Launch your SEBI-compliant advisory platform in minutes.
One simple platform to onboard clients, verify KYC, eSign agreements, collect payments, and share research or model portfolios under your own brand.
For SEBI Research Analysts (RA)
Publish equity & F&O trade calls, research reports, and instant Telegram alerts with automated KYC and MITC eSign agreements.
For SEBI Investment Advisers (IA / RIA)
Deliver financial planning, client risk profiling, suitability audits, and model portfolio rebalancing with automated IA client agreements.
Exclusively licensed to verified SEBI-registered Research Analysts and Investment Advisers.
Experience the client portal in real time.
Switch between the Research Analyst (RA) and Investment Adviser (IA) portals below to explore the live client onboarding and dashboard experience.
Everything you need to run a compliant practice.
Purpose-built workflows for SEBI Research Analysts and Registered Investment Advisers.
KYC & Risk Profiling
Real-time PAN verification via CVL KRA, DigiLocker Aadhaar KYC, and automated client risk profiling & suitability checks.
NSDL eSign Agreements
Paperless Aadhaar OTP e-signing for RA MITC documents and IA Investment Advisory Agreements with instant signed PDF receipts.
Billing & GST Invoicing
Automated subscription payments, SEBI fee cap tracking, and GST-compliant tax invoices sent directly to your clients.
Research Calls & Model Portfolios
Publish gated RA trade calls and research reports, or manage multi-asset IA model portfolios and rebalance updates.
Telegram & Instant Alerts
Generate single-use Telegram invite links for verified subscribers and broadcast research calls or portfolio updates in one click.
Unified Admin Console
Manage active clients, onboarding drop-offs, discount coupons, and 5-year SEBI audit records from one clean dashboard.
8 ready-to-launch website templates.
Choose from 4 Research Analyst (RA) templates and 4 Investment Adviser (IA) templates, or let us build a custom website from scratch for your firm.
Sleek Tech Slate
Clean layouts and slate backgrounds built for equity & momentum strategies.
Stark Editorial
Print-inspired editorial layout focusing on sharp typography and research cards.
Vibrant SaaS Startup
Modern growth layout built for retail equity and options research analysts.
Institutional Desk
Structured asset management layout for high-conviction equity research desks.
Apex Holistic Fiduciary
Clean wealth advisory portal built around client suitability and fiduciary care.
Apex Family Office Editorial
Refined family office aesthetic for long-term wealth managers and RIAs.
Apex Goal-Based Planner
Structured financial planning layout with clear advisory tiers and portfolios.
Apex Sovereign Private Bank
Executive private banking aesthetic for premier registered investment advisers.
Simple, transparent platform licensing.
Identical licensing plans for both SEBI Research Analysts (RAs) and SEBI Investment Advisers (IAs / RIAs). Choose the integration model that fits your practice.
White-Labeled Backend
Link your existing marketing website; we host the admin & compliance portals on subdomains.
- Unified RA / IA Admin Console on our Subdomain
- Full compliance funnels (KRA, Aadhaar KYC & Risk Profiling)
- RA (MITC) & IA Client Agreement Generation
- NSDL eSignatures & Razorpay Payments
- Telegram Bot Config, Research Calls & Model Portfolios
- Progressive Web App (PWA) client portal
Premium End-to-End (Template + Custom Domain)
Full marketing site and portals deployed on your custom domain (e.g. alpha.com) using your choice from our 8 ready-to-launch templates.
- All features of Option 1 (Full RA / IA Backend)
- Choose from 8 pre-built institutional templates (4 RA + 4 IA / RIA)
- Hosted on your primary Custom Domain (DNS & automated SSL)
- Customizable brand colors, fonts, logos & statutory disclosures
- Fully managed cloud hosting & Branded Bot support
Bespoke End-to-End (Custom Website from Scratch)
We design and build a 100% bespoke marketing website from scratch for your practice, deployed on your custom domain (e.g. alpha.com).
- All features of Option 2a (Full RA / IA Backend + Custom Domain)
- 100% bespoke marketing website built from scratch (no template)
- Custom UI/UX wireframes, calculators & bespoke animations
- Hosted on your primary Custom Domain (DNS mapping & SSL)
- White-glove data migration, Outbound Proxy & Branded Bot support
Request Sandbox Access
Submit your RA or IA advisory details below. You can also contact us directly at equisigmatechnologies@gmail.com or +91 90380 71381.