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Choose your plan

One-time annual pricing. GST inclusive. All plans include free updates for 12 months.

Basic

For individual investors

₹12,000 / year
30-day free trial · no card required
  • Fund Screener with 30+ filters
  • Compare up to 5 funds side-by-side
  • NAV & returns history (10-year)
  • 2 portfolios / watchlists
  • Category averages & rankings
  • Latest research PDFs (view-only)
  • Client management
  • Wealth Planner + goal optimizer
  • Portfolio X-Ray & Optimizer
  • API access
Most Popular

Professional

For financial advisors

₹30,000 / year
  • Everything in Basic, plus:
  • Unlimited fund comparisons
  • All analytics (Rolling, Drawdowns, Sectors, Risk vs Return, Capture, Win Rate)
  • Unlimited portfolios / watchlists
  • Client onboarding (CAS upload + parsing)
  • Risk profiling engine
  • Research PDFs with AI summaries
  • Excel exports on every table
  • Priority email support

Ultimate

For advisory firms & teams

₹80,000 / year
  • Everything in Professional, plus:
  • Wealth Planner + goal-based SIP optimizer
  • Portfolio X-Ray, Optimizer, Efficient Frontier
  • MFD Planner: revenue projection, SIP growth, delay-cost calculator
  • Team accounts (up to 5 users)
  • White-label client-ready reports
  • AI dashboard & natural-language queries
  • API access
  • Dedicated account manager

Common questions

Can I upgrade later?

Yes — upgrade any time and pay only the pro-rated difference for the remaining months.

How do I pay?

UPI, credit/debit card, or bank transfer. Invoice is issued instantly with GST breakdown.

Is there a free trial?

The Basic plan comes with a 30-day free trial — no card required. Try it end-to-end before you pay. Once a plan is purchased, fees are non-refundable.

Do you offer discounts for teams?

Advisory firms with 5+ users get 20% off the Ultimate plan. Reach out via the support portal for a quote.