Simplified pricing

Plan that perfectly suits your financial needs

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Free

For Beginner Investors

$0
/Month
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    Track all investments & family wealth

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    Realtime Portfolio Insights

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    Plan and track goals

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Pro

For DIY (do it yourself) Investors

$300
$240
/Year
Save 20%
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    Unlimited Financial Accounts

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    Unlimited Family Members

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    Dividends Tracking (Coming Soon)

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    Crypto Tracking

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    Real Estate Real Time Prices

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    VIP Support

Most Popular
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Premium

For DIFM (do it for me) investors. Talk to an expert for guidance

$1,000
$800
/Year
Save 20%
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    Exclusive Market Insights

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    Tax Report & Filing

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    Services - Taxation, Repatriation

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    Tax Planning

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    Retirement Planning

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    Education Planning

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    Insurance Planning

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    Investment Advisory

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    Portfolio Review

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    2 Zoom Call With Advisors

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Premium +

For Investors with long term Wealth Creation

$1,800
$1,500
/Year
Save 20%
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    4 Zoom Call With Advisors

Compare Our Plans

All FeaturesFreeProPremiumPremium +
Track Financial Accounts2UnlimitedUnlimitedUnlimited
Family Members Portfolio2UnlimitedUnlimitedUnlimited
Track all your Dividends
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Track Crypto Assets
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Real Estate Real Time Prices
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Customised Portfolio insights
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Market insights
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Tax Report & Filing
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Services - Taxation, Repatriation & Others
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Personalised AI financial assistant (Beta)
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Financial Planning & Advisory
Advisory
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Choose Any One Financial GoalHolistic Wealth Advisory
Zoom Call With Advisors
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2 calls /Year 4 calls /Year - Quaterly
Investment Advisory
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Portfolio Review
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Tax Planning
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Retirement Planning
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Education Planning
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Insurance Planning
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Estate Planning 🔹
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🔹 On demand add on service, available on premium & premium plus susbcription
Trusted by 10,000+users across
India and USA
Financial Institutions

10,000+

Financial Institutions Integrated

Security

Bank Level Security &

Encrypted Data

Networth

$300 MN

Networth Tracked

Ratings

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
We’ve got you covered

Frequently asked questions