Reporting beta

Reporting beta pricing and scope

FolioMitra is accepting a small, founder-led reporting beta. The current product is for guided CAMS and KFintech mailback setup, import health, factual portfolio reporting, brokerage reconciliation, and branded exports.

Beta scope

AI decision support, BSE transactions, client transaction requests, client portals, and white-label mobile distribution are not part of this beta and are not available to beta participants.

Indicative pricing

Core pricing is being validated with the first cohort: ₹1,499 monthly or ₹14,999 yearly, before applicable taxes. These are beta planning figures, not an offer to accept payment.

Dodo Payments is configured in test mode. No real payment or paid activation is available through the current checkout flow.

Contact FolioMitra to discuss beta access, scope, and pricing.