Pricing
Simple plans. One price for the whole family.
Start free and stay free as long as you like. Upgrade to Plus when your family plan grows — try it free for 30 days, no card needed.
🌱 Free
₹0
forever
- ✓ Loan, PF, NPS and goal calculators, official rates
- ✓ Full dashboard with unlimited income, expenses, assets and loans
- ✓ Up to 4 family members and 3 goals
- ✓ 10-year forecast and 1 saved scenario
- ✓ You + partner logins
- ✓ Two-factor security, export and deletion — always
✨ Plus
₹1,199 / year
or ₹149 / month · incl. 18% GST · first year ₹799
- ✓ Everything in Free
- ✓ Unlimited family members, logins, goals and scenarios
- ✓ Forecasts up to 50 years with all changes combined
- ✓ CSV import and the full printable report
- ✓ Net-worth history chart
- ✓ Monthly review e-mail and renewal reminders
Already signed in? Upgrade from Plan & billing. Pay by UPI, card or netbanking.
Compare plans
| Feature | 🌱 Free | ✨ Plus |
|---|---|---|
| Loan, PF, NPS and goal calculators — compare up to 3 options | ✓ | ✓ |
| Official rates and the Help centre | ✓ | ✓ |
| Dashboard, income, expenses, assets, loans & cards | ✓ Unlimited entries | ✓ Unlimited entries |
| Suggestions and allocation estimates | ✓ | ✓ |
| Family & dependents | Up to 4 people | Unlimited |
| People with their own login | 2 (you + partner) | Unlimited — add parents or grown-up children |
| Goals | Up to 3 | Unlimited |
| “Where will we be?” forecast | Up to 10 years, one change at a time | Up to 50 years, all changes together |
| Saved what-if scenarios | 1 | Unlimited, compared side by side |
| CSV import | — | ✓ |
| Printable plan | Summary tables | Full report with projections and history |
| Net-worth history chart | Recorded, shown on Plus | ✓ |
| Monthly review e-mail and renewal reminders | — | ✓ |
| Two-factor security, CSV/JSON export, account deletion, audit history | ✓ Always free | ✓ |
Pricing questions
Why are calculators, suggestions and allocation estimates free?
Under SEBI's Investment Advisers Regulations, charging for personalised investment advice — which includes financial planning — needs SEBI registration. Sampatti Plan charges only for software capacity and convenience, never for advice, so anything that reads like guidance stays free for everyone.
What does one subscription cover?
The whole household. Everyone you give access to — partner, parents, grown-up children — uses the same Plus plan at no extra cost.
How does the free trial work?
Household owners can try Plus free for 30 days, once per household. No card or UPI details needed. When it ends you are simply back on Free.
Does it renew automatically?
No. You pay for a month or a year in advance by UPI, card or netbanking. We e-mail a reminder 7 days before Plus ends; nothing is charged unless you pay again. Paying early adds the time on top of what is left.
What happens to my data if Plus ends?
Nothing is deleted. Everything stays visible and editable; you just can't add more than the Free limits (for example a fourth goal) until you renew or remove something. Your net-worth history keeps being recorded.
Are prices inclusive of GST?
Yes — ₹149 a month or ₹1,199 a year including 18% GST, with a receipt for every payment. The first yearly payment for a household is ₹799.
Can I get a refund?
If Plus isn't right for you, ask within 7 days of a payment and we refund it in full to the original payment method.
Sampatti Plan is a planning and tracking tool, not an investment adviser. It does not recommend specific securities or guarantee returns. Terms · Help