For a SEBI-registered Research Analyst

Software for a research desk, not a website with a payment button

Most registered analysts run on a WhatsApp group, a spreadsheet and a site that takes money. This replaces all three and adds the four things that were never there: proof of delivery, a signed agreement you can defend, four more products to sell, and a record of who on your team did what.

Five things to sellmost desks arrive selling exactly one of them
Your registration on every documentyour domain, your logo, your name
A record built innot a log table added afterwards

New here? Try it for real at ₹499 a month — a share only when your clients pay you.Sign up

One desk, five revenue lines
Research recommendationsSubscriptions, by market₹1,82,000
Model portfoliosClients who stay for years₹96,000
Reports on requestCredits, answered from a queue₹34,000
CoursesWhat you already know₹48,000
WebinarsAnd the leads they bring₹27,000

A month across your whole client book₹3,87,000

Across all your clients, not one of them. What any single client may pay you is capped by SEBI at ₹1,51,000 excluding GST per PAN per 365 days, counting every payment they make you — and the platform computes that and stops the purchase before the gateway opens.

An illustration of the five lines, not a forecast — we cannot and will not predict what any desk earns. Most desks arrive selling only the first one.

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. A client arrives and onboards themselves

    On your domain, in your colours. Phone and email verified, PAN checked against the official KRA record, the agreement read and signed with an audit certificate, payment on your own gateway, activation without your staff touching any of it.

    • Your domain
    • Official KRA record
    • Signed, with evidence
  2. You publish research, and it reaches only who paid for it

    Entry range, two stoplosses, three targets, in your house style. Equity, stock F&O, index and commodities kept distinct. Entitlement comes from the plan the client bought — not from a group somebody forgot to update.

    • Your house style
    • Entitlement from the plan
    • Every channel at once
  3. You can prove it arrived

    A delivery record per message per channel, with read receipts where the channel offers them. Every version of what you sent is kept. This is the answer to the most common argument an analyst ever has with a client.

    • Per-message log
    • Version history
    • No silent failures
  4. You sell four more things to the same clients

    Model portfolios they stay in for years, reports on request with a queue and a price, courses, and live webinars. One checkout, one invoice, one client list.

    • Model portfolios
    • Reports on request
    • Courses and webinars
  5. Your team gets their own logins

    Each operator sees only the screens you assign, and on research only the strategies you allow. Everything they do is logged. Switch someone off in one click without changing a single password.

    • Screen-level access
    • Strategy-level access
    • Instant deactivation
In detail

What comes with it

What a registered desk actually needs

Not a feature list — the specific gaps we see on every desk that moves onto this.

The fee cap, computed

SEBI caps what one PAN may pay you at ₹1,51,000 excluding GST per 365 days. We compute it on your own GST rate and stop the purchase before the gateway opens — most desks find out at audit.

An agreement you can defend

The client cannot sign until both documents are 90% read, and the certificate carries their IP, their city, the hash of the document and the seconds spent on each one.

Leads that arrive on their own

An abandoned signup is already a lead on your list. So is everyone who verifies themselves to attend a free webinar.

Renewals that chase themselves

A daily reminder from seven days before expiry, and a win-back sequence afterwards that never becomes spam.

Performance you can hand over

Realised profit and loss by month, quarter, half and financial year — as a spreadsheet and as an investor-grade document.

Your own engine, if you have one

Post your calls in over the API and use the platform for delivery, records and compliance only. You are not throwing anything away.

The numbers

Figures we can stand behind

  • 64+research and advisory desks running live on it
  • ₹499a month for the platform itself
  • 5%–9%of a sale — and nothing until a client pays you
  • ~3 hrsfrom your credentials to a live branded portal
Questions

The things people ask us about this

I am already registered and running. Is this a migration?

It does not have to be. Many desks start by pushing their existing calls in over the API and using the platform only for delivery, records and compliance. You can widen it later, or never.

Do you generate or send calls of your own?

No. You are the Research Analyst and you own every word. Nothing is written, suggested or published by the platform on its own, and we never give advice to your clients or anyone else.

Does my client know you exist?

No. Your domain, your logo, your theme, your payment gateway, your WhatsApp number and your SEBI registration number on every document.

Is there a limit on what one client can pay me?

Yes, and it is not ours — SEBI caps it at ₹1,51,000 excluding GST per PAN per 365 days, counting every payment that client makes you across everything you sell them. The platform adds up their approved payments for the last year plus whatever is in the cart, on your own GST rate rather than an assumed one, and refuses the purchase before the payment gateway opens. It fails open by design: a new client, a missing PAN or a slow check is allowed through, and only a computed, confident breach is stopped.

What do I pay in month one?

₹499 for the platform, plus ₹500 for each team member you add. Courses start at zero. Everything else is a share of what you actually sell.

The OptumFlex ecosystem

This isn’t just a platform. It’s an ecosystem for your business.

Onboarding, research calls, model portfolios, reports, courses, webinars, WhatsApp and a CRM — connected under your brand, so each one feeds the next. More than 64 RA businesses already grow inside it.

We’d be glad to welcome you in.Your brand, your clients, your money — we stay the technology underneath.

Try it for real
₹499a month + GST

Start for ₹499. Share only when your clients pay.

Until your first sale, that is all the core platform costs. Once clients start paying you, a small share of each sale is added — so we grow only when you do.

  • No setup or joining fee
  • Your first test customer is on usRun one customer account end to end; we reimburse its charges on request.
  • Your name, your domain, your gatewayClient money goes straight to you; your clients never see us.
Sign up — start for ₹499/month

Online sign-up is for SEBI-registered Research Analysts: keep your mobile number and your INH registration number handy.

Welcome back

Your desk is one click away.

Publish, onboard and get paid from your own portal.

Research Analyst sign in

Someone new on this computer? Start for ₹499 a month.

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.liveWe reply the same working day
  • Indirapuram, GhaziabadOperations office, OptumFlex Solutions Pvt. Ltd.
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