Your strategies, your products and your clients, joined by checkboxes you control. Write a call once and it reaches only the people whose plan carries that strategy and that market — in that strategy's own words, handled only by the people on your team allowed to handle it.
3 of 6 receive it — the rest are skipped, each for a reason you set.
One product can carry several strategies; one strategy can feed several products. Tick a box, pick the strategy a call comes from, or click a client to take that strategy away from them alone — and watch who receives it.
| StrategyProduct | Equity Prosells Equity | Options Desksells Index & stock options | All-in-onesells Equity · Index options · MCX |
|---|---|---|---|
| Positional equityEquity | |||
| Weekly index optionsIndex options | |||
| Commodity swingMCX |
Illustration with sample names — the rules are the real ones.
Each one is a box you control. If any is off, that client doesn't receive the call — and nobody else is affected.
Each strategy says which of the six markets it writes for.
8 inWith that market ticked on the link — per product, per strategy.
6 inThe product the client actually paid for, and its group on Telegram.
5 inTheir own strategy boxes, and an active, paid plan.
4 inApp, WhatsApp, Telegram or email — whichever they use.
4 receiveA strategy can feed one product's options and another product's equity from the same desk. The market of each call is checked against the boxes on the way through.
Each strategy carries its own technical view, fundamental view and summary. Open the report for a call and those sections are already written — from the strategy the call was placed under — beside the call's levels and your company details. Edit, sign, send.
Price has broken out of a six-month base on rising volume, and the 50-day average has turned up.
Revenue and margins have grown ahead of the sector for three quarters while debt has come down.
A three-to-six-month view. The idea is wrong on a close below the base.
When you give someone My Research, you also choose which strategies they may use. They see only the calls they placed under those strategies, can place only under those — and someone with none assigned sees nothing at all. Your own view stays whole.
The same links, four screens — each a list with the six market boxes on every row.
Build an offer: which research this plan carries.
Launch a strategy into every plan that should carry it.
Tailor one client without touching the product.
See, and set, everyone who receives it.
Nothing is withheld silently: a call that would reach nobody is recorded with the box to tick, and a readiness check shows who would receive a call, gate by gate, before you send it.
Yes. A package can be linked to as many of your strategies as you like, and one strategy can feed as many packages as you like. Each link has its own market boxes — equity, stock options, index options, stock futures, index futures and MCX — so a strategy can feed one product's options and another product's equity from the same desk.
Open that client's strategies and untick it — or untick just one market of it. That client alone stops receiving those calls. Everyone else on the same product is untouched.
Five things, all of them boxes you control: the strategy covers the call's market; the strategy is linked to the client's product with that market ticked; the product sells that market; the client is assigned the strategy with that market ticked and holds an active, paid plan; and the channels they have switched on. If any one is off, the call does not go to them.
It is not dropped silently. The platform records that the call reached no subscriber and names the box to tick, and a readiness check shows — gate by gate — who would receive a call before you send it.
Each strategy carries its own technical, fundamental and summary text. When you open the report for a call, those sections are already filled from the strategy it was placed under, alongside the call's levels and your company details. You edit, sign and send — you never retype the house view.
Yes. When you give a team member My Research, you also choose which strategies they may use. They see only the calls they placed under those strategies, can place only under those, and someone with none assigned sees nothing at all. Your own view stays whole.
No — a new client starts assigned to your strategies, and what they actually receive is narrowed by the plan they buy and by any box you untick for them.
Every call, report and team member passes through the same matrix.
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.