Our Pricing

Simple, straight forward pricing



Optimize Plan

Free year
Free month
  • Free Lifetime Mutual Funds account
  • Free Demat Account for one year
  • Free Lifetime Financial Planning Portal
  • Free 30-minutes Consultation with Expert
  • 0 Commission on Mutual Funds
  • Free Lifetime Goal-based Planning Portal
  • Free Portfolio rebalancing
  • Audit Portfolio
  • Asset Allocation
  • Monitoring and Improvements
  • Tax Planning
  • Managed Service
Choose Plan

Anytime, Anywhere

You can access all your portfolio on you desktop or mobile app at any given time.

Financial performance reports

Instantly create performance reports and budgets with live data.

One Stop Solution for all your investments

Properly monitor all your valuable assets under one platform.

Pricing FAQ

If you don't see an answer to your question, you can send us an email from our contact form .

We do not charge for our platform. It is absolutely free for lifetime.

We want to keep pricing very sweet and simple. Our fees are based on fixed-fee only.

Financial Planning will cost as per plan selected by you.

Our first step is Understanding the client's personal and financial circumstances. The initial get acquainted meeting is no cost and no obligation. We’ll discuss about you current financial status and suggest best options. The end result is a greater peace of mind. Please fill form on Contact us and we will get in touch with you soon.

Happy Customers

Customer satisfaction is our major goal. See what our customers are saying about us.

Make your next financial goals a reality!

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