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Plans follow your assets under advice, so the cost grows with your book and falls per crore as you scale. Client counts are fair-use limits, not the price. Each tier includes upgrade revenue share: earn a commission whenever your clients go Plus or Pro. Tell us your AUM and we'll put a plan together.
| Tier | Price | Who it suits | Revenue share |
|---|---|---|---|
| Solo | Contact us up to ₹25 cr AUM | For the independent RM running a personal book — white-label portal, watchlists, calculators and Portfolio X-Ray. | Included |
| Starter | Contact us ₹25 – 100 cr AUM | White-label portal, calculators, watchlists and Portfolio X-Ray for independent desks. | Included |
| Growth | Contact us ₹100 – 500 cr AUM | Research tools, model baskets, Setup Builder and client notifications for growing desks. | Included |
| Scale Most chosen | Contact us ₹500 – 2,000 cr AUM | Autopilot rules, Track & Prove reporting, digests and analytics export for multi-RM teams. | Included |
| Enterprise | Contact us ₹2,000 cr+ AUM | Highest caps, highest revenue share, full Setup Builder + Autopilot + Track & Prove suite, custom rollout. | Included |
Guided fund-path configuration with a live Portfolio X-Ray impact preview before any allocation goes live.
Concentration, sector and signal-exposure breakdown with a rotation view — for every managed client.
A running record of every recommendation and rule trigger, reconciled against outcome — the audit trail regulators and clients both ask for.
| Feature | Solo | Starter | Growth | Scale | Enterprise |
|---|---|---|---|---|---|
| Managed clients (fair use) | 25 | 100 | 500 | 2000 | 10000 |
| Watchlists | ✓ | ✓ | ✓ | ✓ | ✓ |
| Calculators (18+) | ✓ | ✓ | ✓ | ✓ | ✓ |
| Stock screener | — | — | ✓ | ✓ | ✓ |
| Client alerts | — | — | ✓ | ✓ | ✓ |
| Model baskets | — | — | ✓ | ✓ | ✓ |
| Smart beta sleeves | — | — | ✓ | ✓ | ✓ |
| Auto client notifications | — | — | ✓ | ✓ | ✓ |
| Scheduled reports | — | — | — | ✓ | ✓ |
| Daily digest | — | — | — | ✓ | ✓ |
| Autopilot | — | — | — | ✓ | ✓ |
| Upgrade revenue share | ✓ | ✓ | ✓ | ✓ | ✓ |
| API keys | — | — | 2 | 10 | 100 |
| Widget embed | — | — | ✓ | ✓ | ✓ |
| Custom domain | — | — | ✓ | ✓ | ✓ |
| Analytics export | — | — | — | ✓ | ✓ |
| Branded PDF reports | — | — | ✓ | ✓ | ✓ |
| Backtests & Studies (walk-forward) | — | — | ✓ | ✓ | ✓ |
| Alpha IC Board, Sweep, Monte Carlo, Portfolio Risk | — | — | — | ✓ | ✓ |
Exact upgrade revenue share is confirmed in your partner agreement and scales with tier.
Client data is encrypted at rest with AES-256 and in transit with TLS.
Backtested, continuously evaluated models power every signal and screener.
Daily prediction reports are published openly, so the record can be checked rather than taken on trust.
All content ships as research and education, never as investment advice.
MintX is a technology and analytics platform — not a SEBI-registered investment adviser, research analyst, broker or portfolio manager.
We do not execute trades, place or route orders, or hold client funds or securities. Execution always stays with you and your broker.
Partner firms remain solely responsible for their own regulatory registrations, suitability assessments and client obligations. MintX supplies software and analytics only.
Nothing here is investment advice or a recommendation to buy or sell any security. Autopilot content is delivered with an educational disclaimer.