The all-in-one operating platform to publish trade calls via WhatsApp & SMS, automate subscriber renewals, and maintain audit-proof compliance.
What would you like to do with RAStage?
A Research Analyst's real job is deep market analysis and delivering alpha. But in reality, hours every day are lost manually updating Excel sheets, copy-pasting buy calls into broadcast channels, tracking expiring subscriptions, answering WhatsApp queries, and stressing over regulatory records.
Collect, analyze and track market trends, sectors and stock movements.
Manually update, format and maintain multiple Excel files.
Manage scattered groups, find important updates and respond to queries.
Handle multiple platforms, track delivery and manage failed messages.
Collect, verify and record payment proofs manually.
Track activities, maintain records and handle compliance checks.
RAStage brings these connected workflows into one single, calm operating environment.
See Everything RAStage Can ManageEliminate the friction between finding a market opportunity and delivering it compliantly to your paying clients.
RAStage is engineered to eliminate operational drag so your expertise and focus remain where they belong: generating high-conviction research.
Discover the RAStage WorkflowExperience how RAStage streamlines your entire daily workflow in 6 clear, automated stages.
Configure your research business profile, SEBI registration number, firm logo, and custom domain. Your clients interact solely with your brand identity.
Segment clients by service plans (e.g. Long-term Equity, Momentum Calls, Options Advisory). Track subscription validity and automated expiry reminders.
Analyze technical charts, fundamental balance sheets, and sector dynamics without operational interruptions or administrative distraction.
Draft standardized trade calls with entry prices, stop-loss levels, multi-tier targets, and required regulatory rationale disclosures in a few clicks.
Hit Publish. RAStage automatically filters eligible active subscribers and dispatches instantaneous alerts via your preferred channels.
Track real-time delivery logs, amendments, target updates, and closures. Everything is timestamped and archived for regulatory readiness.
Ready to Bring Your Workflow Together?
Start TrialEverything required to operate and scale a professional Research Analyst practice.
Present your firm professionally with compliant client portals, custom domains, and transparent performance showcases.
Maintain verified subscriber data, KYC status, contact history, and service entitlement securely in one place.
Define pricing plans, automated renewal notifications, billing cycles, and instant access provisioning.
Create equity, F&O, and commodity calls with entry, targets, SL, rationale attachments, and risk categorizations.
Broadcast recommendations across WhatsApp Business, SMS, and Email within seconds of publishing.
Access immutable chronological histories of every call made, revised stop-losses, and performance outcomes.
Export timestamped compliance reports formatted to meet regulatory inspection requests with a single click.
Assign roles for analyst associates, compliance officers, and support staff with granular access permissions.
A recommendation is much more than a casual message sent to a subscriber. It is an end-to-end regulatory process from initial thesis to final trade closure.
Formulate rationale, chart patterns, valuation multiples, and target time horizon.
Attach personal holdings disclosure, financial interest declarations, and risk disclaimers.
Match the recommendation automatically with active, paid subscribers authorized for this service.
Simultaneous delivery across WhatsApp, Email & SMS under 2 seconds with high reliability.
Track exact delivery timestamps and acknowledgment for every recipient on file.
Publish revisions or stop-loss adjustments attached to the original recommendation thread.
Record return calculation, reason for closure, and automated performance updates.
Archived permanently with full timestamp history, ready for compliance inspection at any time.
Never scramble to reconstruct an old call. Keep the entire lifecycle connected to the trade itself.
See Recommendation Management in ActionRAStage operates as silent, compliant infrastructure in the background. Your clients never see "RAStage"—they see your firm's name, your SEBI registration number, and your logo across every notification.
No third-party branding. No client data mining. Your client relationships belong entirely to you.
Build Your Workflow Around Your BrandThe goal of technology is not to add another dashboard to your day. It is to eliminate redundant manual tasks so you can focus on alpha generation.
Free up 3 to 4 hours every single trading day from admin tasks to focus on financial modeling and technical analysis.
Know in real time which clients are active, who received which recommendation, and what services are expiring this week.
Enter your recommendation once. RAStage formats it, attaches disclaimers, delivers it, and archives the compliance proof.
