PRICING
TRANSPARENT PRICING
No hidden fees. No commission on your earnings. Start free, scale as you grow.
Core
₹999/mo
20clients
1user
- ITR filing queue & bulk filing
- GST compliance dashboard
- Client document vault
- Automated engagement letters
- Mobile app
Most Popular
Plus
₹2,499/mo
Unlimitedclients
5users
- Everything in Core
- AI tax insights (SEBI compliant)
- Advanced GST reconciliation
- Team task assignment
- Priority support
Premium
₹4,999/mo
Unlimitedclients
10users
- Everything in Plus
- Firm-level analytics
- White-label client portal
- Dedicated account manager
- SLA-backed support
+₹999/mo per additional team member beyond tier limit
All plans include: mobile app · bank-level security · SEBI compliance tools
For CA / RIA / CFP
Marketplace Clients
When clients find you through the Finamize marketplace, a small 8% service fee is added on top of your price. You always receive your full listed price.
| Your Listed Price | Client Pays | You Receive | Finamize Fee |
|---|---|---|---|
| ₹1,000 | ₹1,080 | ₹1,000 | ₹80 |
| ₹5,000 | ₹5,400 | ₹5,000 | ₹400 |
| ₹10,000 | ₹10,800 | ₹10,000 | ₹800 |
Marketplace clients
8% added on top of your price. You receive 100% of your listed amount. The fee is never deducted from your earnings.
Direct clients
Clients you invite directly or via email? Zero platform fee. No markup. Keep everything.
For Clients
Client Plans
3 months free Premium for new investors
Free
₹0
Forever free
- Connect with professionals
- Basic financial dashboard
- Document upload
- Add family members
Most Popular
Premium
₹299/mo
per month
- Everything in Free
- AI spending insights
- Document vault
- Financial reports
Family
₹499/mo
per month
- Everything in Premium
- Up to 5 family members
- Family dashboard
- Shared document vault
FAQ