RESEARCH ADVISORY PLATFORM

Know Your Client. Before You Begin.

Lead profiling that goes beyond a form — Intelligent scoring that protects both sides.

Dhan Research

Reg. INH000022604

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COMPLIANCE

Annual RA Compliance Checklist

Track SEBI annual compliance filings, renewal dates, and mandatory disclosures — all in one place.

TIP

Paperless Onboarding in 15 Minutes

From account creation to signed agreement — the full onboarding pipeline runs digitally, start to finish.

FEATURE

Suitability Gate

Automatically blocks service subscription when a client's risk profile does not match — SEBI compliant for IAs.