Pricing

Subscription Plans
MF/Equity Tracker

1st Year

₹15,000+GST

Annual Renewal @ ₹10,000+GST


Features

Back Office Web App

Investor Web App

Android Mobile App

Number Of Logins - 2

Number Of Clients - 500

Multi Asset Tracker

1st Year

₹25,000+GST

Annual Renewal @ ₹15,000+GST


Features

Back Office Web App

Investor Web App

Android Mobile App

Number Of Logins - 4

Number Of Clients - 1000

Wealth Manager

1st Year

₹35,000+GST

Annual Renewal @ ₹18,000+GST


Features

Back Office Web App

Investor Web App

Android Mobile App

Number Of Logins - 8

Number Of Clients - 1500

Enterprise

1st Year

₹1,45,000+GST

Annual Renewal @ ₹65,000+GST


Features

Back Office Web App

Investor Web App

Android Mobile App

Number Of Logins - 100

Number Of Clients - 5000

Compare Plans

Features MF/Equity Trackers Multi Asset Tracker Wealth Manager Enterprise
Mutual Fund
Direct Equity
Bonds & FDs
Mutual Fund R&T Connectors
Dashboards
Customer profile
Email integration
Business MIS
Customer Reports
Life Insurance
General Insurance
Govt. savings
Pension and Gratuities
Other assets (Collectibles, personal, real estate, gold)
Cash and Savings
Liabilities
Historical prices
Alerts
Proof Vault
Website Login Widget
Repository
Risk Profile
Financial Planning
Calculators
Front Office (Order management)
Scheme Comparators
Communicator
Portfolio Construction (Research)
Brokerage Payable/Receivable*
Customized Themes
Organisational heirachies

Compare Plans

Features MF/Equity Trackers Multi Asset Tracker Wealth Manager Enterprise
Mutual Fund
Direct Equity
Bonds & FDs
Mutual Fund R&T Connectors
Dashboards
Customer profile
Email integration
Business MIS
Customer Reports
Life Insurance
General Insurance
Govt. savings
Pension and Gratuities
Other assets (Collectibles, personal, real estate, gold)
Cash and Savings
Liabilities
Historical prices
Alerts
Proof Vault
Website Login Widget
Repository
Risk Profile
Financial Planning
Calculators
Front Office (Order management)
Scheme Comparators
Communicator
Portfolio Construction (Research)
Brokerage Payable/Receivable*
Customized Themes
Organisational heirachies