Attract
More visibility. Better leads.
- Free webinars that hand you the lead
- Campaigns on WhatsApp, Telegram and email
- Your own SEO website and blog
- Even an abandoned signup becomes a lead
OptumFlex Solutions
The infrastructure a research business runs on.
From the first visitor to the audit trail, one system carries your practice — onboarding, research, model portfolios, reports on request, courses, webinars, payments and every client conversation. Under your brand, on your domain, with client money going straight to you.
One recommendation, end to end
A client onboards themselvesVerified, agreement signed, plan paid — no one in your office touches it.
You publish the callEntry range, stoploss and three targets, in your house style.
It reaches only who paid for itYour app, your portal, your WhatsApp, your Telegram, your mailbox, your API.
Every update followsStoploss moved, targets revised, your own note on the call — same list, same second.
And the access closes itselfThe plan ends, the portal and the channel let them go, the record stays.
You focus on research and sales. The rest of it — onboarding, delivery, updates, renewals, records — runs underneath, under your name.
Your growth
A business that compounds, not a tool that sits there
Attention becomes a lead. A lead becomes a paying client. A client stays, because the service is good and the reminders never miss. Every part of that loop is a screen in here — not a spreadsheet you keep on the side.
- Recommendations
- Model portfolios
- Research reports
- Courses
- Webinars
Five roots, one tree. If one is quiet, the other four still carry you.
Convert
From interest to a verified client.
- PAN checked against the official KRA record
- MITC signed, with an audit certificate
- Your gateway, your invoice, your GST
- Activated without your staff touching it
Serve
Deliver value, every single day.
- Recommendations and model portfolios
- Reports on request, answered from a queue
- Courses and live webinars
- Their own portal, carrying your name
Retain
Longer relationships. Fewer leaks.
- Renewal reminders from seven days out
- Win-back campaigns for expired clients
- Coupons and offers you control yourself
- A client who can see their own record
- Automate operationsOnboarding, delivery, renewals, records
- Simplify complianceSigned, stamped, logged, exportable
- Multiply reachEvery channel your client already uses
- Build long-term valueSubscriptions that renew themselves
55+ desks already run this way 10,000+ investors onboarded to date Every screen of it under your own name
What you sell
Five services, one platform, one bill
Every one of them is built in and switched on from day one. You pay for the platform, and a share only when a client pays you.
Research recommendations
Publish calls with an entry range, stoploss and three targets to exactly the clients whose plan covers that market — and know they arrived.
9% of a sale, falling to 5%
The share steps down as your research sales grow. Minimum ₹75 per 30 days.
How it works
See the pricing
Model portfolios
Run portfolios properly: rebalance by weight, a ledger that restates itself, and every client's own holdings and returns.
9% of a sale, flat
Never steps down, never goes up. Minimum ₹99 per 30 days.
How it works
See the pricing
Research reports on request
Clients buy credits and ask for a report on the stock they choose. You deliver from one queue as a protected PDF.
9% of a sale, falling to 5%
Same step-down as recommendations. Minimum ₹75 per pack.
How it works
See the pricing
Courses
Sell video courses with quizzes, drip release, certificates and your watermark on every screen.
From ₹0 a month, 3%–9% a sale
Start free and move up only when the numbers say so.
How it works
See the pricing
Webinars
Live rooms and broadcasts for leads, paid seats or your own clients — recorded, with certificates.
₹499 a month for your first 3 months, then ₹999
Charged on attendee-hours: time actually watched, not seats booked.
How it works
See the pricing
₹499 a month covers the platform itself — research, model portfolios and reports on request are included from day one. See every price, with a calculator.
How we make it easy
Two jobs that used to need a person
Watch them run. These are the actual sequences in the platform, not illustrations of an idea.
A client onboards themselves
From a stranger on your site to an active, paying client with a signed agreement — while your office does nothing.
- Signs upPhone and email, both OTP verified
- PAN checkedThe official name fills itself in from the KRA record
- Risk profileAnswered once, kept on file
- Reads the MITCThe OTP box appears only after 90% of both documents
- SignsEmail OTP, then the PDF is generated and stamped
- ActivePlan open, invoice issued - nobody in your office touched it
What the signed PDF carries
- Signer name, email and phone
- Signed timestamp, to the second, in IST
- Signer's IP address and city
- SHA-256 hash of the document signed
- Seconds spent reading each document
- Your company name and SEBI registration
When a client disputes what they agreed to, you open one document instead of an argument.
One publish reaches everyone
Your five hundredth client gets it in the same second as your first — and you can see that it arrived.
You publish once
- Your appTheir own portal sent
- WhatsAppYour Business number sent
- TelegramYour channel sent
- EmailYour own mailbox sent
~3 seconds to reach 10,000–20,000 clients at current scale, on queues that never compete with anything else.
Research recommendations
The ticket fills itself in. You decide.
Set your house style once — entry padding, stoploss, three targets, holding period — and every ticket arrives already filled in. Equity, stock F&O, index and commodities, each with its own rules.
