Build it visually
Sections, tables, charts and text, arranged by hand, saved as a draft until you are ready.
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.
Credits remaining 47 of 50 Emails sent at every step
No step here is a diagram. Each one is a screen, and each one leaves a record.
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.
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.
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.
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.
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.
The reason a week of a junior's time becomes an afternoon.
Sections, tables, charts and text, arranged by hand, saved as a draft until you are ready.
Through a dedicated rendering service, so the document that comes out is the document you designed — not an approximation of it.
Your logo, your disclaimer, your SEBI registration number, and optionally a real digital signature certificate applied automatically.
Sector and stock analytics, trends, fundamentals and delivery-data analysis sit behind the report rather than beside it.
One research request. The client names the stocks, you deliver a report, and the credit is spent. You decide what a bundle costs.
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.
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.
Yes. Research recommendations and research reports move together, from 9% down to 5% as your research sales grow, with a ₹75 minimum per purchase.
They stay on the balance. The consumption order is shown to the client, so it is clear which credits are being spent.
All of them on one checkout, one invoice and one set of clients.
Fifteen minutes, your logo already on it. If it is not obvious in fifteen minutes, it is not for you.
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.