Equisigma Technologies offers a state-of-the-art white-label SaaS suite designed for registered research analysts and investment advisers. Automate eKYC, digital signatures, billing, and research delivery.
Test the automated SEBI compliance registration flow directly below. This live simulator runs the white-labeled onboarding journey, complete with PAN/KRA matchers and Aadhaar eKYC checks.
Everything you need to run a modern, fully compliant digital advisory platform.
Integration with SEBI-approved KRA (CVLKRA) directories for real-time PAN verification, client profile audits, and masked Aadhaar OTP validation.
Integrated e-signing engine (via Digital NSDL) allowing clients to execute advisory agreements paperlessly with instant audit trails and PDF receipts.
Razorpay subscription gateway with automatic compliance emails, SEBI fee collection logs, and GST compliance tax invoices generated dynamically.
Publish research reports, target calls, and rebalancing model portfolios behind a strict payroll advisory subscription paywall.
Auto-generate single-use dynamic Telegram invite links and broadcast high-conviction recommendations to private channels instantly.
Detailed oversight of active advisory subscribers, drop-off leads tracking, coupon management, rebalancing, and audit logs.
Our turnkey client portal (Option 2 & Option 3) offers four premium responsive UI skins. Advisors can select and activate either of these 4 templates directly from their admin settings panel to match their brand aesthetic.

Choose the integration model that matches your business model and tech stack.
Link your existing marketing website; we host the admin portals on subdomains.
Full marketing site and portals deployed under our subdomain (e.g. alpha.equisigma.com).
Full marketing site and portals deployed on your custom domain (e.g. alpha.com).
Submit your advisory details below. You can also contact us directly at info@equisigmaresearch.com or +91 90380 71381.