What you get
One platform, four jobs
Look professional, answer from approved content, keep every enquiry in one place, and give search engines a clear site.
All plans
Branded website
Templates, drag-and-drop pages, branding, footer, and a live address on the platform or your domain.
Calculators
SIP, goals, inflation, and more. Visitors see estimates, not promises, and can enquire from the results.
Fund search
Live NAV lookup on the public site for education — not a recommendation or offer to buy.
Lead inbox
Contact form and calculator handoffs in one list with status, notes, and source.
SEO toolkit
Page titles, sitemap, robots, Search Console verification, Google Analytics, and city landing pages.
Compliance pack
Locked disclosures page, achievement review, and wording checks before publish.
AEO toolkit
Answer file (llms.txt), FAQ schema, and robots rules that welcome answer-engine crawlers.
Monthly reports
Visitor charts, rolling 30-day views, and enquiry pipeline on the dashboard overview.
Growth & Pro
Blog & Learn
Long-form investor education with cover images, blocks, and public Learn (and Blog on Growth+).
Website AI chat
On-site chat that answers only from knowledge lines you approve. Scheme questions become enquiries.
Social publishing
Draft posts, content calendar, and share links for LinkedIn, WhatsApp, and Instagram.
Content studio
Weekly SEO content plan, AI-assisted blog covers, and image & video generation in the studio.
WhatsApp AI
Automated WhatsApp replies from the same approved knowledge as the website chat. Not wired up yet.
Meeting booking
Let visitors pick a slot from your calendar. Scheduling integration is still on the roadmap.
Team pages
Team profiles on the public site with photos and roles (Growth and Pro).
Reels planner
Reel scripts, schedule, and links to published short-form updates on the site.
Pro
Website voice
Spoken answers on the site using approved scripts. Billing per minute is planned with the AI wallet.
Phone AI helpline
A dedicated number that routes common questions to AI and serious calls to you. Setup is on the roadmap.
Email nurture
Scheduled education emails from templates you approve. Not available in the dashboard yet.