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How to Upgrade to Pro Plan

Overview​

Upgrade to Pro plan for AI Mentor Mode, unlimited accounts, and premium features.

Steps​

1. Navigate to Subscription​

Go to Settings > Subscription

2. Click Upgrade to Pro​

Find and click "Upgrade to Pro" button

3. Choose Billing​

Select:

  • Monthly: ₹1,999/month
  • Annual: ₹19,999/year (Save ₹4,389 - 2 months free)

4. Review Pro Features​

Confirm you're getting: ✅ All Basic features
✅ AI Mentor Mode
✅ Unlimited accounts
✅ 10 GB storage
✅ Mentee access
✅ API access
✅ Priority support
✅ Custom reports
✅ Scheduled exports

5. Enter Payment Details​

  • Card number
  • Expiry & CVV
  • Or use UPI/Net Banking

6. Apply Coupon (If any)​

Enter promotional code for discount

7. Complete Payment​

Click "Subscribe to Pro"

8. Access Pro Features​

  • Immediate activation
  • Email confirmation
  • Invoice sent
  • Start using Mentor Mode!

Success!​

Welcome to Pro! All premium features unlocked.

Pro Plan Benefits​

Exclusive Features​

🤖 AI Mentor Mode:

  • Personal AI trading coach
  • Conversational guidance
  • Real-time advice
  • Learning curriculum

👥 Mentee Access:

  • Share account (view-only)
  • Teaching/coaching tool
  • Up to 5 mentees

🔌 API Access:

  • Programmatic access
  • Custom integrations
  • Webhook support
  • Developer tools

Enhanced Capabilities​

📊 Unlimited Accounts: Connect any broker
💾 10 GB Storage: Massive data capacity
📈 Advanced Analytics: Deeper insights
📅 Scheduled Reports: Automated emails
🎨 Custom Branding: White-label exports
📞 Priority Support: 4-hour response

What Changes Immediately​

After Upgrade​

✅ Mentor Mode tab appears
✅ Account limit removed
✅ Storage increased 10x
✅ Advanced features unlocked
✅ Priority support badge
✅ All restrictions lifted

Pro Pricing​

Monthly​

₹1,999/month:

  • Billed monthly
  • Full flexibility
  • Cancel anytime

Annual​

₹19,999/year:

  • ₹1,666/month effective
  • Save ₹4,389 annually
  • 2 months free
  • Best value

Mentor Mode Access​

Start Immediately​

After upgrade:

  1. Click "Mentor Mode" in sidebar
  2. Start coaching session
  3. Ask AI mentor anything
  4. Get personalized guidance

Unlimited Accounts​

Connect Everything​

No more limits:

  • All your brokers
  • Family accounts
  • Test accounts
  • Multiple strategies

API Access​

For Developers​

  • REST API endpoints
  • Webhooks
  • Real-time data
  • Custom integrations
  • Documentation provided

Mentee Access Setup​

Share Your Account​

After upgrade:

  1. Go to Settings > Mentee Access
  2. Generate invite links
  3. Share with mentees
  4. They get view-only access

Priority Support​

Enhanced Support​

📞 Phone Support: Direct calls
💬 Live Chat: Real-time help
📧 Priority Email: 4h response
👨‍💻 Dedicated Manager: Enterprise

ROI on Pro Plan​

Worth It If​

✅ Trading regularly (daily/weekly)
✅ Managing large portfolio
✅ Want AI coaching
✅ Teaching/mentoring others
✅ Need advanced analytics
✅ Using multiple brokers

Break-even: If helps improve by 0.5%/month

Upgrade from Basic​

Existing Basic Users​

Easy upgrade:

  • Pay difference
  • Prorated billing
  • Immediate access
  • No data migration

Money-Back Guarantee​

7-Day Full Refund​

Try Pro risk-free:

  • Full refund if not satisfied
  • Within 7 days
  • No questions asked
  • Downgrade to previous plan

Enterprise Plans​

Need More?​

Contact for:

  • Team licenses
  • Custom features
  • White-label solution
  • Dedicated support
  • Training & onboarding

Quick Tips​

  • Annual saves significant money
  • Try Mentor Mode immediately
  • Explore all Pro features
  • Set up mentee access
  • Use API if you're technical
  • Leverage priority support

Next Steps​

Troubleshooting​

Payment declined? Check card limit and details
Pro not activated? Logout and login
Missing Pro features? Refresh page
Want refund? Request within 7 days
Need help? Contact support@tradelyser.com

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