Simple, transparent pricing

Start free. Upgrade when you need more.

No hidden fees. No commission. No broker names. Pure data.

For Individual Investors

Free

₹0 forever

No credit card. No catch.

Start Free →
✓Portfolio Health Score™
✓All IQ™ modules
✓ScenarioIQ™
✓Share report link
✓1 day history
—Notifications & alerts
—1 year history
—PDF download
—InvestIQ™ Chat
FOUNDING PRICE

Pro

₹99/year

Less than ₹9/month. Locked forever.

✓Everything in Free
✓1 year history
✓Fund manager change alerts 🔔
✓AUM change notifications 🔔
✓New stocks added/removed 🔔
✓Quarterly rebalancing nudge 🔔
✓Full PDF download
✓InvestIQ™ Chat unlimited
✓Pro badge ⚡

For IFAs, MFDs & Wealth Managers

Trial

Free30 days

3 clients

Start Free

Starter

₹9,999/year

25 clients

Start Free Trial
BEST VALUE

Pro ⭐

₹24,999/year

100 clients

Start Free Trial

Growth

₹59,999/year

500 clients

Start Free Trial

Enterprise

₹1,20,000/year

Unlimited

Contact Us
FeatureStarterPro ⭐GrowthEnterprise
Core Analysis
Portfolio upload (PDF/Screenshot/Manual)✓✓✓✓
Health Score™ + All IQ™ modules✓✓✓✓
Client dashboard✓✓✓✓
WhatsApp + email sharing✓✓✓✓
Portfolio history3 months12 monthsUnlimitedUnlimited
Clients limit25100500Unlimited
Reports
Basic reports✓✓✓✓
White-label reports (firm branding)—✓✓✓
Monthly comparison report—✓✓✓
PDF downloadBasicWhite-labelWhite-labelCustom
Intelligence & Alerts
Clients requiring attention✓✓✓✓
Smart alerts (overlap, AUM, fund manager)—✓✓✓
AI client review summary—✓✓✓
Suggested talking points—✓✓✓
Model portfolios—✓✓✓
Team Management
Team members1 user2 users10 usersUnlimited
Role-based access——✓✓
Bulk client import——✓✓
API access———✓
Support
SupportEmailPriority emailWhatsAppDedicated
OnboardingSelf-serveGuidedGuidedWhite-glove

For Companies & Corporates

LevelIQ Corporate

Coming Soon

Give your employees a free portfolio health checkup as a benefit.

📅 Schedule a Demo →

🏢

Startups

10–200 employees. Portfolio health checkup as a perk.

🏗

SMEs & Corporates

200–1000 employees. Financial wellness at scale.

🏦

Banks & NBFCs

Wealth desk + RM teams. Custom integration.

Common questions

Is LevelIQ really free forever?

Yes. Core analysis — Health Score™, overlap detection, sector analysis — is free forever. No credit card, no expiry. Revenue comes from IFAs and corporates, not retail investors.

What's in the ₹99/year Pro plan?

History tracking (1 year), smart notifications (fund manager changes, AUM alerts), quarterly rebalancing nudges, PDF download, and unlimited InvestIQ™ Chat. Less than ₹9/month. Price locked forever for early users.

What makes IFA Pro ⭐ the best plan?

White-label reports with your firm's branding is the single biggest differentiator. Plus alerts, AI review summaries, and model portfolios.

Do IFAs need SEBI registration?

No. LevelIQ is an analytics platform, not advisory. IFAs use it to analyze portfolios — advice is their responsibility as the registered IFA/MFD.

How does corporate pricing work?

Custom engagement — pricing depends on company size and needs. Schedule a demo and we'll put together the right package.

⚠️ Not SEBI registered · Pure analytics platform · Not investment advice · GST extra on paid plans