Scale from 50 subscribers to 5,000 without adding manual headcount or risking compliance slip-ups.
"Your expertise should grow with your business—not get buried under its daily administrative operations."
See What RAStage Can SimplifyWhether you operate as an individual analyst or lead an institutional research desk.
Run a complete advisory practice single-handedly without hiring full-time operational assistants or paying for multiple disconnected software licenses.
Manage multiple service tiers (Equities, Futures, Wealth Baskets), automate client onboarding, and protect customer data privacy at scale.
Collaborate with associate analysts, implement review and approval workflows, and maintain an ironclad central compliance audit trail.
Comparing generic commercial software stacks against RAStage's purpose-built environment.
RAStage is designed to bring the fragmented workflows surrounding your research business into a more connected operating environment.
Bring Your Workflow TogetherExplore actual interface views demonstrating how RAStage powers daily research operations.
| Stock / Symbol | Call Type | Entry Price | Target 1 | Stop Loss | Status |
|---|---|---|---|---|---|
| RELIANCE EQ | Swing Buy | ₹2,920 | ₹3,150 | ₹2,840 | Active (+3.2%) |
| TCS EQ | Positional | ₹4,120 | ₹4,450 | ₹3,980 | Target 1 Hit |
| NIFTY 24500 CE | Intraday Options | ₹145 | ₹210 | ₹110 | Open Call |
| Subscriber Name | Contact (Masked) | Subscribed Service | KYC Status | Expiry Date | Channels |
|---|---|---|---|---|---|
| Rajesh Sharma | +91 98*** **412 | Equities Alpha Pro | SEBI Verified | 14 Dec 2026 | WhatsApp, Email |
| Ananya Patel | +91 97*** **820 | Options Momentum | SEBI Verified | 02 Nov 2026 | WhatsApp, SMS |
| Vikramaditya Rao | +91 99*** **344 | HNI Long-Term Wealth | SEBI Verified | 28 Feb 2027 | WhatsApp, Email, SMS |
| Call ID | Stock | Entry Date | Exit Date | Return (%) | Outcome |
|---|---|---|---|---|---|
| #RA-2026-108 | BHARTIARTL | 12 Jan 2026 | 28 Feb 2026 | +14.8% | Target 2 Reached |
| #RA-2026-094 | TATAMOTORS | 04 Jan 2026 | 22 Jan 2026 | +8.4% | Target 1 Hit |
| #RA-2026-081 | AXISBANK | 18 Dec 2025 | 05 Jan 2026 | -2.1% | SL Triggered |
| Timestamp (IST) | Reco ID | Stock Symbol | Recipients | SHA-256 Hash | Compliance Action |
|---|---|---|---|---|---|
| 2026-02-28 09:15:22 | #REC-491 | HDFCBANK | 384 Clients | 8f4b...3a91 | Export PDF Proof |
| 2026-02-27 11:30:14 | #REC-490 | INFY | 412 Clients | 7c19...5e20 | Export PDF Proof |
You might begin today with 30 subscribers and a handful of weekly trade ideas. But as your performance attracts capital, your operations will multiply exponentially:
RAStage provides the rock-solid technological backbone so you never have to rebuild your infrastructure as you scale.
Start Building a Connected PracticeExperience how RAStage runs your research business end-to-end. We will configure your firm's name, SEBI registration number, and live multi-channel broadcast pipelines right in front of you.
See your branded client portal with custom domain (.in / .com), logo, and SEBI disclosures active in 2 minutes.
Send a real test recommendation to your own phone via official WhatsApp API, SMS gateway, and branded email.
Explore tamper-evident audit logs, rationale hash proofs, and 1-click exportable SEBI inspection packages.
Personalized 15-minute live screen share with an onboarding architect customized to your practice volume.
Inspect high-resolution screens of the RAStage platform. Explore the real-time advisory console, one-click recommendation studio, branded client portal, immutable compliance vault, and mobile broadcast feeds.
Understand SEBI's advertisement and branding guidelines for RAs and RIAs, including disclaimers, social media marketing, website requirements and practical compliance checks.
Learn how SEBI RAs can structure the journey from research and recommendation to updates, closure and retrievable compliance records.
