Pricing
Simple pricing for your whole team
One workspace for Indian wealth management teams — leads, client reviews, and portfolio reports. Minimum 5 licenses per workspace.
Launch pricing — locked in only through August 2026. Increases to ₹1,000/mo (monthly) and ₹400/mo (yearly) after.
Best value
Billed yearly
₹200/mo
per license, billed as ₹2,400/year — 5-license minimum
Start free trialWe reply within 24 hours to set up your workspace.
What's included
- Unlimited leads and pipeline stages
- Team review cycles and coverage tracking
- Portfolio Story reports — XIRR, dividends, branded PDF
- Role-based access for Owner / Team Lead / RM
- Your data stays in your own Google Drive and Sheets
Questions
No. Onboarding is done with you directly — no self-serve signup yet, by design.