Simple, transparent pricing for every IFA.
Start with a 15-day free trial. No credit card. Upgrade when you're ready.
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
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.