Plans
| PARTICULARS | PRO | LITE |
|---|---|---|
| Pricing (Per Month) Exclusive of GST | ₹50,000/Month | FREE |
| Number of Logins | Unlimited | 4 |
| KYC | Yes | Yes |
| Online Transaction | Yes | Yes |
| AUM Based Limit | No Limit | No Limit |
| Features | ||
| Detailed Report / Research & Analytics | Yes | Yes |
| Auto Import Trade Files | Yes | Yes |
| Manage and Track Multiple Asset Classes | Yes | Yes |
| Track Absolute Gain and Annualised Return for All Asset Classes (XIRR, Absolute Return, CAGR) | Yes | Yes |
| Chat Bot | Yes | Yes |
| Military Grade Encryption and Complete Data Privacy | Yes | Yes |
| Financial News | Yes | Yes |
| Comparison Tool for Mutual Funds / AIF and PMS | Yes | Yes |
| Encrypted AWS Backup | Yes | Yes |
| Private Cloud Infrastructure | Yes | Yes |
| Advanced AI Based Analytics | Yes | No |
| Cash Flow Statement | Yes | No |
| Document Vault and Summary | Yes | No |
| Dedicated RM | Yes | No |
| Investment Policy Statement | Yes | No |