- Entry range, two stoplosses and three targets with quantity splits
- Baskets with the documents generated and sent on submit
- Entry range, two stoplosses and three targets, with quantity splits
- Moved a stoploss? The update goes out on the same list, with your note
Model portfolios
Change the weights. The rest re-computes.
Publish a new version and the buys, sells and carried positions are worked out, the profit-and-loss ledger restates itself, and every client sees their own holdings against it.
- Weighted-average cost, so a carried position keeps its cost
- Time-weighted return from the chain-linked NAV, base 100 at inception
- CAGR only after a full year — never annualised from a part year
- An AI-drafted rationale you edit, and a PDF your client keeps
Research reports on request
A week's work, in an afternoon
Your client spends a credit and asks for a stock. You build the report in a drag-and-drop editor, let the AI draft the reasoning, edit it, sign it — and it goes out as a protected PDF in your format.
- Requests arrive in one queue with their own status
- Report Builder with your logo, SEBI number and disclaimer
- AI writes the first draft; nothing publishes itself
- Your digital signature applied automatically, if you use one
Courses and webinars
Two more ways to earn from what you already know
The same clients, the same platform, nothing new to learn — a course they can buy at midnight, and a room you can fill on a Sunday.
Lessons that release themselves
Certificate issuedVerifiable online, your name on it
Quizzes, PDFs and live classes too. Your watermark on every screen.
A room that fills, and pays
Free for leads, a paid seat for anyone, or part of a plan — recorded, with certificates.
Campaigns
Reach, follow up, and know what it earned
Pick who, pick the channel, and the platform does the sending, the retrying and the recording — with the compliance line and your registration number already on the creative.
- Audiences built from clients, leads, webinar attendees and course buyers
- WhatsApp, Telegram and email, each charged only when accepted for delivery
- Opens, clicks and opt-outs kept per person, per campaign
- Designer emails and AI creative, drafted in your brand
WhatsApp, on your own number
Where your clients already are
Your WhatsApp Business number, connected properly — not a shared sender. Calls, updates, reminders and replies in one inbox, with every message kept against the client's record.
- Two-way inbox with unread counts and attachments
- Approved templates for the messages that must always arrive
- Telegram alongside it, adding and removing paid members by itself
- Marketing goes out on a separate pipe, so an agreement never waits behind a campaign
The rest of the desk
The screens you live in, not only the ones you demo
A research business is more than publishing. It is knowing exactly who your clients are, running an offer when you want one, building a structure properly, deciding who on your team may see what, and keeping your own list where you can find it.
Your whole book, on one page
Who they are, what they bought, when it expires, what they have paid and where their KYC stands — with a way into every document behind it. Your team sees only the part of it you assign.
Meera R. Active
Anand K. Renews in 6 days
Farhan S. Onboarding
Plans, payments, KYC stage and every document, on the row.
Run an offer without asking anyone
Your own codes, flat or percentage, for one package or only when a combination is bought together. Cap the number of uses, cap the rupee value, set a minimum cart. Show it on your checkout with a countdown, or keep it private. One switch turns it off.
DIWALI25
Live on checkout
25% off
Capped at 100 uses · 41 used · maximum ₹2,000 off
Four legs, one decision
Build a multi-leg structure leg by leg — spreads, straddles, strangles, calendars — see the margin the whole thing needs before you commit to it, and send it out as one basket.
Buy NIFTY 24500 CE 1 lot
Sell NIFTY 24700 CE 1 lot
Sell NIFTY 24300 PE 1 lot
Buy NIFTY 24100 PE 1 lot
Margin for the whole structure ₹48,200
Your team, screen by screen
Every operator gets their own login and only the screens you assign — and, on research, only the strategies you allow. Everything they do is logged. Switch someone off in one click, without changing a single password.
Research queue
Campaigns
Billing and refunds
Your own working list
Side, notes, stars, colours and pinning, exportable to a spreadsheet whenever you want one — sitting beside your research instead of in a file nobody else can find.
Banking pack Long
Metals idea Pinned
Q3 results Note added
Open by design
If it speaks HTTP, it speaks to us
Keep whatever you have already built. Push into the platform from your own systems, and let the platform push straight back out to wherever you need it next. Nothing here is a closed box.
- Send in. Your own engine or research system posts to us, with an API key, a secret and a code that rotates every day.
- Take out. Customers, subscriptions, payments, leads, delivery records, course and webinar activity — pulled on a schedule or on demand.
- Send onward. Events go to your endpoint the moment they happen, so nothing has to be polled and nothing waits for a nightly job.
- Prove it. Every request is logged, both directions, with what was sent and when.
If you can describe it, it can usually be wired. Most of what an RA asks us for is a matter of where the data should go next — and that is a conversation, not a rebuild.
The whole business
Nine steps, from a stranger to an audited record
Most software covers one or two of these and leaves you to join the rest by hand. This is the part that takes years to build, and it is why the pieces fit.
01
Establish
A branded home for your practice
Your domain, your logo, your SEBI registration and your disclaimer on every screen and document a client sees.
