FOR NEWLY REGISTERED RESEARCH ANALYSTS Just got your SEBI RA registration? Set the business up right from day one.The certificate is the easy part. Before your first paying client you need KYC, an agreement with MITC, a way to collect fees, a way to deliver research and records for all of it. Finuro puts the whole setup in one place. ā Free directory profileā KYC and e-signā Payments and GSTā Records from day one BEFORE YOUR FIRST CLIENT š“ A page that shows your plans and registration š A KYC process for every client š“ An agreement and MITC to sign š A way to collect fees and send invoices š“ A way to send calls and keep the rationale ā With Finuro: all five run on one platform. SOUND FAMILIAR? The first month after registrationQuestions every new research analyst asks. Week 1 "Where do clients sign up?"You need a page that shows who you are, your registration and your plans. Week 1 "How do I do KYC?"KRA checks, PAN and documents, for every single client. Week 2 "Which agreement do they sign?"Every client signs the agreement and MITC before you serve them. Week 2 "How do I collect fees?"Payment gateways are cautious with advisory businesses, and every payment needs an invoice. Week 3 "How do I send my calls?"And keep a record of the rationale behind each one. Year one Your first compliance auditWhatever you set up now is what the auditor sees. Start the way you want to scale.Fixing processes after 500 clients is painful. Setting them up properly before the first one is easy. YOUR FIRST CLIENT, STEP BY STEP From registration to first callThe whole client journey, ready before anyone pays. 1 Claim your profileYour free Finuro directory profile, with a Verified badge. 2 Add your plansPricing, trials and coupons for your research. 3 Turn on onboardingKRA check, PAN lookup, risk profile and Aadhaar e-sign. 4 Connect paymentsRazorpay, Cashfree or HDFC, with GST invoices. 5 Publish your first callEntry, target and stop-loss, with your rationale. 6 Deliver itEmail, WhatsApp and Telegram, with delivery logs. 7 Track performanceSuccess rate, P&L and accuracy from the first call. 8 Records readyEverything on record for your first audit. BEFORE AND AFTER Piecing it together vs. one platformMost new analysts start with five tools and spend the next year fixing it. 01 Building a website before you can take clients ā A free directory profile and your own branded portal 02 A separate KYC vendor and an e-sign tool ā KRA check, PAN lookup and Aadhaar e-sign built in 03 A payment link and invoices made by hand ā Subscription billing with GST invoices 04 Calls posted in a chat ā Timestamped calls delivered on every channel 05 Records you plan to "organise later" ā Records kept from the first client 06 No track record to show ā Performance analytics from your first call HOW FINURO HELPS Everything a new RA practice needsStart small and add more as you grow. See every feature ā FreeVerified Free directory profileEvery SEBI-registered RA has a profile on Finuro. Claim it to add plans, courses and a Verified badge. BrandingPortal White-label portalYour name and colours on your own subdomain, with your own payment gateway. KYCe-Sign e-KYC and e-sign onboardingKRA checks through CVL or NDML, PAN lookup, Aadhaar e-sign via Digio and consent records. PaymentsGST Subscription billingTrials, coupons and recurring payments through Razorpay, Cashfree or HDFC, with GST invoices. ResearchDelivery Recommendation engineCalls with entry, target and stop-loss, live prices and updates on every channel. TelegramWhatsApp Paid Telegram and WhatsApp channelsGroups tied to subscriptions: invite links go out the moment someone pays. ComplianceAudit SEBI record keepingEvery recommendation logged, delivery archived and consent tracked, ready for audit. AnalyticsPaRRVA Performance analyticsSuccess rate, net P&L, accuracy and hold time across every call, ready for PaRRVA. Education CoursesChapters, batches, quizzes, progress tracking and PDF certificates under your brand. COMPARE Doing it yourself vs. FinuroWhat you need before the first paying client. FAQ Questions, answeredNEW RA? Start your practice on the right footBook a demo and set up onboarding, payments, research delivery and records before your first client signs. |
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