A plan for one person, a family or a firm
Every plan tracks every asset type and works out gains and returns. Pricing depends on your country and family, so talk to us, or join early access for the global features and Fintech AI.
Personal
One person, one portfolio
- Shares, ETFs, mutual funds, bonds and F&O
- Statements and broker files read for you
- Gains, returns (XIRR) and income reports
- PDF and Excel statements
Free for one portfolio under ₹1 crore of Indian holdings.
Start freeFamily Most families choose this
Everyone in the family, every account
- Every member's portfolios on one family view
- A login for each member who wants one
- Corporate actions applied for you
- Brokerage, interest and ledger reports
- Countries, currencies, tax reports and Fintech AI as they open
- Help on phone, WhatsApp and email
Firms
For advisors, wealth managers and family offices
Quote
Priced by the number of client families
- Many client families under one office login
- Staff logins with sign-in codes always on
- Logins for client families, each seeing only their own
- Your logo on every statement
- Trade approvals and an audit log of every change
- Help moving your clients' existing data
Questions about plans
Why aren't prices shown?
We're opening Wealth Plus in more countries, and the price depends on where you live, how many family members and countries you track, and whether you're a firm. Tell us a little and we'll send you a price, usually within one working day.
Can I start today?
Yes, if you hold Indian shares, mutual funds, bonds or F&O, wherever you live. Talk to us and we'll set up your account. For other countries, join early access.
Who can use the free plan?
One person with one portfolio of Indian holdings worth less than ₹1 crore. It has everything except corporate actions applied for you and interest statements. Start free.
Does Fintech AI cost extra?
We'll tell you before you turn anything on. Early-access members get early pricing.
Can I see the app first?
Yes. Book a demo and we'll show you the app with sample data, or with your own statements.
Your family's wealth, every country, one place
Indian investments work today. Join early access for other countries, currencies and Fintech AI as they open.