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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.
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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.
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- Watchingevery leg added up, every few seconds
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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.
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.
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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.
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- 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.
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.
One call, four depths of research report
Write the report yourself at no cost, or let AI build it from your call in three depths: Basic, Premium or Ultra Premium. The tables and charts are computed from the stock’s daily prices and the company’s filings, the AI explains them under your letterhead, and you edit everything before it goes out. Pick a depth and watch the sample report build.
Manual · Your words, your charts, your format
The Report Builder opens with your call, your own technical, fundamental and summary notes and your disclaimer already in place. Drag in ready blocks, paste your own charts, then download the PDF or sign it with your digital certificate.
- Your call, notes and disclaimer filled in
- Blocks: Price Card, Levels Row, Section, Callout, SWOT Grid, Page Break, Disclaimer
- Paste a chart straight from your clipboard
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- Download, or sign and download
Basic · Every section, in brief
AI writes all 14 sections in under 520 words, quoting the most useful figures. The report also prints a trade map, a six-month price chart and 8 tables computed from the stock's daily prices and the company's filings.
- Cover with your call: five level cards and five quick readings
- Executive summary in 4 lines
- Trade map and levels table with the risk multiple of each target
- Price chart: six months, 20/50/200-day averages and volume
- Technical snapshot: 3 averages, RSI, MACD, ADX and ATR
- Classic pivots and swing supports
- Returns over 1, 3, 6 and 12 months
- Fundamental snapshot: 8 key ratios
- Catalysts, risks and what to monitor: 3 points each
- SWOT: 2 points each
- Investment thesis in 3 sentences
- Data sources and method, standard warnings, your disclaimer and the AI disclosure
Ultra Premium · The note a fund manager could act on
About 3,500 words: daily, weekly and monthly trends, Fibonacci and Camarilla levels, returns decomposed and valuation against its own history, then Bull, Base and Bear cases tied to your targets and stop loss. 21 tables and 6 charts.
- Cover with your call: five level cards and five quick readings
- Executive summary in 7–8 lines New in Ultra Premium
- Trade map and levels table with the risk multiple of each target
- Price chart: a year, with Bollinger bands, Supertrend, volume, RSI and MACD New in Ultra Premium
- 10 moving averages, 9 momentum and trend readings, volatility, volume, indicator count
- Classic, Fibonacci and Camarilla pivots, swing levels, Fibonacci retracement New in Ultra Premium
- Returns over seven periods, beside the Nifty 50
- Risk profile, with the three-year fall and the share of up days New in Ultra Premium
- Daily, weekly and monthly trend, with a weekly chart New in Ultra Premium
- Relative performance chart and five years of monthly returns New in Ultra Premium
- All of Premium's fundamentals, plus return on equity decomposed (DuPont) and P/E at each year end New in Ultra Premium
- Catalysts and risks: 5–6 each; 6–8 things to monitor, each with its threshold New in Ultra Premium
- SWOT: 4 points each New in Ultra Premium
- Investment thesis, 320–380 words New in Ultra Premium
- Bull, Base and Bear cases, tied to your targets and stop loss New in Ultra Premium
- Data sources and method, standard warnings, your disclaimer and the AI disclosure
Your email · phone
A shortened sample about a made-up company: each section shows how it opens. A real Basic report runs to under 520 words.A real Premium report runs to 1,900–2,400 words.A real Ultra Premium report runs to 3,200–3,900 words.
Executive Summary
- The RA's call: buy EXAMPLE at ₹1,165 – ₹1,180, stop loss ₹1,120, targets ₹1,240, ₹1,290 and ₹1,350. A bullish view.
- Price is above all 10 of its moving averages, +7.07% from the 200-day SMA; RSI 60.6, positive momentum.
- Revenue has grown 14.7% a year over three years and net profit 21.4%; Q1 FY27 revenue is up 14.6% on the year.
- Target 1 sits above the 52-week high of ₹1,192.16; the stop loss is 4.48% below the entry midpoint (₹52.50 a share).
- 17 of 19 technical readings are positive (mostly positive).
- Trend strength: ADX 17.7, no clear trend (ADX below 20). Stochastic 82.9 / 85.3 and CCI 171.8 show momentum near the top of its range.
