Pricing

Pay once for clarity. Subscribe only if you want a human in the loop.

Start free with Glance. Upgrade to Insight for specific recommendations on what to do next. Blueprint adds the full plan with unlimited goals. Architect adds a financial advisor in your corner.

Compare plans
Glance
See where
you stand.
A complete view of your investments, Freedom Score, and how each goal is tracking. Free, forever.
  • All investments in one view
  • Freedom Score (0–100)
  • 5-dimension health breakdown
  • Goal tracking with SIP calculator (up to 3 goals)
  • Adjust goals (target, timeline, SIP)
Insight
See — and know
what to do next.
Glance + specific recommendations on what to switch, what to rebalance, and where to refinance.
  • Everything in Glance
  • Asset allocation recommendations
  • Fund switch recommendations
  • SIP switch recommendations
  • Loan refinance suggestions
Best fit
Blueprint
Your full
financial plan.
Insight + unlimited goals + a fund-by-fund plan that pulls everything you own into one strategy.
  • Everything in Insight
  • Unlimited goals
  • Fund-level SIP breakup
  • Consolidated investment strategy
  • Merge existing SIPs into the plan
Architect
A plan + a human
in your corner.
Blueprint + a financial advisor who walks you through it and updates the plan as life changes.
  • Everything in Blueprint
  • 1-on-1 advisor sessions
  • Quarterly portfolio review
  • Priority email support
  • First access to new features

Pricing will be confirmed at launch. Every plan above will go live together — join the waitlist and we'll let you know the moment they open.

Every plan includes

The foundation — on every plan.

Account Aggregator data import
Pull every account via India's Account Aggregator framework — read-only, revokable
Read-only · revokable
We never move your money, ever
End-to-end encryption
Encrypted in transit and at rest
Zero commissions
We never take fund-house kickbacks
Compare

What's in each plan.

Feature
Glance
Insight
BlueprintBest fit
Architect
See your money
All investments in one place
Asset allocation breakdown
Freedom Score (0–100)
5-dimension health breakdown
Plan your goals
Goal tracking
Up to 3
Up to 3
Unlimited
Unlimited
SIP calculator (constant + step-up)
Custom asset allocation per goal
Adjust target, timeline, SIP
Get recommendations
Asset allocation recommendations
—
Fund switch recommendations
—
SIP switch recommendations
—
Loan refinance suggestions
—
Build your full plan
Fund-level SIP breakup
—
—
Consolidated investment strategy
—
—
Merge existing SIPs into the plan
—
—
Human in the loop
1-on-1 advisor sessions
—
—
—
Quarterly portfolio review
—
—
—
Priority email support
—
—
—
Glance
  • All investments in one place
  • Asset allocation breakdown
  • Freedom Score (0–100)
  • 5-dimension health breakdown
  • Goal tracking· Up to 3
  • SIP calculator (constant + step-up)
  • Custom asset allocation per goal
  • Adjust target, timeline, SIP
Insight
  • All investments in one place
  • Asset allocation breakdown
  • Freedom Score (0–100)
  • 5-dimension health breakdown
  • Goal tracking· Up to 3
  • SIP calculator (constant + step-up)
  • Custom asset allocation per goal
  • Adjust target, timeline, SIP
  • Asset allocation recommendations
  • Fund switch recommendations
  • SIP switch recommendations
  • Loan refinance suggestions
Blueprint
Best fit
  • All investments in one place
  • Asset allocation breakdown
  • Freedom Score (0–100)
  • 5-dimension health breakdown
  • Goal tracking· Unlimited
  • SIP calculator (constant + step-up)
  • Custom asset allocation per goal
  • Adjust target, timeline, SIP
  • Asset allocation recommendations
  • Fund switch recommendations
  • SIP switch recommendations
  • Loan refinance suggestions
  • Fund-level SIP breakup
  • Consolidated investment strategy
  • Merge existing SIPs into the plan
Architect
  • All investments in one place
  • Asset allocation breakdown
  • Freedom Score (0–100)
  • 5-dimension health breakdown
  • Goal tracking· Unlimited
  • SIP calculator (constant + step-up)
  • Custom asset allocation per goal
  • Adjust target, timeline, SIP
  • Asset allocation recommendations
  • Fund switch recommendations
  • SIP switch recommendations
  • Loan refinance suggestions
  • Fund-level SIP breakup
  • Consolidated investment strategy
  • Merge existing SIPs into the plan
  • 1-on-1 advisor sessions
  • Quarterly portfolio review
  • Priority email support
Pricing FAQ

Common questions.

We're pre-launch. Plans are finalised but we're not taking payments yet — join the waitlist and we'll let you know the moment they open.

Yes. The full Freedom Score, 5-dimension health breakdown, and up to 3 goals stay free, always. We don't bait-and-switch.

Blueprint is the full financial plan — unlimited goals, fund-level SIP breakup, and a consolidated investment strategy you can act on yourself. Architect adds a human financial advisor who walks you through your plan, answers questions, and updates it as your life changes.

Because commissions corrupt advice. We'd be incentivised to push the funds that pay us most. Charging directly is the only way to give you honest answers.

Yes. Start with any plan, upgrade as your needs grow. We'll credit prior purchases against the upgrade.

Coming soon

Be first when plans open.

Be among the first to use Steady Wealth. We'll let you know the moment it's ready.

No spam. Unsubscribe anytime.