Simple, Transparent Pricing

No hidden fees. No surprises. Start free and grow at your own pace.

Simple, Transparent Pricing

No hidden fees. Cancel anytime. Start with a 14-day free trial.

Starter

Perfect for small financial advisors getting started.

₹999/month

Up to 500 leads
2 team members
Basic pipeline view
Email support
Standard reports
Mobile app access

Professional

For growing financial teams who need more power.

₹2,999/month

Unlimited leads
10 team members
Kanban pipeline board
Priority support
Advanced analytics
Google OAuth login
Activity tracking
Custom fields

Enterprise

For large financial organizations with custom needs.

Custom

Unlimited everything
Unlimited team members
Dedicated account manager
24/7 phone support
Custom integrations
SSO / SAML
SLA guarantee
On-premise option

Compare Plans

Feature

Starter

Professional

Enterprise

Leads

500

Unlimited

Team Members

Unlimited

Pipeline Stages

Basic

Custom

Analytics

Basic

Advanced

Enterprise

Activity Tracking

Google OAuth

Custom Fields

API Access

SSO / SAML

Dedicated Manager

SLA Guarantee

Support

Priority

24/7 Phone

Frequently Asked Questions

Is there a free trial?

Yes! Every plan starts with a 14-day free trial. No credit card required.

Can I change plans later?

Absolutely. You can upgrade or downgrade your plan at any time. Changes take effect immediately.

What payment methods do you accept?

We accept all major credit/debit cards, UPI, net banking, and NEFT/RTGS for enterprise plans.

Is my data safe?

Yes. We use bank-grade encryption, row-level security, and regular security audits to protect your data.

Can I export my data?

Yes. You can export all your leads, contacts, and deals as CSV at any time.

Ready to Transform Your Financial CRM?

Join hundreds of financial professionals already using Taksh Fin to manage their clients and close more deals.

No credit card required · 14-day free trial · Cancel anytime