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.

Free, no-login NISM-XV (Research Analyst) + CPE Exam Prep mock tests — 146 real questions across both tests, unlimited attempts →

Plans & What's Included

Starting at just ₹499/month — one flat monthly price per organization. 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
Professional
₹1,999/month
Enterprise
₹4,999/month
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.

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.

₹1,499/year

Automatic / Scheduled Trade Dispatch

Compose a trade call and schedule when it sends, on the same Telegram/Email/PaRRVA dispatch pipeline.

₹999/month

Market Watch — Live Signal Analysis

Live BUY/SELL signal column with SL/Target auto-fill preview on your watchlist, plus an MCX Commodities board — built on your own already-connected broker feed.

₹1,499/month

Educational CMS — Courses & Mentorship

Build and sell your own courses and mentorship to your own students — a separate sign-up flow from your trade-recommendation clients, your own dedicated payment gateway, and an e-sign mentorship consent flow.

₹499/month

Client Auto-Pay

Razorpay recurring e-mandate so your clients renew automatically instead of manually, using your own configured Razorpay account.

₹499/month

Onboard Your Practice

Set up your own RA OS org — for SEBI Research Analysts running their own practice. New to this? Read the Setup Guide →

⚠️ Use ONLY your own company/organisation domain email — Gmail, Yahoo, Outlook, or any other personal email provider is NOT accepted.

Upload these for verification. SEBI Registration Certificate, PAN, Aadhaar, and Video KYC are required before you can submit for review — GST Certificate and Bank Account Proof are optional and can be added later. Your organization stays in "pending review" status until manually approved — this usually isn't instant. You can come back and add or remove documents any time, before or after approval, from Settings.

Your organization has been created and is pending manual verification review. You'll be able to log in and continue setup once approved.

Once approved, log in at the admin login and open Settings — you can auto-fill the rest of your organization profile (name, SEBI registration, disclaimer link, tagline) straight from your own website or a PDF/Excel file, or just fill it in manually.

Your organization has already been created. You don't need to sign up again from scratch.

Go to Settings → Verification Documents in the admin dashboard to manage or finish uploading your verification documents.

Go to Settings →

Not logged in there yet? Use the admin login with the same email you used here.