Simple, transparent pricing
Pick the pack that matches how many clients you manage today. Every pack includes the full CRM and fitness test.
- Web + Android app
- 365 days of Wisdom Shots & video reels
- Finergy Fitness community access
- Digital Profile with lead-generation form
- Need Analysis Tool
- Free diagnostic report (worth ₹1,200)
- Sales CRM
- Monday 7:30pm training workshops
- 2 personalised 1:1s
- 3 offline seminar & webinar presentations
- Web + Android app
- 365 days of Wisdom Shots & video reels
- Finergy Fitness community access
- Digital Profile with lead-generation form
- Need Analysis Tool
- PPT presentation tool
- Free diagnostic report (worth ₹1,200)
- Sales CRM
- Treatment module & one-page treatment sheet
- Monday 7:30pm training workshops
- 2 personalised 1:1s
- 4 offline seminar & webinar presentations
- Web + Android app
- 365 days of Wisdom Shots & video reels
- Finergy Fitness community access
- Digital Profile with lead-generation form
- Need Analysis Tool
- PPT presentation tool
- Free diagnostic report (worth ₹1,200)
- Sales CRM
- Treatment module & one-page treatment sheet
- First access to every new feature launch
- Monday 7:30pm training workshops
- 3 personalised 1:1s with founders
- Unlimited offline seminar & webinar presentations
- Priority & dedicated user success manager
Licensing eligibility
Finergy is built for licensed advisors. You'll need one of the following to subscribe:
Compare packs in detail
Frequently asked questions
Finergy application is a financial Goal planning tool designed for Insurance and Mutual Fund Agents. Its purpose is to assist these professionals in guiding their clients to better understand and plan for their financial goals. With the details and analysis provided by the Finergy Tool, Advisors can effectively guide their clients to achieve their financial goals.
Finergy is priced as an annual pack, not a monthly subscription: see the Discovery, Growth, and Authority packs above for current pricing based on your client volume. We encourage you to reach out to us to learn more about any current special discounts or offers that may be available. Our team would be happy to provide you with more information and assist you in subscribing to the Finergy Tool.
The Finergy Tool subscription is exclusively available for licensed financial distributors who possess an IRDA certification, an AMFI certification, or an RIA registration. These ensure that users of the Finergy Tool are qualified professionals who possess the necessary knowledge and expertise to provide sound financial advice and guidance to their clients.
Yes, the Finergy Tool enables financial goal planning by providing a list of popular financial goals to choose from. Once a goal is selected, the tool automatically analyzes it on various parameters such as the future value of the goal, tenure available, inflation rate, life expectancy, and more. With this detailed goal analysis and data, advisors are empowered to provide customized solutions to help their clients achieve their financial objectives.
It offers numerous benefits, including helping agents make a positive first impression on their clients, educating clients, enabling goal-based financial advising, and monitoring long-term progress of their Goals. Finergy users have reported 10 times growth in business after using Finergy. Overall, the tool is designed to assist financial advisors in delivering high-quality financial planning services, resulting in improved client satisfaction and increased revenue.
Yes, the Finergy Tool includes built-in customer relationship management (CRM) features that allow you to track your leads and monitor the progress of follow-ups. You can access all of your client's Finergy plan details through the CRM, and you can also upload other relevant client documents to the application. The tool's CRM features are designed to provide you with a comprehensive view of your business pipeline.