Choose a membership plan that suits you best
360° view of all accounts
Auto update + Statement upload (12 accounts)
Cash flows with auto categorisation
Email and sms alerts for all due dates and maturities
Invest in Direct Plan of Mutual Fund (Zero commission Zero fees)
Switch to Direct plan of Mutual Funds in one click
Consolidated wealth report
Capital gain reports
Profit & Loss reports
Manage family accounts with ease
Tag any of the accounts to family members
Set goals and link of portfolio to goals
Get all your personal finance queries answered
Comprehensive financial plan and investment recommendations by Virtual Financial Planner
Secure Storage upto 500 Mb
₹ 50 / month
The Platinum Plan assigns a Registered Investment advisor exclusively to solve your personal finance issues & hand holds you to accomplish your financial goals.
This plan best suits you if you happen to be in the age group of 30+ years or earning 10 plus lakhs per anum.
It is meant for you if you have a lump-sum amount & looking to generate an income stream.
This plan is meant for you if you value time as much as money but love spending quality time with your loved ones.
This plan is for you, if you intend to create wealth so as to...
Pursue your passion
Go on an exotic vacation with family
Provide quality education to your children
Seek a comfortable and resourceful retirement
Leave a legacy for the next generation