- The weekly trend is up and the monthly up; over a year the stock is +15.42%, +17.67% against the Nifty 50.
- A P/E of 22.5× against 21.6× at the FY26 year end: the valuation asks for the growth to continue.
About the Company
Example Industries Ltd makes engineered metal components for the automotive, power-equipment and rail industries from four plants in India. (A company invented for this sample: every figure in it is made up.)
Automotive customers bring about 60% of revenue and exports about a fifth. Net profit has risen from ₹1,180 Cr in FY23 to ₹2,110 Cr in FY26, while debt has come down each year.
What drives earnings: volumes at the two largest automotive customers, the power-equipment order book, and steel prices, which are passed on with a lag of about a quarter.
Trade Setup
| Level | Price (₹) | From entry midpoint | Risk multiple |
|---|---|---|---|
| Target 3 | 1,350.00 | +15.14% | 3.38R |
| Target 2 | 1,290.00 | +10.02% | 2.24R |
| Target 1 | 1,240.00 | +5.76% | 1.29R |
| Entry (high) | 1,180.00 | +0.64% | — |
| Entry (low) | 1,165.00 | −0.64% | — |
| Stop loss | 1,120.00 | −4.48% | −1.00R |
Buy at ₹1,165 – ₹1,180 (midpoint ₹1,172.50), stop loss ₹1,120: a risk of ₹52.50 a share (4.48%). Targets ₹1,240 (1.3R), ₹1,290 and ₹1,350 (3.4R).
What invalidates the view: a close below ₹1,120, which is under the swing support at ₹1,163.77 and the 50-day average at ₹1,148.63. Target 1 needs the price through its 52-week high of ₹1,192.16.
Level by level: Target 1 is +5.76% from the entry midpoint and pays 1.3R; Target 3 pays 3.4R. The classic pivot at ₹1,176.90 and R1 at ₹1,187.66 are the first levels the price meets on the way.
Technical Analysis
All figures in this section describe EXAMPLE, computed from its daily prices.
Moving averages
| Average | Value | Price vs average | Reading |
|---|---|---|---|
| SMA 10 | 1,158.93 | +1.16% | Price above |
| EMA 10 | 1,162.98 | +0.81% | Price above |
| SMA 20 | 1,152.56 | +1.72% | Price above |
| EMA 20 | 1,155.78 | +1.44% | Price above |
| SMA 50 | 1,148.63 | +2.07% | Price above |
| EMA 50 | 1,145.06 | +2.39% | Price above |
| SMA 100 | 1,127.37 | +3.99% | Price above |
| EMA 100 | 1,128.72 | +3.87% | Price above |
| SMA 200 | 1,094.97 | +7.07% | Price above |
| EMA 200 | 1,097.23 | +6.85% | Price above |
Momentum and trend strength
| Indicator | Value | Reading | |
|---|---|---|---|
| RSI (14) | 60.6 | Positive momentum (above 50) | Positive |
| MACD (12, 26, 9) | 7.82 / 4.72 | MACD above signal, histogram easing (MACD above zero) | Positive |
| ADX (14) | 17.7 (+DI 24.3 / −DI 10.7) | No clear trend (ADX below 20) | Neutral |
| Stochastic (14, 3, 3) | 82.9 / 85.3 | Overbought zone (80 or above) | Neutral |
| CCI (20) | 171.8 | Strong (above +100) | Positive |
| Williams %R (14) | −33.2 | Upper half of range | Positive |
| Rate of change (12) | +2.21% | Price higher than 12 sessions ago | Positive |
| Money flow index (14) | 74.1 | Buying pressure (above 50) | Positive |
| Supertrend (10, 3) | 1,126.54 | Price above the Supertrend line | Positive |
Volatility
| Metric | Value |
|---|---|
| ATR (14) | 16.86 (1.44% of price) |
| 52-week high / low | 1,192.16 / 978.94 |
| Bollinger upper (20, 2) | 1,178.17 |
| Bollinger middle | 1,152.56 |
| Bollinger lower | 1,126.94 |
| %B (position in the bands) | 89 |
| Historical volatility, 20-day | 11.2% |
| 20-day HV percentile (1 year) | 28 |
Volume
| Metric | Value |
