RAStage
Software for SEBI Registered Research Analysts.
Manage clients, subscriptions, research distribution, your branded digital presence, and day-to-day Research Analyst operations from one platform.
Research Should Not Be Surrounded by Operational Chaos.
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.
RAStage brings these connected workflows into one single, calm operating environment.
See Everything RAStage Can ManageLess Time Managing Processes.
More Time for Meaningful Research.
Eliminate 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 WorkflowFrom Research to Recommendation Delivery—One Connected Flow.
Experience how RAStage streamlines your entire daily workflow in 6 clear, automated stages.
Set Up Your Brand & Digital Presence
Configure your research business profile, SEBI registration number, firm logo, and custom domain. Your clients interact solely with your brand identity.
Organize Customers & Service Tiers
Segment clients by service plans (e.g. Long-term Equity, Momentum Calls, Options Advisory). Track subscription validity and automated expiry reminders.
Focus on Your Market Analysis
Analyze technical charts, fundamental balance sheets, and sector dynamics without operational interruptions or administrative distraction.
Create Structured Recommendations
Draft standardized trade calls with entry prices, stop-loss levels, multi-tier targets, and required regulatory rationale disclosures in a few clicks.
Instant Multi-Channel Distribution
Hit Publish. RAStage automatically filters eligible active subscribers and dispatches instantaneous alerts via your preferred channels.
Automatic Audit-Ready Record Keeping
Track real-time delivery logs, amendments, target updates, and closures. Everything is timestamped and archived for regulatory readiness.
Ready to Bring Your Workflow Together?
Book DemoOne Operating Environment.
Every Workflow Connected.
Everything required to operate and scale a professional Research Analyst practice.
Branded Digital Presence
Present your firm professionally with compliant client portals, custom domains, and transparent performance showcases.
Customer Relationship Hub
Maintain verified subscriber data, KYC status, contact history, and service entitlement securely in one place.
Services & Subscriptions
Define pricing plans, automated renewal notifications, billing cycles, and instant access provisioning.
Recommendation Studio
Create equity, F&O, and commodity calls with entry, targets, SL, rationale attachments, and risk categorizations.
Omnichannel Distribution
Broadcast recommendations across WhatsApp Business, SMS, and Email within seconds of publishing.
Timeline & Performance History
Access immutable chronological histories of every call made, revised stop-losses, and performance outcomes.
Audit-Ready Compliance Vault
Export timestamped compliance reports formatted to meet regulatory inspection requests with a single click.
Team Collaboration
Assign roles for analyst associates, compliance officers, and support staff with granular access permissions.
Every Recommendation Has a Journey.
RAStage Keeps It Structured & Audit-Proof.
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.
Research & Drafting
Formulate rationale, chart patterns, valuation multiples, and target time horizon.
Mandatory Disclosures
Attach personal holdings disclosure, financial interest declarations, and risk disclaimers.
Audience Eligibility
Match the recommendation automatically with active, paid subscribers authorized for this service.
Instant Broadcast
Simultaneous delivery across WhatsApp, Email & SMS under 2 seconds with high reliability.
Delivery Receipts
Track exact delivery timestamps and acknowledgment for every recipient on file.
Updates & Trailing SL
Publish revisions or stop-loss adjustments attached to the original recommendation thread.
Target Achieved / Exit
Record return calculation, reason for closure, and automated performance updates.
Permanent Audit Vault
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 ActionYour Recommendations.
Your Customer Trust.
Your Brand.
RAStage 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 100% to you.
Build Your Workflow Around Your Brand• Action: BUY | Positional (1-3 Mo)
• Entry: ₹1,580 - ₹1,595
• Target 1: ₹1,680 | Target 2: ₹1,740
• Stop Loss: ₹1,530
• Rationale: Q3 margin recovery, BFSI deal wins.
Disclosures: The RA holds no financial interest in this security. Standard SEBI disclaimers apply.
Better Systems Create Space for Higher Quality Work.
The 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.
Deep Research Focus
Free up 3 to 4 hours every single trading day from admin tasks to focus on financial modeling and technical analysis.
Operational Clarity
Know in real time which clients are active, who received which recommendation, and what services are expiring this week.
Zero Manual Repetition
Enter your recommendation once. RAStage formats it, attaches disclaimers, delivers it, and archives the compliance proof.
Scalable Practice Growth
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 SimplifyPurpose-Built for SEBI Registered Professionals.
Whether you operate as an individual analyst or lead an institutional research desk.
