Their own performance
Growth, returns, utilisation and a payments summary — each figure individually switchable, so you decide what is shown.
White label, in the strict sense
Your brand end to end — on every screen and document your client opens
White label usually means a logo in the corner of somebody else's product. Here it means the domain, the portal, the theme, the documents, the invoice, the messaging identity and the signature are all yours, and the platform stays underneath.
Your own domainthe portal is served on it, not on a subdomain of ours
17 themeslight and dark, contrast-checked before release
No vendor namenot in the address bar, not in the copy, not in a link
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What your client opens
Your Firm ResearchSEBI Reg. No. · your registration
Seventeen themes, light and dark
Nowhere on this screen, in its address, in its links or in its documents does our name appear.
Step by step
How it actually works
No step here is a diagram. Each one is a screen, and each one leaves a record.
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The address bar is yours
Your portal is served on your own domain. The platform resolves which business a visitor belongs to from the domain itself, so there is no shared address for a client to notice and no subdomain that gives the game away.
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So is everything on the page
Logo, favicon, company name, tagline, colours, login background, header and footer choices, and one of seventeen themes in light or dark. Your checkout carries its own theme selection.
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And everything on the documents
Your company name, address, GSTIN, PAN, support details, bank details, your SEBI registration number and date, your disclaimer, your MITC — and your own digital signature applied where you choose to put it.
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And the money and the messages
Payments go to your merchant account on your own gateway credentials. Messages leave from your WhatsApp number, your Telegram and your mailbox, with a separate pipe for marketing so a campaign can never delay an agreement.
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Internal routes do not leak either
The links a client can see are opaque tokens rather than readable internal paths, so nothing about how the system is built is on display for anyone who right-clicks.
In detail
What comes with it
What the client actually opens
The portal is the product as far as your client is concerned, so it is worth knowing what is in it.
Their own record
Plan, documents, invoices, and the recommendations and portfolio updates they were entitled to.
A reason to come back
Their own watchlist with side, notes, stars, colours and an export — open on the days you publish nothing.
The audit trail behind it
Consent and connectivity records, device logins and session history, message delivery per channel, and every signed document — append-only, and yours to hand to an auditor.
Where we are honest about the limit
Two exceptions, stated plainly rather than buried.
The backup SMS carries our sender ID
One-time codes go on WhatsApp first. When a client taps Resend, the new code also goes by SMS, and Indian SMS rules (DLT) require every SMS sender to be a registered business, so that message arrives from our registered sender ID, OPTUM, and is signed OptumFlex. It is sent only on Resend, never instead of your WhatsApp.
A disclosure is not branding
Where a document must name the party being authorised, it names them. That is a compliance artifact and removing it would not be white labelling — it would be hiding a counterparty from someone entitled to know.
Everything else is yours
The portal runs on your domain, your content opens on your domain, and no data about your client — name, PAN, holdings, payments or documents — goes anywhere it should not.
The numbers
Figures we can stand behind
- 17portal themes, light and dark
- 4payment gateways, all on your own credentials
- ~3 hrsfrom your credentials to a live branded portal
- ₹0branding, theme or setup fee
Questions
The things people ask us about this
Is the portal really on my own domain?
Yes. You point the domain at the platform and it serves your portal there, resolving your business from the domain itself. It is not a path or a subdomain under our name.
Can I change the look after we go live?
Yes, from your own console — theme, colours, logo, favicon, login background, and the checkout theme separately. None of it needs a support ticket.
Do the emails and messages come from us or from you?
From you. Your own SMTP for agreements and receipts, an entirely separate promotional pipe for marketing, and your own WhatsApp number and Telegram. The one exception is the backup SMS for a one-time code, sent only when a client taps Resend, which comes from our registered sender ID.
What about the invoice and the GST?
Your invoice prefix and your own sequence, and your GST treatment — none, added on top, or included in the price. Computed on your rate, never an assumed one.
So there is nothing of yours anywhere?
Two places, both disclosed. A document that has to name the party being authorised names them, which is a disclosure rather than branding. And the backup SMS for a one-time code — sent only when a client taps Resend — comes from our DLT-registered sender ID, because Indian SMS rules require every sender to be a registered business. Everything else your client meets is yours.
Next
This is one of five things you can sell
All of them on one checkout, one invoice and one set of clients.