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
Not just a platform — an ecosystem for Research Analysts
The infrastructure a research business runs on.
From the first visitor to the audit trail, one system carries your practice — onboarding, delivery, payments, renewals and every client conversation. Under your brand, on your domain, with client money going straight to you.
A share only when your clients pay you. Prefer a walkthrough first? Talk to us
Welcome back. On the operations team? Use the Operations Console.
Your Research
Your name, your colours, your domain
Live
One recommendation, end to end, on your own portal
A client onboards themselves
Verified, agreement signed, plan paid — no one in your office touches it.
A new clientSigned up on yourbrand.in
- PAN verified
- KRA record matched
- Agreement signed
- Plan paid, to you
You publish the call
Entry range, stoploss and three targets, in your house style.
NIFTY 24300 CEWeekly · buy09:16
- Entry range
- 182.40 – 186.10
- Stoploss
- 168.00
- Targets
- 198 · 212.50 · 229
Written once, by you. Formatted for every place it goes.
It reaches only who paid for it
Your portal, your WhatsApp, your Telegram, your mailbox — with a record of each.
- Your portalDelivered
- WhatsAppDelivered
- TelegramDelivered
- EmailDelivered
- Everyone elseNot sent
Every update follows
Stoploss moved, targets revised, your own note on the call — same list, same second.
NIFTY 24300 CEWeekly · buy11:02
- Stoploss
168.00172.00 - Target 1198 reached
- Trail it and keep 25% for target 3.
And the access closes itself
The plan ends, the portal and the channel let them go, the record stays.
- Plan ended30 Sep
- Portal access closedOn its own
- Channel access removedOn its own
- The record staysEvery call, every delivery
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.
₹999 a month
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.
The backbone · the Strategy Matrix
One call. Exactly the clients who paid for it.
Link your strategies to your products both ways, market by market, with a tick. Every call then passes five checks per client — and reaches only the people whose plan carries that strategy and that market, in that strategy's own words.
New call
Weekly index options
Index options
Written once
- Strategy covers the market
- Linked to the client's plan
- The plan sells that market
- Assigned to the client, paid up
- A channel switched on
- MRMeera R.Options DeskReceives it
- AKAnand K.Equity ProPlan doesn't carry this strategy
- FSFarhan S.All-in-oneReceives it
- KDKavya D.Options DeskReceives it
- RMRohit M.Equity ProPlan doesn't carry this strategy
- SPSana P.Options DeskUnticked for this client
3 of 6 receive it — the rest are skipped, each for a reason you set.
Many-to-many, both waysOne product carries several strategies; one strategy feeds several products.
Restrict one client, not the productUntick a strategy for one person; nobody else changes.
Each strategy writes its own reportTechnical, fundamental and summary, pre-filled from the call's strategy.
Desks that never see each otherEach team member works only the strategies you assign.
NewCRM · included with your platform
Every enquiry, from every source, under one roof
Your website, your landing pages, an ad, a call your team takes, a Zapier flow — every enquiry lands in one inbox, tagged with where it came from, and your team works it from there. Included with every OptumFlex account, at no extra charge.
- Know which page brings clientsA source code per page, campaign or integration. The count is right there.
- Nothing slipsEvery attempt recorded, duplicates merged, bots filtered — before anyone has to notice.
- Worked in secondsCall, WhatsApp or email from the card. Notes, follow-up reminders, a simple pipeline.
- Your team, their shareAssign enquiries; each person sees only what is theirs.
- Yes → onboardingConvert to lead drops the person into verification, agreement and payment. Nothing typed twice.
- Your data, your systemsPulled through the API, or pushed to your own CRM the instant it arrives.
Two minutes to set up: create a source, paste one snippet into your page. Already on in your console.
Live flow illustration · sample names
NewAlpha Spread · basket protection
Protect every Alpha Spread, at the numbers you choose
Give any Alpha Spread a max loss, a max profit and a profit lock that rises with the gains. OptumFlex adds up every leg at the lots you recommended, checks the total every few seconds while the market is open, and when a limit holds it closes the whole basket — for every subscriber following it, at the same moment, with one “Strategy fully closed” update.
One number for the whole structureEvery leg added up at your recommended lots. A hedge is judged as the position it is, not leg by leg.
A profit lock that only moves upStart locking at a profit you choose, keep part of it, and raise the lock as the profit grows.
