OptumFlex Future Vision

Every great product begins as a possibility. At OptumFlex, our roadmap is built around turning those possibilities into scalable, intelligent, and compliant realities.

🔖 Dynamic Subscription Card Engine

Enable end-users to mix and match services with flexible durations (weekly, monthly, yearly). Add-on support, auto-renewals, and expiry triggers built-in.

📊 Model Portfolio Management

Create, simulate, and track model portfolios for SEBI-registered professionals. Built with transparency, alerts, performance scores, and regulatory alignment.

📣 In-House Digital Marketing

Promote client platforms under their own brand using our in-house ad creatives, SEO, and campaign execution frameworks. You grow. We power it.

🧑‍💼 SEBI Sales Team Integration

A dedicated sales force promoting our clients' packages and onboarding partners across India. Bridging advisory talent with automated technology.

🧾 Compliance Integration Engine

Full automation for SEBI audit logs, checklist validation, user status control, auto-disable/re-enable workflows — no manual dependency required.

Looking Ahead

Our product isn’t just a tool — it’s an evolving ecosystem. Whether you're an RA, RIA, PMS, or a growing SME, OptumFlex is your long-term tech partner.

⚙️ Roadmap-driven iterations, built from real user feedback
🌐 Full-stack control: hosting, security, compliance, and scale
🤝 A collaborative team that’s invested in your growth

We don’t just plan the future — we build it with you.

Our Guiding Philosophy

We say “You start dreaming”, and we’ll engineer it into a scalable, intelligent, and secure digital reality.

At OptumFlex, we don’t just create software — we build digital ecosystems that evolve with your ambition. Every solution we offer is shaped by adaptability, intelligence, and a shared obsession with growth.

Clarity Through ERP

Simplify workflows, automate operations, and make confident decisions — all in one unified ERP dashboard.

Aligned With Your Logic

Our platforms naturally mirror your business rules — no force-fit workflows, just seamless harmony.

Intelligent Feedback Loops

Your systems don't just run — they learn, analyze, and improve how you operate over time.

Designed to Evolve

Your business isn’t static — neither are we. Our tools adapt as you grow, pivot, and scale.

Growth as a Shared Goal

Your milestones become our mission. The more you grow, the stronger our partnership becomes.

Smarter Modules, Smarter Teams

Every module is built to guide user behavior — not just enable it. Automation with insight.

We grow when our clients grow — and we love growth.
Let’s grow together.

We are building for scale, compliance, and transformation — empowering India's financial advisory ecosystem.

ERP Systems

We’ll enhance our ERP modules for mid-market clients with advanced analytics, supply chain, integrations, and smart dashboards.

SEBI-Certified Portals

We’re doubling down on white-label advisory tech with automated rationales, scoring, reporting, and audit trails — all SEBI-ready.

Add-On APIs

We will continue improving integrations like WhatsApp, PAN, eSign, Razorpay, and SMS, keeping automation accessible to all.

What’s Coming Next?

Subscription Cards (Q2 2025)

Flexible plans (monthly, yearly, add-ons) for clients with upgrade logic and billing engine.

Model Portfolio & Auto Recommendations (Q3 2025)

Client-centric model portfolios with SEBI scoring & insight dashboards.

Compliance Automation (Q4 2025)

Auto rationales, audit logs, SEBI scorecards, document monitoring, and checklist compliance AI.

Sales Team & White-Label Partnership Rollout (Q1 2026)

Dedicated partner programs, reseller onboarding, and custom portals for SEBI advisors.

Why It Matters: Our Vision in Action

Empowering SEBI Professionals

We’re not just offering tools — we’re building digital ecosystems that empower SEBI-certified Research Analysts, Investment Advisors, and PMS firms to work faster, stay compliant, and grow their AUM with transparency. From rationale tracking to audit logs, everything is crafted for your regulatory edge.

Driving ERP Transformation

Our ERP offering is more than software. It’s a flexible, intelligent system tailored for Indian mid-market enterprises. With each release, we’re adding more automation, reporting intelligence, and compliance integrations to help companies scale securely.

Automation That Works for You

We believe that every business deserves the power of automation. That’s why our plug-and-play APIs are built with your workflows in mind — whether it’s PAN verification, WhatsApp alerts, Aadhaar eSign, or invoicing. No dev team required, no technical debt created.

Built for the Long Run

OptumFlex is not a product; it’s a platform that evolves with your business. Our focus is long-term — continuous updates, adaptive features, and a roadmap driven by your feedback. You're not just adopting technology — you're partnering in its future.

You Grow. We Build.

Whether you're a solo RA or a full PMS house, OptumFlex is your tech backbone.

Partner With Us

Empowering India’s Tech Transition