Practice Management Software for SEBI Research Analysts
RA OS runs your Research Analyst practice end to end — compliant client onboarding, trade dispatch, compliance filings, client portal, and reporting, all in one platform.
Contact us: +91 95165 98552 · info@rapractice.com
Plans & What's Included
Starting at just ₹499/month — each plan's monthly platform fee is a percentage of your own monthly client revenue, or the plan's flat floor price, whichever is higher (never both added together). Your first month is free on any plan, no credit card required to sign up. Pick a plan to start signing up — you can change plans later from Settings.
| Included with every plan |
Basic
₹499/month
2% of your monthly client revenue, or ₹499/month — whichever is higher
|
Professional
₹1,999/month
3% of your monthly client revenue, or ₹1,999/month — whichever is higher
|
Enterprise
₹4,999/month
3.8% of your monthly client revenue, or ₹4,999/month — whichever is higher
|
|---|---|---|---|
| Client onboarding — e-sign (Digio Aadhaar OTP) + KYC (CVL-KRA) + payment, SEBI-compliant sequence | ✓ | ✓ | ✓ |
| Trade Dispatch — Telegram / Email / Dashboard, with PaRRVA regulatory submission | ✓ | ✓ | ✓ |
| Compliance suite — Annual Audit Kit, Filing Calendar, Document Vault, Recommendation / Client / Payment Masters | ✓ | ✓ | ✓ |
| Client portal — client-facing dashboard, 12-language support | ✓ | ✓ | ✓ |
| Team & Access management with mandatory MFA | ✓ | ✓ | ✓ |
| Reports — CSV / Excel / PDF exports, bulk invoices, periodic BSE/SEBI filings | ✓ | ✓ | ✓ |
| Custom domain / whitelabel | — | ✓ | ✓ |
| Trade Reports → Google Drive sync | — | ✓ | ✓ |
| Scheduled automatic backups | — | ✓ | ✓ |
Additional Add-ons — Available on Any Plan
Billed separately, enable any time from Settings → Add-ons once your organization is live. Don't see what you need? Customization is also available — tell us your requirement and we'll build it.
NISM-XV (Research Analyst) + CPE Exam Prep — whole team
Full study modules and mock tests for every Admin/Moderator on your team, 1-year validity.
Automatic / Scheduled Trade Dispatch
Compose a trade call and schedule when it sends, on the same Telegram/Email/PaRRVA dispatch pipeline.
Live Market Analysis Tool
Connect your own broker account and get complete market research, live, across all asset classes — Equity, F&O, Commodities, and more, with Global Markets coming soon — built right into your Trade Dispatch workflow. Live analysis on every watchlist row, with auto-fill trade available so a dispatch is never built on a stale or guessed number.
Educational CMS — Courses & Mentorship
A full course-builder: create Courses → Modules → Lessons with video, PDF, image, and link content, organized however you like. Students get their own sign-up (email + OTP + password), a course catalog, and a built-in player — completely separate from your trade-recommendation client roster, since course enrollment isn't the RA advisory relationship. Includes a mentorship consent e-sign for every enrollee, and your own dedicated Razorpay + UPI payment gateway for course sales (never mixed with your RA-service payment account). Build once, sell to as many students as you want.
Client Auto-Pay
Razorpay recurring e-mandate so your clients renew automatically instead of manually, using your own configured Razorpay account.
Everything Included — the Full Feature List
RA OS runs your entire practice, not just one part of it. Here's everything, grouped by area.
Client Onboarding & Compliance Gate
- Digio Aadhaar OTP e-sign, with a drawn-signature/consent-click fallback (togglable)
- KYC verification across all KRAs (not just one) — automated API check, plus a manual-verification option for any KRA
- Razorpay + UPI payment collection out of the box, your own credentials — not locked to one gateway, we can customize this to whatever payment gateway you're already using (Cashfree or any other)
- Hard-enforced SEBI sign → KYC → payment sequence — never bypassable
- Fresh e-sign + KYC required only if a client's service actually lapses/breaks (not on every renewal) — per SEBI's rules
Trade Dispatch
- NSE symbol autocomplete + F&O lot auto-fill from a live broker feed
- PaRRVA regulatory submission built into every dispatch
- Delivery via Telegram, Email, and the Client Dashboard together
- Per-trade targeting — all clients, specific plans, or specific individuals
- Automatic group add/remove on client activation and expiry
Compliance Suite
- Annual Audit Kit — 25-item document checklist for your yearly compliance audit
- Filing Calendar — every SEBI/BSE time-bound deadline tracked automatically
- Document Vault — FY-wise evidence storage
- Recommendation Master, Client Master, Public Appearance Master
- Disclaimer & disclosure text on every client-facing message, built in
Client Portal
- Client-facing dashboard — plan status, trades, invoices, documents
- 12-language support, including Urdu/RTL
- Self-service renewal flow
- Client Activity Log — full signup-to-login timeline per client
Communication
- Telegram & WhatsApp inbox, in the same dashboard
- Market news alerts
- Notifications — email, desktop push, and an in-app bell
- Bulk Welcome Kit + auto-heal for failed sends
Team, Access & Reports
- Admin/Moderator roles with granular permissions
- Mandatory MFA for every team member
- CSV/Excel/PDF report exports, bulk invoices
- Auto-filled periodic BSE/SEBI filing reports
- Your own domain, agreement template, and branding — no RA OS watermark on client-facing documents
Website & App Development
Don't have a SEBI-compliant website yet, or need your own mobile app? We build those too.
SEBI-Compliant Website
Domain, professional email, hosting, full SEBI disclosures + compliance pages, and Digital Accessibility (WCAG 2.1 AA) — all done for you. See full pricing breakdown →
Mobile App Development
Your own client-facing or B2B app (Android/iOS), scoped to your exact requirements. Tell us what you need →