Manage compliance, onboarding, KYC, payments, advisory delivery, grievances and regulatory workflows from one AI-powered operating system.
AI Command Center
SEBI RA/IA Compliance OS
KYC cleared
0%
Open grievances
12
AI Risk Signal
3 research drafts need disclosure language before delivery.
Onboarding Analytics
Client verification funnel
Payment Analytics
Seamlessly integrated with industry standard APIs
MWS Private Limited builds operating software for SEBI Registered Research Analysts and Investment Advisers who need a cleaner way to manage clients, compliance evidence, payments and delivery.
A modern workspace for owners, operations teams, advisers, analysts and support desks.
Designed around evidence, auditability, approvals and regulatory response readiness.
Reduce repetitive follow-ups across KYC, billing, agreements and grievance queues.
Give investors a professional digital journey from onboarding to advisory delivery.
Research and advisory teams share a compliance backbone, but each needs distinct client, delivery and evidence workflows.
Run research workflows from draft to disclosure check to audited delivery.
Operate advisory journeys with suitability, agreements and client evidence.
Replace scattered sheets and chat follow-ups with an intelligent CRM that understands compliance status, renewal health and delivery evidence.
Spot inactive clients, pending KYC, overdue renewals and advisory gaps.
Trigger reminders for agreements, risk reviews, invoices and complaint SLAs.
Bring CRM, compliance, payments and delivery into one command surface.
Track Online KYC, PAN verification, Aadhaar verification, client consent, risk profile, agreement and missing documents from one command surface.
Map Razorpay and Easebuzz collections to client accounts, generate GST billing records and monitor subscriptions without losing the compliance trail.
A complete suite across onboarding, verification, billing, compliance, client delivery, governance and support evidence.
Collect client identity, consent and document status.
Track PAN checks, exceptions and review status.
Aadhaar workflow visibility for onboarding teams.
Capture fees and reconcile subscriptions.
Add payment routing for subscription collections.
Generate billing records and renewal notices.
Flag missing disclosures and risky language.
Maintain client, advice, research and grievance registers.
Preserve login, consent, approval, edit and delivery events.
Assign complaints, attach evidence and monitor SLA status.
Track delivery evidence against clients and campaigns.
Give every team member the right workspace permissions.
Structure evidence before you need it: approvals, client records, registers, delivery logs, invoices, grievances and response packs.
Coordinate SCORES assistance and Smart ODR workflows with client timelines, delivery proof, consent records, invoices, advice history and team notes.
Complaint summary, client trail, delivery evidence and attachments.
Stage tracking, owner assignment, timeline and closure notes.
AI flags missing evidence and response gaps before submission.
A dense, premium dashboard designed for scanning client health, compliance risk, payments and support queues.
AI assistant recommends owner, next action and required evidence.
Gateway collection matched to invoice, client and subscription.
Approval, delivery and consent trail preserved for review.
Don't just take our word for it. Hover or tab to pause and read what leading SEBI Registered Analysts and Advisers say about MWS.
"Before MWS, tracking MITC and fee consent took up 40% of our day. Now it's entirely automated. The audit trail feature alone is worth the price."
"The Research Distribution Engine is flawless. We broadcast to WhatsApp, Telegram, and Email simultaneously. Read receipts give us exactly the data we need for compliance."
"Finally, a CRM that understands SEBI regulations. The automated GST invoicing and Razorpay mapping saved us from hiring two more operational executives."
Choose an operating plan that fits your firm size. Dynamically configured by our central compliance engine.
Stay updated with the latest regulatory changes and compliance guidelines issued by SEBI for Research Analysts and Investment Advisers.
Consolidated guidelines, code of conduct, and reporting requirements for registered RAs.
Comprehensive framework for IA registration, client agreements, and periodic audits.
Guidelines for linking SCORES to the Online Dispute Resolution (ODR) portal.
Everything you need to know about the product and billing.
See how MWS.live can centralize RA/IA onboarding, CRM, KYC, payments, delivery, grievances, SCORES, Smart ODR and audit evidence.
