Pricing
One plan. Everything included.
No basic or pro tiers and no paid add-ons: every person on your team gets every feature, from leads to tax harvesting. Minimum 5 licenses per workspace.
Introductory offer for our first customers.
Billed monthly
₹400/mo
per license, 5-license minimum
Save 37%
Billed yearly
₹3,000/yr
per license — just ₹250/mo, 5-license minimum
Tell us your team size — we reply within 24 hours and set up your workspace with you.
Every license includes all of it
- Home — each person's day on one list, with team and business views
- Leads, pipeline and follow-ups for your whole team
- Client families, review scheduling and coverage tracking
- Back-office queries from RM to operations and back
- Spire Saathi — the assistant your RMs can talk to in Hindi, Gujarati or any Indian language
- Wealth Story reports — XIRR, dividends, branded PDF
- Tax harvesting — the capital-gains tax a client can save, with the trades
- Role-based access for Owner / Team Lead / RM
- Works on any phone — no app store download needed
Questions
No. We set up your workspace with you directly and you can be live the same day.