Pricing that scales with you
Free forever for individuals. Predictable per-tenant pricing for advisors and firms.
Pricing
Flat annual plans. No per-client charges.
Starter
For solo advisors and small practices
₹24,000/yr
Start trial- Up to 25 clients
- All asset classes
- Monthly reports
- Email support
Popular
Professional
For growing RIAs and wealth firms
₹84,000/yr
Start trial- Up to 200 clients
- White-labelled portal
- Custom benchmarks
- Priority support & SLA
Enterprise
For family offices and large RIAs
Custom
Talk to sales- Unlimited clients
- Dedicated infra + SSO
- Custom parsers
- On-prem option
Plan comparison
| Limits | Free | Pro | Enterprise |
|---|---|---|---|
| Clients | 1 family (up to 4 members) | 50 clients | Unlimited |
| Statement imports | 100 statements / month | 500 statements / month | Unlimited |
| Storage | 500 MB | 50 GB | Custom |
| Support | Community | Email, 24-hour SLA | Dedicated CSM, 4-hour SLA |
| Features | Free | Pro | Enterprise |
|---|---|---|---|
| All Indian asset classes | |||
| Broker statement imports (6 brokers) | |||
| FIFO P&L engine | |||
| Excel + PDF exports | |||
| Client-branded reports | |||
| Real-time SignalR updates | |||
| SSO (SAML / OIDC) | |||
| Audit logs & compliance exports | |||
| Dedicated tenant infrastructure |
Stop scrolling through spreadsheets. Start managing wealth.
30 days free. No credit card. Full platform access. Migration support included for teams above 50 clients.