|---|---|
| Volume (last session) | 7,72,662 |
| 20-day average volume | 8,49,458 |
| Volume vs 20-day average | −9.0% |
| On-balance volume (20 sessions) | rising |
Key levels
| Level | Classic | Fibonacci | Camarilla |
|---|---|---|---|
| R4 | — | — | 1,186.71 |
| R3 | 1,213.69 | 1,202.93 | 1,179.56 |
| R2 | 1,202.93 | 1,192.98 | 1,177.17 |
| R1 | 1,187.66 | 1,186.84 | 1,174.79 |
| Pivot | 1,176.90 | 1,176.90 | — |
| S1 | 1,161.64 | 1,166.96 | 1,170.01 |
| S2 | 1,150.87 | 1,160.81 | 1,167.63 |
| S3 | 1,135.61 | 1,150.87 | 1,165.24 |
| S4 | — | — | 1,158.09 |
| Swing level | Price | Touches | From price |
|---|---|---|---|
| Resistance | 1,179.68 | 1 | +0.62% |
| Support | 1,163.77 | 4 | −0.74% |
| Support | 1,123.18 | 11 | −4.20% |
| Support | 1,083.80 | 5 | −7.56% |
Fibonacci retracement of the one-year swing
| 23.6% | 38.2% | 50.0% | 61.8% | 78.6% |
|---|---|---|---|---|
| 1,141.84 | 1,110.71 | 1,085.55 | 1,060.39 | 1,024.57 |
Performance
| Period | Return | Nifty 50 | Relative |
|---|---|---|---|
| 1 week | +2.59% | +1.02% | +1.57% |
| 1 month | +2.48% | −0.56% | +3.04% |
| 3 months | +6.01% | −2.75% | +8.75% |
| 6 months | +6.00% | −5.35% | +11.35% |
| Year to date | +14.27% | −3.29% | +17.56% |
| 1 year | +15.42% | −2.25% | +17.67% |
| 3 years | +53.79% | +21.22% | +32.56% |
Indicator count
17 positive, 2 neutral and 0 negative of 19 readings. A rule-based count, shown for transparency; it is not a recommendation.
Price is above the 20, 50 and 200-day averages. RSI 60.6: positive momentum. MACD: MACD above signal, histogram easing. ATR 16.86 (1.44% of price).
Trend: the averages are stacked in order, 10 over 20 over 50 over 200, and the price is above all 10 of its moving averages. ADX 17.7 (no clear trend), so the rise is orderly rather than forceful.
Momentum and volatility: stochastic 82.9 / 85.3, CCI 171.8 and %B 89 in the Bollinger bands: momentum is stretched towards the top of the range. ATR is 1.44% of the price.
Across timeframes: the weekly trend is up and the monthly up. The nearest Fibonacci retracement, 38.2%, is at ₹1,110.71. Beta 1.27 to the Nifty 50; the largest fall was −5.65% over a year and −11.59% over three.
Multi-timeframe View
| Timeframe | Trend | Price vs 20-period SMA | RSI (14) | MACD histogram | ADX (14) |
|---|---|---|---|---|---|
| Daily | Up | +1.72% | 60.6 | 3.10 | 17.7 |
| Weekly | Up | +3.67% | 64.0 | −0.47 | 34.6 |
| Monthly | Up | +13.49% | 79.9 | 5.95 | 63.4 |
Risk and Relative Performance
| Metric | Value |
|---|---|
| Beta to Nifty 50 (1 year) | 1.27 |
| Correlation with Nifty 50 (1 year) | 0.55 |
| Annualised volatility (1 year) | 11.9% |
| Largest fall, past year | −5.65% |
| Largest fall, past 3 years | −11.59% |
| Below the 52-week high | −1.66% |
| Up days, past year | 52% |
Monthly returns (%) of EXAMPLE, last five years
Fundamental Analysis
Fundamental snapshot
| Metric | Value |
|---|---|
| Market capitalisation | ₹48,655 Cr |
| P/E (trailing 12 months) | 22.5× |
| Price to book | 4.10× |
| Dividend yield | 0.85% |
| Net margin | 11.2% |
| Return on equity | 17.8% |
| Revenue growth, latest quarter YoY | 14.6% |
| Debt to equity | 0.42× |
Valuation
| Metric | Value |
|---|---|
| Market capitalisation | ₹48,655 Cr |
| P/E (trailing 12 months) | 22.5× |
| Price to book | 4.10× |
| EV / EBITDA | 15.4× |
| Dividend yield | 0.85% |
Profitability and health
| Metric | Value |
|---|---|
| Net margin | 11.2% |
