Built Specifically for SEBI Registered RA
MWS Private Limited provides a complete compliance-first operating ecosystem designed to help Research Analysts manage onboarding, advisory operations, communication, documentation, audit trails, and regulatory workflows in a secure and structured manner.
Digital Client Onboarding & Consent Management
Enable seamless digital onboarding of clients through a structured workflow designed to maintain proper records and client consent history.
- ✓ OTP-based onboarding
- ✓ Online KYC workflow
- ✓ PAN & identity verification
- ✓ Risk profiling workflows
- ✓ Digital agreement acceptance
- ✓ MITC consent tracking
- ✓ Timestamp & IP audit logs
- ✓ Secure document storage
Automated Research Report Generation
Ditch manual formatting. Let our AI compile your technical levels, market outlook, and strict SEBI disclosures into beautiful, client-ready PDF reports instantly.
- ✓ One-click PDF generation with firm branding
- ✓ Auto-injected SEBI standard disclosures & disclaimers
- ✓ Real-time charting integration for Nifty/BankNifty levels
- ✓ Centralized Report Register for easy regulatory audits
Recommendation Broadcast
Multi-Channel Recommendation Engine
Manage and distribute research recommendations through a centralized communication engine across SMS, WhatsApp, Telegram, and Email.
- ✓ Research recommendation templates
- ✓ Segment-wise communication (Intraday, Positional, Options)
- ✓ Package-based delivery scheduling
- ✓ Communication audit history & delivery logs
Operational Analytics & Compliance Evidence
Access business intelligence and compliance-focused operational reports from a centralized dashboard. Generate complete client-level audit trails whenever required.
Revenue & Subscription Growth
Structured Evidence
Track MITC acceptance, KYC records, communication logs, and delivery timestamps securely.
Subscription & GST
Razorpay/Easebuzz integration with automated state-wise GST invoice generation.
SCORES & Smart ODR
Manage complaints with escalation tracking and communication history.
Ready to transform your Research Advisory business?
Combine compliance workflows, client onboarding, research distribution, and billing automation into one unified AI-powered platform.
Start Your Seamless Onboarding Now