Two checks before anything closesA limit has to hold on two checks a few seconds apart, so one stray tick does not close a basket.
One close, every subscriberThe whole basket closes for everyone following it, sold legs first, with a note on every leg saying why.
Simulation
1 Pick a market day
The basket climbs to about ₹4,600 by midday, then gives it all back. Watch the teal profit lock rise with it and keep part of the gain when the fade comes.
2 Set the basket's limits drag, or set one to Off
Closes the whole basket if it is down ₹3,000 or up ₹6,000. Once it is up ₹2,000, at least ₹1,000 of profit is kept; for every further ₹1,000, the kept profit rises by ₹500.
3 Who follows it
AKPSRM
NVSJDG
TK+ all
Every subscriber following this basket holds the same four legs. When it closes, it closes for all of them at the same moment.
Basket P&L at your recommended lots 15:30₹0
Watching all 4 legs
- Watchingevery leg added up, every few seconds
- Limit touchedseen once, checked again
- Still therethe whole basket is closed
- Closed for everyonesold legs first, one update to all
The simulated session draws here. In short: every leg of the basket is added up at your recommended lots; when the total reaches a limit and is still there on the next check, the whole basket closes for every subscriber.
Strategy fully closedsent to every subscriber
Basket P&LMax loss
Max profitProfit lock
one dot = 5 minutes, so the whole session fits
Buy NIFTY 24500 CE1 lot
Sell NIFTY 24700 CE1 lot
Sell NIFTY 24300 PE1 lot
Buy NIFTY 24100 PE1 lot
With protection—
No protection, held to 15:30—
What happened, step by step
A simulation on made-up prices: not a prediction, not advice and not the record of any real basket. A limit has to hold on two checks a few seconds apart; then the whole basket is closed at the prevailing price, sold legs first. The close can land beyond the limit when prices move fast or gap, and a basket closed by a limit can miss a later recovery. The protection decides only while the market is open and every leg can be valued.
NewMy Research · trade protection
A stoploss that follows every call up
On the order ticket, give a call a trailing stoploss — in rupee steps, at a distance from the high, or as a share of every rise — and a target ladder that moves it to cost at Target 1. Once the call is active, OptumFlex checks it every few seconds and moves the stoploss for you, only in the call’s favour, for every subscriber’s copy at once. The actual stoploss stays on record beside the trailed one.
Three ways to trailRupee steps, a distance from the high in rupees or %, or a share of every rise. The amounts fill in from the call’s risk.
A target ladderStoploss to cost when Target 1 is reached, to Target 1 when Target 2 is reached. On its own or with a trail.
Only in the call’s favourUp for a buy, on whole ticks, a tick away from the price. A stoploss you edit is where the trail carries on from.
The actual stoploss on recordMy Research, the reports and the edit window keep the stoploss you set, with the trailed one beside it.
Simulation
1 Pick a market day
The premium climbs to about ₹152 by midday, then slides below the entry. Watch the stoploss climb behind it in steps and close the call in profit when the slide comes.
2 Pick the protection as on the order ticket
Starts
For every ₹5 the premium rises above where the trail starts, the stoploss rises ₹4. It starts at the entry.
3 The call
Buy NIFTY 24500 CE1 lot · made-up
Entry ₹125Stoploss ₹108
T1 ₹136T2 ₹146T3 ₹156
On your My Research
SL ₹108
Every subscriber's copy of the call follows the same stoploss, and clients see the current one in their portal. No message goes out on each move; the usual update goes out when the stoploss is reached.
Premium 15:30₹125.00
Stoploss₹108
Watching the call
- Call activeentry ₹125 at 09:15
- Trail startsat the entry
- Stoploss movednot yet
- Closedwhen the price reaches the stoploss
The simulated session draws here. In short: once the call is active, the stoploss moves up behind the premium by the rule you picked, only in the call's favour, and the call closes when the premium comes back to it, instead of at the stoploss you first set.
Trailing stoploss reachedthe usual update goes to every subscriber
PremiumTrailed stoploss
Actual stoplossTargets
one dot = 5 minutes, so the whole session fits
With this protection—
Stoploss left at ₹108—
Every stoploss move, step by step
A simulation on made-up prices: not a prediction, not advice and not the record of any real call. While a call is active its protection is checked every few seconds: the stoploss moves only in the call's favour, on whole ticks, and stays a tick away from the price. A call closes when the price reaches its stoploss; in a fast market or a gap the price can move past a stoploss between checks, and a trailing stoploss can close a call before a later rally. The simulation follows one unit of the call.
