No sales calls required to see a number. No AUM-gated lead forms. No hidden enterprise-only features. Choose a plan, start free for 14 days, and upgrade when you’re ready.
For large wealth firms, distribution houses, AMCs, banks, and NBFCs who need a dedicated deployment, branded client portal, or API integration. Pricing is structured to your scale and requirements.
Book a consultation| Starter | Growth | Scale | |
|---|---|---|---|
| Products | |||
| Mutual Funds · FD · Bonds · Insurance | ✓ | ✓ | ✓ |
| AIF · PMS · SIF · Direct Equity | — | ✓ | ✓ |
| NPS · PPF · Structured Products · Loans | — | ✓ | ✓ |
| Modules | |||
| Order management (online) | ✓ | ✓ | ✓ |
| Order management (offline) | — | ✓ | ✓ |
| Transaction processing · Holding & valuation | ✓ | ✓ | ✓ |
| Corporate action management | Basic | Full | Full |
| Business and client reports | On demand | + scheduled | Full suite |
| Revenue and commissions | Basic | + reconciliation | + reconciliation |
| Wealth CRM · sub-broker management | — | ✓ | ✓ |
| Advisory · portfolio analytics · calculators | — | — | ✓ |
| Operations | |||
| KYC via KRA API · BSE/NSE/MFU integration | ✓ | ✓ | ✓ |
| RTA feed processing (CAMS, KFintech) | ✓ | ✓ | ✓ |
| User management | 1 user | Up to 5 | Unlimited |
| Multi-ARN registration | — | ✓ | ✓ |
| SSO integration | — | — | ✓ |
| Mobile app (iOS / Android) | ✓ | ✓ | ✓ |
| Support | |||
| Email support | ✓ | ✓ | ✓ |
| Priority onboarding | — | ✓ | ✓ |
| Dedicated account manager · phone | — | — | ✓ |
| Migration assistance | — | Free (100 clients) | Free (unlimited) |
No. Finvica pricing is based on your subscription plan — not your AUM. Your cost does not increase as your book grows. We believe the value of a platform should not scale against you.
Prices shown are exclusive of GST. GST at the applicable rate will be added to your invoice.
You get full access to the features of your selected plan for 14 days. No credit card is required. At the end of the trial, you can subscribe to continue or your access is paused. Your data is retained.
Yes. You can change your plan at any time. Upgrades take effect immediately. Downgrades take effect at the next billing cycle.
Transaction fees charged by BSE StarMF, NSE NMFII, or MFU are pass-through charges and are not included in the Finvica subscription price.
Access is suspended. A message is displayed on login. Upon payment, access is restored immediately. Renewal reminders are sent at 30, 15, and 7 days before expiry.
Yes. Full data export is available at any time. Data is retained for a defined period after cancellation to allow retrieval.