National Advisory Platform
Smart onboarding, capital intelligence, and direct execution in one client journey.
This is not a basic tips page. It is a full advisory operating system with pricing, smart suitability intake, Cashfree-ready conversion, client-created access, multi-channel delivery, Market Pulse, Opportunity Radar, Portfolio Compass, and an action-ready client console.
Plans And Pricing
Choose the operating lane that matches the client’s seriousness and trading style.
The plan structure is designed to signal service depth, delivery quality, and execution confidence rather than just a subscription fee.
Starter RA
For disciplined beginners who want guided recommendations with clean execution handoff.
Best for new advisory clients who want curated ideas, dashboard delivery, Telegram and email alerts, and a clean client portal.
- Client dashboard with recommendation inbox
- Telegram, WhatsApp, email, and push alerts
- Smart KYC and suitability capture
- Direct trade handoff from the portal
Prime RA
For active clients who want faster alerts, deeper notes, and recommendation performance visibility.
Designed for traders who need richer conviction notes, tighter notification fanout, and better visibility into delivered performance.
- Everything in Starter
- Priority alerts and richer thesis notes
- Recommendation performance dashboard
- Direct trade actions with execution logging
Elite RA Desk
For serious clients who want the full advisory operating layer and high-touch delivery.
Built for high-conviction advisory delivery with premium routing, executive onboarding, and full visibility across admin and client outcomes.
- Everything in Prime
- Dedicated onboarding lane
- Premium execution and support routing
- World-class portal experience and audit visibility
What Makes It Better
A premium advisory system, not a generic stock ideas funnel.
- Transparent plan architecture instead of vague bundled subscriptions.
- Suitability, consent, and risk posture are captured before money is collected.
- Credentials are created by the client during onboarding and become the same portal access after payment.
- Every action card can be linked to research, approval, dispatch, execution, and client outcome trace.
- The same central desk routes notifications across dashboard, Telegram, WhatsApp, email, and push.
Intelligence Stack
Different terms, better thinking, stronger client clarity.
- Market Pulse: a short-form read of the desk rhythm and current opportunity tone.
- Opportunity Radar: ranked setups matched to the client’s profile and segment preference.
- Portfolio Compass: signals what should be protected, repaired, or watched next.
- Conviction Lens: scores client alignment, execution discipline, and delivery consistency.
- Action Deck: the final client-facing recommendation surface with direct trade handoff.
Client Journey
Four steps from first visit to live execution.
Clients see exactly what changes between Starter, Prime, and Elite.
Identity, capital, risk, objectives, delivery rails, and credentials are captured in one pass.
Cashfree-style completion activates the client and opens the advisory console.
Market Pulse, Action Deck, alerts, performance records, and direct trade actions all live there.
Expansion Ready
Built to stretch beyond recommendations into a full wealth product.
- Portfolio diagnostics and buy-sell-hold guidance can be layered on the same client record.
- Screeners, event-based scans, and seasonal idea packs can flow into Opportunity Radar.
- Mutual funds, bonds, fixed deposits, insurance, and advisory baskets can sit on the same client spine.
- Research notes, webinars, and strategy learning can be delivered through the same portal identity.
- Maker-checker approval and stronger compliance rails can be added without changing the client journey.
Smart KYC
Let the system recommend the right operating lane while the client completes onboarding.
The form below captures what a serious advisory business actually needs: identity, suitability, segment intent, risk tolerance, communication preferences, and portal credentials in one pass.