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 verified by OTP — WhatsApp first, SMS on Resend
- 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.
NewOne-time codes · WhatsApp first, SMS as backup
Built so no client is left behind at the code screen
A code that never arrives is a client who never signs up. Every one-time code goes on WhatsApp first. If it does not show up, your client taps Resend and a fresh code comes on WhatsApp and by SMS together — the same code on both — so a missed WhatsApp message does not have to cost you the client.
- WhatsApp firstThe code goes on WhatsApp, exactly as it does today.
- SMS on ResendA fresh code on WhatsApp and by SMS to any Indian mobile, the same on both. Whichever arrives first works.
- On usThe backup SMS is not charged to your wallet.
- Guarded against misuseA picture check after three requests for one number and a one-hour pause after six, so a number cannot be flooded and costs stay in check.
- Client sign-up and sign-in
- Webinar registration
- Course registration
The backup SMS arrives from our DLT-registered sender ID, OPTUM — Indian SMS rules require every sender to be a registered business. Your portal, your documents and your WhatsApp stay in your name.
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.
My Customers Try a tile
CustomerPackageDays leftPaymentKYC
Meera R.Equity Research · Quarterly214 daysPaidFinal approved
Anand K.F&O Pack · Monthly6 daysPaidFinal approved
Farhan S.Equity Research · Yearly—PendingIn progress
Kavya D.Model Portfolio · QuarterlyLapsedNoneFinal approved
Rohit M.Research Reports · 10 credits41 daysPaidFinal approved
Sana P.F&O Pack · Monthly—FailedIn progress
6 of 6 shown · newest joined first · the campaign you send from here uses this exact list.
My Coupons Change a rule — the cart answers
What your customer sees
Equity ResearchQuarterly
₹6,000
F&O PackQuarterly
₹4,000
DIWALI25
25% off · capped at ₹2,000
01:59:58left
41 of 100 uses · the code stops itself at the cap
Add the F&O Pack to unlock DIWALI25.
Subtotal, before GST ₹6,000
DIWALI25 − ₹1,500
They pay ₹4,500
Every rule on the left is a setting on the coupon, not a special case someone wrote for you.
Alpha Spread Illustration
Four legs
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
Goes out as one basket — with its own document, not four separate calls.
Operations Console Flip a screen on or off
Rhea S.Operator · own login
Positional equity
Intraday equity
Options structures
Activity log
Rhea opened My Research
Rhea placed a recommendation · Positional equity
Rhea exported the customer list
An operator with no strategies assigned sees none of them — an empty list means none, never all.
Watchlists Pick a colour, pin a row
Banking pack
HDFCBANK LONG
Above the December base
ICICIBANK LONG
Results on the 24th
AXISBANK SHORT
Note added yesterday
banking-pack.csv
Seven colours, as many lists as you think in, and the whole thing exports whenever you want it.
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
- Your name on the portal and documents
02
Onboard
Strangers become verified clients
Phone and email verified by OTP — WhatsApp first, with an SMS backup on Resend — the PAN name pre-filled from the official KRA record, and the steps in the order you choose.
- SMS backup when WhatsApp misses
- 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.
64+
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.
Send a test enquiry
Exactly what a visitor on your website would do — then see it land in the console.
Filed as INQ-… in 0.0 s.
This is what you would see in your console
1Today
1Open
1Unassigned
0Follow-ups due
—Converted · 30d
INQ-…Website form
website-contactus
New
Name
Contact
Source
website-contactus · via Website form ·
Call
WhatsApp
Email
Assign to …
Follow-up
Convert to lead
Received via Website form · source “website-contactus”
And at the same momentIt was pushed to any CRM or tool you connected, and it is waiting in the API for your systems to pull.
Your teamAssign it to someone; they see only what is theirs. Every call, note and status change stays on its timeline.
When they say yesConvert to lead puts them straight into onboarding — verification, agreement, payment — with nothing typed twice.
Included with every OptumFlex account, at no extra charge. Two minutes to set up: create a source, paste the snippet.
Get this for your business Read how it works