- 17 portal themes, light and dark
- Your own client app and portal
- Nothing carries our name
02
Onboard
Strangers become verified clients
OTP on phone and email, the PAN name pre-filled from the official KRA record, and the steps in the order you choose.
- PAN name from the KRA record
- Your own KRA credentials
- Reminders for unfinished sign-ups
03
Agree
An agreement that settles arguments
The MITC and Investor Charter are read in the browser, the OTP box appears only after 90% of both is read, and the signed PDF carries its own audit certificate.
- Signed with an email OTP
- Aadhaar e-sign through Digio
- IP, city, timestamps, SHA-256, reading seconds
04
Monetise
Plans, payments and invoices that reconcile
Build packages, take money through your own gateway, and let the system issue the invoice, apply GST your way and open access.
- Razorpay, PhonePe, Cashfree, UPI
- SEBI fee cap computed on your GST rate
- Pending payments re-checked for 7 days
05
Engage
One conversation across every channel
WhatsApp, Telegram and email from your own number and mailbox, with every message kept against the client.
- ~3 seconds to reach 10,000-20,000 clients
- Paid Telegram joins and removals
- Renewal reminders that never nag
06
Research
The work your clients pay for
Recommendations with an entry range, stoploss and three targets; model portfolios rebalanced by weight; reports built and signed in your format.
- Equity, F&O, index and commodities
- Report Builder with your logo and SEBI number
- AI writes the first draft, you sign it
07
Teach
Two revenue lines most desks do not have yet
Courses with quizzes, drip release and verifiable certificates, and live webinars metered on time actually watched.
- Courses from Rs0 a month
- Webinars billed by attendee-hour
- Your watermark on every screen
08
Govern
Answers ready before the question
Who did what, when, and what the client saw - kept as append-only records, with each staff member seeing only their own screens.
- Screen-level access per employee
- Message, action and login audit trails
- Investor Charter and complaint records
09
Scale
More clients, same calm
Operations stay responsive as the client list grows, and the work that used to need a person keeps running.
- <30ms operations feed at 10,000 clients
- Bulk actions with a typed confirmation
- Excel exports with segment and date filters
One layer, whole ecosystem
The integrations are already built
Identity, agreements, money, messaging, analytics and compliance meet in one place. Each one is somebody's year of work; together they are the reason a desk can run on a single system.
Identity and KYC
The PAN name comes from the official record, and activation waits for the evidence document — not for an API to say “ok”.
E-sign and agreements
The MITC and the Investor Charter, signed and certified, with the reading time recorded.
Payments
Your merchant account and your invoice series. GST none, added on top, or included — your choice.
Communication
Your own number, channel and mailbox, with a separate pipe so marketing never blocks an agreement.
Analytics
The research engine behind reports and portfolios — trends, fundamentals and delivery analysis.
Compliance
The SEBI fee cap computed per PAN on your own GST rate, and append-only records underneath.
Every credential stays yours — your KRA enrolment, your payment gateway, your WhatsApp number, your mail server, your signature. We host the system; you keep the relationships.
What changes
The same business, without the seams
Nothing here is a criticism of how desks work today — it is simply what disappears when the parts are joined.
Run on separate tools
- A website here, a payment link there, records in a spreadsheet
- KYC by email attachment, and a name typed wrong three weeks ago
- An agreement signed on paper, or not really signed at all
- Calls pasted into groups, delivery unknown
- Renewals, expiries and pending payments remembered by a person
- Audit answers rebuilt by hand, weeks later
Run on OptumFlex
- One system from the first visit to the audit trail
- The PAN name taken from the KRA record, activation gated on the evidence
- An OTP-signed MITC carrying its own audit certificate
- Published once, delivered everywhere, recorded per client
- Reminders, renewals and payment re-checks that run themselves
- Every action already recorded against the client
Where we are
Figures we can stand behind
Stated plainly, with what each one does and does not mean.
55+
RA businesses running live
Independent research desks, each on their own brand.
10,000+
investors onboarded to date
Cumulative across every RA since launch — not a count of who is active today.
30+
platform modules, one codebase
Onboarding to audit trail, maintained as one system.
~3 sec
to reach 10,000–20,000 clients
One publish, every channel, at current scale.
<30ms
operations feed at 10,000 clients
Measured at p99 on the tables behind the console.
~3 hrs
from signature to a live portal
Once your credentials are in hand.
The name
Optimum flexibility.
Flexible solutions.
Optumum + Flexible — the name is the promise.
Converting imaginations into possibilitiesMost platforms ask a business to work the way the software was written. We build the other way round: the process is yours and the technology bends to it — your packages, your markets, your team's roles, your brand, your rules. We stay in the background as the technology underneath; your clients only ever see you.
That is what the name is for. Optimum flexibility in solutions: the system should fit the practice you are building, including the parts of it that do not exist yet.
See it running under your own brand.
Book a walkthrough and we will show you the whole path — onboarding, a live recommendation, a portfolio rebalance and the records behind them — with your first month costed on the spot.