Notes on running a registered research or advisory business: onboarding and KYC, the agreements you have to be able to defend, communication that leaves a record, white labelling, and where the repetitive work actually goes.
These entries are clear placeholders for the next content phase. They give the site a maintainable structure for future long-form articles without publishing thin or misleading content.
BSE asks every Research Analyst for a half-yearly report on the SaaS it uses. What the circular behind it says, what the form asks about each provider, how to list your tools, and what to keep as evidence.
Open resourceSEBI caps what an individual or HUF client's family may pay one Research Analyst at ₹1,51,000 a year, excluding GST. What counts, what a PAN cannot tell you, and why the check belongs before payment.
Open resourceWhat to ask any Research Analyst software vendor before you sign: onboarding, delivery, the research record, your brand, the whole monthly cost, and how to test each one in a demo.
Open resourceThe steps a registered Research Analyst has to be able to evidence when onboarding a client, what each one is for, and where most desks lose time.
Open resourceAdvisory relationships run for years, which changes what onboarding has to produce. A practical look at building a client record that is still useful in year three.
Open resourceWhy checking a PAN against the KRA record at the point of entry removes a whole category of delay, and what a good verification step looks like.
Open resourceAny system can capture a signature. What matters is what surrounds it — reading evidence, identity, timing and a hash of the document actually signed.
Open resourceWhatsApp groups are where most advisory communication happens and where none of it is recorded. What changes when the same channel carries a delivery record.
Open resourceA logo in the corner is not white labelling. What to check before believing a platform when it says your clients will never see it.
Open resourceThese pages are live, indexable and connected to the resource architecture.
Onboarding, research calls, model portfolios, reports, courses, webinars, WhatsApp and a CRM — connected under your brand, so each one feeds the next. More than 70 RA businesses already grow inside it.
We’d be glad to welcome you in.Your brand, your clients, your money — we stay the technology underneath.
Until your first sale, that is all the core platform costs. Once clients start paying you, a small share of each sale is added — so we grow only when you do.
Online sign-up is for SEBI-registered Research Analysts: keep your mobile number and your INH registration number handy.
Publish, onboard and get paid from your own portal.
Research Analyst sign inSomeone new on this computer? Start for ₹499 a month.
A walkthrough takes about thirty minutes: onboarding and a signed agreement, a live publish, a portfolio rebalance, and the records behind them — with your first month costed on the spot.
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