WhatsApp, Telegram and email

Your own number, and a record of every message that left it

Your clients already live on WhatsApp. The problem is that a WhatsApp group cannot tell you who read anything, cannot remove someone who stopped paying, and is not something you can show anybody afterwards. This is the same channel with all three fixed.

Your own business numbernot a shared one — your clients see you
A record per messageaccepted, delivered, read, or why not
Access that closes itselfa paid channel removes people who stop paying

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

One send, and its ledger
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. You connect your own WhatsApp business account

    Your number, your credentials, in your own console. Your clients see your name because it is your account — and your Telegram bot and your mailbox connect the same way.

    • Your account
    • Your Telegram
    • Your mailbox
  2. What you publish goes out on all of it at once

    A recommendation, a portfolio update, a report or a document reaches the people entitled to it on every channel they have, in about three seconds at ten to twenty thousand clients. Your five hundredth client gets it in the same second as your first.

    • Every channel at once
    • ~3 seconds
    • Entitlement from the plan
  3. Every message leaves a record

    Accepted, delivered, read — or the exact reason it failed, in plain language rather than an error code. When a client says they never received something, you open the log instead of arguing.

    • Per channel
    • Plain-language reasons
    • Retried on a ladder
  4. Campaigns are charged for what was actually accepted

    Audiences built from what people bought, duplicates merged, opt-outs honoured, and a “skip anyone messaged in the last N hours” guard. A message that fails is refunded. The cost is on the report, per campaign.

    • Charged on acceptance
    • Failures refunded
    • Opt-outs honoured
  5. And a paid channel manages its own membership

    A Telegram channel you charge for adds and removes members as subscriptions start and end, so nobody is still in it a month after they stopped paying.

    • Adds on payment
    • Removes on expiry
    • Without you remembering
In detail

What comes with it

The parts that keep you out of trouble

Messaging at volume is where a well-meaning desk gets itself into difficulty.

Opt-out, handled

A reply of STOP removes that contact, START puts them back, every campaign email carries an unsubscribe link, and you can add or remove anyone by hand.

Frequency guard

Skip any contact already messaged on that channel in the last 24 hours, three days or week — per campaign, so one busy week does not become spam.

Marketing on a separate pipe

Transactional mail and promotional mail leave on different connections, so a bad campaign can never stop a client receiving their agreement.

A two-way inbox

Replies land somewhere you can see and answer, with contacts and unread tracking — not in a phone in somebody's pocket.

Retries that make sense

A failure that might succeed later is retried on a ladder; one that never will is stopped, and the report says which and why.

Renewal and win-back runs

Daily from seven days before expiry, then a configurable win-back for lapsed clients — email daily, WhatsApp only on the first and final touch.

The numbers

Figures we can stand behind

  • ~3 secto reach 10,000–20,000 clients
  • 3channels, plus your own client portal
  • 24 h / 3 d / 7 dfrequency guards you can choose between
  • 0messages charged that were never accepted
Questions

The things people ask us about this

Is this my WhatsApp number or a shared one?

Yours. You connect your own WhatsApp business account with your own credentials, so your clients see your name. Messaging charges on your own account stay between you and the provider, which is why our per-message rate on your own number is so small.

Can I see whether a client actually read something?

You can see accepted, delivered and read where the channel reports it, per message and per channel — and the exact reason for anything that failed.

Do one-time codes only go on WhatsApp?

WhatsApp first. If a code does not arrive, the client taps Resend and the new code also goes by SMS to their Indian mobile — on sign-up and sign-in, and on webinar and course registration. The SMS is not charged to your wallet, and it comes from our DLT-registered sender ID, OPTUM.

What happens to my paid Telegram channel when someone stops paying?

They are removed, without you remembering to do it. Membership follows the subscription.

Am I charged for messages that fail?

No. Charging happens when a channel accepts a message, and if it later reports a failure the charge is refunded. The report shows charged, refunded and net per campaign.

Can I send a campaign to everyone who ever bought a particular plan?

Yes — audiences are built from what people actually bought, with duplicates merged and opt-outs and recently-messaged contacts skipped before anything is sent.

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: Charged per message, only when a channel accepts it.

  • 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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