Pricing & Plans

Straightforward plans that grow with your practice. Pick monthly or yearly billing — every plan includes Search.

Coming soon WhatsApp — bulk messaging from Meta-approved templates, with festival/birthday/anniversary support.

Monthly Yearly

Basic

For individual users getting started.

Best for trying the tools out before you commit.

₹0/forever

Always free — no monthly/yearly choice needed.

1 users
200 MB storage
50 credits/mo

Reports Search AI: coming soon Support: we'll reply as soon as possible

✓ Search (AI chat: coming soon)
✓ Monthly MFD Wizard
✓ Calendar
✓ GST Filing History & Operations
✓ AMCs at a glance
✓ AMC directory
✓ eKYC
✓ MF US/Canada residency rules
✓ Multisheet
✓ Calculators
✓ Bank ePayEEZZ availability
✓ Mail
✓ WhatsApp CRM
✓ Financial planner
✓ Report builder
✓ External reports
✓ Learning Center
✓ Industry Ecosystem
✓ Knowledge Base
✓ Document Library
✓ Regulatory Updates

Medium

For growing distributors — admin-configurable module access.

Best for most distributors — every core tool, without GST filing, Mail campaigns, or My Business Profile.

~~₹950~~ ₹470/yr save 20%

🚀 Launch price — increases to ₹950/yr from 30 Nov 2026.

Billed yearly — save 20% vs. monthly.

5 users
1,000 MB storage
500 credits/mo

Reports Search AI: coming soon Advanced Financial Planner Support: we'll reply as soon as possible

✓ Search (AI chat: coming soon)
✓ Monthly MFD Wizard
✓ Calendar
✓ GST Filing History & Operations
✓ AMCs at a glance
✓ AMC directory
✓ eKYC
✓ MF US/Canada residency rules
✓ Multisheet
✓ Calculators
✓ NPS detail calculator
✓ Bank ePayEEZZ availability
✓ Social post composer (coming soon)
✓ Mail
✓ WhatsApp (coming soon)
✓ WhatsApp CRM
✓ Financial planner
✓ Advanced financial planner
✓ Report builder
✓ External reports
✓ Learning Center
✓ Industry Ecosystem
✓ Knowledge Base
✓ Document Library
✓ Regulatory Updates

Recommended

Advanced

For professional distributors — every module, unlimited processing.

Best if you handle GST & commission invoicing, run Mail campaigns, or want My Business Profile branding.

~~₹1,910~~ ₹950/yr save 20%

🚀 Launch price — increases to ₹1,910/yr from 30 Nov 2026.

Billed yearly — save 20% vs. monthly.

Unlimited users
Unlimited MB storage
Unlimited credits/mo

Reports ⭐ GST & Commission Invoicing ⭐ My Business Profile Search AI: coming soon Advanced Financial Planner Support: we'll reply as soon as possible

✓ Search (AI chat: coming soon)
✓ Monthly MFD Wizard
✓ Calendar
✓ GST & Commission Invoicing
✓ GST Filing History & Operations
✓ My Business Profile
✓ AMCs at a glance
✓ AMC directory
✓ eKYC
✓ MF US/Canada residency rules
✓ Multisheet
✓ Calculators
✓ NPS detail calculator
✓ Bank ePayEEZZ availability
✓ Social post composer (coming soon)
✓ Mail
✓ WhatsApp (coming soon)
✓ WhatsApp CRM
✓ Financial planner
✓ Advanced financial planner
✓ Report builder
✓ External reports
✓ Learning Center
✓ Industry Ecosystem
✓ Knowledge Base
✓ Document Library
✓ Regulatory Updates

Book a demo Talk to sales Browse help center

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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