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Stop Managing SEBI Compliance on Spreadsheets

The ultimate audit-ready record-keeping platform built exclusively for SEBI-Registered Research Analysts. Automatically log recommendations, track client consent, and secure your license with zero manual effort.

Built for SEBI-registered RAs, IAs, and Corporate Advisory Firms.

The Reality of a SEBI Inspection:
When SEBI requests your advisory trails, scrambling through fragmented Telegram channels, WhatsApp logs, and Excel sheets isn't just stressful—it’s a compliance risk. Under current regulations, RAs must maintain a clean, unalterable audit trail of every recommendation from generation to delivery.

Features

How Finuro keeps you 100% compliant without slowing down your business.

🛠️ Bulletproof Recommendation Logs

  • The Feature: Automated, timestamped storage of every stock call, option recommendation, and research report.

  • The Compliance Benefit: Fulfills SEBI mandates for maintaining historical recommendation data. Once a call is published via Finuro, it is permanently logged with its underlying rationale, preventing post-dated modifications.

🔐 Multi-Channel Delivery Archiving

  • The Feature: Direct integration with WhatsApp, Telegram, and Email portals.

  • The Compliance Benefit: If you distribute calls across multiple channels, Finuro automatically captures and centralizes the exact text, time, and recipient list in one secure repository. No more losing historical data when a Telegram group chat clears.

📝 Seamless Client Onboarding & Consent Tracking

  • The Feature: Integrated KRA e-KYC workflows and digital document execution.

  • The Compliance Benefit: Automatically logs client risk profiles, onboarding dates, and signed disclosures using legal-grade electronic signatures before they ever receive their first premium recommendation.

👥 Role-Based Access Control (RBAC)

  • The Feature: Strict internal permission management for your team members and analysts.

  • The Compliance Benefit: Restricts who can upload, edit, or view research reports. Finuro maintains an internal log of employee actions, proving to auditors that your research process is secure and free from unauthorized tampering.


How It Works (The Compliance Workflow)

1.Generate & Rationalize:
Step 1.

Upload your research report or input your stock/options call into the Finuro dashboard. Attach the mandatory regulatory disclosure and research rationale.

2.Secure Broadcast:
Step 2.

Finuro distributes the recommendation simultaneously to your verified, active subscribers via WhatsApp, Telegram, or the secure client portal.

3.Immutable Archiving:
Step 3.

The platform instantly freezes the record. It logs the exact timestamp, the distribution list, the content of the message, and user read-receipts into an unalterable database.

4.One-Click Audit Export:
Step 4.

During a SEBI inspection or internal audit, select your date range and export a clean, formatted compliance trail in seconds.

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The operating platform for Research Analysts,
 Investment Advisers, and Wealth Firms. 
 onboarding, communication, subscriptions,
 recommendation delivery, portfolio analytics,
and advisory operations from one connected platform.

 

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