Unlike typical SaaS platforms, TradeSet is deployed directly on your own server, giving you complete ownership and ensuring that all your data stays secure under your supervision.
The platform seamlessly integrates with your own KRA registration for client PAN verification, leverages Digio for Aadhaar-based e-signing of Terms & Conditions, and connects with your registered payment gateway to ensure direct settlements into your bank account.
We charge a small one-time setup and configuration fee to deploy the project on your server, while also assisting with and configuring essential registrations such as server setup, Digio registration, payment gateway integration, and more.
Once deployed on your own server, TradeSet empowers your RA business with automation that eases compliance management and day-to-day operations - while paying only a monthly subscription fee.
We ensure full data privacy and control — all your client data, subscription details, payments, rationale, agreements, and your client's KYC documents are securely stored on your personal server. No third-party SaaS vendor storage engaged.
We also provide you with a professionally designed, customized website tailored to your brand — fully modern, mobile-friendly, and equipped with a secure client login portal. Your digital presence will reflect your professionalism and build greater client trust.
With Tradeset, you're not just using software you're transforming your workflow with a system built around your regulatory needs, business style, and client experience.
Save time on repetitive admin work
Stay SEBI-compliant effortlessly
Get clear business and trade performance visibility
Deliver a smoother experience to your clients
Enjoy full control over your data & branding
Clients register and pay with a single link.
Payments go directly to your account — no middleman.
Unique joining links for paid channels.
Automatic unsubscription after plan expiry.
One-click trade recommendation posting.
Access to client-level analytics and trading reports.
Downloadable performance and business reports.
One-click eSign for T&Cs and documents.
Auto KYC fetch from NSEKRA or other authorized bodies.
Professionally designed website tailored to your business. Personalized client login portal with branding.
All KYC files, payment data, and client data are stored securely on your server — ensuring full control and privacy.
In today's market, your clients expect
speed,
clarity,
and a modern experience.
TradeSet helps you deliver all three — while staying compliant.
Instantly publish recommendations directly to your clients' registered medium — no delays, no manual effort.
Every recommendation is backed by a documented rationale, ensuring transparency and providing a reliable record for future audits.
TradeSet automatically delivers every rationale PDF to the respective clients who received the recommendations — using your branded email ID.
In today's market, your clients expect
speed,
clarity,
and a modern experience.
TradeSet helps you deliver all three — while staying compliant.
Modern, intuitive interface that keeps clients engaged and informed.
Detailed performance tracking and reporting for better decision making.
Full mobile experience ensures clients stay connected anywhere, anytime.
We align a dedicated key person to keep your operations running smoothly.
Your client can visit your website and register themselves to avail your services by completeing further steps.
You can generate a unique or common links and share it to any medium through which your client can register and make payment just by clicking on the link.
You can manually register a client from your dashboard if the same is not able to register themselves via website or link shared by you.
Your clients don't need hand-holding or manual follow-ups. With TradeSet, they get a fully digital, self-service experience from sign-up to trade recommendation access.
Your client gets registered to your platform via your website or links shared by you or registered manually by you and proceeds to the auto documentation process.
Post registration, TradeSet connects with your KRA vendor to instantly verify PAN and identity and connects to your e-Sign vendor to perform Adhaar e-Sign of your client on your terms & conditions to ensure compliance.
Post documentation TradeSet will connent to your payment gateway in order to collect the payment or fees from your client and get confirmation from payment gateway to verify the transaction.
After successful payment client recieves telegram joining link to join the respective channel and starts recieving trade recommendations shared by RA.
Offer your plans or services as a trial pack at a nominal price, with a limit on how many times each client can purchase it.
Share your Program Payment link to register your client and make payment
Generate unique plan payment link for your different subscriptions plans.
Generate personalized payment links for any individual for personalized transactions.
Send recommendations directly to individual clients on Telegram, instead of broadcasting through channels.
Log download facility for different performed oparations as a proof of occurrence.
TradeSet supports multiple payment gateways and allows seamless switching between them as needed or during any gateway downtime.
As a fallback to automated KYC and T&C e-signing, TradeSet also provides a manual verification process to ensure smooth client registration in case of any vendor API glitches.
Generate detailed rationale reports of recommendations and research analysis.
Automatically distribute rationale reports to all respective program subscribers.
₹15,000 (Excluding GST)
Step into the world of seamless automation - get your own platform today.
₹5,000 (Excluding GST)
Keep enjoying the power of TradeSet automation - your platform, designed in your way.
Your admin panel is well protected by our firmware coded firewall to prevent random login trials.
Prevention of transmitting duplicate request using unique token based request.
The core module is designed to respond on pre-specified white listed IP to prevent unauthorized access.
Highly secured architechtural data protection has been implemented in order to secure the external data flow by encrypting the entire data.
"When I approached Tradeset(Mr. Tanmoy ) with the idea about the compliance part of SEBI to get automated with ease, he has just crafted my idea and vision into reality! One should try it and make your SEBI Ra Compliance on Auto mode with Tradeset "
"Tradeset is excellent software and very smooth to work with it. Most of compliance related work is easier with Tradest."
"We recently availed the services of TradeSet, and the experience has been excellent. Their platform makes compliance management for Research Analysts simple, automated, and hassle-free. The entire process from client onboarding to trade posting is smooth and professional. I truly appreciate their focus on data security with deployment on our own server. Highly satisfied with the support and features provided. Highly recommended for every RA to follow compliance with ease!"
"TradeSet, led by Mr.Tanmoy Biswas and his dedicated team, Provides exceptional expertise in web development and custom CRM modules, delivering solutions that are both highly functional and professionally designed. Their ability to tailor systems precisely to business requirements makes them a reliable and valuable technology partner. I appreciate your support and services"
