Skip to content
Pletox
Company
FinCRM
Book a demo

SIMPLE PRICING. A CONNECTED PRACTICE.

One plan.
Your whole practice, connected.

Client relationships, everyday work and staff operations.
One FinCRM plan for mutual fund distributors and investment advisors.

Billed annuallyPer user pricingPrices in INR
ONE ANNUAL PLANAll core features

Pletox FinCRM

For the people, relationships and routines that keep your practice moving.

₹8,000per user / year
billed annually
Book a demo

Everything your practice brings together

All prices are in INR, before applicable taxes.

KNOW YOUR NUMBERS

Plan your first year.
See your annual cost.

Choose your team size to see the subscription and setup separately. The setup fee is added only once.

How many users will you need?

Enter the number of people who will use FinCRM.

Invalid feedback

₹8,000 per user, billed annually.

Discuss your setup

YOUR ESTIMATE

Annual subscription1 user × ₹8,000
₹8,000
One-time setupFor your practice
₹25,000
First-year totalSubscription + setup
₹33,000
Annual renewalAt the current per-user rate
₹8,000

Before applicable taxes. The one-time setup fee is not repeated in the renewal estimate.

PRICING, EXPLAINED

A few details
before you start.

Talk to our team
How is FinCRM billed?

FinCRM has one plan at ₹8,000 per user per year, billed annually. Your annual subscription is the number of users multiplied by the per-user rate.

Is the setup fee charged for each user?

No. The ₹25,000 setup fee is a one-time charge for your practice. It is added to the first-year subscription and is not charged per user.

Which features are part of the plan?

The plan brings together the FinCRM features listed above, including client and family records, leads, reviews, investment records, risk profiling, communication, tasks, referrals, incentives, staff attendance and payroll. We configure the workspace around your team’s workflows.

What does setup involve?

We review your current process and agree the workspace configuration, data preparation and onboarding scope with you before starting. Bring a sample of your current workflow to the demo so we can plan the right setup.

Are taxes and external services included?

The prices and calculator show base amounts before applicable taxes. Messaging or calling provider usage, hardware and any custom integration requirements are discussed separately and confirmed in your quotation.

Can we add more users later?

Yes. Contact our team when your team size changes. We will confirm the updated user count, effective date and billing adjustment with you.