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Simple, Transparent Pricing
Whether you're just starting out or scaling your MFD business, we have a plan built for your success. No hidden fees.
Basic
Free for 12 Months
Free
Free for 12 Months · No credit card needed
+ ₹999 one-time registration fee
- Up to 50 Investors
- 100 Emails / Month
- 100 SMS / Month
- Investor Onboarding & Portfolio Management
- SIP, Lumpsum & SWP Order Tracking
- Holdings, Capital Gains & Valuation Reports
- Brokerage & Commission Tracking
- GST Auto-Filing Assistant
- Built-in SIP / Lumpsum / SWP / EMI Calculators
- Email & Knowledge Base Support
Popular
Professional
Most popular choice
₹9,999
per year
Billed annually · Save 17%
₹999 Registration Fee Waived
- Up to 500 Investors
- 10,000 Emails / Month
- 1,000 SMS / Month
- Everything in Basic
- CRM Leads & Sales Pipeline Management
- Marketing Campaigns & Investor Pool Access
- Sub-Broker & Agent Management
- Advanced Business & Net Business Reports
- Priority Email & Chat Support
Enterprise
White Label + Custom App + 25-Page Website
₹49,999
per year
Billed annually · Save 17%
₹999 Registration Fee Waived
- Unlimited Investors
- 10,000 Emails / Month
- 1,000 SMS / Month
- Everything in Professional
- White Label Solution — Your Own Branded Platform
- Custom Branded Mobile App (Android & iOS)
- 25-Page Custom Business Website
- Dedicated Onboarding & Account Manager
- Priority Phone Support
📋 Important Notes
- All plans include access to your CRM Platform dashboard with essential tools for client management, reporting, and compliance.
- A one-time registration fee of ₹999 applies on sign-up. It's waived for Professional & Enterprise plans and charged only on the Basic plan.
- Upgrades or downgrades between plans can be done anytime without losing your data.
- Hosting, SMS, Email & WhatsApp notifications are included up to a monthly quota on all 3 plans. Exceed the limit or need more hosting resources? Purchase additional packs directly from your dashboard.
- Enterprise Plan includes a full White Label Solution, your own custom branded Android & iOS app, and a 25-page custom business website — all under your own brand (one-time setup fee applicable).
- All prices are exclusive of applicable taxes. Add-on services may have additional charges.
- Your data is secure and fully compliant with SEBI and AMFI guidelines.
Frequently Asked Questions
What are the differences between Basic, Professional, and Enterprise plans? ▼
Basic is free for 12 months and covers portfolio management, order tracking, reports, and calculators for individual MFDs. Professional adds CRM leads, marketing campaigns, investor pool access, and sub-broker management. Enterprise includes everything in Professional plus a full White Label Solution, your own custom branded Android & iOS app, and a 25-page custom business website.
Is the Basic plan really free? What's the ₹999 registration fee for? ▼
Yes — the Basic plan subscription is completely free for 12 months. A one-time ₹999 registration fee covers your account setup and onboarding. This fee is waived automatically if you choose the Professional or Enterprise plan.
Can I upgrade from Basic to a higher plan later? ▼
Yes. You can upgrade at any time through your dashboard. All your data and settings remain intact as you move to a more advanced plan, and your registration fee is waived on upgrade.
Is there any setup fee for the Enterprise (White Label) plan? ▼
Yes, a one-time setup fee covers custom app development, domain configuration, logo branding, your 25-page business website, and publishing your app to Google Play and Apple App Store. This is explained in detail during onboarding.
Are there any hidden charges beyond the plan prices? ▼
No. All charges are clearly mentioned. Add-on services like advanced training or extra app customizations may be billed separately, but only after your approval.
What happens if I cancel or downgrade my plan? ▼
You can cancel or downgrade at any time. Your data remains secure and you can access features in the lower plan. Premium features like white-label branding will no longer be available after downgrade.
Will I get support if I choose the Basic plan? ▼
Yes. All plans include access to our knowledge base and email support. Priority email & chat support is included in the Professional plan, and Enterprise customers also get priority phone support and a dedicated account manager.
What's included in the Enterprise white label app and website? ▼
You'll receive a custom branded mobile app (Android & iOS) in your company name with your logo, plus a 25-page custom business website. Both are fully linked to your CRM Platform account. Hosting and usage beyond the included SMS/Email/WhatsApp quota are billed separately.
How do I get started and purchase a plan? ▼
Register on our platform, log into your dashboard, and go to the Pricing section to select your plan. For White-Labeled setup, our team will contact you directly to gather branding assets and complete the launch process.
Get Started with CRM Platform Today!
Choose a plan that suits your business needs and start growing your MFD business with our all-in-one platform.
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