Tax · Legal · Portfolio Management

Your finances,
finally in one
trusted place.

Expert tax consultation, legal document handling, and portfolio management — with an AI-powered platform built for India's modern investor.

Explore Services View Pricing ↓
2K+
Active clients
₹12Cr+
Portfolio managed
4.9
Client rating
What we do

Three pillars of your
financial life

Every service built for Indian professionals. Click any card to explore.

Simple, fair pricing

Start free.
Upgrade when ready.

Two plans. No hidden fees. Your first two portfolio services are always free.

Free
₹0 / forever
No monthly coins · 2 free PMS services
  • 2 PMS services included
  • Basic portfolio view
  • Market data & news
  • Tax & Legal consultation booking
Pro
₹499 / month
+100 coins every month automatically
  • 100 coins monthly
  • All PMS features unlocked
  • Priority tax & legal consultation
  • AI portfolio advisor
  • Dedicated relationship manager
How Z-Coins work inside Portfolio Management
Z
Zynifi Coin
Need extra coins?
50
₹99
350
₹499
Available once you're inside Portfolio Management. Coins never expire on one-time packs.
01

Start with 2 free services

Your first 2 PMS services are completely free — no coins, no card. Try the portfolio tracker and AI analysis with zero commitment.

02

Subscribe for 100 coins/month

Once you're a Pro subscriber, you receive 100 coins automatically every month. Use them for advanced PMS features, tax filing, and legal drafting.

03

50% expiry keeps it fair

Unused subscription coins expire at 50% at month-end. One-time pack coins never expire — buy them anytime from inside your dashboard.

04

See it in action

The full coin wallet, balance tracker, and service pricing live inside the Portfolio Management dashboard. Visit Portfolio Management →

Why Zynifi

Built different.
By design.

🇮🇳
Built for India

NSE/BSE live data, AMFI MF NAVs, Indian tax laws, CDSL/NSDL integration — every feature designed for the Indian investor, not adapted from a Western platform.

🤖
AI that explains

Not just dashboards — an AI agent that answers "why is my portfolio down?" and "should I hold or exit?" with context from your actual holdings.

🔒
No conflict of interest

We don't sell mutual funds. We don't push products. We don't earn commissions. Zynifi is purely on your side — advice you can actually trust.

💡
One platform, three services

Tax, Legal, and Portfolio — all connected. Your capital gains flow into your tax filing. Your assets inform your will. No more switching between apps.

Fair coin pricing

Pay for what you use. No surprise invoices. No retainer fees. Every service priced in coins — transparent, predictable, and in your control.

🎯
Free to start, forever

Your first two portfolio services are free, always. No credit card. No trial period. Prove the value before you spend a rupee — that's our promise.

Client stories

What our clients say

★★★★★
"Filed my ITR for the first time with capital gains from stocks. The tax team explained everything and I saved ₹40,000 in taxes I didn't know I could avoid."
RK
Rajiv Kumar
Software Engineer, Bengaluru
★★★★★
"The MF overlap detector showed me I had 14 funds that were essentially holding the same 30 stocks. Consolidated to 5 funds — performance actually improved."
PM
Priya Mehta
Chartered Accountant, Mumbai
★★★★★
"Got my business partnership agreement drafted and reviewed in 2 days. Half the cost of a law firm, and the AI explained every clause in plain English."
AS
Arjun Sharma
Founder, Hyderabad

Your wealth deserves
better tools.

Start free. No credit card. Two portfolio services on us, forever.

Get started free →