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Pricing

Pricing that scales with
your client book.

Straightforward plans for CA firms. No hidden fees.

Free Trial

1 client

INR 0/month

1 forecast per client per month

1 forecast per client per month
1 investment scenario per client per month
1 user per client
1 bank account per client
Start for free

Associate

Up to 5 clients

INR 2,499/month

INR 500 per client

12 forecasts per client per month

12 forecasts per client per month
9 investment scenarios per client per month
5 users per client
3 bank accounts per client
Start with 5 clients
Best Selling

Silver

Up to 15 clients

INR 5,999/month

INR 400 per client

16 forecasts per client per month

16 forecasts per client per month
40 investment scenarios per client per month
10 users per client
4 bank accounts per client
Start with 15 clients

Gold

Up to 35 clients

INR 10,999/month

INR 314 per client

24 forecasts per client per month

24 forecasts per client per month
90 investment scenarios per client per month
15 users per client
6 bank accounts per client
Start with 35 clients

Platinum

Up to 75 clients

INR 17,999/month

INR 240 per client

46 forecasts per client per month

46 forecasts per client per month
300 investment scenarios per client per month
30 users per client
10 bank accounts per client
Start with 75 clients

From signup to first forecast in seconds.

Or in 1 day with a guided onboarding call included in every paid plan.

  • Additional forecast credits billed per credit: INR 149 (Associate), INR 149 (Silver), INR 149 (Gold), INR 149 (Platinum).
  • Additional investment scenarios billed per scenario: INR 179 (Associate), INR 159 (Silver), INR 139 (Gold), INR 139 (Platinum).
  • Tier Grace Window: 3 excess clients run free for 30 days before any upgrade prompt.

InvesTreasure sells platform access. You sell treasury expertise.

No commission. No referral fee. No ICAI risk.

Same structural model as Zoho Books, ClearTax, and RazorpayX CA partner programs.

Onboarding

From signup to first client forecast, in under an hour.

INSTANT
01

Apply

Submit your application on this page.

SAME DAY
02

NDA signed

Sign digitally. Takes under a minute.

WITHIN 1 HOUR
03

Demo call

30-minute CA dashboard walkthrough. Free Trial activated.

WITHIN 39 MINUTES
04

You're live

Upload your first client's bank statement. See their forecast in seconds.

FAQs

Answered Honestly

Yes. You subscribe to InvesTreasure as a software platform. You charge your client a treasury advisory fee independently. No payment flows from InvesTreasure to you. This structure is identical to how Zoho Books and ClearTax run their CA partner programs and is fully aligned with ICAI Code of Ethics Clause 2, Part I.

Send us a message on WhatsApp and we'll tell you in 5 minutes whether InvesTreasure fits your practice.

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