Every plan is free during early access. Prices shown apply after early access ends and are before 18% GST. We will tell you well before any charge begins, and nothing is charged without your agreement.
Individuals and families
Personal
₹2,499 a year after early access
Everything a family needs to see all its investments in one place.
- Every family member in one account Live
- All supported statements, plus deposits and bonds by hand Live
- Dashboard, allocation charts and holdings table Live
- Custom baskets Live
- Maturity reminders by email Live
- Consolidated report download Coming soon
Create your free accountHNI families
Wealth
₹11,999 a year after early access
For wealth spread across many accounts, people and platforms.
- Everything in Personal Live
- Property, loans and true net worth Coming soon
- Limits you set yourself Coming soon
- Read-only access for your CA or family office, which you can withdraw Coming soon
- Full PDF and Excel reports Coming soon
- Priority help when a statement format is new Live
Create your free accountAdvisers, wealth managers, family offices and PMS firms
Enterprise
On request priced per client family
One factual view of every client family, with access each client grants and can withdraw.
- A workspace for all your client families Coming soon
- Client consent that the client controls Coming soon
- Maturities and limits across your book Coming soon
- Client reports to download Coming soon
- Your own branding (white label) Coming soon
- API access to consenting families' records Coming soon
- Onboarding and a named contact Live
Apply for early accessItems marked Coming soon are not available yet. They are shown so you know what each plan is planned to include.