Inspect high-resolution screens of the RAStage platform. Explore the real-time advisory console, one-click recommendation studio, branded client portal, immutable compliance vault, and mobile broadcast feeds.
Centralized command view providing instantaneous visibility into active subscribers, today's open trade recommendations, and real-time delivery telemetry.
Publish structured calls with automatic entry ranges, targets, stop-loss rules, and auto-injected SEBI statutory disclaimers across all subscriber channels simultaneously.
Individual client records with verified KYC badges, digital signature agreements, automated renewal reminders, and instant GST invoice downloads.
Cryptographically timestamped SHA-256 ledger recording every broadcast receipt, recipient timestamp, and disclaimer snapshot for zero-stress regulatory audits.
Give your subscribers an elite client experience with official WhatsApp Business API trade notifications and an instant mobile portal for tracking open positions.
Showcase verified historical performance with automated win-rate distributions, Sharpe ratios, and branded institutional PDF equity research notes.
RAStage organises key operational activities into structured records, helping your team retrieve relevant information when required.
Structure recommendation-related activity so important events have a clear place in your operational history.
Keep relevant customer actions and relationships connected to the wider operating workflow.
Organise subscription status and related activity so the business has a clearer operational view.
Coordinate supported communication workflows and maintain associated operational context.
Structured operational history can support your own record-management and compliance processes where applicable.
RAStage provides software infrastructure; the relevant Research Analyst or research entity remains responsible for its regulatory obligations.SEBI Registered Research Analysts operate in one of India's most stringently regulated financial domains. RAStage eliminates compliance anxiety with immutable audit logging, bank-grade encryption, and strict Indian data residency.
SEBI mandates that all investment advice and research recommendations be preserved for five continuous years. RAStage automates this entire burden—every message, timestamp, and distribution list is permanently sealed.
Built to enterprise financial standards. Every client database is housed in an isolated, multi-tenant environment with cryptographic separation—ensuring no other analyst or third party can ever access your data.
Your subscriber phone numbers, trading calls, and financial billing records are safeguarded by bank-grade TLS 1.3 encryption in transit and AES-256 encryption at rest.
Compliant with Indian regulatory guidelines regarding data sovereignty. Your entire advisory database, recommendation archives, and client records reside strictly within Indian borders.
Professional research deserves professional infrastructure. RAStage helps organise the digital operation around your expertise so your brand, clients, subscriptions, recommendations and communication work together.
From boutique advisory firms in Dalal Street to multi-analyst research houses in Bengaluru, Delhi, and Ahmedabad—see how registered professionals scale their advisory with RAStage.
“Before RAStage, preparing for our annual SEBI compliance audit meant two weeks of manual spreadsheet cross-referencing. Now, every single WhatsApp broadcast, client agreement, and payment invoice is logged with an immutable hash. The inspection audit dossier was exported in 10 seconds.”
“Our subscribers love having their own branded web and mobile portal. Renewals happen automatically via Razorpay with automated GST invoices, and our clients receive trade alerts within 400ms on WhatsApp. Our subscription renewal rate climbed from 54% to 83%.”
“The Recommendation Studio is a game-changer for active intraday and F&O calls. One click broadcasts to 2,400+ subscribers simultaneously across WhatsApp and Telegram with the mandatory SEBI disclaimers automatically attached. No manual copy-pasting ever again.”
Access the entire operating system without building or maintaining expensive custom software infrastructure.
Perfect for evaluating customized client portals, research workflows, and brand appearance.
Full ownership, custom domain (.in/.com), compliance engine, client payment gateway, and lead automation.
Bespoke platform with multi-analyst logins, CRM integration, mobile apps, and dedicated SLA.
Tell us how you currently manage your research operation. We can show how the platform maps to your website, recommendations, clients, subscriptions and communication workflows.
Everything you need to know about the RAStage operating system.
Have additional questions regarding your operational setup?
Discuss Your Workflow with UsYour competitive edge is market analysis and research conviction. Running your advisory shouldn't mean drowning in spreadsheets, broadcast delays, and compliance anxiety. Bring your entire practice into one connected operating system today.
