Plans & pricing

Simple plans, complete clarity

Two focused plans built around how involved you want to be. All core tracking features are on both — the difference is how much help you get getting started.

Self-Managed
Track everything independently
Full platform access to organise, track, and report on all your wealth — investments, insurance, liabilities, documents, and family wealth.
₹499
/ month
Billed monthly · Cancel anytime
Get Started →
Everything included:
Unified wealth dashboard
Multi-asset tracking — equity, MF, FD, gold, property, PF
Insurance & policy management with renewal reminders
Liability & EMI tracker (home, car, personal loans)
Document vault — PDFs linked to each record
Up to 3 family member profiles
Standard reports — net worth, portfolio, insurance
Mobile-friendly, 24/7 access
Budget planning & variance tracking
Goal setting & progress tracking
Recurring transaction automation
Credit score checking (CRIF)
Assisted onboarding available as add-on
Most Popular
Assisted
We set it up for you
Everything in Self-Managed, plus expert help to import data, structure accounts, and get your dashboard perfect from day one.
₹1,999
/ month
Includes one-time setup · Ongoing support
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Everything in Self-Managed, plus:
Guided data import — we handle the heavy lifting
Account structuring & initial categorisation
Discovery call + personalised dashboard setup
Up to 7 family member profiles
Monthly record update support
Custom & advanced reporting
AI-powered financial analysis (4 analysis types)
Custom goal planning & advanced budget scenarios
Dedicated account manager, priority support
Switch to self-managed anytime
🔒  Secure platform  ·  Your data is yours, always  ·  Cancel or change plans anytime
⚠️ Wevanta is a tracking platform only — not SEBI-registered, no investment recommendations.
Feature comparison

Everything, side by side

A complete breakdown of every capability — no surprises, no hidden features.

Feature overview
Self-Managed
Assisted Popular
Dashboard & Core
Unified wealth dashboard
Complete net worth view, always-on
✓
✓
Real-time net worth calculation
Assets vs liabilities, live
✓
✓
Dashboard customisation
Personalise widget layout
✓
✓
Mobile-friendly interface
Works on all devices
✓
✓
24/7 platform access
Anytime, anywhere
✓
✓
Investment & Asset Tracking
Equity & stock portfolio
Holdings, P&L, current value
✓
✓
Mutual fund tracking
SIPs, NAV, XIRR
✓
✓
FDs, bonds & debt instruments
Maturity alerts, interest calc
✓
✓
Gold & precious metals
Physical, SGB, digital gold
✓
✓
Real estate & property
Purchase value, current estimate
✓
✓
PF, PPF & NPS
Retirement corpus tracking
✓
✓
Insurance Management
All policy types supported
Life, health, vehicle, property
✓
✓
Premium renewal reminders
30, 14 & 7 day alerts
✓
✓
Policy maturity tracking
Endowment, ULIP plans
✓
✓
Document attachment per policy
PDF storage linked to records
✓
✓
Family Wealth
Family member profiles
Individual wealth view per member
Up to 3
Up to 7
Combined household net worth
Consolidated family dashboard
✓
✓
Joint assets & shared liabilities
Home loans, joint accounts
✓
✓
Liabilities & Loans
Home & vehicle loan tracker
EMI, tenure, outstanding balance
✓
✓
Credit card & personal loans
Due dates, balances
✓
✓
EMI due date reminders
Automated monthly alerts
✓
✓
Documents & Reports
Document vault
Upload and link financial documents
✓
✓
Standard reports
Net worth, portfolio, insurance summary
✓
✓
Advanced & custom reports
Tailored to your financial picture
—
✓
PDF export & sharing
Download and share reports
✓
✓
Onboarding & Support
Self-guided setup
In-app tutorials and guides
✓
✓
Assisted data import & setup
We handle the heavy lifting
+
✓
Discovery & setup call
Personalised walkthrough
—
✓
Monthly record update support
We keep your data current
—
✓
Dedicated account manager
Priority support contact
—
✓
Standard email support
Helpdesk response
✓
✓
Planning & Intelligence
Budget planner
Planned vs actual, category-wise
✓
✓
Financial goals
Set targets, link accounts, track progress
✓
✓
Recurring transactions
Automate salary, SIPs, EMIs, rent
✓
✓
Credit score (CRIF)
PAN-based score check & history
✓
✓
AI financial analysis
Portfolio, spending, goals, tax insights
Basic
Advanced
Money trail (UMME sync)
Dual-entry inter-account tracking
✓
✓
Loans given tracker
Lent money, interest, repayments
✓
✓
Dark mode
System-aware light/dark toggle
✓
✓
✓
Included
—
Not included
+
Available as add-on
Why Wevanta

What makes this different

Not another investment tracker — a complete wealth organisation system built for the way Indian households actually manage money.

All asset types in one place
Equity, MF, FD, gold, property, PF, insurance, and liabilities — all in one organised system.
Built for households
Multi-member family profiles, joint assets, shared liabilities — designed for real households, not just solo investors.
Help when you need it
Getting started is the hardest part. Our assisted onboarding means you don't have to figure it out alone.
Your data is always yours
Full access and control at all times. Export data, change plans, or manage independently — anytime.
Clear about what we don't do
We don't recommend investments, sell products, or pretend to be advisors. We help you see; you decide.
Works on every device
Fully responsive — desktop, tablet, or mobile, with the same complete experience.
Common questions

Plan & pricing FAQ

What is the difference between Self-Managed and Assisted?

Both plans give full access to all core tracking features. Self-Managed means you import and maintain your own data. Assisted means we handle the initial setup, data import, and categorisation — and offer ongoing monthly support.

Can I switch from Self-Managed to Assisted later?

Yes. You can upgrade at any time. Our team will schedule a discovery call, begin data import and structuring, and your existing records are fully preserved during the upgrade.

If I choose Assisted, can I self-manage afterwards?

Yes. Many users choose Assisted for the initial setup and then manage records independently. You retain full dashboard access and can switch to Self-Managed anytime.

Is there a free trial or demo available?

We offer a free 20-minute demo call where we walk you through the entire platform — tailored to your financial situation before you commit to any plan.

What does "monthly record update support" mean?

Each month our team updates your financial records — new transactions, investment values, insurance renewals, and keeping your dashboard current. You share statements and we handle the data entry.

Does Wevanta provide investment advice?

No. Wevanta is strictly a wealth tracking and organisation platform. We are not SEBI-registered and do not provide investment recommendations, portfolio advice, or financial product suggestions.

Get started today

Not sure which plan is right for you?

Book a free 20-minute demo and we'll walk you through both plans, understand your situation, and recommend the best starting point.

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