Independent Analysts
Run a complete advisory practice single-handedly without hiring full-time operational assistants or paying for multiple disconnected software licenses.
Growing Advisory Firms
Manage multiple service tiers (Equities, Futures, Wealth Baskets), automate client onboarding, and protect customer data privacy at scale.
Research Teams & Desks
Collaborate with associate analysts, implement review and approval workflows, and maintain an ironclad central compliance audit trail.
Why Manage One Workflow Across 5 Different Disjointed Tools?
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 TogetherSee the Platform Behind the Recommendation.
Explore 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 |
✓ Mandatory Disclosure: Firm and analyst associates hold 0 shares.
✓ Risk Profile Tag: Moderate Risk Equity Cash.
| 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 |
Built for Today's Workflow.
Engineered to Grow with Your Advisory.
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 PracticeBook Your Free 1-on-1 Guided Demo Today.
Experience 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.
Live Custom Whitelabel Configuration
See your branded client portal with custom domain (.in / .com), logo, and SEBI disclosures active in 2 minutes.
Instant Multi-Channel Dispatch Test
Send a real test recommendation to your own phone via official WhatsApp API, SMS gateway, and branded email.
Regulatory Compliance Vault Tour
Explore tamper-evident audit logs, rationale hash proofs, and 1-click exportable SEBI inspection packages.
Schedule Your Live Demo
Personalized 15-minute live screen share with an onboarding architect customized to your practice volume.
Tour the Complete Operating System in Action.
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.
Executive Advisory & Market Console
Centralized command view providing instantaneous visibility into active subscribers, today's open trade recommendations, and real-time delivery telemetry.
One-Click Recommendation Dispatcher
Publish structured calls with automatic entry ranges, targets, stop-loss rules, and auto-injected SEBI statutory disclaimers across all subscriber channels simultaneously.
Subscriber CRM & Investor Portal
Individual client records with verified KYC badges, digital signature agreements, automated renewal reminders, and instant GST invoice downloads.
Immutable 5-Year Compliance Ledger
Cryptographically timestamped SHA-256 ledger recording every broadcast receipt, recipient timestamp, and disclaimer snapshot for zero-stress regulatory audits.
WhatsApp Alerts & Mobile Feed
Give your subscribers an elite client experience with official WhatsApp Business API trade notifications and an instant mobile portal for tracking open positions.
Research & Track Record Analytics
Showcase verified historical performance with automated win-rate distributions, Sharpe ratios, and branded institutional PDF equity research notes.
Engineered for Zero Regulatory Risk. Bank-Grade Architecture.
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.
Regulation 24(2) Audit Readiness
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.
- Automatic timestamped records of all broadcast dispatches
- Mandatory statutory disclaimers injected into every channel
- One-click export of complete inspection dossiers for SEBI auditors
ISO/IEC 27001 Certified Architecture
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.
- Strict tenant data isolation and zero cross-account leakage
- Role-based access controls (RBAC) for senior & associate analysts
- Regular third-party vulnerability assessments and penetration tests
256-Bit SHA End-to-End Cryptography
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.
- Encrypted subscriber phone numbers masked from unauthorized views
- Tamper-evident SHA-256 cryptographic verification hashes
- Zero unencrypted storage of subscriber payment information
100% Indian Data Residency (AWS Mumbai)
Compliant with Indian regulatory guidelines regarding data sovereignty. Your entire advisory database, recommendation archives, and client records reside strictly within Indian borders.
- MeitY-empanelled Tier-4 cloud infrastructure on AWS Mumbai (ap-south-1)
- Zero foreign data transmission or offshore server dependencies
- Automated daily geo-replicated backups across Indian availability zones
Powering India's Leading Research Advisory Practices.
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.”
Choose How You Want to Operate with RAStage.
Access the entire operating system without building or maintaining expensive custom software infrastructure.
28-Day's Free Trial
Perfect for evaluating customized client portals, research workflows, and brand appearance.
SEBI Pro License
3 Months PlanFull ownership, custom domain (.in/.com), compliance engine, client payment gateway, and lead automation.
Enterprise Suite
Multi-AnalystBespoke platform with multi-analyst logins, CRM integration, mobile apps, and dedicated SLA.
Frequently Asked Questions
Everything you need to know about the RAStage operating system.
Have additional questions regarding your operational setup?
Discuss Your Workflow with UsYour Research Business Deserves More Than a Fragile Collection of Tools.
Your 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.