Research reports

The question they already ask you for free, turned into a product

Your clients are asking "what about this stock?" in a WhatsApp group right now, and you are answering for nothing. This gives that question a queue, a price, a deadline and a document with your name on it.

Both directionsyou publish, and they ask
Sold in bundles25, 50 or 100 credits, priced by you
A real documentbuilt, signed and delivered protected
Request queue
They ask
RELIANCE1 credit
HDFCBANKqueued
TATAMOTORSqueued
You deliver

Credits remaining 47 of 50 Emails sent at every step

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. You put credits on a package

    Bundles sit beside the normal durations on a package you already sell — twenty-five, fifty, a hundred, each at a price you set. The durations you already offer are untouched. Topping up is simply buying the bundle again.

    • An extra row, not a new product
    • Your prices
    • Top-up is a repeat purchase
  2. The client raises a request

    From their own portal, naming the stocks they want looked at. They can see their credit balance and the order those credits will be spent in, so nothing about it is a surprise.

    • From their portal
    • Balance always visible
    • Consumption order stated
  3. It lands in your queue

    Not in a message thread that scrolls away. A request queue with everything in one place, so the work can be assigned, worked through and finished — and so a request can never quietly go missing.

    • A queue, not a chat
    • Assignable
    • Nothing gets lost
  4. You build the report

    Drag and drop, in your own format, rendered to an institutional-quality document. A first draft of the rationale can be written for you — you edit it, and you sign it. Your certificate can apply itself, with your signature image where you chose to put it.

    • Drag-and-drop builder
    • AI writes a first draft, you sign
    • Your digital signature, applied
  5. They download it, protected

    Emails go out automatically at each step so nobody has to chase anybody, and the document is delivered protected rather than as a file that forwards itself around the internet.

    • Automatic emails at each step
    • Protected download
    • Archived against the request
In detail

What comes with it

The report builder

The reason a week of a junior's time becomes an afternoon.

Build it visually

Sections, tables, charts and text, arranged by hand, saved as a draft until you are ready.

Rendered properly

Through a dedicated rendering service, so the document that comes out is the document you designed — not an approximation of it.

Signed as yours

Your logo, your disclaimer, your SEBI registration number, and optionally a real digital signature certificate applied automatically.

Backed by the research engine

Sector and stock analytics, trends, fundamentals and delivery-data analysis sit behind the report rather than beside it.

The numbers

Figures we can stand behind

  • 25 / 50 / 100credit bundles, at prices you set
  • ₹75the minimum share per credit pack purchase
  • 5%–9%of a sale — reports move with your research rate
  • 1queue, so nothing is answered twice or not at all
Questions

The things people ask us about this

What exactly does a credit buy?

One research request. The client names the stocks, you deliver a report, and the credit is spent. You decide what a bundle costs.

Do I have to write every report from scratch?

No. A first draft of the rationale can be generated for you to edit and sign, and the builder keeps your format so the structure does not have to be rebuilt each time.

Can the client share the report around?

It is delivered as a protected document and every issue is logged, so you know who was given what. No system anywhere can make a document impossible to photograph, and we will not pretend otherwise.

Does the report share follow my research rate?

Yes. Research recommendations and research reports move together, from 9% down to 5% as your research sales grow, with a ₹75 minimum per purchase.

What if a client buys credits and never uses them?

They stay on the balance. The consumption order is shown to the client, so it is clear which credits are being spent.

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% — the same rate as your research recommendations. Or ₹75 per credit-pack purchase, whichever is higher. Reports on request are included in the platform fee.
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.