Start with 100+ professional tools completely free. Upgrade to Pro when you need advanced automation, custom domain, and unlimited client portal access. No hidden fees. Cancel anytime.
Full transparency on what's included in each tier.
| Feature | Free | Pro | Enterprise |
|---|---|---|---|
| Calculators & Documents | |||
| Financial Calculators | 50+ | 50+ | 50+ & custom |
| Legal Document Templates | 55+ | 55+ | 55+ & custom |
| PDF exports per day | Unlimited | Unlimited | Unlimited |
| Bulk PDF generation | |||
| Branding | |||
| Firm name + ARN on PDFs | |||
| Custom logo upload | |||
| Custom theme colors | |||
| Custom URL (yourfirm.mfdtools.com) | |||
| Your own domain (yourfirm.com) | |||
| Pro Tools | |||
| Client Proposals (AI wizard) | |||
| CAS Analyzer | |||
| Risk Profiler | |||
| Poster Studio (social graphics) | |||
| Portal & Admin | |||
| MFD Portal (dashboard) | |||
| Advisor seats included | 1 | 1 | Unlimited |
| Multi-branch support | |||
| API access & webhooks | |||
| Support | |||
| Support channel | Community | Priority WhatsApp | Dedicated manager |
| Setup time | Instant | Same day (30 min) | Custom rollout plan |
| Refund policy | N/A | 7-day money-back | Custom contract |
Client data never leaves your browser. All calculations run locally.
Not satisfied with Pro? Full refund within 7 days, no questions asked.
No lock-in contracts. Cancel Pro subscription with one WhatsApp message.
Get help directly from the founder on WhatsApp. Real human, real fast.
Everything you need to know before subscribing.
Yes. The Free tier is genuinely free for every Indian MFD, forever. You get access to 50+ calculators, 55+ legal documents, basic PDF branding (firm name + ARN), and community support. No credit card required, no time limit, no feature restrictions on the tools included.
The Pro and Enterprise tiers exist for MFDs who want additional automation, custom domain, client portal access, and premium features. But you can build a professional practice entirely on the Free tier if that fits your needs.
UPI (Google Pay, PhonePe, Paytm), NEFT/IMPS bank transfer, credit and debit cards (Visa, Mastercard, Rupay). All processed through Razorpay's secure gateway.
For Enterprise plans, we also accept invoice-based payments with 30-day terms.
If you're not satisfied with the Pro tier within 7 days of purchase, WhatsApp us at +91 95412 23377 and we'll refund the full amount, no questions asked. Refunds are processed within 3-5 business days.
This applies to first-time Pro purchases only. Renewals are non-refundable.
Absolutely. You can upgrade from Free to Pro at any time by WhatsApping us. If you upgrade mid-year, you pay a prorated amount for the remaining period.
Downgrading from Pro to Free at renewal is also simple. Your branded suite stays live until the end of your paid period, then automatically transitions to the Free tier (branding is removed but tool access remains).
We'll send you WhatsApp reminders 15 days before your renewal date. If you choose not to renew, your custom branding (logo, theme colors, custom URL) is removed and your account reverts to the Free tier.
Your existing calculators, PDFs, and data remain accessible — only the premium branding features are disabled. You can re-upgrade anytime to restore.
Yes. Annual subscriptions include a 20% discount over monthly billing. For 2-year and 3-year commitments, we offer additional 10% and 15% discounts respectively.
Enterprise customers can negotiate custom terms including multi-year lock-ins with additional pricing benefits. Please contact sales.
Yes. 100% of client calculations happen in your browser — client names, SIP amounts, and financial data never touch our servers. Only your account credentials (email, password) and subscription information are stored, secured with Bcrypt hashing and Row-Level Security policies.
Our platform is designed following the principles of the Digital Personal Data Protection Act (DPDP) 2023.
Yes. WhatsApp us to schedule a 15-minute demo where we'll show you the complete Pro experience — custom domain, branded portal, CAS Analyzer, Client Proposals, and Poster Studio. Combined with the 7-day money-back guarantee, you can effectively test Pro risk-free for a full week after subscribing.
Pro is designed for individual MFDs or small teams (up to 3 advisors sharing one account). You get one branded suite with your firm's branding.
Enterprise is for firms with 10+ advisors or those needing multi-branch support, individual advisor logins, API integrations, SSO, custom domain (not subdomain), and dedicated success management. Enterprise pricing is volume-based and negotiated per firm.
Start with the Free tier today. No credit card required. Upgrade when you need more.