PRICING

Simple pricing.
No surprises.

Start free — connect your portfolio in 60 seconds. Upgrade when you need AI, tax intelligence, or rebalancing.

Free

₹0forever

Get started with portfolio tracking.

✓Upload CAS or NJ Wealth report

✓Dashboard with holdings overview

✓Basic XIRR calculation

✓3 FolioKey AI queries / month

✓Goal planner (2 goals)

Current plan

Plus

₹199/month

Full portfolio intelligence.

✓Everything in Free

✓Unlimited FolioKey AI queries

✓Auto-Connect (CDSL/NSDL sync)

✓Smart Rebalance with alternatives

✓Tax Harvest planner (LTCG + STCL)

✓Unlimited goals

✓Backtest + SIP calculator

✓Priority support

Save 37%

Plus Annual

₹1,499/year

Best value — save ₹889.

✓Everything in Plus

✓2 months free vs monthly

✓Early access to new features

Common questions

Is my portfolio data secure?

Yes. All data is encrypted at rest and in transit. We are read-only — we never have permission to trade or transact on your behalf.

Can I cancel anytime?

Yes. Cancel from Profile → Plan & Billing at any time. You'll retain access until the end of your billing period.

What counts as an AI query?

Each message you send to FolioKey AI (the chat) counts as one query. Automated insights on your dashboard don't count.

Does it work with all Indian brokers?

Via CAS upload (CAMS/KFintech) — yes, all AMCs. Via Auto-Connect (CDSL/NSDL) — yes, every SEBI-registered broker.