| Return on equity | 17.8% |
| Return on capital employed | 19.6% |
| Debt to equity | 0.42× |
| Interest cover | 9.40× |
Annual results (₹ crore unless stated)
| FY23 | FY24 | FY25 | FY26 | |
|---|---|---|---|---|
| Revenue | 12,480 | 14,120 | 16,350 | 18,840 |
| EBITDA | 2,060 | 2,410 | 2,890 | 3,410 |
| Net profit | 1,180 | 1,390 | 1,720 | 2,110 |
| EPS (₹) | 28.43 | 33.49 | 41.45 | 50.84 |
| Net margin | 9.5% | 9.8% | 10.5% | 11.2% |
Quarterly results (₹ crore unless stated)
| Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|
| Revenue | 4,380 | 4,560 | 4,710 | 4,920 | 5,020 |
| Net profit | 478 | 503 | 529 | 556 | 571 |
| Net margin | 10.9% | 11.0% | 11.2% | 11.3% | 11.4% |
Cash flow (₹ crore)
| FY23 | FY24 | FY25 | FY26 | |
|---|---|---|---|---|
| Operating cash flow | 1,490 | 1,660 | 2,050 | 2,470 |
| Capital expenditure | −980 | −1,120 | −1,310 | −1,460 |
| Free cash flow | 510 | 540 | 740 | 1,010 |
Return on equity, decomposed (DuPont)
| Metric | Value |
|---|---|
| Net margin | 11.2% |
| × Asset turnover | 0.85× |
| × Equity multiplier | 1.87× |
| = Return on equity | 17.8% |
P/E at each financial year end
| FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|
| 21.4× | 26.8× | 23.1× | 21.6× |
P/E 22.5×, return on equity 17.8%, debt to equity 0.42×. Revenue grew 14.6% in Q1 FY27.
Growth: revenue rose from ₹12,480 Cr in FY23 to ₹18,840 Cr in FY26 (14.7% a year) and net profit faster (21.4% a year), so margins widened. Free cash flow was ₹1,010 Cr in FY26.
Returns decomposed: net margin 11.2% × asset turnover 0.85 × equity multiplier 1.87 = return on equity 17.8%: the return comes from margin, not from leverage.
Key Catalysts
- A close above the 52-week high of ₹1,192.16.
- The next quarterly results, after 14.6% revenue growth in Q1 FY27.
- New orders from the power-equipment business.
- Steel prices easing, which widens the margin within a quarter.
- A steadier Nifty 50, given a beta of 1.27.
- A dividend or buy-back decision with the results.
Risk Factors
- The stop loss at ₹1,120 is the primary downside control.
- Momentum is stretched (stochastic 82.9 / 85.3), so a pause near the high is possible.
- A slowdown at its automotive customers.
- Steel prices rising faster than they can be passed on.
- A weak market: the stock moves about 1.27× the Nifty 50.
- A gap below the stop loss, which can fill worse than ₹1,120.
Investment Thesis
A growing business in an orderly up-trend, bought near support with a defined stop. The reward to Target 3 is 3.4 times the risk. The set-up fails below ₹1,120.
The fundamentals carry the case: revenue up 14.7% a year, profit faster, debt falling and free cash flow positive. The chart agrees: 17 of 19 readings are positive. What it needs is a break of the 52-week high; what it does not need is a strong market.
The weakness to respect is valuation: at 22.5× earnings the stock prices in the growth, so a slower quarter would test the support levels before the targets.
Scenario Analysis
Bull case: the price clears ₹1,192.16 on rising volume and the next results confirm the margins; Targets 1 and 2 come into reach, and Target 3 needs the up-trend to hold for weeks.
Base case: the price works between the swing support at ₹1,163.77 and the high; Target 1 is the realistic aim.
Bear case: a close below the 50-day average at ₹1,148.63, then ₹1,120: the stop loss closes the trade with the planned loss.
