Q1: What is the InvestMates Pro Subscription for Indians?
The InvestMates Pro Subscription is a premium service designed exclusively for Indian users. It offers a comprehensive financial management platform where you can monitor and manage both your Indian and global portfolios in one place. With advanced analytics, extended institution linkage, crypto and real estate tracking, and tax support, Pro+ makes managing your wealth seamless and insightful.
Q2: What key features are unlocked with the Pro Subscription?
When you upgrade to Pro, you gain access to:
Unlimited Account Linking: Unlike the free version, which allows a maximum of 2 institutions, Pro enables you to link accounts from multiple financial institutions—covering banks, brokerages, and more.
Integrated Portfolios: View both your US and Indian investments under one account, including family members’ portfolios.
Advanced Portfolio Analytics: Benefit from enhanced insights and real-time data, helping you identify risks, underperformance, and new investment opportunities.
Crypto & Real Estate Tracking: Track your crypto holdings through integrated wallets/exchanges and monitor real-time property values.
VIP Support: Receive priority assistance to resolve queries or technical issues quickly.
Q3: How many financial institutions can I link under the Pro Subscription?
You can link accounts from more than three financial institutions—a significant upgrade from the two-institution limit of the free plan. This ensures a complete view of your diversified investments.
Q4: What is the free trial, and what happens once it ends?
All Pro subscriptions include a 15-day free trial where you can experience all premium features without entering payment details initially.
During the trial: Unlimited institution linking, advanced analytics, crypto and real estate tracking, and more.
After the trial: If you don’t upgrade, the ability to add new institutions, view detailed crypto or property data, and access premium insights will be restricted. Existing linked accounts will still be visible, but with limited functionality.
Q5: What are the billing options and their details?
Yearly Plan:
Original Price: ₹4,000.00
Discounted Price: ₹2,400.00 per year
Savings: 17% compared to the monthly plan
Free Trial: 15 days
Monthly Plan:
Price: ₹400.00 per month
Discounted Price: ₹240.00 per month
Free Trial: 15 days
Key Point:
The user can start a free trial by clicking the "Start Free Trial" button, and after the trial, billing will automatically renew based on the selected plan.
Q6: When does billing start for my Pro subscription?
Billing begins automatically after your 15-day free trial ends. For example, if you start your trial on June 1, your billing cycle for the yearly plan will commence on June 16, or on the date you select for the monthly plan.
Q7: Do I need to provide payment details to start my free trial?
No, payment details are not required during the free trial. You can add or update your payment information at any time before the trial ends to ensure continuous access.
Q8: What happens if I don’t update my payment information before the trial ends?
You will lose access to premium features like adding new institutions, crypto tracking, and detailed analytics. Your account will revert to the free plan with limited capabilities.
Q9: Can I upgrade or downgrade my plan during or after the trial?
Yes, you can upgrade or downgrade your plan at any time via the app’s subscription settings or prompts. Upgrading grants immediate access to Pro features, while downgrading limits functionality to the free plan.
Q10: How do I upgrade from the free plan to Pro?
When you exceed the free plan limits—such as linking more than two accounts or accessing premium features—the app will prompt you to upgrade. You can also manually upgrade through the subscription menu or in-app prompts.
Q11: Can I update or change my payment information during the free trial?
Yes. You can update your payment details at any time during the free trial. We will remind you to add or update your payment information before the trial ends, ensuring a smooth transition to the paid subscription.
Q12: Will my Pro subscription renew automatically?
Yes. After your free trial ends, your subscription will automatically renew on the billing cycle you selected (monthly or annually). You can cancel anytime before the renewal to avoid further charges.
Q13: Can I cancel my Pro subscription during the free trial?
Absolutely. You can cancel at any time during the free trial. If canceled, you will still have access to Pro features until the end of the trial period, after which your account will revert to the free plan with its limitations.
Q14: What support do Pro subscribers receive?
Pro subscribers receive VIP priority support, ensuring that your queries, technical issues, and support requests are addressed promptly and efficiently. This dedicated support aims to provide a smoother user experience with faster resolutions, personalized assistance, and priority handling over free users.