RA OS is practice management software built specifically for SEBI Registered Research Analysts in India — not a generic CRM adapted for the job, but software designed around SEBI's actual Research Analyst compliance requirements from the ground up.
RA OS is for individuals or entities who are, or are becoming, a SEBI Registered Research Analyst and need software to run client onboarding, trade recommendation dispatch, and SEBI/BSE compliance tracking for their own practice — on their own domain, under their own branding.
Every client goes through a hard-enforced sequence: agreement e-sign (Digio Aadhaar OTP, with a drawn-signature fallback), then KYC verification (across all KRAs, with a manual-verification option), and only then payment (Razorpay or UPI, using the RA's own credentials). This order cannot be bypassed. A fresh e-sign and KYC are required only if a client's service actually lapses — not on every routine renewal — matching SEBI's own re-verification rule.
Every dispatched recommendation carries NSE symbol autocomplete, F&O lot auto-fill sourced from a live broker feed, and a built-in submission to PaRRVA — SEBI's mandated Research Analyst performance-reporting system — so performance data is independently verifiable, not just self-reported. Recommendations reach clients over Telegram, Email, and the client dashboard together, and can be targeted to all clients, a specific plan, or specific individuals.
Plans start at ₹499/month. Each plan's monthly fee is a percentage of the RA's own monthly client revenue, or the plan's flat floor price — whichever is higher (never both added together). The first month is free on any plan, no credit card required.