What to Monitor
- The 52-week high at ₹1,192.16.
- The 50-day average at ₹1,148.63.
- RSI 60.6: a fall below 50 weakens the set-up.
- The swing support at ₹1,163.77.
- Volume on days the price rises.
- Quarterly margins against FY26's.
- The weekly trend, now up.
- P/E against its year-end range of 21×–27×.
SWOT Analysis
- Revenue 14.7% a year for three years.
- Price above all key averages.
- Debt to equity down to 0.42×.
- Return on equity 17.8% from margin, not leverage.
- P/E 22.5× leaves little room for a miss.
- Momentum stretched near the high.
- Automotive customers bring most revenue.
- Steel costs pass through with a lag.
- A breakout above ₹1,192.16.
- Power-equipment orders.
- Exports, a fifth of revenue.
- Free cash flow funding a payout.
- An automotive slowdown.
- A weak market (beta 1.27).
- Rising steel prices.
- A gap below the stop loss.
Conclusion
A bullish call with the risk defined at ₹1,120 and targets up to ₹1,350. Investments in securities are subject to market risks.
The case rests on growth and an orderly up-trend; the price must clear its 52-week high to reach the targets.
In a real report this box names where the daily prices and the company’s filings were read and when, and how each indicator is computed. Here: a made-up company and made-up figures, run through the same calculations.
The Research Analyst’s entry, stop loss and targets are shown exactly as recommended; nothing in the tables changes them.
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Your own disclaimer prints here, word for word.
This report was prepared with the assistance of artificial-intelligence (AI) tools and was reviewed by your firm (SEBI Research Analyst, your registration number), who is solely responsible for its contents.
Example Industries Ltd
Research Recommendation
About the Company
Your own words about the company, from your notes on the strategy.
Recommendation
Buy EXAMPLE at ₹1,165 – ₹1,180, stop loss ₹1,120, targets ₹1,240, ₹1,290 and ₹1,350.
Technical View
Your technical note.
Fundamental View
Your fundamental note.
Summary
Your summary.
Disclaimer
Your disclaimer, filled in for you.
| What you get | Manual | Basic | Premium | Ultra Premium |
|---|---|---|---|---|
| Price per report | Free | ₹4 + GST | ₹30 + GST | ₹90 + GST |
| Who writes it | You | AI, short and crisp | AI, a complete research note | AI, the deepest analysis |
| Written length | Yours | Under 520 words | 1,900–2,400 words | 3,200–3,900 words |
| Tables computed for you | — | 8 | 17 | 21 |
| Charts | Any you paste | Price, trade map | + revenue and profit | + weekly, relative strength, monthly returns |
| Technical analysis | Your notes | 3 averages, RSI, MACD, ADX | 10 averages, 9 readings, volatility, volume | + weekly and monthly trend |
| Key levels | — | Classic pivots, swing levels | Classic pivots, swing levels | + Fibonacci, Camarilla, retracement |
| Fundamentals (stocks) | Your notes | 8 key ratios | Full: four years, quarters, cash flow | + DuPont, P/E at each year end |
| Option calls | — | Contract, Greeks, payoff chart | + payoff scenarios, level map | + value across price and time |
| Alpha Spread baskets | — | Combined payoff, breakevens, net Greeks | + P/L by scenario | + P/L by scenario |
| Bull, Base and Bear cases | — | — | — | |
| Your letterhead and disclaimer | ||||
| Sign with your DSC | ||||
| You edit before it goes out | ||||
| AI disclosure printed | — |
Model portfolios: each stock gets its own financial report and note, ₹3 / ₹12 / ₹30 per stock (at least ₹7 / ₹50 / ₹160 per portfolio). Model portfolios
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
- 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.
- 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.
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.
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
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
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
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.
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
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 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.
6 of 6 shown · newest joined first · the campaign you send from here uses this exact list.
Every rule on the left is a setting on the coupon, not a special case someone wrote for you.
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.
Seven colours, as many lists as you think in, and the whole thing exports whenever you want it.
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.
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.
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
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
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
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
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
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
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
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
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
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.
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
Figures we can stand behind
Stated plainly, with what each one does and does not mean.
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.
This is what you would see in your console
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