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Simple yearly plans for every size of practice

Pick the plan that fits your client count. Every plan starts with a 15-day free trial. Prices per firm per year, billed yearly, plus 18% GST.

Starter

₹999 /year

+ 18% GST · about ₹83 a month

Up to 50 clients
1 staff login

Typical firm: starting out, up to ₹50 L AUM

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Growth

₹2,400 /year

+ 18% GST · about ₹200 a month

Up to 100 clients
1 staff login

Typical firm: ₹50 L – 1 Cr AUM

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Insurance included

Pro

₹4,800 /year

+ 18% GST · about ₹400 a month

Up to 200 clients
3 staff logins

Coming soon: Mobile apps

Typical firm: ₹1 – 5 Cr AUM

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Brokerage & RMs included

Business

₹9,600 /year

+ 18% GST · about ₹800 a month

Up to 500 clients
10 staff logins

Coming soon: Mobile apps · NSE / BSE orders

Typical firm: ₹5 – 25 Cr AUM

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Enterprise

On request

For large firms and teams

500+ clients
Unlimited logins

Coming soon: Mobile apps · NSE / BSE orders

Typical firm: ₹25 Cr+ AUM

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Add-ons

Insurance — ₹1,200 /year

For Starter and Growth (included from Pro). Policies for clients and leads, renewal and premium reminders, and policies read from a Google Drive folder.

Brokerage + AMC rates — ₹2,400 /year

For Starter, Growth and Pro (included from Business). Brokerage by month, AMC and client, Excel export, AMC rate cards and a rate matrix.

Add-on prices are per year, plus 18% GST.

Compare plans

✓ included · + paid add-on · Soon = coming soon on that plan · – not available
Feature	Starter ₹999	Growth ₹2,400	Pro ₹4,800	Business ₹9,600	Enterprise On request
Registrar data
CAMS & KFintech mailbacks loaded automatically	✓	✓	✓	✓	✓
Daily NAVs and scheme data from AMFI	✓	✓	✓	✓	✓
Clients and portfolios
Clients, families, households, head of family	✓	✓	✓	✓	✓
AUM by client, AMC, category; history	✓	✓	✓	✓	✓
SIP & STP register (live, ending, stopped, bounced)	✓	✓	✓	✓	✓
Transactions with FY filter and downloads	✓	✓	✓	✓	✓
Search by name, PAN, folio	✓	✓	✓	✓	✓
Exceptions: unlinked folios, missing nominees, mismatches	✓	✓	✓	✓	✓
Risk profile per client	✓	✓	✓	✓	✓
Tax
Capital gains (FIFO, 2018 grandfathering, TDS, mergers)	✓	✓	✓	✓	✓
Schedule 112A; Excel / PDF / CSV	✓	✓	✓	✓	✓
Unrealised (notional) gains	✓	✓	✓	✓	✓
Client portal
Clients see portfolio, transactions and gains	✓	✓	✓	✓	✓
Household sharing with consent; HUF Karta, guardian	✓	✓	✓	✓	✓
Growing the business
Leads, auto-converted when they invest	–	✓	✓	✓	✓
Client meetings: guided review, summary PDF, requests	–	✓	✓	✓	✓
Follow-ups and reminders	–	✓	✓	✓	✓
Insurance
Policies, renewal & premium reminders	+	+	✓	✓	✓
Policies read from a Google Drive folder	+	+	✓	✓	✓
Brokerage
Brokerage by month, AMC, client; Excel	+	+	+	✓	✓
AMC rate cards, circulars, rate matrix	+	+	+	✓	✓
Team
Relationship managers see only their clients	–	–	–	✓	✓
Coming soon
Mobile apps for you and your clients (Android & iOS)	–	–	Soon	Soon	Soon
Place orders on NSE / BSE mutual fund platforms	–	–	–	Soon	Soon
Every plan
Audit log of every sign-in, change and download	✓	✓	✓	✓	✓
Two-step sign-in for staff	✓	✓	✓	✓	✓
Your firm's name and web address on every page and PDF	✓	✓	✓	✓	✓
Works on phone, tablet and computer	✓	✓	✓	✓	✓
Clients	50	100	200	500	500+
Staff logins	1	1	3	10	Unlimited

Pricing questions

Is there a free trial?

Yes. Every plan starts with a 15-day free trial. There is no free plan for now.

How are clients counted?

By investor PAN — anyone who holds units or made a transaction in the last 12 months. AUM is shown only as a guide; the plan limit is the client count.

What if I grow past my plan?

You'll see a notice and have 30 days to move up. You are never locked out of your data.

Are prices inclusive of GST?

No. Prices are per firm per year, billed yearly, plus 18% GST.

Can I add insurance or brokerage to a smaller plan?

Yes. Insurance is ₹1,200 a year (+ GST) for Starter and Growth. Brokerage + AMC rates is ₹2,400 a year (+ GST) for Starter, Growth and Pro.

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Try it with your own book before you pay.

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