Pricing & Plans
Straightforward plans that grow with your practice. Pick monthly, quarterly, half-yearly or yearly billing — every plan includes Search.
Coming soon Mail — bulk email campaigns to your client list, with festival/birthday/anniversary templates.
Basic
For individual users getting started.
₹0/mo
| Quarterly | ₹0 |
| Half-yearly | ₹0 |
| Yearly | ₹0 |
1 users
200 MB storage
50 credits/mo
Search AI: coming soon Support: respond in 72h
- ✓ eKYC
- ✓ Search (AI chat: coming soon)
- ✓ Monthly MFD Wizard
- ✓ AMCs at a glance
- ✓ MF US/Canada residency rules
- ✓ Multisheet
- ✓ Calculators
- ✓ NPS detail calculator
- ✓ Financial planner
- ✓ Certification prep
- ✓ Industry Ecosystem
- ✓ Feedback & Testimonials
- ✓ Feedback Dashboard
- ✓ Support Tickets
- ✓ Approvals
- ✓ Knowledge Base
- ✓ Document Library
- ✓ Regulatory Updates
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Medium
For growing distributors — admin-configurable module access.
₹50/mo
| Quarterly | ₹135 |
| Half-yearly | ₹255 |
| Yearly | ₹480 |
5 users
1,000 MB storage
500 credits/mo
Reports Search AI: coming soon Support: respond in 24h
- ✓ eKYC
- ✓ Search (AI chat: coming soon)
- ✓ Monthly MFD Wizard
- ✓ AMCs at a glance
- ✓ AMC directory
- ✓ MF US/Canada residency rules
- ✓ Multisheet
- ✓ Calculators
- ✓ NPS detail calculator
- ✓ Bank ePayEEZZ availability
- ✓ Social post composer (coming soon)
- ✓ Financial planner
- ✓ Report builder
- ✓ External reports
- ✓ Certification prep
- ✓ Industry Ecosystem
- ✓ Feedback & Testimonials
- ✓ Feedback Dashboard
- ✓ Support Tickets
- ✓ Approvals
- ✓ Knowledge Base
- ✓ Document Library
- ✓ Regulatory Updates
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Recommended
Advanced
For professional distributors — every module, unlimited processing.
₹100/mo
| Quarterly | ₹270 |
| Half-yearly | ₹510 |
| Yearly | ₹960 |
Unlimited users
Unlimited MB storage
Unlimited credits/mo
Reports ⭐ GST & Commission Invoicing Search AI: coming soon Advanced Financial Planner Support: respond in 8h
- ✓ eKYC
- ✓ Search (AI chat: coming soon)
- ✓ Monthly MFD Wizard
- ✓ GST & Commission Invoicing
- ✓ GST Filing History & Operations
- ✓ AMCs at a glance
- ✓ AMC directory
- ✓ MF US/Canada residency rules
- ✓ Multisheet
- ✓ Calculators
- ✓ NPS detail calculator
- ✓ Bank ePayEEZZ availability
- ✓ Social post composer (coming soon)
- ✓ Mail
- ✓ Financial planner
- ✓ Advanced financial planner
- ✓ Report builder
- ✓ External reports
- ✓ Certification prep
- ✓ Industry Ecosystem
- ✓ Feedback & Testimonials
- ✓ Feedback Dashboard
- ✓ Support Tickets
- ✓ Approvals
- ✓ Knowledge Base
- ✓ Document Library
- ✓ Regulatory Updates
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Request access
Enterprise
For large distribution houses — custom limits and support. Contact us.
Contact us
Custom pricing based on your organisation's needs — talk to our team for a tailored quote.
Contact sales
Questions?
Every plan includes Search. Reports and GST tooling unlock from Medium/Advanced respectively — see the badges above for exactly what each plan includes. Prices are in INR, exclusive of taxes.
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