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Simplified pricing
Plan that perfectly suits your financial needs
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For DIFM (do it for me) investors. Talk to an expert for guidance
$1,000
$800
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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
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| 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 🔹 | | | | |
On demand add on service, available on premium & premium plus subscription
Trusted by 10,000+users across
India and USA
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!
Sarah Kasin
Financial Adviser
I am an NRI, for the first time ever I can see my global wealth in one place with meaningful insights.
Prasad Kumar
Entrepreneur
The financial goal setting feature has helped me stay focused on my long-term objectives. Highly recommended!.
Jitendra Pawar
IT Senior Manager
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.
Gaurav Garg
Investor
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!.
John Matthew
Marketing Specialist
The budgeting tool has been a game-changer for me. It helped me save more than I ever thought possible.
David Gadang
Real Estate Agent
Frequently asked questions
Everything you need to know about your InvestMates subscription