Pricing

Transparent Plans for Every Stage

Start free forever. Upgrade as your client book expands.

Billing cadence

Monthly pricing is selected by default — toggle to annual billing if you prefer a single payment with savings.

Save up to 20% with annual billing

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Included in every plan

• AI Co-Advisor with Pre-Call Briefs, Next-Best-Actions & Write-with-AI.
• Core workspace modules: Dashboard, Clients, Policies, Tasks, Reminders, Schedules & Opportunities.
• PWA-ready, mobile-first UI that works great on phones and desktops.
• Secure multi-tenant backend with role-based access control.
• Email support and guided onboarding resources.

Which plan should I choose?

Starter – if you are just getting started or want to test AI Co-Advisor on a small book of business.
Pro – if you are a full-time advisor with growing clients and you never want to think about limits again.
Team Lead – if you manage a group of advisors and need shared pipelines, leaderboards and team dashboards.
Enterprise – if you need white-label, private knowledge, your own domain and deep control over users and permissions.

•Responsive by design – optimised layouts for mobile & desktop using Tailwind CSS.

•Installable PWA – manifest + icons + offline handling wired, plus in-app install prompts.

•Secure multi-tenant backend with RBAC, event audit trails and API-first architecture.

•Cashfree subscription integration for paid plans, with receipt routing into billing.

•Co-Advisor orchestration layer that talks to clients, policies, tasks, schedules & messages.

•Knowledge Hub & document ingestion for private schemes and training material.

Install it like an app

inSuraj ships with a web app manifest and install prompts, so advisors can add it to their home screen on mobile or desktop.

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