Simple, transparent pricing for every IFA.
Start with a 15-day free trial. No credit card. Upgrade when you're ready. All prices in INR, inclusive of GST.
Platform + marketplace + 50 /ask queries
Start free trial- Full marketplace access
- Smart Onboarding wizard
- 50 AI queries/month
- Email support
- DPDP compliance built-in
Everything in Core + unlimited agents
Start free trial- Everything in Core
- Unlimited Onboarding Agent
- Unlimited CAS Agent
- Unlimited Knowledge Agent
- Priority support
For practices with multiple users
Start free trial- Everything in Pro
- Nurture sequences (WhatsApp + email)
- OSINT lite for prospecting
- Up to 5 team members
- Dedicated success manager
Annual billing saves 2 months on every plan. GST invoice issued automatically.
Compare plans
Every feature, side by side.
| Feature | Core | Pro | Growth |
|---|---|---|---|
| Platform | |||
| Smart Onboarding wizard | |||
| Marketplace access (all AMCs + PFMs) | |||
| Held-away portfolio view | |||
| Circular Simplifier (SEBI / PFRDA / AMFI) | |||
| Academy + mock exams | |||
| AI agents | |||
| /ask queries per month | 50 | Unlimited | Unlimited |
| Onboarding Agent | Limited | Unlimited | Unlimited |
| CAS Agent | — | Unlimited | Unlimited |
| Knowledge Agent | Limited | Unlimited | Unlimited |
| Smart Prospecting (OSINT lite) | |||
| Engagement | |||
| WhatsApp + email templates | |||
| Bulk nurture sequences | |||
| Birthday / SIP / tax nudges | |||
| White-label sales collateral | |||
| Team & support | |||
| Team seats | 1 | 1 | Up to 5 |
| Email support | |||
| Priority support (same-day) | |||
| Dedicated success manager | |||
Need custom team sizes, API access or on-premise? Write to sales@fincentive.one.
Pricing FAQ
Is Fincentive.One SEBI / PFRDA / AMFI compliant?+
Yes. We are aligned with SEBI, PFRDA and AMFI guidelines, and DPDP Act compliant from day zero. Hosted in India (DigitalOcean BLR1).
How long is the free trial?+
15 days, no credit card required. You get full access to the platform and marketplace.
Do I need to be an existing ARN holder?+
No. We support both existing ARN holders and aspiring IFAs — our Certification Factory helps you get certified if you aren't yet.
Will my client data be safe?+
All PII is segregated into dedicated schemas with row-level security. We never share client data with AMCs or third parties.
Can I import my existing book?+
Yes. Upload a CSV or sync via CAS / MF Central. We auto-deduplicate and reconcile.
How does empanelment work?+
One form, one e-sign — we route your application to all partner AMCs and PFs simultaneously. Most empanelments complete in 48–72 hours.
What if I have only NPS clients?+
Pension Pro is for you. All NPS workflows, CRA sync, and PFRDA compliance — no MF clutter.
Do you have a mobile app?+
The Hub is fully responsive. The IFA platform also has a dedicated iOS and Android app.
Can I cancel anytime?+
Yes. Month-to-month, no lock-in. Annual plans get 2 months free.
How do I get support?+
In-Hub service requests with SLA tracking, plus email and WhatsApp support during business hours.