Recommendation Engine for SEBI Research AnalystsFinuro's recommendation engine lets research analysts publish a call once, with entry, target and stop-loss, and deliver it to every subscriber by email, WhatsApp and Telegram. It tracks live prices against your levels, sends updates automatically and keeps a timestamped record of every call.  RECOMMENDATIONS What does the recommendation engine do?From publishing a call to keeping its record, without copying messages between apps. Structured callsPublish each recommendation with its instrument, entry, target and stop-loss, so every subscriber gets the same, complete call. Live price trackingFinuro watches market prices against your levels and sends status updates to subscribers automatically. Multi-channel deliveryEach call goes out by email, WhatsApp and Telegram to the right subscribers, with a delivery log you can retry from. Rationale and reportsDraft the research rationale with AI assistance and generate a PDF report for each recommendation. WHY IT MATTERS Why use a recommendation engine instead of group messages?Copying a call into several apps is slow, and leaves no reliable record. Everyone gets the same callSubscribers on every channel receive the same entry, target and stop-loss at the same time. Updates without the effortStatus updates go out as prices move, so you don't post follow-ups to each group by hand. A record you can showEvery call, update and delivery is timestamped, which is what audits and SEBI inspections ask for. Time back for researchLess time spent on distribution means more time on the analysis your clients pay for. How a recommendation goes outStep 1 Publish the callEnter the instrument, entry, target and stop-loss, and choose which plans receive it. Step 2 Subscribers are notifiedFinuro delivers it by email, WhatsApp and Telegram, and logs each delivery. Step 3 Prices are trackedLive prices are monitored against your levels, and updates go out as the call progresses. Step 4 The record is keptEvery call, update and delivery stays timestamped and exportable for audits. |
Who is the recommendation engine for?
It is built for SEBI-registered research analysts who publish calls to paying subscribers: equity, futures, options, indices and commodities, intraday or longer term. If you currently type the same call into a Telegram group, a WhatsApp group and an email, then follow up by hand when targets or stop-losses are hit, this replaces that work.
What SEBI expects from research analysts
SEBI's Research Analyst Regulations require analysts to keep records of their research and recommendations, including the basis for them, for at least five years, and to include the disclosures the rules call for. Check the current regulations and circulars for the exact requirements. Finuro timestamps every call and update, lets you attach a rationale and report, and adds your disclaimer to each message.
How a call is built in Finuro
Instruments, horizons and levels
Each recommendation has a horizon (intraday, short term or long term), an entry range, one or more targets and a stop-loss. For options you can build multi-leg calls from the option chain, set lots per leg, see the net premium and the profit or loss at each target and stop-loss, and set levels on the underlying.
Rationale and research reports
Add a technical chart and an expected move, then draft the rationale with AI assistance and edit it. Attach a research report by uploading it, generating it or building it from a CSV, and choose the report month it belongs to.
Advisory settings that enforce your rules
Set daily and active limits on calls, default target and stop-loss offsets in points or percent, per-instrument overrides, and an auto-close time for each exchange (3:30 PM for NSE and BSE, 11:30 PM for MCX).
What happens after you publish
Delivery on every channel
The call goes to the plans you choose by email, WhatsApp and Telegram, and to CRM segments. Delivery status is tracked and failed messages can be retried from the log.
Automatic tracking
Live prices are monitored against your levels. With automation switched on, Finuro can trigger entries, exit on target or stop-loss, trail the stop-loss and close the call when a level is hit, sending each update to subscribers. An auto-trigger monitor shows every open call and its distance from target and stop-loss.
Statuses for the record
Each call ends with a clear status: hit target, hit stop-loss, hit trailed stop-loss or not valid. That history feeds your performance analytics.
Finuro compared with posting calls by hand
| Task | By hand | With Finuro |
|---|---|---|
| Publish to three channels | Copy and paste three times | Publish once |
| Target or stop-loss hit | Watch the screen and post an update | Tracked and sent automatically |
| Rationale and disclaimer | Easy to forget in a rush | Attached to every call |
| Five-year record | Chat history and screenshots | Timestamped, exportable history |
Related Finuro features
- Performance analytics: success rate and P&L across your calls
- Paid Telegram and WhatsApp channels: where subscribers receive calls
- Broker integration: let clients place orders from a call
- SEBI record keeping: the audit trail behind every call
Frequently asked questionsCommon questions about recommendation engine in Finuro. Built for SEBI RAs and IAs Publish once, reach every subscriberSend structured calls to email, WhatsApp and Telegram at once, and keep the record SEBI expects. |
Book a Demo
See how Finuro handles onboarding, recommendations, model portfolios, and billing for your advisory firm. Tell us a little about your practice and we'll walk you through the platform on a live call.