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OptumFlex

OptumFlex is an India-based white-label software platform for SEBI-registered Research Analysts and Investment Advisers. It runs the whole practice under the analyst's own brand and domain: client onboarding with PAN checked against the KRA record, a signed MITC agreement, payments into the analyst's own gateway account with GST invoices, research calls delivered only to entitled clients on the client portal, WhatsApp, Telegram and email, model portfolios, research reports on request, courses, w

For agents: White-label software for SEBI-registered Indian research analysts and investment advisers: client onboarding, KYC, payments, research delivery, model portfolios

sebi research analystwhite-label platforminvestment advisersclient onboardingmodel portfolios

Their llms.txt

The beginning of the file, from our validated copy saved 2026-10-20T21:04:55.754Z. Cached copy · Source on optumflex.live

# OptumFlex

> OptumFlex is an India-based white-label software platform for SEBI-registered Research Analysts and Investment Advisers. It runs the whole practice under the analyst's own brand and domain: client onboarding with PAN checked against the KRA record, a signed MITC agreement, payments into the analyst's own gateway account with GST invoices, research calls delivered only to entitled clients on the client portal, WhatsApp, Telegram and email, model portfolios, research reports on request, courses, webinars, a CRM and the records behind all of it.

Company: OptumFlex Solutions Pvt. Ltd., Ghaziabad, India (founded 2017). Website: https://www.optumflex.live/
Who it is for: SEBI-registered Research Analysts (individual and corporate) and Investment Advisers in India.
In use: more than 64 RA businesses run their practice on it.
Go-live: about 3 hours for a standard setup, once the analyst's credentials are ready.

## Price
- Platform: ₹499 a month for the whole platform. No setup or joining fee.
- Staff logins: ₹500 a month for each one switched on.
- A published share of what clients pay, plus usage-based charges for courses, webinars and messaging.
- Every rate, with a calculator: https://www.optumflex.live/pricing/
- Two plans at the same platform fee: Premium (the whole platform) and Basic (onboarding, KYC, e-sign, agreements, plans, payments and Telegram, with a research share that comes down from 5% to 3%): https://www.optumflex.live/pricing/basic/
- GST at 18% applies to what the analyst pays OptumFlex.

## What it includes
- White-label client portal on the analyst's own domain, built mobile-first
- Client onboarding: PAN checked against the KRA record, official name filled in
- MITC and Investor Charter read and signed, with a signing certificate
- Payments into the analyst's own gateway account, GST invoices in their own series
- SEBI fee cap checked before a client pays
- Research recommendations with entry range, stoploss and targets
- Delivery only to entitled clients: client portal, WhatsApp on the analyst's number, Telegram, email
- A delivery record per message
- Strategy Matrix: strategies, products, clients and markets joined by checkboxes
- Rationale reports pre-filled from each strategy
- Alpha Spread: multi-leg baskets with their own max loss, max profit and trailing profit lock, closed for every subscriber at once
- Trade protection: a trailing stoploss (rupee steps, a distance from the high or a share of each rise) and a target ladder on any research call, with the actual stoploss kept on record
- Model portfolios with rebalancing and daily performance
- Research reports on request
- Research reports in four depths: written by the analyst at no cost, or built by AI as Basic, Premium or Ultra Premium, with tables and charts computed from daily prices and company filings
- Courses and webinars under the analyst's brand
- CRM for enquiries from every source
- WhatsApp on the analyst's own number, direct with Meta, no com
…

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Claim my listing on Agent Web Map for optumflex.live:
1. POST https://agentwebmap.com/v1/sites/optumflex.live/claims and keep claim_id and claim_secret private.
2. Publish the proof: add the line "AgentWebMap ownership: <token>" (token from step 1) to https://optumflex.live/llms.txt, or use the DNS, meta-tag or well-known method the response describes.
3. POST https://agentwebmap.com/v1/sites/optumflex.live/verify with {"claim_id": "...", "claim_secret": "..."}.
4. Save the api_key from the answer; it manages the listing (PATCH https://agentwebmap.com/v1/sites/optumflex.live).
MCP equivalent: tools begin_ownership_claim, then verify_domain, at https://agentwebmap.com/mcp. Docs: https://agentwebmap.com/docs#verify

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