For SEBI-registered Research Analysts & Investment Advisers
See how your practice works in Niveshraai.
Explore client onboarding, research recommendations, model portfolios and practice records in a short product walkthrough.
Product overview
1:28 · EnglishEnglish & Hindi subtitles in the player
Explore the walkthrough
Choose a chapter to jump in
Read the walkthroughThe full narration, in English or Hindi
Your branded workspace
Research in one place, client records in another, billing somewhere else. Niveshraai brings that work together for SEBI-registered Research Analysts and Investment Advisers. Your logo, your colours and your domain. Clients can view their portfolio and your latest advice on their phone.
Client onboarding
Keep each client's KYC, agreements and subscriptions together. See what's complete and what still needs attention.
Recommendations & research
Review your recommendation before publishing it to eligible clients. Track delivery and client acknowledgements in the app. Prepare AI research drafts with sources for NSE and BSE companies. Check the facts and sources. The final judgement remains yours.
Model portfolios
Build model portfolios by choosing stocks and their weights. Share rebalance updates with clients; investment decisions remain theirs.
Plans & payments
Manage your plans, subscriptions and invoices together. Payments go through your gateway to your account, with no platform revenue share.
Records & evidence
Retrieve captured records by client, period or financial year. Evidence packs support your auditor; they do not certify compliance.
Pricing & next steps
Start with 3 months free of platform fees. Then ₹4,999/month for up to 100 active clients. Applicable GST and separate provider charges are extra. Want to see how this fits your practice? Book a 20-minute walkthrough at niveshraai.com.
Your branded workspace
Research एक जगह, clients का record दूसरी जगह, billing कहीं और। इसीलिए निवेशराय, SEBI registered Research Analysts और Investment Advisors के लिए, ये सब एक जगह लाता है। यहाँ आपका logo होगा, आपके colours और आपका domain। Clients अपने phone पर ही portfolio और आपकी latest advice देख सकते हैं।
Client onboarding
हर client की KYC, agreements और subscriptions, सब एक ही record में रखिए। आपको साफ़ दिखेगा कि क्या पूरा हो चुका है, और कहाँ ध्यान देना है।
Recommendations & research
Recommendation तैयार हो, तो review करके eligible clients तक publish कर दीजिए। वो किस तक पहुँची, और किसने acknowledge किया, ये भी आप यहीं देख सकते हैं। NSE और BSE companies पर research के लिए, AI से sources के साथ पहला draft बनाइए। फिर facts और sources ख़ुद check कीजिए। आख़िरी फ़ैसला आपका है।
Model portfolios
Stocks और उनके weights चुनकर model portfolios बनाइए। Rebalance के updates clients से share कीजिए। निवेश का निर्णय उन्हीं का रहता है।
Plans & payments
Plans, subscriptions और invoices भी यहीं manage हो जाते हैं। Payment आपके gateway से सीधे आपके account में आती है। Platform आपका revenue share नहीं लेता।
Records & evidence
Records चाहिए हों, तो client, period या financial year के हिसाब से निकाल लीजिए। Evidence packs आपके auditor की मदद करते हैं। ये compliance का certificate नहीं हैं।
Pricing & next steps
शुरू के तीन महीने platform fees नहीं हैं। उसके बाद, सौ active clients तक, ₹4,999 प्रति महीना। लागू GST और provider charges अलग हैं। देखना चाहते हैं कि ये आपकी practice में कैसे काम करेगा? निवेशराय डॉट कॉम पर बीस मिनट का walkthrough book कर लीजिए।
Your next step
See how it fits your practice.
Twenty minutes with our team, focused on your onboarding, research publishing and client record workflows. Send us your details, then choose an available time.
The founding plan
3 months free
₹4,999/month thereafter
First-year average: ₹3,749.25/month
Up to 100 active clients.
Plus applicable GST and separate provider charges.