Research recommendations

One call, written once, delivered everywhere it was paid for

You decide the call. Everything after that — who is entitled to it, which channels it goes out on, what happens when you revise the stoploss, and the proof it arrived — is the platform's problem, not yours.

About 3 secondsto reach 10,000–20,000 clients with one call
Proof per messagewho got it, on which channel, and when
Only who paidentitlement decided by the plan, not by a group list

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Delivery record
Nifty Bank · entry range, stoploss, three targets Published 11:04:16 · entitled: everyone on an Index plan
Client portalDelivered0.6s
Your WhatsApp numberDelivered1.9s
Your Telegram channelDelivered2.2s
Your mailboxDelivered2.8s

4,812 clients entitled Longest channel 2.8s 0 silent failures

New · Trade protection

A stoploss that follows the call up

On the order ticket, pick a trail — rupee steps, a distance from the high, or a share of every rise — and a target ladder if you want one. Once the call is active the platform moves its stoploss for you, only in its favour, for every subscriber’s copy at once, and the call closes when the price reaches it. Your edits and your updates work as before; the actual stoploss stays on record. Try it on a made-up day:

Simulation
1 Pick a market day

The premium climbs to about ₹152 by midday, then slides below the entry. Watch the stoploss climb behind it in steps and close the call in profit when the slide comes.

2 Pick the protection as on the order ticket
Starts

For every ₹5 the premium rises above where the trail starts, the stoploss rises ₹4. It starts at the entry.

3 The call
Buy NIFTY 24500 CE1 lot · made-up
Entry ₹125Stoploss ₹108 T1 ₹136T2 ₹146T3 ₹156
On your My Research SL ₹108 Trailing

Every subscriber's copy of the call follows the same stoploss, and clients see the current one in their portal. No message goes out on each move; the usual update goes out when the stoploss is reached.

Premium 15:30₹125.00
Stoploss₹108
Watching the call
  1. Call activeentry ₹125 at 09:15
  2. Trail startsat the entry
  3. Stoploss movednot yet
  4. Closedwhen the price reaches the stoploss
PremiumTrailed stoploss Actual stoplossTargets one dot = 5 minutes, so the whole session fits
With this protection—
Stoploss left at ₹108—
Every stoploss move, step by step

    A simulation on made-up prices: not a prediction, not advice and not the record of any real call. While a call is active its protection is checked every few seconds: the stoploss moves only in the call's favour, on whole ticks, and stays a tick away from the price. A call closes when the price reaches its stoploss; in a fast market or a gap the price can move past a stoploss between checks, and a trailing stoploss can close a call before a later rally. The simulation follows one unit of the call.

    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. The ticket fills itself in

      You set your house style once, per segment: how wide the entry range should be, the stoploss, the three targets, and how long a position is meant to be held. After that every ticket arrives already filled in and your job is to check it, not to type it.

      • Per segment
      • Entry range and two stoplosses
      • Three targets with quantity splits
    2. It goes only to the clients whose plan covers it

      Equity, stock F&O, index options and commodities are kept distinct at every gate, and entitlement comes from what the client actually bought. Nobody is in a group they should have left, and nobody misses a call they paid for.

      • Equity · Stock F&O · Index · MCX
      • Entitlement from the plan
      • No group to maintain
    3. It arrives on every channel at once

      Your client portal, your WhatsApp number, your Telegram channel and your mailbox, with a record of each delivery. Your five hundredth client gets it in the same second as your first.

      • Client portal
      • WhatsApp · Telegram · Email
      • A record per message
    4. Every update follows the same list

      Stoploss moved, targets revised, a note of your own, an exit — each one goes to exactly the people who got the original, on the same channels, and is recorded against the same call. Nobody is left holding a version you have since changed.

      • Revisions
      • Custom notes
      • Exits
    5. And you can prove it arrived

      A delivery record per message, per channel, with read receipts where the channel offers them. When a client says he never got it, you do not argue — you open the log. Every version of what you sent is retained.

      • Per-message log
      • Read receipts
      • Full document history
    In detail

    What comes with it

    Beyond a single call

    The things a desk needs once it is publishing every day.

    Baskets

    Multi-leg ideas sent as one instruction, with the document generated and sent automatically on submit.

    Trade protection

    Give any call a trailing stoploss — rupee steps, a distance from the high or a share of every rise — and a target ladder. The platform moves the stoploss, every subscriber's copy follows, and the actual stoploss stays on record beside the trailed one.

    Alpha Spread

    Build a multi-leg structure leg by leg — spreads, straddles, strangles, calendars — and see the margin the whole structure needs before you commit to it.

    Probability report

    An eight-sheet workbook showing what following your calls would have produced.

    Basket performance

    Realised profit and loss by month, quarter, half and financial year, as a spreadsheet and as an investor-grade PDF you can hand over.

    A guaranteed record

    If a delivery cannot be completed for any reason, a terminal record with the exact reason is written. Your client is never left with silence and neither are you.

    Your own engine, if you have one

    Post your calls in over the API with a key, a secret and a code that rotates daily. Keep everything you have built and use the platform for delivery, records and compliance.

    Written into the record

    Because the question always comes later, not at the time.

    Version history

    Every version of every call, retained and retrievable.

    Your name on it

    Your company and SEBI registration number on every outgoing message.

    Channel-level detail

    Which channel carried it, when it was accepted, and what came back.

    Who was entitled

    The audience is derived from plans, so it can be explained afterwards.

    The numbers

    Figures we can stand behind

    • ~3 secto reach 10,000–20,000 clients
    • 4channels, plus your own app and API
    • 3targets per call, each with a quantity split
    • 8sheets in the probability workbook
    Questions

    The things people ask us about this

    Do you ever generate a call?

    No, and we never will. You are the Research Analyst. We are the infrastructure underneath. Nothing is written, suggested or published by the platform on its own.

    Can a call's stoploss trail by itself?

    Yes. On the order ticket, give the call a trailing stoploss — every rupee step it rises, a distance from the high in rupees or %, or a share of every rise — and, if you like, a target ladder that moves the stoploss to cost at Target 1 and to Target 1 at Target 2. Once the call is active the platform moves the stoploss, only in the call's favour, and every subscriber's copy follows. No message goes out on each move; the usual update goes out when the stoploss is reached.

    Can a trailing stoploss close a call too early?

    It can. A trail that sits close to the price can close a call on a pullback that later turns into a rally, and in a fast market or a gap the price can move past a stoploss between checks. The simulation on this page shows a day like that on purpose. You can stop the trail from the edit window at any time; the stoploss then stays where it is.

    How do I know a client actually received it?

    Every message has its own delivery record, per channel, with read receipts where the channel provides them. That log is the answer to the most common dispute an RA has.

    What happens when I move a stoploss?

    The revision goes to exactly the people who received the original, on the same channels, recorded against the same call. There is no second list to maintain.

    Can I keep my existing signal system?

    Yes. Post into the platform over the API and use it for delivery, entitlement, records and compliance. You are not throwing anything away, and you can stop posting any day.

    What does it cost?

    9% of what the client pays you, stepping down to 5% as your research sales grow, or ₹75 for every 30 days of the plan — whichever is higher. Nothing is due until a client pays you.

    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.

    On this service: 9% of each sale, falling to 5% as your research sales grow.

    • 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

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    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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