Institutional Wealth Management

Simple. Clear.
Powerful.

Explore our range of plans tailored to your financial goals. All features are built to unify, protect, and grow your wealth.

Free
0/ month
What's included
  • AI Financial Advisor
  • Real-time Asset Tracking
    Limit5
  • Debt Payoff Simulator
    Limit1
  • Multi-Currency Support
  • Retirement Forecasting
  • CSV Transaction Import
  • Advanced Analytics
  • Portfolio Insights
  • Secure OTP Vault
  • Priority Email Support
  • Personalized Roadmap
  • Family Account Sharing
  • Global Investment Search
  • Goal Creation
    Limit2
  • Asset creation
    Limit5
  • Liability creation
    Limit5
  • Expense creation
    Limit5
  • Income creation
    Limit2
Professional
299/ month
Standard: ₹699Save 57%
What's included
  • AI Financial Advisor
  • Real-time Asset Tracking
  • Debt Payoff Simulator
  • Multi-Currency Support
  • Retirement Forecasting
  • CSV Transaction Import
  • Advanced Analytics
  • Portfolio Insights
  • Secure OTP Vault
  • Priority Email Support
  • Personalized Roadmap
  • Family Account Sharing
    Limit5
  • Global Investment Search
  • Goal Creation
  • Asset creation
  • Liability creation
  • Expense creation
  • Income creation
Most Popular
Advance
249/ month
Billed annually as ₹2,988
Standard: ₹667Save 63%
Includes 2 Months Free
What's included
  • AI Financial Advisor
  • Real-time Asset Tracking
  • Debt Payoff Simulator
  • Multi-Currency Support
  • Retirement Forecasting
  • CSV Transaction Import
  • Advanced Analytics
  • Portfolio Insights
  • Secure OTP Vault
  • Priority Email Support
  • Personalized Roadmap
  • Family Account Sharing
  • Global Investment Search
  • Goal Creation
  • Asset creation
  • Liability creation
  • Expense creation
  • Income creation

Secure Infrastructure

Your financial privacy is built-in. We use institutional-grade encryption for all account data.

AI Native Planning

Go beyond simple tracking. Our models simulate debt payoff and retirement with surgical precision.

Global Ready

Manage your assets across 120+ countries with automated currency conversion and real-time exchange rates.

Still have questions?

Our support team is standing by to help you choose the right tier for your financial goals.