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Our Pricing Plans

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Choose the Best Plan for Your Financial Goals

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Standard

â‚ą 15000 / Year

Upto 20 Users
Centralised Customer Database Management
Customer Query Handling
Lead/Enquiry Management
Communication & Marketing
Streamline Portfolio review meetings
Advance Feature
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Growth

Contact Sales

For Detailed Pricing
Centralised Customer Database Management
Customer Query Handling
Lead/Enquiry Management
Communication & Marketing
Streamline Portfolio review meetings
Advance Features
Book A Call
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free trial for 30 days

Automatic Renew Option Available For After Free Trial Subscription.
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Blue Ellipse
Flexible Pricing

explore our custom pricing

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Our Best Features

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Centralised Customer Database Management
FeatureStandardGrowth
Manage Family / Organization & Membersâś…âś…
CSV/Excel Import / Exportâś…âś…
RM wise Client visibility❌✅
Document & KYC Management❌✅
CAMS / Karvy Integration❌✅
FeatureStandardGrowth
Customer Query Managementâś…âś…
Internal/Back Office Task Managementâś…âś…
Email to Query Auto Creation❌✅
Rule-based Allocation❌✅
FeatureStandardGrowth
Lead Allocationâś…âś…
Follow-up Remindersâś…âś…
Lead Status/Funnel Visibilityâś…âś…
Event Management❌✅
FeatureStandardGrowth
Call Logs and Reportsâś…âś…
Birthday & Anniversary Greetingsâś…âś…
Basic WA Campaignsâś…âś…
WhatsApp Business API❌✅
FeatureStandardGrowth
Schedule Recurring Meetings Based on AUM Categorisation❌✅
Reminders for Missed or Pending Meetings❌✅
Auto Allocation of Visits to Respective RMs❌✅
FeatureStandardGrowth
Roles and Permissions❌✅
Workflow & Automation❌✅
API Integration❌✅
Frequently Asked Questions

we always ready to answer your any query.

Green Ellipse
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There are many variations of passages of Lorem Ipsum available, but the majority have suffered alteration injected humour.There are many variat have suffered alteration injected.
There are many variations of passages of Lorem Ipsum available, but the majority have suffered alteration injected humour.There are many variat have suffered alteration injected.

Our Legendary Refund Policy

You Ask, and we Refund, No Questions!
If you wish to discontinue at any point in time, we will refund the pro-rata amount immediately within 24 hours.
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