[ RA · RIA · PMS · HEDGE FUNDS ]

Production desksfrom one prompt

Agents plan the desk, ask for the MCP and API connections, and ship live HTML. A person approves the plan, then approves deploy. Until then, operate stays queued.

START FREE TRIAL BOOK A DEMO

150+ enterprises already onboarded

Stock brokers

Hedge funds

RIA · PMS

Prop trading

[ HOW IT SHIPS ]

A fleet on every desk you prompt

Nothing is packaged until the firm and the connections are confirmed. This site is a sandbox. DigiLocker, WhatsApp, and Telegram are not contacted.

REVIEW THE FLEET

STEP 01

The prompt fills in

STEP 02

The plan agent asks for MCP and API connections

STEP 03

A human approves deploy. Then the desk is live

[ DESKS · ONBOARDING ]

Build the eKYC desk before the client is live.

The prompt types, then DigiLocker and the document path light up. CRM plans sit on the same book. This page does not open DigiLocker.

START FREE TRIAL BOOK A DEMO

Build eKYC desklive_html

Build eKYC desk

ConsentDigiLockerPAN + addressRisk profileeSignActive

Build eKYC desksandbox

Prompt filling… DigiLocker MCP · KYC API

PlanConnectApprovelive_html

Build eKYC desk

The agent types the prompt, asks for DigiLocker MCP and the KYC API, then waits for a human to approve the plan.

eKYC2 flows

ConsentDigiLockerPAN + addresseSignActive

PAN uploadAddress proofSelfie + IPVOps reviewActive

eKYC · DigiLocker and non-DigiLocker

Issued documents after consent, or upload, selfie, and an ops review. Both end in risk profiling and eSign. ₹149 + GST per completed check.

CRM · RA / RIAplans

Research Notes₹6,000 / mo

Goals Advisory₹15,000 / qtr

AUM Advisory1.00%

PMS Discretionary2.00%

CRM admin · subscription plans for RA and RIA

Renewals and fee schedules. Changing a plan updates Clients and Fees on the same fictional book.

[ DESKS · FIRM OPS ]

Fees, marketing, and the sandbox queue.

Invoices follow the CRM fee. A creative stays in review until the warnings are on it. WhatsApp and Telegram stay inside this sandbox.

START FREE TRIAL BOOK A DEMO

Clients and FeesGST 18%

Meera Shah₹7,080

Fee ₹6,000GST ₹1,080

Kavya Menon₹17,700

INV-2026-1041Raised

Clients and Fees

Automated invoices and a sample regulatory register. GST sits on the professional fee. Performance fees are not invoiced here.

Marketingreview

Reach12.4k

Opt-ins860

Registration lineon

Marketing and promotion

Creative approval and channel reporting. Risk warning and the past-performance caveat have to be on the creative before it can go live.

WhatsApp · Telegramnot sent

KYC pending

Fee receiptopt-in

Rebalance alertqueued

Sandbox queue0 sent

WhatsApp and Telegram admin

Templates, opt-in, and a queue. Queueing on this page does not message WhatsApp or Telegram.

[ PORTFOLIOS ]

See the sleeve before the model is assigned.

Clients stay segregated: conservative, moderate, aggressive, PMS discretionary, or hedge-fund qualified. Drift is the gap versus the model you edit.

START FREE TRIAL BOOK A DEMO

Model portfolios · segregation · trackingHelios Advisory

1Conservative

2Moderate

2Aggressive

2PMS

1Hedge fund

Kavya Menon · Conservativedrift 5.0%

Aggressive is outside that sleeveblocked

[ PLANS ]

Firm setup, monthly credits, or per eKYC

Inclusive amounts use 18% GST, rounded to the nearest rupee. Credits are used when you modify or build a desk in chat.

COMPARE PLANS

STARTER ₹9,999 + GST

≈ ₹11,799 incl. GST · pick any 2 desks · 500 credits

Day-1 KYC and client desks
Publish on web.predictram.com
Paste vault keys to go live

STARTER

GROWTH ₹24,999 + GST

≈ ₹29,499 incl. GST · pick any 5 of 39 · 1,000 credits

Ops, research, and communications
Offline Aadhaar and NRI / VCIP
Priority onboarding

GROWTH

ALL DESKS ₹49,999 + GST

≈ ₹58,999 incl. GST · pick any 20 · 2,000 credits

Custom domain and SSL
AWS or Hostinger
Full RA / RIA pack

ALL DESKS

Monthly support is ₹2,499, ₹6,499, or ₹11,999 + GST, each with 5,000 Automate S credits. End-client onboarding is ₹499 + GST, then ₹999 + GST / month per static IP. eKYC is ₹149 + GST per completed check.

[ REGISTERED ]