Unlock the full
wealth engine
Portfolio overlap, fund scoring, tax tools, and advanced analytics — all for just ₹99/year.
Free
Essential tracking for every investor.
- Fund search & discovery
- Portfolio tracking (XIRR, P&L)
- Goal progress tracker
- Market data & news feed
- NAV change alerts
Pro
Full suite for serious wealth builders.
Less than ₹2/week · Less than a cup of tea/month
- Everything in Free
- Portfolio overlap detection
- Fund performance indicators & scoring
- LTCG / STCG tax liability calculator
- LTCG harvest window tracker (data only)
- Advanced analytics (Sharpe, Sortino, vol)
- SIP performance per instalment
- Capital gains statement PDF export
- Sector & AMC allocation heatmaps
- Priority support
- Early access to new features
Coming Soon — Requires SEBI IA Registration
- ◦ AI-powered goal success probability (Monte Carlo)
- ◦ Portfolio transition recommendations (STP engine)
- ◦ LTCG harvest optimization with actionable suggestions
- ◦ AI portfolio rebalancing (CFO Suite)
These features require SEBI Investment Adviser registration. We are in the process of setting up a separate entity for advisory services.
Step 1 — Pay ₹99
Send exactly ₹99 via UPI to:
Vijay Malik Financial Services
₹99/year · UPI: malikojasvi@ybl
Important: Send exactly ₹99 only. The QR is linked to our UPI ID. Your UPI app may show "Ojasvi Malik" as the payee — this is correct.
Selected Plan
Pro — ₹99/year
Opens your UPI app with ₹99 pre-filled. Or scan the QR above. Note down UTR / transaction ID after payment.
Step 2 — Submit claim
Claims are manually verified within 24 hours. Your Pro access will be activated by email once approved.