Research recommendations

One call, written once, delivered everywhere it was paid for

You decide the call. Everything after that — who is entitled to it, which channels it goes out on, what happens when you revise the stoploss, and the proof it arrived — is the platform's problem, not yours.

About 3 secondsto reach 10,000–20,000 clients with one call
Proof per messagewho got it, on which channel, and when
Only who paidentitlement decided by the plan, not by a group list
Delivery record
Nifty Bank · entry range, stoploss, three targets Published 11:04:16 · entitled: everyone on an Index plan
Your client appDelivered0.4s
Client portalDelivered0.6s
Your WhatsApp numberDelivered1.9s
Your Telegram channelDelivered2.2s
Your mailboxDelivered2.8s
Your API endpointDelivered0.3s

4,812 clients entitled Longest channel 2.8s 0 silent failures

Step by step

How it actually works

No step here is a diagram. Each one is a screen, and each one leaves a record.

  1. The ticket fills itself in

    You set your house style once, per segment: how wide the entry range should be, the stoploss, the three targets, and how long a position is meant to be held. After that every ticket arrives already filled in and your job is to check it, not to type it.

    • Per segment
    • Entry range and two stoplosses
    • Three targets with quantity splits
  2. It goes only to the clients whose plan covers it

    Equity, stock F&O, index options and commodities are kept distinct at every gate, and entitlement comes from what the client actually bought. Nobody is in a group they should have left, and nobody misses a call they paid for.

    • Equity · Stock F&O · Index · MCX
    • Entitlement from the plan
    • No group to maintain
  3. It arrives on every channel at once

    Your app, your client portal, your WhatsApp number, your Telegram channel, your mailbox — and your API if you have somewhere else it needs to be. Your five hundredth client gets it in the same second as your first.

    • App and portal
    • WhatsApp · Telegram · Email
    • Your API
  4. Every update follows the same list

    Stoploss moved, targets revised, a note of your own, an exit — each one goes to exactly the people who got the original, on the same channels, and is recorded against the same call. Nobody is left holding a version you have since changed.

    • Revisions
    • Custom notes
    • Exits
  5. And you can prove it arrived

    A delivery record per message, per channel, with read receipts where the channel offers them. When a client says he never got it, you do not argue — you open the log. Every version of what you sent is retained.

    • Per-message log
    • Read receipts
    • Full document history
In detail

What comes with it

Beyond a single call

The things a desk needs once it is publishing every day.

Baskets

Multi-leg ideas sent as one instruction, with the document generated and sent automatically on submit.

Alpha Spread

Build a multi-leg structure leg by leg — spreads, straddles, strangles, calendars — and see the margin the whole structure needs before you commit to it.

Probability report

An eight-sheet workbook showing what following your calls would have produced.

Basket performance

Realised profit and loss by month, quarter, half and financial year, as a spreadsheet and as an investor-grade PDF you can hand over.

A guaranteed record

If a delivery cannot be completed for any reason, a terminal record with the exact reason is written. Your client is never left with silence and neither are you.

Your own engine, if you have one

Post your calls in over the API with a key, a secret and a code that rotates daily. Keep everything you have built and use the platform for delivery, records and compliance.

Written into the record

Because the question always comes later, not at the time.

Version history

Every version of every call, retained and retrievable.

Your name on it

Your company and SEBI registration number on every outgoing message.

Channel-level detail

Which channel carried it, when it was accepted, and what came back.

Who was entitled

The audience is derived from plans, so it can be explained afterwards.

The numbers

Figures we can stand behind

  • ~3 secto reach 10,000–20,000 clients
  • 4channels, plus your own app and API
  • 3targets per call, each with a quantity split
  • 8sheets in the probability workbook
Questions

The things people ask us about this

Do you ever generate a call?

No, and we never will. You are the Research Analyst. We are the infrastructure underneath. Nothing is written, suggested or published by the platform on its own.

How do I know a client actually received it?

Every message has its own delivery record, per channel, with read receipts where the channel provides them. That log is the answer to the most common dispute an RA has.

What happens when I move a stoploss?

The revision goes to exactly the people who received the original, on the same channels, recorded against the same call. There is no second list to maintain.

Can I keep my existing signal system?

Yes. Post into the platform over the API and use it for delivery, entitlement, records and compliance. You are not throwing anything away, and you can stop posting any day.

What does it cost?

9% of what the client pays you, stepping down to 5% as your research sales grow, or ₹75 for every 30 days of the plan — whichever is higher. Nothing is due until a client pays you.

See it running under your own brand.

Fifteen minutes, your logo already on it. If it is not obvious in fifteen minutes, it is not for you.

9% of each sale, falling to 5% as your research sales grow. Or ₹75 for every 30 days of the plan, whichever is higher. Included in the platform fee — there is no separate charge for the recommendation engine.
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.inWe reply the same working day
  • Indirapuram, GhaziabadOptumFlex Solutions Pvt. Ltd.

Only genuine business enquiries, please — a real email, a real phone number and the security answer.