Like an ownership software, TradeSet will be deployed on your own server so that the data will remain secure under your supervision.
The platform uses your own KRA registration for your client's PAN verification, Digio authorization for Adhaar based e-sign on TNC, your registered payment gateway to get direct settlement into your bank account.
We take a small one time setup and configaration fee to deploy the project on your server and also process and configure the registration for your server setup, Digio registration, payment gateway registration etc.
Now that you have it all in your own server, continue enjoy the automation of TradeSet to keep complient your RA business and pay us just a monthly subscription fee.
We ensure full data privacy and control — all your client data, subscription details, payments, rationale, agreements, and KYC documents are securely stored on your personal server. No third-party storage. No hidden access.
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 files, payments, and client data are hosted 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 trades directly to your clients' dashboard — no delays, no manual effort.
Every trade comes with documented rationale for complete transparency.
Automated compliance checks ensure every trade meets regulatory requirements.
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.
Dedicated key person to technical support keeping 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.
Start your trading journey with our comprehensive trial package designed for beginners.
Receive instant trade alerts and market updates via WhatsApp and SMS notifications.
Generate personalized payment links for individual transactions and settlements.
Automated payment processing for program subscriptions and recurring charges.
Seamless payment gateway integration for different trading plan subscriptions.
Log download facility for different oparations.
Support for various payment methods including UPI, cards, and net banking.
Direct integration with NSE systems and CVL KRA for regulatory compliance.
Secure digital signature using Aadhaar authentication for document verification.
Manual verification process for terms & conditions acceptance and KYC compliance.
Generate detailed rationale reports for trade decisions and portfolio analysis.
Automatically distribute rationale reports to all subscribers and clients.
Personalized technical analysis messages sent directly to individual clients.
₹15,000 (One Time)
Kickstart your journey with tailored steps, simple tools, and expert guidance to plan your trades confidently.
₹5,000 (Excluding GST)
Designed for experienced analysts, take control with deep insights, automation, and advanced reporting tools.
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"
