Plan that perfectly suits your financial needs
Premium
For DIFM (do it for me) investors. Talk to an expert for guidance
Exclusive Market Insights
Tax Report & Filing
Services - Taxation, Repatriation
Tax Planning
Retirement Planning
Education Planning
Insurance Planning
Investment Advisory
Portfolio Review
2 Zoom Call With Advisors
Compare Our Plans
| All Features | Free | Pro | Premium | Premium + |
|---|---|---|---|---|
| Track Financial Accounts | 2 | Unlimited | Unlimited | Unlimited |
| Family Members Portfolio | 2 | Unlimited | Unlimited | Unlimited |
| Track all your Dividends |  |  | | |
| Track Crypto Assets | | | | |
| Real Estate Real Time Prices | | | | |
| Customised Portfolio insights | | | | |
| Market insights | | | | |
| Tax Report & Filing | | | | |
| Services - Taxation, Repatriation & Others | | | | |
| Personalised AI financial assistant (Beta) | | | | |
Financial Planning & Advisory | ||||
| Advisory | | | Choose Any One Financial Goal | Holistic Wealth Advisory |
| Zoom Call With Advisors | | | 2 calls /Year | 4 calls /Year - Quaterly |
| Investment Advisory | | | | |
| Portfolio Review | | | | |
| Tax Planning | | | | |
| Retirement Planning | | | | |
| Education Planning | | | | |
| Insurance Planning | | | | |
| Estate Planning 🔹 | | | | |
India and USA
10,000+
Financial Institutions Integrated
Bank Level Security &
Encrypted Data
$300 MN
Networth Tracked
4.5
Ratings On App Store
The digital innovation in this app has truly transformed my financial experience. It’s a must-have!
I am an NRI, for the first time ever I can see my global wealth in one place with meaningful insights.
The financial goal setting feature has helped me stay focused on my long-term objectives. Highly recommended!.
Finally, I have all my family investments in one place! The platform is so user friendly and intuitive, I love how I can see my net worth real time.
This keeps me updated on my portfolio performance and actions I need to take. It’s like having a personal financial advisor on my pocket!.
The budgeting tool has been a game-changer for me. It helped me save more than I ever thought possible.
Frequently asked questions
What features are included in the InvestMates Pro subscription?
The InvestMates Pro subscription offers enhanced capabilities to transform your wealth management experience. Some of the key features include:
- Unlimited institution tracking for investments across India and the USA.
- Advanced portfolio insights to maximize your returns.
- Access to dividend tracking and detailed analytics for smarter investment decisions.
- The ability to add unlimited family members for collaborative portfolio management.
- Tracking of cryptocurrency holdings with live prices and insights.
- Priority customer support to ensure quick resolution of your queries.
For a detailed feature comparison, refer to the pricing section in the app.
How does the free trial work?
We offer a 14-day free trial to explore the full potential of the Pro subscription. Here’s how it works:
- You don’t need to enter any payment details upfront.
- During the trial period, you’ll have access to all Pro features without restrictions.
- Before the trial ends, you’ll receive a reminder to upgrade to a paid plan.
If you don’t subscribe after the trial, your account will revert to the free plan, retaining limited access to basic features.
Can I switch between monthly and annual plans?
Yes, you can seamlessly switch between the monthly and annual subscription plans:
- If you upgrade to an annual plan while on a monthly subscription, the remaining balance from your current billing cycle will be adjusted on a prorated basis.
- Similarly, downgrading from annual to monthly will take effect after the end of your current billing period.
- You can manage these changes directly from the subscription section in the app.
Annual plans provide better savings (up to 35%) compared to monthly plans.
Is my subscription auto-renewed? Can I turn it off?
Yes, all subscriptions are auto-renewed by default to ensure uninterrupted access to Pro features. You can disable auto-renewal at any time:
- Navigate to the “Manage Subscriptions” section in the app.
- Toggle off the auto-renewal option.
If you turn off auto-renewal, your subscription will not renew after the current billing period.
Are there any refunds if I decide to cancel early?
We currently do not offer refunds for partially used billing periods. For the best value, we recommend utilizing the annual plan, which offers significant savings. However, if you encounter any issues, feel free to contact our support team for assistance.
How do I contact customer support if I face issues with my subscription?
If you need assistance, you can:
- Use the “Priority Support” feature in the app for Pro users.
- Reach out to our support team by clicking of help icon at the top of the screen
- Expect a response within 12 hours for Pro users (compared to 24 hours for free users).
We’re here to ensure you have a seamless subscription experience.