Pricing
| What is included | Basic 15% off · Launch Offer | Plus 20% off · Launch Offer | Pro 25% off · Launch Offer |
|---|---|---|---|
| Today: your daily work list, with clients to call first | ✓ | ✓ | ✓ |
| Client and policy database with search, filters, editing and Excel export | ✓ | ✓ | ✓ |
| Import your Excel or CSV sheet with a preview and undo | ✓ | ✓ | ✓ |
| LIC monthly and 15-day PDF updates; policy status (grace, paid up, lapsed) | ✓ | ✓ | ✓ |
| Client profile: one screen with policies, next due date and last contact | ✓ | ✓ | ✓ |
| Renewals, lapsed and grace, birthdays and anniversaries, with contacted and left-to-contact tracking | ✓ | ✓ | ✓ |
| Open in WhatsApp with the message ready (you press send), logged in the message log | ✓ | ✓ | ✓ |
| Send from your own WhatsApp Business number, one click or automatic | – | ✓ | ✓ |
| Client replies DONE and the due date moves | – | ✓ | ✓ |
| Dashboard of renewals, lapses and cover scores | – | ✓ | ✓ |
| Family builder and family portfolio with a protection (cover) score | – | ✓ | ✓ |
| Client and family profile with cover score, gaps and top suggestions (switch between person and whole family) | – | ✓ | ✓ |
| Private client link: a read-only page for each client or family with policies, cover score, dues and an I have paid button (30-day link, mobile and date-of-birth check) | – | ✓ | ✓ |
| Family opportunities and smart suggestions by age, family and policies held | – | ✓ | ✓ |
| Excel and CSV updates from other companies (Tata AIA, ICICI and more) | – | – | ✓ |
| SIP manager linked to each client; SIP totals in family portfolio; suggestions that know who already invests | – | – | ✓ |
How billing works
- You pay for the plan by UPI and enter the transaction number in the app. Your plan is activated once the payment is verified.
- You can renew for 1, 3, 6 or 12 months at a time.
- If you upgrade, you pay only the difference for the days left on your current plan.
- You are reminded in the 7 days before your plan ends and the 7 days after. After that the account becomes read-only: you can still view and export your data, but messages stop until you renew.
WhatsApp charges
Plus and Pro send messages from your own WhatsApp Business account. Meta bills its message fees to you directly. FinAdvisorDesk adds nothing on top.
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