The compliance CRM for SEBI Research Analysts.
RA Sansar by Arihant Intellect is a client onboarding & compliance CRM built for SEBI Research Analysts — sign-up, KYC and risk profiling, a suitability gate, a rationale & research-call register, direct UPI collection and a grievance log, all in one dashboard.
Everything the client lifecycle needs — nothing that gets in the way.
Built around how a SEBI RA/IA practice actually onboards, serves and stays compliant for a client, from sign-up to the audit trail.
Onboarding & KYC
Client sign-up, KYC capture and a risk-profiling questionnaire, with a suitability gate that blocks a client buying a plan above their assessed risk category.
Rationale & call register
Research calls logged with entry/target/stop-loss, and a dated rationale note generated per service per day — tracked pending → filed → sent, ready to sign.
Direct UPI collection
Clients pay by UPI QR straight to your account; staff verify and approve before the service activates — alongside gateway checkout if you'd rather use that.
Document vault
A per-client document store with verify/reject on each upload, a hash on file, and a one-click ZIP download for your records.
Grievance & complaints log
Every client complaint is logged, tracked and time-stamped — the register your monthly SEBI complaints-data disclosure is built from.
Roles & audit trail
Staff access is scoped by role (sales, service, research, compliance) and every action — approvals, edits, sign-offs — is written to an audit trail.
From client sign-up to compliance record — automatically
The journey is derived from what actually happened, not a checkbox someone forgot to tick.
Client signs up
A client fills a branded sign-up form — by link, QR or a lead captured from your website.
KYC & risk profiling
KYC documents and a risk questionnaire are collected; the suitability gate checks any plan against that risk category.
Agreement & payment
Client agreement is recorded and payment is collected — by UPI, gateway or manual approval.
Ongoing compliance
Research calls, rationale bundles, communications and any grievance are logged automatically as they happen.
Security & data-handling practices
RA Sansar is built to the same hardening checklist Arihant Intellect applies to every client system.
- ✔ Sensitive data encrypted at rest — PAN and similar fields are encrypted, not stored in plain text.
- ✔ Role-based access — staff only see and can act on what their role permits, enforced on every page and action.
- ✔ Full audit trail — approvals, edits and sign-offs are logged, so you can show who did what and when.
- ✔ DPDP Act support — built-in data export and erasure tools, while retaining the records SEBI requires you to keep.
- ✔ Your own instance — deployed and hosted for your firm, not a shared database with other firms' client data.
Frequently asked questions
What is a compliance CRM for SEBI Research Analysts?
It's software that runs your client lifecycle — sign-up, KYC, risk profiling, agreements and payments — while keeping the compliance records SEBI expects, like a rationale/research-call register and a complaints log, in one place instead of scattered spreadsheets and WhatsApp chats.
Does RA Sansar handle client KYC and risk profiling?
Yes. Clients complete KYC and a risk-profiling questionnaire during onboarding, and a built-in suitability gate stops a client from buying a plan above their assessed risk category.
Can RA Sansar collect payments directly by UPI?
Yes — clients can pay by UPI QR directly to your account, which your staff verify and approve, alongside standard payment-gateway checkout if you prefer that instead.
Does it maintain the rationale and research-call register?
Yes. Every research call is logged with entry/target/stop-loss, and a dated rationale note is generated per service per day, tracked through pending, filed and sent so you always have an audit trail.
Is RA Sansar a shared platform or built for my firm?
RA Sansar is deployed and hosted by Arihant Intellect for your firm, with your own branding and data. It is not a public self-serve sign-up product — we set it up and support it for you.
How is client data secured?
Sensitive fields such as PAN are encrypted at rest, access is controlled by staff roles and permissions, every action is written to an audit trail, and the system supports data export and erasure requests under India's DPDP Act while retaining the records SEBI requires you to keep.
Does RA Sansar replace my SEBI-compliant website?
No — your public website (which Arihant Intellect also builds) carries your SEBI disclosures for visitors. RA Sansar is the backend CRM your team and clients use once someone signs up, and the two can be linked together.
Can RA Sansar work alongside Quick DSC Signer?
Yes — rationale bundles generated in RA Sansar are designed to be signed with your DSC token, which is exactly what Quick DSC Signer automates.
Stop running your practice off spreadsheets.
Talk to us about setting up RA Sansar for your SEBI RA or IA practice — onboarding, compliance and collections in one place.