We read it and reply
A person, not an autoresponder. If what you need is not something we do, we will say so in the first reply rather than book a meeting to tell you later.
Same working dayLet's talk
Ask for a walkthrough, not a brochure
Tell us what your desk does today and what you want it to do instead. We will put your logo on a working portal and show you the whole thing — onboarding and a signed agreement, a call published to a real list, a portfolio rebalanced, and the records underneath — in about thirty minutes.
Same working daywe reply Monday to Friday, 9 am to 6 pm
Nothing to sign firsta walkthrough is not a commitment, and there is no setup fee
Live in about 3 hoursonce your credentials are in hand — the list is below
What we will show you
- A client onboarding themselves — PAN checked against the official record, the agreement signed, the certificate produced.
- A call going out to the people entitled to it, on every channel, with the delivery record open beside it.
- A portfolio rebalanced, and the client's own ledger restating itself underneath it.
- Your first month, costed on the spot — your real numbers typed into the estimator, not an approximation.
Bring the awkward questions. The ones about what is not built are the ones we answer most carefully.
Worth knowing now
The list that decides how fast you go live
About three hours is real — but the clock starts when these arrive, not when a contract is signed. Every single item is something you already own. We are not asking you to buy anything.
Send this with your first message and you skip a week. Most of the delay we see is not technical; it is waiting for a password somebody has to go and find.
- Your domainThe address the portal should live on, from your registrar.
- Logo, favicon and company detailsPlus your SEBI registration number and date, GSTIN, PAN, address, support email and phone.
- Payment gateway keysYour Razorpay, PhonePe or Cashfree account — your merchant account, and therefore your charges.
- Email settingsFrom your mail provider, so agreements and receipts leave under your own name.
- WhatsApp business detailsFrom your Meta Business account, so your clients see your number and not a shared one.
- Your KRA credentialsWith your POS code, so your KYC runs under your own enrolment.
- Your MITC documentAnd any disclaimer wording your compliance requires.
- Optional: a digital signature certificateIf you want reports signed automatically, with your signature image where you choose.
Direct
Or skip the form entirely
contact@optumflex.in
The fastest route. Tell us what you sell today and how many clients are on it.
+91 9560 356770
Monday to Friday, 9 am to 6 pm. Closed on the exchange holidays.
Indirapuram, Ghaziabad
OptumFlex Solutions Pvt. Ltd., Ahinsa Khand-2. Visits by appointment.
Before you write
The questions people open with
Do I have to commit to anything to see it?
No. There is nothing to sign, no setup fee and no trial clock. We build your branded portal for the walkthrough whether or not you go ahead.
I already have a website and a system. Is this a migration?
It does not have to be. Keep what you have built and push into the platform over the API, using it for delivery, records and compliance only. Plenty of desks start that way.
What will it cost me in month one?
₹499 a month if you just want your brand and your research live, plus ₹500 for each team member you add. Courses start at zero. Webinars only if you want them. Every rate is published, with a calculator.
Who migrates my existing client list?
Ask us directly and we will scope it honestly. The three-hour figure covers standing your portal up — it does not cover moving an existing book, and we would rather say that now than let you assume otherwise.
What happens outside 9 to 6?
Messages are answered the next working day. Nothing about the platform depends on someone being awake — delivery, onboarding, billing and the records all run on their own.
Can you show me something that is not built yet?
No, and we will tell you plainly when something is not ready. Being caught overselling one small feature costs far more than the feature would ever have won.