Plans

PARTICULARS Starter Growth PRO Pro Annual Special Special pack
Client CategoryHNI FamiliesUltra HNI & Family OfficesLarge Family Offices & CorporatesLarge Family Offices & Corporates
Charges₹1,000/month₹10,000/month₹30,000/month₹3,60,000/year
Payment FrequencyMonthly (Auto Deduct)Monthly (Auto Deduct)Monthly (Auto Deduct)Yearly (Auto Deduct)
No of Logins262525
Additional Users₹500/user/monthNANANA
Max Logins4NANANA
Multi Family trackingYes (Subject to Limits)Yes (Subject to Limits)YesYes
Multi Family reportingYes (Subject to Limits)Yes (Subject to Limits)YesYes
All Asset class coverageYesYesYesYes
Auto Import FilesYesYesYesYes
Custom ReportingYesYesYesYes
All Asset Class Database (Details about the funds)YesYesYesYes
Platform ChatbotYesYesYesYes
MF TransactionsYesYesYesYes
Basic Analytics - Market Cap/Sector BreakupNoYesYesYes
Advanced Analytics - Overlap Analysis (Both MF/PMS), Concentration Analysis, Broker ConcentrationNoYesYesYes
Financial ReportNoYes (1/Month)Yes (4/Month)Yes (4/Month)
Cash Flow PlannerNoNoYesYes
AI ReportsNoNoYesYes
Document vaultNoNoYesYes
Investment policy StatementNoNoYesYes
Dedicated RMNoNoYesYes
Whatsapp integrated ChatbotNoNoYesYes