Our Pricing
Select The Pricing Plan That Best Suits Your Needs.
Free
Starts at
Rs. 0
Free Forever
Good for individuals who are just starting out and simply want the essentials.
Get startedFree, forever
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Business Intelligence Calculators Decision Summary Only
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Business Opportunity Dashboard Full Dashboard Access
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Documentation Manager Standard Checklist
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Sales Conversation Vault Preview Samples
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Legal & Compliance Vault Answer Summary
Pro - Monthly
Starts at
Rs. 18,000/-
per month (Billed Monthly)
Flexible monthly plan for growing financial advisors and teams.
Upgrade to ProFree plan features, plus:
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Business Intelligence Calculators Complete Financial Analysis & Report
-
Business Opportunity Dashboard Full Dashboard + Advanced Insights
-
Documentation Manager Customised Checklists & Tracking
-
Sales Conversation Vault Complete Call, WhatsApp & Email Scripts
-
Legal & Compliance Vault Legal References & Plain-English Laws
Save 17%
Pro - Quarterly
Starts at
Rs. 15,000/-
per month (Billed Quarterly)
Save 17% with quarterly billing for committed professionals.
Upgrade to ProFree plan features, plus:
-
Business Intelligence Calculators Complete Financial Analysis & Report
-
Business Opportunity Dashboard Full Dashboard + Advanced Insights
-
Documentation Manager Customised Checklists & Tracking
-
Sales Conversation Vault Complete Call, WhatsApp & Email Scripts
-
Legal & Compliance Vault Legal References & Plain-English Laws
Most Popular • Save 33%
Pro - Yearly
Starts at
Rs. 12,000/-
per month (Billed Yearly)
Best value! Save 33% with annual billing for maximum long-term savings.
Upgrade to ProFree plan features, plus:
-
Business Intelligence Calculators Complete Financial Analysis & Report
-
Business Opportunity Dashboard Full Dashboard + Advanced Insights
-
Documentation Manager Customised Checklists & Tracking
-
Sales Conversation Vault Complete Call, WhatsApp & Email Scripts
-
Legal & Compliance Vault Legal References & Plain-English Laws