Launch Your SEBI-Compliant Advisory Platform in Minutes
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.
Experience Our Turnkey Platform in Action
We built and deployed the official client portal using our turnkey Option 3 SaaS architecture. Test the live client-facing portal below:
Enterprise-Grade Features Out Of The Box
Everything you need to run a modern, fully compliant digital advisory platform.
SEBI Compliant eKYC
Integration with SEBI-approved KRA (CVLKRA) directories for real-time PAN verification, client profile audits, and masked Aadhaar OTP validation.
NSDL Digital Signature
Integrated e-signing engine (via Digio/NSDL) allowing clients to execute advisory agreements paperlessly with instant audit trails and PDF receipts.
Advisory Billing & Invoicing
Razorpay subscription gateway with automatic compliance emails, SEBI fee collection logs, and GST compliance tax invoices generated dynamically.
Gated Research Library
Publish research reports, target calls, and rebalancing model portfolios behind a strict payroll advisory subscription paywall.
Telegram Delivery API
Auto-generate single-use dynamic Telegram invite links and broadcast high-conviction recommendations to private channels instantly.
Admin Dashboard Console
Detailed oversight of active advisory subscribers, drop-off leads tracking, coupon management, rebalancing, and audit logs.
Premium Frontend Theme Templates
Option 3 includes ready-to-deploy visual skins. Choose a template to preview it live:
Institutional Advisory for Active Investors
Get weekly high-conviction fundamental equity recommendations, themed portfolios, and momentum swing signals in one SEBI-compliant advisor portal.
Active Investor Pack
LTVP + Baskets + Momentum swing picks
Simple, Transparent Platform Licensing
Choose the integration model that matches your business model and tech stack.
White-Labeled Backend
For advisors who already have a custom front-end website/portal
- Admin Console Access (Add/Edit Plans)
- Dynamic Checkout Plan URL generation
- White-labeled compliance checkout page
- Standard eKYC (CVLKRA API) & eSignatures
- Automated Billing & Telegram bot links
Customized Backend API
For custom features or direct database integration
- All features of Option 1 (White-Label)
- Direct REST API access key licensing
- Tailored database schema modifications
- Custom compliance contract/pdf templates
- Dedicated API support Slack channel
Premium End-to-End
A complete turnkey platform. We host, run, and design everything.
- Turnkey Next.js Client Portal + Admin Console
- Includes a choice of 3 premium frontend themes
- Full deployment hosting & domain setup
- Complete custom branding (fonts, logo, colors)
- Priority server hosting maintenance support
Request Sandbox Access
Submit your advisory details below. You can also contact us directly at info@equisigmaresearch.com or +91 90380 71381.