend

Step 2Add policy and investment records

Step 3Client uploads CAS for advisor review

Step 4Live app saves everything securely in database

Prototype controls

This demo stores admin entries only in this browser. Use reset to return to sample data.

Open admin upload desk

Login with email OTP