Intelligence platform for MF professionals

One platform to compare any two funds, side b

Continuously-tracked intelligence across every AMFI fund — portfolio, sector, and macro signals in one terminal, built for advisors, MFDs and analysts.

2,000+funds, every AMC

40+SEBI categories

1Y–10Yreturn history

Screener · Compare · Portfolio X-ray · Wealth Planner · Quantile Analysis · Global Markets

equiresearch · markets terminal WORLD INDICES LIVE 20:17

S&P 500 5,432 +0.34%

Nasdaq 17,689 +0.62%

NIFTY 50 24,318 +0.42%

SENSEX 79,856 +0.38%

Nikkei 225 39,341 -0.53%

NIFTY 50 +0.42%

SENSEX +0.38%

Nikkei 225 -0.53%

S&P 500 +0.34%

Nasdaq +0.62%

Bank Nifty +0.71%

Nifty IT -1.24%

Gold +0.44%

Crude -0.90%

Bitcoin +1.92%

▲ GAINERS

Bitcoin

+1.92%

Bank Nifty

+0.71%

Nasdaq

+0.62%

Gold

+0.44%

NIFTY 50

+0.42%

▼ LOSERS

Nifty IT

-1.24%

Crude

-0.90%

Nikkei 225

-0.53%

S&P 500

+0.34%

SENSEX

+0.38%

● live · 10 instruments

← Back to home

Choose your plan

One-time annual pricing. GST inclusive. All plans include free updates for 12 months.

Basic

For individual investors

₹12,000 / year

30-day free trial · no card required

Fund Screener with 30+ filters
Compare up to 5 funds side-by-side
NAV & returns history (10-year)
2 portfolios / watchlists
Category averages & rankings
Latest research PDFs (view-only)
Client management
Wealth Planner + goal optimizer
Portfolio X-Ray & Optimizer
API access

Professional

For financial advisors

₹30,000 / year

Everything in Basic, plus:
Unlimited fund comparisons
All analytics (Rolling, Drawdowns, Sectors, Risk vs Return, Capture, Win Rate)
Unlimited portfolios / watchlists
Client onboarding (CAS upload + parsing)
Risk profiling engine
Research PDFs with AI summaries
Excel exports on every table
Priority email support

Ultimate

For advisory firms & teams

₹80,000 / year

Everything in Professional, plus:
Wealth Planner + goal-based SIP optimizer
Portfolio X-Ray, Optimizer, Efficient Frontier
MFD Planner: revenue projection, SIP growth, delay-cost calculator
Team accounts (up to 5 users)
White-label client-ready reports
AI dashboard & natural-language queries
API access
Dedicated account manager

Common questions

Can I upgrade later?

Yes — upgrade any time and pay only the pro-rated difference for the remaining months.

How do I pay?

UPI, credit/debit card, or bank transfer. Invoice is issued instantly with GST breakdown.

Is there a free trial?

The Basic plan comes with a 30-day free trial — no card required. Try it end-to-end before you pay. Once a plan is purchased, fees are non-refundable.

Do you offer discounts for teams?

Advisory firms with 5+ users get 20% off the Ultimate plan. Reach out via the support portal for a quote.