Plans & Pricing
Prime Financials has three plans. You can start free and upgrade whenever a feature you need requires it.
Free
Includes the core planning tools: SIP calculator, goal planner, tax calculator, NPS projector, insurance checker, risk assessment quiz, stock research, sector tracker, mutual fund advisory view, and basic portfolio tracking.
Active Investor
Everything in Free, plus the deeper portfolio tools — rebalancing suggestions, full document auto-import via PrimoAI, and more.
Premium
The full platform, including the most advanced PrimoAI capabilities and priority support from your advisor.
If you invest with Prime Financials, your plan may be free for life — ask your advisor, or see Redeeming a Coupon if you've been given a code.
You can view current pricing and upgrade any time from the Plans & Pricing page in your portal.