Pricing
Pricing for our planning tools
Simple subscriptions for the CashFlow Planner app and tools. Distribution of third-party PMS and AIF products is compensated by fund houses as disclosed — never as a markup to you.
Free
₹0/month
Start here. Always free.
Get started- AI Wealth Planner (3 snapshots / month)
- Guided Plan (full)
- Basic portfolio tracking (3 accounts)
- All calculators and glossary
- Newsletter & weekly note
- Tax harvesting automation
- Unlimited accounts
Premium
₹416/month
Billed annually (₹4,990/yr)
For serious investors building wealth.
Start 14-day free trial- Everything in Free
- Unlimited AI snapshots
- Unlimited account aggregation
- Tax-loss harvesting on ₹1.25L LTCG
- Insurance gap analysis
- Scenario planning (retire early, market crash)
- Quarterly review email
- PMS / AIF tracking
HNI
₹2,083/month
Billed annually (₹24,990/yr)
For ₹2 Cr+ portfolios with complexity.
Talk to us- Everything in Premium
- PMS, AIF, unlisted shares tracking
- Cross-border / NRI tax planning tools
- 2x annual 1:1 product walkthrough (how to use the planner tools — not financial advice)
- Custom asset-allocation model templates
- Estate & succession planning framework (educational)
- Priority email/WhatsApp support
- Family-office equivalent reporting
Enterprise
Custom
Family offices & institutions (custom).
Contact sales- Everything in HNI
- Multi-user, multi-family accounts
- Multi-team organisation plans
- Quarterly in-person product training sessions
- Bespoke reporting & dashboards
- Direct line to the senior team
- SLAs & dedicated success manager
- White-glove onboarding