Scripbox
Investment portfolio management software
Financial services software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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₹5,000 per month
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What is Scripbox
Scripbox is a digital investment platform focused on helping retail investors in India plan and manage mutual fund and other market-linked investments. It supports goal-based investing, portfolio tracking, and execution of transactions through an online account. The product is typically used by individual investors and families who want guided portfolio construction and ongoing monitoring rather than institutional-grade research tooling.
Goal-based investing workflows
Scripbox structures investing around user goals (for example, retirement or education) and maps contributions to those goals. This helps non-professional investors translate time horizon and risk tolerance into an actionable plan. The approach is simpler than platforms designed primarily for advisors or institutional users.
Integrated investing and tracking
The platform combines portfolio tracking with the ability to place investments, reducing the need to use separate tools for monitoring and execution. Users can view holdings and performance in one place and make changes from the same account. This is useful for individuals who want a single consumer-facing interface rather than a multi-system setup.
Retail-focused user experience
Scripbox is designed for self-directed retail investors, with guided onboarding and simplified portfolio views. It emphasizes usability over complex analytics and modeling. This can reduce setup time compared with enterprise wealth platforms that assume professional workflows.
Limited enterprise advisor features
Scripbox is not positioned as a full advisor workstation with deep client management, advanced planning modules, or multi-household reporting. Firms that need robust CRM-style servicing, compliance workflows, or advisor collaboration features may require additional systems. This can increase operational complexity for professional practices.
Less advanced analytics tooling
Compared with research-heavy market data terminals and analytics workstations, Scripbox provides more streamlined performance views and guidance. Users looking for extensive security-level analytics, custom factor models, or institutional research content may find the tooling insufficient. It is better suited to consumer portfolio management than professional research.
Geographic and product scope
The platform primarily targets Indian retail investors and commonly used local investment products and rails. Organizations with multi-country requirements, complex custody arrangements, or broad asset-class coverage may not be able to standardize on it. Cross-border reporting and integrations may be limited relative to global wealth platforms.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Regular | ₹0 per month | Regular mutual-fund route; Scripbox earns commission from AMCs; includes personalised portfolios, unbiased fund recommendations, continuous monitoring & exit alerts, goal-based planning, Smart Withdraw™, family accounts (coming soon), customer support 8am–8pm (7 days). Source: Scripbox pricing page. |
| Direct (retail/direct mutual funds) | Starting at 0.8% of portfolio (+GST), payable quarterly; Minimum fee may be applicable; (pricing page also shows a promotional/display of ₹5,000 per month — contact required) | Direct mutual-fund route (fee-based advisory for Direct plans); eligible for larger portfolio sizes (pricing page notes eligible for portfolio size > ₹50L); zero fee on regular funds held with Scripbox; schedule-a-call for onboarding. Fees payable quarterly; +GST. Source: Scripbox pricing page. |
| Advisory (AUA-based fee schedule) | Rs. 0–49,99,999: 1.0% p.a.; Rs. 50,00,000–4,99,99,999: 0.8% p.a.; Rs. 5,00,00,000–24,99,99,999: 0.6% p.a.; Rs. 25,00,00,000+: 0.4% p.a. (+GST). | Fees charged on Assets Under Advice (AUA) mode; applied quarterly on average billed AUA; billing and invoicing schedule and calculation details in Terms of Use (Wealth Management Services Agreement). Source: Scripbox Terms of Use (Annexure/fee schedule). |
Seller details
Scripbox Advisors Private Limited
Bengaluru, India
2012
Private
https://scripbox.com
https://x.com/scripbox
https://www.linkedin.com/company/scripbox/
