Plan
Solo
₹1,499/ mo
Client band
Up to 25 clients
Seats
1 seat
- Portfolio engine + CRM
- Basic compliance checks
- PDF invoices
Commercial
Overage₹99 / extra client / mo
Seat add-onSeat add-on: ₹999 / seat / mo
CapHard stop at 50 clients
Pricing
Choose the plan that fits your book.
Start with a 30-day guided trial. Bring up to 50 clients, use 1 seat, and keep your data if you convert before day 30.
Plan
Starter
₹3,999/ mo
Client band
Up to 75 clients
Seats
1 seat
- Portfolio engine + CRM
- Basic compliance checks
- PDF invoices
Commercial
Overage₹69 / extra client / mo
Seat add-onSeat add-on: ₹999 / seat / mo
CapHard stop at 200 clients
Plan
Growth
₹9,999/ mo
Client band
Up to 200 clients
Seats
2 seats
- Full recommendation engine
- Task & workflow automation
- Full compliance engine
Commercial
Overage₹49 / extra client / mo
Seat add-onSeat add-on: ₹999 / seat / mo
CapNo hard cap
Plan
Pro
₹24,999/ mo
Client band
Up to 500 clients
Seats
4 seats
- Everything in Growth
- Advanced reporting & analytics
- Priority support · API access
Commercial
Overage₹29 / extra client / mo
Seat add-onSeat add-on: ₹999 / seat / mo
CapNo hard cap
Plan
Enterprise
From ₹75,000
Client band
Unlimited clients
Seats
Unlimited seats
- Everything in Pro
- Dedicated support & onboarding
- Custom workflows & integration support
Commercial
OverageCustom contract
Seat add-onUnlimited seats included
CapSales-led rollout and custom contract
GST charged separately at applicable rateAnnual billing - two months freeExisting customers grandfathered for 12 months
Overage steps down as your practice grows. The next plan is usually the cleaner way to scale.
Founding members: 50% off year one
The first 10 MFDs to come on board get 50% off their first year in exchange for feedback and a short call. Founding pricing is locked for the full first year and reverts to the standard plan at renewal.
Compare the full plan ladder.
A compact view of what is included so you can choose based on capacity and controls.
| Feature | Solo | Starter | GrowthRecommended | Pro | Enterprise |
|---|---|---|---|---|---|
| Core | |||||
| Included clients | 25 | 75 | 200 | 500 | Unlimited |
| Advisor seats | 1 | 1 | 2 | 4 | Unlimited |
| Portfolio engine | |||||
| Recommendation engine | — | — | |||
| Client management | |||||
| Compliance — basic | |||||
| Compliance — full SEBI rules | — | — | |||
| Distribution | |||||
| PDF invoices | |||||
| CSV export (RTA-ready) | — | ||||
| Execution tracking | — | — | |||
| Client portal | — | — | |||
| Team | |||||
| Task engine | — | — | |||
| Workflow automation | — | — | |||
| Branding | |||||
| White-label branding | — | — | — | ||
| Enterprise | |||||
| Advanced reporting | — | — | — | ||
| Advanced simulations | — | — | — | ||
| Audit ledger | — | — | — | ||
| API access | — | — | — | ||
| SSO / OAuth | — | — | — | — | |
| Audit export | — | — | — | — | |
| Data residency choice | — | — | — | — | |
| Custom workflows | — | — | — | — | |
| Support | |||||
| Priority support | — | — | — | ||
| Dedicated support & onboarding | — | — | — | — | |
| Commercial | |||||
| Hard cap on clients | 50 | 200 | — | — | — |
| Overage / extra client / mo | ₹99 | ₹69 | ₹49 | ₹29 | — |
| Extra seat add-on / mo | ₹999 | ₹999 | ₹999 | ₹999 | — |
Existing customers are protected for 12 months.
We refreshed the catalog on 2026-06-01. Existing subscribers are protected:
- Existing Starter and Growth customers move to the new entitlements automatically at cutover.
- Existing Pro customers stay on the legacy price for 12 months. We email at month 11 before the migration at month 12.
- New signups use the current catalog price from day one.
Have questions about your subscription? Use the pricing contact form.
The questions evaluators ask first.
Frequently asked
The questions advisors ask first.
Quick answers first. Detail only where it actually matters.
Compliance first
Risk, KYC, and audit controls stay visible before action.
Plain language
The answer should help an advisor explain the product quickly.
No bluff
If something is not in the product, we do not say it is.
Try Zyphr on your own book.
Activate the 30-day guided trial. Bring real clients, run a real review, and decide before any card is needed.