Growth · part of the All-in-one package

Your whole presence, made, checked and posted for you.

Pictures, carousels, short videos and copy in your brand, posted daily or on alternate days to Instagram, Facebook and YouTube. WhatsApp and email campaigns from your own number. Every word checked against SEBI's advertisement code before it is public. Leads attributed to the first payment, and a fee only when a client Growth brought in pays you.

Every rate before GST. Growth is opening to RA businesses in stages; the package books your place.

₹0Managedno setup, no monthly fee
15% / 2%First payment / renewalsonly when a client pays
8 channelsOne calendarsocial, WhatsApp, email, ads
Your week, made and posted
Posted this week0made, checked, approved
Compliance—SEBI line on every creative
Campaign leads—attributed to Saturday’s send
First payment—into your gateway
Growth’s fee on that client15% of the first payment, 2% of renewals, nothing else fixed.
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An illustration with made-up numbers. The rhythm, the check, the approval and the fee rule are the real ones. LinkedIn and X connect now and publish from the next release.

Illustration: a seven-day calendar fills with a carousel, a short video, a picture, a brief-based post, a campaign and a weekend video; each is made, checked, approved and posted to Instagram, Facebook and YouTube; the campaign brings leads and a first payment, on which Growth's fee is shown.

Eight channels, one calendar

Connect once. Every channel gets your content, in your brand, on your schedule.

InstagramPosts, carousels and short videos in your brand, on your schedule.
FacebookYour Page, posted with the same calendar; a post can be boosted from your ad account.
YouTubeShort videos and explainers uploaded to your channel with title, description and your SEBI line.
LinkedInConnected to your brand kit and calendar; posting follows in the next release.
XConnected to your brand kit and calendar; posting follows in the next release.
Meta AdsYour ad account connected; on Managed our team runs the ads on it where Meta's financial-services rules allow.
WhatsAppCampaigns and a two-way inbox from your own number.
EmailDesigner emails from your own mailbox, with deliverability checked first.

Your pages, connected once

Instagram, Facebook, YouTube, LinkedIn and X connect to Growth; your brand kit dresses every creative; your calendar drives every channel.

Compliant by construction

SEBI's advertisement code is enforced before anything is public: blocked phrases cannot be published, your registration number and disclaimer are placed on every creative, and nothing goes out without your approval of the calendar.

Ads, on Managed

Your Meta ad account connects to Growth. On Managed, our team runs your ads on your own account where Meta's rules for financial services allow, at 12% of spend; you pay Meta for the spend itself.

Your pixel, on your portal

Your portal has a place for your own Meta Pixel ID, with a consent banner, so your ads can be measured on your own pages.

The studio

Pictures, carousels, videos and words, made in your brand, ready to edit.

Your logo, your colours, your registration number and the standard disclaimer are placed by the platform on every creative, never drawn by the AI. Edit anything before it goes.

Pictures and carousels

Branded pictures from your kit, AI pictures, multi-slide carousels, each with your logo and SEBI line placed by the platform.

Short videos

Reels-style videos from slides and text, with a voiceover if you want one; four premium styles drawn frame by frame.

Copy that reads like you

Captions, hooks and campaign text written in your voice, in English or Hinglish, from a topic or a brief.

Reads so you need not

A research brief from the public web on any topic, so a post or an email starts from facts you can check.

Edit before it goes

Change a line, swap a picture, move a slide; what you approve is what is published.

Brand kit

Your logo, your colours (read from your logo or your website's screenshots), your registration number and the standard SEBI disclaimer, applied everywhere in one click.

Autopilot

Set the rhythm once. The week makes and posts itself.

Daily, alternate days or your own days. Growth fills the calendar from your topics and the market calendar, makes each item in your brand, runs the compliance check, and publishes at the slot to every channel you connected. You approve the calendar; the day-to-day needs nothing from you. On Managed, our team curates the calendar with you.

Every post is recorded: what was made, who approved it, where it went and when, so a compliance question about any public word has an answer.

