Plans for Every Need
Separate plans designed for individuals managing personal finances and businesses needing enterprise-grade compliance tools.
Basic
For individuals starting their financial journey
- ITR-1 & ITR-2 filing
- Portfolio tracking (10 holdings)
- 2 loan applications
- Real Estate
- Essential calculators (6)
- Goal Planning
- AI Advisor
- Team Members
- GST Filing
- Basic reports
- Email support
- SLA
- Advisory
Premium
Complete personal finance management
- All ITR forms (1/2/3/4)
- Unlimited portfolio tracking
- Unlimited loan applications
- Property listings & tracking
- All 11 calculators
- Goal planning & tracking
- AI Financial Advisor
- Team Members
- GST Filing
- Advanced reports & charts
- Priority email & chat
- SLA
- Advisory
Wealth
For HNI individuals and wealth management
- All ITR + capital gains
- HNI portfolio & rebalancing
- Unlimited + fast-track
- Full RE investment suite
- All 11 calculators
- Advanced goal & SIP planning
- Priority AI Advisor
- Team Members
- GST Filing
- Custom wealth reports
- Dedicated advisor
- 99.9% uptime SLA
- Dedicated advisor
All prices exclusive of GST. Payments via Razorpay — UPI, Net Banking, Cards accepted.
Which plan type is right for you?
Individual Plans
- Salaried employees & self-employed
- Personal ITR filing (ITR-1 to ITR-4)
- Personal investment & portfolio tracking
- Home loans & personal loans
- HNI wealth management
Business Plans
- Sole proprietors, LLPs, Pvt Ltd, Public Ltd
- GST filing (GSTR-1, 3B, 9, 9C)
- Corporate ITR & TDS/TCS compliance
- Business loans & working capital
- Multi-entity & team collaboration
Frequently Asked Questions
Is there a free trial?
Yes! All plans come with a 14-day free trial. No credit card required to start.
Can I switch between Individual and Business plans?
Yes. Contact support to migrate your account type. Your data and history are preserved.
Can I change my plan later?
Absolutely. Upgrade or downgrade anytime from the Billing section in your dashboard.
How does billing work?
We use Razorpay for secure Indian payments. Pay monthly or yearly (2 months free) via UPI, Net Banking, or Card. GST invoice provided.
Is my financial data secure?
Yes. All data is encrypted at rest (AES-256), transmitted over SSL, and protected by Supabase Row Level Security. We are DPDP Act 2023 compliant.
What compliance standards do you follow?
We follow SEBI RIA regulations for portfolio advice, RBI digital lending guidelines, RERA for real estate, and Income Tax Act requirements for all filings.
Still have questions? Contact our team