Onboard inside the app
- PAN verified against the KRA record, KYC inside it
- GST number checked against the PAN
- Aadhaar e-sign in an in-app page
- The MITC read and signed natively, with scroll tracking
- First payment through the in-app checkout
Your Android app · part of the All-in-one package
Your icon on Google Play. Your research in their pocket.
The same account your clients use on your portal, in an app that carries your name and nothing of ours. Every call and broadcast as a notification; model portfolios, courses, the webinar room, renewals and chat, with payments into your own gateway. Built, signed and published for you, on your own Google Play listing.
Android. On iPhone your clients use your portal in Safari, with the same account.
₹60,000Onceor ₹2,999 × 24
1 listingPer RAon your own developer account
Same accountAs your portalnothing to migrate
Your calls with entry, stoploss and targets, call reports in an in-app viewer, and research requests that ask before spending a credit.
What your clients do in it
Everything they do on your portal, built natively for a phone.
Twelve areas, each following the switches you set on your portal. Where a feature is off for you, its tab is simply not there.
Research
- Your calls with entry, stoploss and targets, and their exits
- The research library and call reports in an in-app viewer
- Research requests that ask before spending a credit
Model portfolios
- List and details with charts
- Holdings by version
- Investment calculator
- The rebalance guide, step by step
Courses
- Catalogue, video and documents
- Quizzes, notes, Q&A, transcript and search
- Live lessons
- Credits and a certificate to download
- Notes, quizzes, certificates, watermark and video download each on your switch
Webinars
- Register and cancel
- The live room: video, HLS, chat, raised hand, Q&A, polls, presenter offers, a waiting room and picture-in-picture
- Recordings afterwards
- Attendees come on stage only when you invite them
Pay
- Plans, model portfolios and research credit packs
- Coupons and your offers, the server's price and GST, the GST invoice details, the SEBI fee-cap check
- Razorpay, Cashfree, PhonePe, bank pages and UPI QR: only the gateways you ticked
- A pending payment is picked up on the next visit; the invoice goes by email
Subscriptions
- Renew, renew all, add a plan, top up credits, where you enable them
Dashboard and scorecard
- Dashboard sections each on your switch
- A scorecard of past calls with filters
Chat with you
- Photos, videos, documents and emoji
- Reply, reactions, pin, and retracting your own message
- Delivered and seen ticks, typing indicator, live updates
Broadcast channels
- One channel per plan a client holds, like a messaging app's channel
- Unread counts and read receipts; expired plans drop away
Notifications
- A new call, a broadcast or a chat reply arrives as a push; a tap opens the right tab or channel
- Email, WhatsApp and Telegram switches in the profile
Information and legal
- Disclaimer, disclosures, Investor Charter, grievance, compliance with your complaint figures, terms, privacy, refund, about
- A contact form that files into your CRM
Courses and webinar seats are bought on your portal; the app sells plans, model portfolios and research credit packs.
Your brand, not ours
The icon is yours. The listing is yours. Nothing says OptumFlex.
Your icon and your name
The launcher icon is your mark; the name under it is yours; the opening screen carries your colour, your mark and your SEBI line.
One Play listing, on your account
Your own Google Play developer account, so the store shows you as the publisher. We drive the setup.
The same account as your portal
Phone code, then email: the same customer record, the same plans, the same entitlements. Nothing to migrate.
Research stays private
Screenshots are blocked inside the app, so a call cannot be captured and forwarded as an image.
Inside the app the screens use the app's own palette; your colour, your mark and your SEBI line carry the icon and the opening screen.
Store and updates
Released the way a store expects, release after release.
Tabs follow your switches
Research, portfolios, courses and webinars appear only where you switched them on; chat and broadcasts are always there. More than five tabs fold into More.
Dark mode and accessibility
Dark mode follows the phone on every screen; contrast and accessibility guards are built into the tests.
Play In-App Updates
A new release reaches clients through the store's own update flow, with a version floor on our server.
Released the way a store expects
Each release is built per RA, checked on a phone, uploaded to an internal testing track, then promoted to production.
Your switches decide
Switch a service on in your portal, and the tab appears in the app.
Research, model portfolios, courses and webinars each follow your portal settings; chat and broadcasts are always there. More than five tabs fold into a More tab. The same goes for notes, quizzes, certificates, watermarks, video download and the gateways you ticked.
- Nothing to configure twiceThe app reads your portal configuration at sign-in, so a change on the portal reaches the app without a release.
- Entitlements, not tabsA client sees only the research, portfolios and channels their plan carries, exactly as on the portal.
Try it: your portal switches
Flip a switch and watch the tab bar on the phone above (and here) change.
Who does what
We build, sign and publish. You lend your name.
| Step | OptumFlex | You |
|---|---|---|
| Google Play developer account | We walk you through it (an organisation needs a D-U-N-S number and a one-time fee). | Opened in your name. |
| Privacy policy and legal pages | Written with you; the website product carries them on your domain. | Approved by you. |
| Store listing | Data safety, content rating, the financial-features declaration with your SEBI INH number, screenshots. | Your registration certificate. |
| Build, sign and publish | Every release, per RA, through internal testing first. | Nothing. |
| After the instalments | App care keeps releases, OS and policy updates coming. | ₹999 a month, optional. |
Pricing
Pay once, or monthly with every release included.
Pay once₹60,000+ GST. Updates for the first year included.
Or monthly₹2,999 × 24= ₹71,976 + GST, updates included throughout. Yours after the last instalment.
App care, after₹999 a monthStore releases, OS and policy updates. Optional, recommended.
The app needs the platform (₹499 a month) because it is a window onto your portal. A monthly plan starts with a UPI AutoPay or eNACH mandate.
Price it with the website and GrowthQuestions
Asked before you ask.
Is it really my app?
Yes. Your icon, your name, your opening screen, your legal pages, on your own Google Play developer account. Inside, your company name and logo come from your account; the screens themselves use the app's own palette.
Can clients buy in the app?
Plans, model portfolios and research credit packs, through the gateways you ticked, with coupons, GST and the SEBI fee-cap check as on your portal. Courses and webinar seats are bought on the portal.
What about iPhone?
Android only for now. On iPhone your clients use your portal in Safari, with the same account.
How do clients get in?
They install it from your Play listing and sign in with the phone number on their account: a code to the phone, then the email step. New clients can onboard inside the app, KYC and MITC included.
How do updates reach them?
Through Play In-App Updates. We build, check and submit each release for you while you pay monthly; afterwards app care covers it.
Does it mention OptumFlex anywhere?
No. The listing, the icon, the opening screen and the legal pages are yours.
What does it cost?
₹60,000 + GST once, or ₹2,999 × 24 (₹71,976 in all) with updates included throughout. App care afterwards is ₹999 a month.