  1. Pick the rhythmDaily, alternate days, or your own days of the week. Growth fills the calendar from your topics and the market calendar.
  2. Content is made on its ownPictures, carousels, videos and copy, in your brand, ready before each slot.
  3. Checked, then approvedEvery item passes the SEBI advertisement-code check; you approve a week's calendar in one sitting, or item by item.
  4. Published without youAt the slot, the approved item goes to every channel you connected, with a record of what went where and when.
Two ways to pay for it

Managed: we work, you approve. Self-serve: your console, published rates.

Managed by OptumFlex

Setup ₹0Monthly ₹0New client 15% of the first paymentRenewals 2%Ads 12% of spend

Our team curates your calendar, makes and posts your content, writes and sends your campaigns, works the follow-ups with you, and runs ads on your own ad account where Meta's rules allow. You approve; we do. Content and messages are billed at the per-unit rates below.

Self-serve

Setup ₹4,999–19,999Monthly ₹1,999New client 4% of the first paymentRenewals 2%Ads 12% of spend

You run Growth from your console. Setup depends on what you connect, and a channel a platform refuses is refunded. The lead fee has a floor of ₹20, is charged only on a payment, and a refunded subscription refunds it.

Your Growth month, live

Self-serve—₹1,999 + 4% of first payments
Managed—15% of first payments, nothing fixed

Before content, messages and GST. Renewals pay 2% either way.

Campaigns

Your number. Your mailbox. One inbox for the replies.

WhatsApp from your own number

Meta's Cloud API on your number: ten templates written for you, three sending styles, one-click follow-ups to people who did not read or click, STOP handled per brand, and a failed message refunded.

  • ₹0.50 a message on your own number (Meta bills you for its part)
  • Smart audiences: renewing soon, engaged but not paying, leads not yet clients
  • Every message carries your SEBI number and disclaimer

Email from your own mailbox

Standard or designer HTML, written in your brand with a header, footer, preview text and a button. One-click unsubscribe. A domain check reads your SPF, DKIM and DMARC before the first send.

  • ₹0.25 an email
  • Daily limits respected per mailbox
  • Guides for fifteen email services

A two-way inbox

Replies land in one inbox: photos, video, voice notes, documents, delivery ticks, quick replies. Inside Meta's 24-hour window replies cost nothing from Growth; after it, your words go out inside an approved template.

  • Files kept five years
  • Light and dark mode
  • Works on the same number as your campaigns
Leads and attribution

From a tracked link to the first payment, every step on record.

Growth reads your clients, leads and enquiries as audiences, follows up on your behalf, and reports each campaign as sent, delivered, read, clicked, leads and paying, with the fee it brought. Your own employee referrals stay separate.

  1. A tracked link in every messageEach campaign carries a short link to your portal that remembers the campaign.
  2. A visitor is matchedBy phone, email or cookie, last touch, with no fingerprinting; a typed phone or email counts even before the account exists.
  3. The sign-up is attributedThe new client is linked to the campaign that brought them; your own employee referrals stay separate.
  4. The first payment settles the feeOnly a confirmed payment triggers it, keyed to the payment; a refunded subscription refunds the fee.
Compliance

Every post and every campaign is checked against SEBI's advertisement code before it is public.

A deterministic check that understands negation runs on every item. Blocked words stop it; flagged words ask you to look again; your SEBI registration number and disclaimer must be present. Nothing is published without your approval of the calendar, one approval is one debit, and a compliance record is kept per item.

Blocked:

guaranteed or assured returnrisk-free, no risk, zero risksure-shot, jackpot, multibagger100% return or accuracydouble your money, get richno loss, cannot losefixed returnN% returns, profit in N days

Flagged for a look:

target pricewin ratesuccess ratepast performancetipshurry

Try the check

Passes. Ready for your approval; one approval is one debit.
Pricing and setup

Self-serve rates, published. Managed: nothing fixed.

Setup, one-time (self-serve)

  • WhatsApp, we build the account₹11,999
  • WhatsApp, you have a working API₹4,999
  • Email deliverability₹2,499
  • Brand kit₹3,999
  • Instagram and Facebook₹2,499
  • Meta Ads₹4,999
  • First ten creatives₹2,499
  • Full pack₹19,999

Then ₹1,999 a month, and 4% / 2% of attributed payments (floor ₹20). A channel a platform refuses is refunded or moved.

