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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 (no credits)

1 forecast per month
1 investment scenario per month
Help docs support
Start for free

Associate

Up to 5 clients

INR 2,499/month

INR 499 per client

5 forecasts / month

5 forecasts per month
3 investment scenarios per month
Associate Partner
Email support
Self-serve onboarding
Start with 5 clients
Most Popular

Silver

Up to 15 clients

INR 5,999/month

INR 399 per client

20 forecasts / month

20 forecasts per month
10 investment scenarios per month
Silver Partner
Priority email support
Guided onboarding call
Start with 15 clients

Gold

Up to 35 clients

INR 10,999/month

INR 314 per client

60 forecasts / month

60 forecasts per month
15 investment scenarios per month
Gold Partner
Priority email support
Dedicated setup session
Start with 35 clients

Platinum

Up to 75 clients

INR 17,999/month

INR 239 per client

150 forecasts / month

150 forecasts per month
30 investment scenarios per month
Platinum Partner
WhatsApp and phone support
Dedicated setup session
Contact us to start

From sign-up to first forecast in seconds.

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

  • INR 149 per additional forecast credit beyond your plan's monthly allocation.
  • Additional investment scenarios billed per scenario: INR 199 (Associate), INR 179 (Silver), INR 159 (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 sign-up 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 24 HOURS
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.

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

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