Simple pricing that pays for itself

One new client you win or keep covers the year. All prices are all-inclusive.

Pay once for the year and get two months free. Cancel any time.

Free

Learn it on real clients

Free
no card · no commitment
7 client reports in total, not per month
Start free, no card
  • Save up to 10 clients, with notes and review reminders
  • Revise any client's report free, as often as you like
  • The full health score, charts and goal-wise SIPs
  • Every calculator: SIP, SWP, loan prepayment
  • A live link your client opens on their phone, no login needed
  • Reports in English, Hindi and Marathi, so you can show a client their own language before you pay
  • No card, no time limit

Starter

Your everyday planning desk

4,990/year
416/mo · 2 months free
200 client reports a year

24.95/report

  • Save up to 300 clients, with notes and review reminders
  • Revisions are free: re-run a client's report as often as you like
  • The full health score, charts and goal-wise SIPs
  • Every calculator: SIP, SWP, loan prepayment
  • A live link your client opens on their phone, sent on WhatsApp in one tap
  • Reports carry FinClarus branding. Your own logo is on Professional
Most popular

Professional

Your brand, in your client's hand

9,990/year
833/mo · 2 months free
500 client reports a year

19.98/report

  • Everything in the Starter plan
  • Save up to 600 clients
  • Your own logo on every report and PDF, with no FinClarus mark
  • The live link your client opens carries your firm's name and logo
  • Plan in any currency, for NRI and overseas clients
  • Reports in English, Hindi and Marathi

Elite

Your firm's name on everything

19,990/year
1,666/mo · 2 months free
1,200 client reports a year

16.66/report

  • Everything in the Professional plan
  • Save up to 1,200 clients
  • Your firm's brand across the entire app, so every screen you share in a meeting is yours
Free plan: 7 reports in total, not per month, and 10 saved clients, no card ever Elite: your firm's brand across the entire app, in every client meeting Client storage is the same on monthly and yearly