A white-label platform for your research advisory practice
Mintants gives SEBI-registered Research Analysts (RA) and Registered Investment Advisers (RIA) a fully white-labelled web app to run their advisory business end to end from paperless KYC onboarding to automated calls tracking. Ship under your own brand, stay compliant by default, and launch in weeks.
- SEBI-aligned by design
- Fully white-labelled
- KYC to calls tracking
Run your entire advisory practice from a single dashboard
No stitching together spreadsheets, chat groups, and payment links. One white-labelled app handles the whole lifecycle.
Digital KYC & onboarding
Paperless client onboarding with identity KYC, e-signed advisory agreements, and audit-ready consent capture aligned to SEBI norms.
Risk profiling & suitability
Built-in risk questionnaires and suitability checks so every recommendation is matched to the client's documented profile.
Research calls & tracking
Publish research calls with rationale and disclosures, then auto-track entry, exit, and performance on a transparent, timestamped record.
Subscriptions & payments
Sell plans, collect payments, and handle renewals and invoices automatically with access provisioned the moment a client subscribes.
Branded client portal
A polished, mobile-friendly portal under your own brand where clients view calls, track performance, and manage their subscription.
Compliance & audit trail
Immutable audit trails, disclosures, and record-keeping baked into every action, so you stay inspection-ready without extra effort.
What your clients actually see
A polished, mobile-first portal your logo, your colours. Clients track calls, performance, and their subscription in one place.
From first sign-up to tracked, compliant advice
A single flow that carries a client from onboarding to ongoing advice with compliance running quietly in the background.
- 01
Onboard
Clients complete paperless KYC, e-sign the advisory agreement, and finish risk profiling in minutes fully SEBI-aligned.
- 02
Subscribe
Clients choose a plan and pay online. Renewals, invoices, and access are handled automatically, with no manual chasing.
- 03
Advise
Publish research calls to the right subscribers with rationale, targets, and disclosures attached to every recommendation.
- 04
Track
Every call is auto-tracked for entry, exit, and performance a transparent record clients trust and regulators expect.
- 05
Stay compliant
Audit trails, disclosures, and record-keeping accrue in the background, keeping your practice inspection-ready year-round.
The advantages of a platform built for your practice
Your brand, front and center
Fully white-labelled your name, your domain, your design. Clients experience your practice, never ours.
Launch in weeks, not quarters
A production-ready foundation means you go live fast, without a multi-quarter build or a large in-house team.
Compliance built in, not bolted on
Disclosures, consent, and audit trails are part of the core so staying inspection-ready is the default, not a scramble.
One partner, end to end
From onboarding to tracking to ongoing support, you work with one team that owns the platform and its roadmap.
Questions about RA & RIA software
What the platform does, how it stays compliant, and how fast you can launch.
What is SEBI RA software?
SEBI RA software is the platform a registered Research Analyst uses to run their advisory practice in line with SEBI's Research Analysts Regulations: KYC and onboarding, risk profiling, publishing research calls with rationale and disclosures, subscription billing, and a tamper-evident audit trail. Mintants delivers this as a white-labelled web app that runs under your own brand and domain.
What is the difference between RA and RIA software?
A Research Analyst (RA) publishes research and recommendations to subscribers, so the software centres on research calls, disclosures, and performance tracking. A Registered Investment Adviser (RIA) gives personalised advice, so suitability assessment, documented risk profiling, and fee transparency matter more. Mintants supports both models from one platform, with the workflow configured to your registration.
Can the platform be white-labelled under my own brand?
Yes. The client portal, dashboard, emails, and domain all carry your brand — your logo, your colours, your URL. Your clients never see the Mintants name. You own the client relationship end to end.
How long does it take to launch?
Most practices go live in weeks rather than quarters, because you start from a production-ready foundation instead of a blank repository. The exact timeline depends on how much custom workflow, branding, and third-party integration you need.
Does it keep my practice compliant with SEBI record-keeping?
Compliance is built into the core rather than bolted on. Every recommendation carries its rationale and disclosures, consent and agreements are captured and e-signed, and actions accrue to an immutable, timestamped audit trail — so you stay inspection-ready without assembling evidence after the fact. Mintants provides the software; your registration and regulatory obligations remain yours.
Do you integrate with brokers and payment gateways?
Yes. We integrate broker APIs for market data and execution where your model requires it, and Indian payment gateways for subscriptions, renewals, invoices, and automated access provisioning.
Ready to launch your advisory platform?
Tell us how you run your research advisory practice and we'll show you a live walkthrough tailored to your workflow.