- Pricing
Simple, transparent plans for research and wealth.
Institutional research subscriptions, and SEBI-registered wealth advisory — billed monthly or annually. Pick a mandate below.
- Research · Institutions
Research plans
From individual analysts to full desks and allocators — monthly or annual billing.
Company reports
Lite
For an individual investor tracking a handful of names.
$149
Per month, billed annually
Save $240 a year
Equity Reports
10 Downloads/month
Sector reports
Detailed financial model
Report Q&A
Custom research
Analyst calls
Early access to new reports
Licensing
1 seat
Most Popular
Company reports
Standard
For a small investment team building conviction together.
$449
Per month, billed annually
Save $840 a year
Equity Reports
35 Downloads/month
Sector reports
Detailed financial model
Report Q&A
2 queries/month
Custom research
2 hrs/month
Analyst calls
Early access to new reports
Licensing
5 seat
Company reports
Premium
For a full desk that should never think about download limits.
$899
Per month, billed annually
Save $1,560 a year
Equity Reports
75 Downloads/month
Sector reports
Detailed financial model
Report Q&A
5 queries/month
Customized Research
8 hrs/month
Analyst calls
Early access to new reports
Licensing
10 seat
Sector + Company
Sector Insights
For allocators who need the thematic view.
$1,899
Per month, billed annually
Save $3,480 a year
Equity Reports
Sector reports
5 Downloads/month
Detailed financial model
Report Q&A
8 queries/month
Customized Research
12 hrs/month
Analyst calls
Early access to new reports
Licensing
Custom licence
Company reports
Lite
For an individual investor tracking a handful of names.
$169
Per month
Equity Reports
10 Downloads/Month
Sector reports
Detailed financial model
Report Q&A
Custom research
Analyst calls
Early access to new reports
Licensing
1 seat
Most Popular
Company reports
Standard
For a small investment team building conviction together.
$519
Per month
Equity Reports
35 Downloads/Month
Sector reports
Detailed financial model
Report Q&A
2 queries/month
Custom research
2 hrs/month
Analyst calls
Early access to new reports
Licensing
5 seat
Company reports
Premium
For a full desk that should never think about download limits.
$1,029
Per month
Equity Reports
75 Downloads/Month
Sector reports
Detailed financial model
Report Q&A
5 queries/month
Customized Research
8 hrs/month
Analyst calls
Early access to new reports
Licensing
10 seat
Sector + Company
Sector Insights
For allocators who need the thematic view.
$2,189
Per month
Equity Reports
Sector reports
5 Downloads/Month
Detailed financial model
Report Q&A
8 queries/month
Customized Research
12 hrs/month
Analyst calls
Early access to new reports
Licensing
Custom licence
Not ready to subscribe?
Download a free report, buy a single title, or commission research scoped to your mandate.
- Wealth · Investors
Wealth advisory plans
Fee-only, SEBI-registered advisory — from mutual fund starters to profit-share mandates.
Free Plan
Mutual Fund Only
0% fees
- Active advisory on choosing the right funds (debt, large cap, mid-cap, small-cap, sectoral) depending on the economic lifecycle
- Active tracking of MF performance on returns and risk parameters (e.g. Sharpe ratio)
- Invest only in high-rated funds that preserve capital
- Ease of transaction through app
- Invest in regular funds through lump-sum or SIP mode
Ideal for low-risk investors just getting started
Gold Plan
AUA-based fee
1.25% of AUA
- Annual upfront payment with quarterly true-up
- Higher returns by investing across India and US stocks, MFs, ETFs, SGBs, debt, structured products, SIFs
- Detailed goal-based financial planning (e.g. retirement, kid's education, vacations) via app
- Free advisory on PF, loans, insurance, emergency fund
- Monthly review of market and portfolio health
- Low-cost direct products — saves approx. 1% commission annually
- 70% lower cost than PMS
Ideal for investors wanting to maximize risk-adjusted returns
Most Popular
Profit-Share Plan
Performance Based Fee
12% of net gains*
- AI-driven active-alpha strategy across global equities
- Leveraged returns by investing in F&O (Futures & Options), MTF (Margin Trading), Pair Trading
- Personalized dashboard, real-time alerts, high water-mark model
- More skin in the game
* Both realized and unrealized profits trued-up quarterly and offset against one-time onboarding fee of ₹25K
Ideal for high-risk investors who want to invest upwards of ₹1 Cr
Questions
Answers, with the
same rigor as our reports.
- Deep Tech Research
Who uses CrispIdea research?
Our research is trusted by institutional investors, hedge funds, private equity firms, venture capital firms, asset managers, family offices, and corporates.
Which sectors and companies do you cover?
We cover global public companies across AI, Semiconductors, SaaS, Cloud, Cybersecurity, Robotics, Space Tech, Healthcare, Consumer, and other high-growth sectors.
What is your QoM framework?
Quality of Management (QoM) is our proprietary framework that evaluates leadership quality, capital allocation, governance, execution, and long-term value creation.
Can you build a custom coverage universe?
Yes. We can create bespoke research coverage based on your preferred sectors, geographies, themes, or watchlists.
How do institutions access your research?
Institutions can subscribe to our research, access individual reports, or engage us for customized research and financial modeling.
- Wealth Management
Are you SEBI registered?
Yes. CrispIdea Wealth is a SEBI-registered Registered Investment Adviser (RIA), committed to providing transparent, fiduciary advice.
Do you manage my money directly?
No. Your investments remain in accounts held in your name. We provide advice, while you retain complete control of your assets.
How do you charge?
We charge a transparent advisory fee with no commissions or product-based incentives, ensuring our advice remains unbiased.
Who is the wealth service for?
Our wealth management service is designed for professionals, founders, business owners, NRIs, and HNIs seeking long-term, research-backed wealth creation.
How is your advice different?
Unlike traditional advisors, we combine institutional-grade research, proprietary AI models, and personalized financial planning to deliver evidence-based investment advice.
Get started
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