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Base

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Free Forever

  • 30 Minutes On-Boarding Call (limited time only)
  • DIY Financial Analysis and Recommendations
  • DIY Risk Profiling
  • DIY Portfolio Creation
  • DIY Goal Planning
  • DIY Insurance Advice and Execution
Pro
Current Plan

Accelerate Your Wealth Growth with Pro

₹1200 + GST/year

  • Everything in Base +
  • Yearly Consultation with Experts
  • Complementary Access to Stock Portfolio
  • One-time Existing Portfolio Analysis
  • Exclusive In-App Market Insights and Reports
  • Exclusive Access to Invite-only Community
Premier
Current Plan

Experience Premium Wealth Management

₹4000 + GST/year

  • ✓ Everything in Pro +
  • ✓ Quarterly Consultation with Experts
  • ✓ Lump Sum Investments Strategy and Execution
  • ✓ Buy-the-Dip Alerts for Growth Opportunities
  • ✓ Continuous Portfolio Rebalancing and Exit Alerts
  • ✓ Custom Portfolio Curation from 5000+ funds
Advisory
Stocks
Base
Free Forever
Pro
₹1200 + GST/year
Most Popular ✨
? Overview
? 30 Minutes On-Boarding Call (limited time only)
? Financial Advisory
  • Financial Analysis & Recommendations
  • Risk Profiling
  • Portfolio Creation
  • Goal Planning
  • Insurance Advice & Execution
DIYExpert consultation x 1
(annual review)
Expert consultation x 4
(quarterly review)
? Stock Portfolio SubscriptionOne-time subscription of ₹500
? One-time Existing Portfolio Analysis
? Exclusive In-App Market Insights and Reports
? Exclusive Access to Invite-only Community
? Lump Sum Investments Strategy and Execution
? Buy-the-Dip Alerts for Growth Opportunities
? Continuous Portfolio Rebalancing and Exit Alerts
? Custom Portfolio Curation from 5000+ funds
Access global markets effortlessly with investments in both Indian and US stocks.
Stock portfolio pricing is charged separately from the subscription plans.
Indian
Stock Portfolio

One-time subscription of ₹500

(waived for Pro and Premier subscribers)

+

0.7% of AUM

per annum, billed quarterly

One-time subscription of ₹500

(waived for Pro and Premier subscribers)

+

0.7% of AUM

per annum, billed quarterly

US
Stock Portfolio

0.3% of AUM

+

Performance Based

per annum, billed quarterly

0.3% of AUM

+

Performance Based

per annum, billed quarterly

FAQs
What’s the pricing for using the Cashvisory platform?

The Cashvisory platform is completely free to use. There are paid plans and features as per the pricing page, which are available on an opt-in basis.

Is there any brokerage fee for stock portfolios?

The Indian stock portfolio brokerage fees are nil (check here). The US stock brokerage fees are as per this link: https://www.interactivebrokers.co.in/en/pricing/commissions-home.php

What are the fees and charges for mutual funds?

The mutual funds on Cashvisory are direct and free. This means there are no commissions or charges to transact in them.

What are the payment methods supported for mutual funds?

The payment methods supported are net banking and UPI.

Do you offer support for other financial needs not listed?

Yes, we will be happy to speak to you in order to determine how we can help: Book a consultation

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