CAMSfinserv Account Aggregator
- Android app
- Yes
- Free plan
- Yes
- Runs on
- Android, Web
Summary
CAMSfinserv Account Aggregator lets customers see financial assets together and share selected information with registered financial service providers. Sharing requires customer consent, which customers can revoke at any time. CAMSfinserv describes itself as an RBI-licensed NBFC Account Aggregator and says Account Aggregators do not view or store the financial data being shared. Data types that may be aggregated include bank deposits and savings accounts, mutual funds, stocks and ETFs, insurance plans, NPS investments, and other supported financial assets. Individuals can use the Android app or web platform for free. Linking an account requires an identifier recognized by the financial institution, such as PAN, a customer registration number, or a mobile number, followed by OTP verification. For financial institutions and businesses, listed features include bank statement and portfolio analysis, upcoming EMI alerts, and a single KYC and verification process for multiple asset holdings. Companies regulated by RBI, SEBI, IRDAI, or PFRDA can join as Financial Information Users or Providers. Institution access is paid, with pricing available on request. Transactions entered on non-business days are processed the following business day, and shared information may not update in real time.
Who it is for
It suits individuals who want to consolidate financial asset information and share selected data with registered providers. Lenders, wealth managers, and eligible financial institutions may use it with customer consent.
What is good
- Consent is required before information is shared.
- Customers can revoke consent at any time.
- Supports multiple listed financial asset types.
- Consumers can use the app and web platform for free.
- Lists analysis, EMI alerts, and single KYC features for institutions.
What to know first
- Shared information may not update in real time.
- Non-business-day transaction instructions are processed the following business day.
- Institution access is paid, with pricing on request.
- Account linking requires an institution-recognized identifier and OTP.
Verdict
CAMSfinserv Account Aggregator offers consumers a consent-based way to view and share supported financial information, while institutions have separate analysis and verification features. Consider the potential delay in information updates and next-business-day processing for non-business-day instructions.
CAMSfinserv Account Aggregator plans and pricing
All plansCompared on bank connectivity software
- Supported data types
- banking, mutual funds, insurance, pensions, securities and other supported financial informationcamsfinserv.com
- Connection methods
- Account Aggregator consent flows and APIscamsfinserv.com
- Refresh frequency
- on_demandcamsfinserv.com
Facts
- Purpose
- CAMSfinserv enables consent based sharing of financial asset information between customers, Financial Information Providers and Financial Information Users.camsfinserv.com · 5 Oct 2026
- Customer view
- Customers can get a consolidated view of financial assets and share selected information with registered financial service providers.camsfinserv.com · 5 Oct 2026
- Asset types
- The FAQ lists bank deposits and savings accounts, mutual funds, stocks and ETFs, insurance plans, NPS investments and other financial assets as data types that may be aggregated.camsfinserv.com · 5 Oct 2026
- Consent controls
- Customer consent is required before information is shared, and customers can revoke consent at any time.camsfinserv.com · 5 Oct 2026
- Data handling
- The FAQ says Account Aggregators are data blind and do not store or view the financial data being shared.camsfinserv.com · 5 Oct 2026
- Regulation
- CAMSfinserv describes itself as an RBI licensed NBFC Account Aggregator.camsfinserv.com · 5 Oct 2026
- Institution features
- The platform lists bank statement analysis, portfolio analysis features, alerts for upcoming EMIs and a single KYC and verification process for multiple asset holdings.camsfinserv.com · 5 Oct 2026
- Who it serves
- The site presents the platform for individuals, financial institutions and businesses, including lenders and wealth managers using financial information with customer consent.camsfinserv.com · 5 Oct 2026
- Institution eligibility
- The FAQ says companies regulated by RBI, SEBI, IRDAI or PFRDA can join as FIUs or FIPs.camsfinserv.com · 5 Oct 2026
- Account linking
- The Android app description says linking requires an identifier recognized by the financial institution, such as PAN, customer registration number or mobile number, followed by an OTP verification.play.google.com · 5 Oct 2026
- Support
- The site lists [email protected] and toll free number 18003098544 for individuals, and [email protected] for institutions and businesses.camsfinserv.com · 5 Oct 2026
- Notable limitation
- The terms say transaction instructions entered on non business days are processed on the following business day, and shared information may not be updated in real time.camsfinserv.com · 5 Oct 2026
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Sources
- camsfinserv.com· checked 5 Oct 2026
- camsfinserv.com/faq· checked 5 Oct 2026
- camsfinserv.com/PrivacyPolicy· checked 5 Oct 2026
- play.google.com/store/apps/details· checked 5 Oct 2026
- camsfinserv.com/homepage· checked 5 Oct 2026