Per unit, both ways

  • WhatsApp message, our number₹1.50
  • WhatsApp message, your number₹0.50
  • Email₹0.25
  • Copy by AI₹5
  • Branded picture₹15
  • AI picturefrom ₹29
  • Carousel₹49
  • Short video₹99
  • Research brief₹49

Managed: ₹0 setup, ₹0 monthly, 15% of the first payment and 2% of renewals of each client Growth brought in, ads at 12% of spend. Every figure + GST.

What setup involves and how long it takes
ChannelWhat we doHow long
WhatsApp, from nothingMeta business verification, a number not already on WhatsApp, a display name that matches your legal entity, the account, the PIN, ten templates, the webhook and test sends.8–14 hours of work across one to three weeks
WhatsApp, with your own APIWe connect it, write and submit your templates, wire the webhook and test.About three to four hours, two or three days
EmailYour mailbox connected, your DNS checked, a warm-up schedule.Two to four weeks including warm-up
Pages and ad accountFacebook, Instagram, YouTube and the Meta ad account connected.Two to five days
Growth is opening to RA businesses in stages. The All-in-one package books your place; setup starts with WhatsApp, email and your pages.
Add Growth to your package
Questions

Asked before you ask.

What is the difference between Managed and self-serve?

Self-serve: you run Growth from your console at the published rates, with a setup fee per channel and ₹1,999 a month. Managed: our team runs it for you, with no setup and no monthly fee, and earns 15% of the first payment of each client Growth brings you and 2% of their renewals, for as long as you stay on it. Messages and creatives are billed at the same per-unit rates either way.

How do you know a client came from Growth?

Every message carries a tracked link to your portal. The visitor is matched by phone, email or cookie (last touch), the sign-up is linked to the campaign, and only a confirmed first payment settles the fee. A refund refunds the fee.

Will Growth post on my social media for me?

Yes, on the schedule you choose. Growth makes the content in your brand, runs the SEBI advertisement-code check on every item, and publishes each approved item at its slot to the channels you connected. You approve the calendar; the day-to-day posting needs nothing from you. LinkedIn and X connect now and publish from the next release.

Can I set it to post daily or on alternate days?

Yes. Daily, alternate days or your own days of the week. Growth fills the slots from your topics and the market calendar, makes the pictures, carousels, videos and copy, and posts them after the check and your approval.

Can messages promise returns?

No. A compliance check runs on every campaign before it is charged: guaranteed or assured returns, risk-free, sure-shot, 100%, no loss and the like are blocked, and your SEBI number and disclaimer must be present.

Whose WhatsApp number is used?

Yours. Growth connects your own number through Meta's Cloud API, so replies come to you and the number stays yours. Until yours is ready, campaigns can go from our number at ₹1.50 a message.

Does Growth write to my CRM?

Growth reads your clients, leads and enquiries as audiences and follows up on your behalf; new leads from the tracked links are listed in Growth's own report with their campaign. Website enquiries still file straight into your CRM.

Is Growth available now?

Growth is opening to RA businesses in stages. The All-in-one package books your place, and setup starts with WhatsApp and email.

The OptumFlex ecosystem

This isn’t just a platform. It’s an ecosystem for your business.

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.

Try it for real
₹499a month + GST

Start for ₹499. Share only when your clients pay.

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.

  • No setup or joining fee
  • Your first test customer is on usRun one customer account end to end; we reimburse its charges on request.
  • Your name, your domain, your gatewayClient money goes straight to you; your clients never see us.
Sign up — start for ₹499/month

Online sign-up is for SEBI-registered Research Analysts: keep your mobile number and your INH registration number handy.

Welcome back

Your desk is one click away.

Publish, onboard and get paid from your own portal.

Research Analyst sign in

Someone new on this computer? Start for ₹499 a month.

Let's talk

Tell us what your desk needs to do.

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.

  • +91 9560 356770Monday to Friday, 9 am to 6 pm
  • contact@optumflex.liveWe reply the same working day
  • Indirapuram, GhaziabadOperations office, OptumFlex Solutions Pvt. Ltd.
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Only genuine business enquiries, please — a real email, a real phone number and the security answer. By sending this, you agree that we may reply by email, phone or WhatsApp.