Choose a membership plan that suits you best

Basic

  • Money manager

  • 360° view of all accounts

  • Auto update + Statement upload (12 accounts)

  • Budget

  • Cash flows with auto categorisation

  • Personal finance calender

  • Email and sms alerts for all due dates and maturities

  • Reports

  • Consolidated wealth report

  • Capital gain reports

  • Profit & Loss reports

  • Transaction reports

  • Family accounts

  • Manage family accounts with ease

  • Tag any of the accounts to family members

  • Goals

  • Create portfolios

  • Set goals and link of portfolio to goals

  • Ask an advisor

  • Get all your personal finance queries answered

Gold

  • Basic plan features +

  • MF Invest

  • Invest in zero commission plans with out any limits

  • Document storage

  • Secure Storage upto 500 Mb

  • FREE access to DIY workshops (online / offline)

  • + FREE consultation with a registered investment advisor Worth ₹ 750

Platinum

  • Gold plan features +

  • A dedicated registered investment advisor of your choice

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