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Lite
For individuals with investments < ₹ 1 Crore
Starts at
₹
200
/month
+ GST, billed annually
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or
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What's included?
What's included?
Manage investments up to ₹ 1 Crore
?
1 web + mobile login
Track multi-asset investments
Asset allocation insights
XIRR & other performance analytics
Automated corporate actions
Capital gain reports for Income Tax filing
Tax platform reports (ClearTax, Winman & more)
5 free MF CAS API refreshes per month
?
Plus
For individuals with investments < ₹ 5 Crore
Starts at
₹
500
/month
+ GST, billed annually
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or
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All features in Lite, and...
All features in Lite, and...
Manage investments up to ₹ 5 Crore
?
1 web + mobile login
F&O tracking and P/L
Reconciliation features
10 free MF CAS API refreshes per month
?
HNI
For HNIs with investments < ₹ 25 Crore
Starts at
₹
1,500
/month
+ GST, billed annually
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or
Buy now
All features in Plus, and...
All features in Plus, and...
Manage investments up to ₹ 25 Crore
?
2 web + mobile logins
Manage PMS & AIF assets
PMS cashflow tracking
Benchmark XIRR comparisons
20 free MF CAS API refreshes per month
?
Family Office
For HNIs with investments > ₹ 25 Crore
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All features in HNI, and...
All features in HNI, and...
Manage investments over ₹ 25 Crore
?
4 web + mobile logins
Manage multiple families
Global reports with advanced AUM insights
Add your logo to web + mobile apps and reports
40 free MF CAS API refreshes per month
?
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