About OptumFlex
We are a future-ready tech provider helping SEBI-registered professionals and MSMEs build secure, intelligent, and scalable digital infrastructures.
SEBI-Focused Expertise
Tailored tools for RAs, RIAs, and PMS to maintain end-to-end compliance and reporting.
Custom ERP for MSMEs
Workflow-oriented ERP built for scale, modularity, and ease of adoption.
Powerful API Ecosystem
Plug-and-play KYC, PAN, WhatsApp, eSign & billing automation — no coding needed.
Smart Subscription Engines
Enable dynamic plan upgrades, usage-based billing, auto-renewals & invoicing.
Real-Time Dashboards
Visualize performance, user insights, SEBI scores & audit status instantly.
Security & Scalability
Enterprise-grade security with scalable infrastructure that grows with you.
What We Offer
ERP for Mid-Sized Companies
Seamless, modular ERP systems to optimize operations, automate decisions, and unlock growth.
SEBI-Compliant Automation
From rationales to reports, we offer white-labeled portals built for SEBI audit-readiness.
API Integration Toolkit
Enable WhatsApp, Aadhaar eSign, KYC, billing APIs and more with just one plug-and-play platform.
Who We Are
We are builders, architects, and visionaries working at the intersection of compliance, automation, and enterprise-scale digital transformation.
- 🧠 Deep focus on logic-driven user flows & compliance automation
- ⚡ Rapid iterations, micro-UX enhancements, and quality-first code
- 🔐 Security, responsiveness, and performance built in by default
🔧 Stack Expertise: Django, Bootstrap, AJAX, APIs, digital signing, cloud-ready apps
🎨 UX Aesthetic: Corporate, clean, intuitive — designed for investor trust
🚀 Product Thinking: Each solution is a business engine, not just a feature
Upcoming Innovation
- 🧾 Smart Subscription Cards with dynamic billing & add-ons
- 📊 SEBI Model Portfolio system with scoring & insights
- 📣 Automated marketing to attract & convert prospects
- 🧑💼 Sales and Partner Enablement Program
- ⚖️ AI-powered Compliance Checker + audit dashboards
Our Guiding Philosophy
We say “You start dreaming”, and we engineer it into a scalable, intelligent, and secure digital reality.
Clarity Through ERP
Our ERP brings clarity, speed, and precision to your everyday decisions, enabling you to move fast with confidence.
Workflow-Aligned Systems
Your tools should reflect your process — not the other way around. We design systems that feel natural from day one.
Insight-Led Platforms
Our platforms evolve with your business — observing, guiding, and suggesting better decisions over time.
Built for Growth
Adaptive by design, our modules flex with your ambition — scaling seamlessly without complexity.
Shared Success Model
Your growth is our north star. We succeed only when your business thrives — and we invest accordingly.
Behavioral Intelligence
Our tools are smart enough to influence better behavior — not just enable it. It’s UX that teaches.
We grow when our clients grow. Let’s grow together.
Our Growing Impact
30+
SEBI Professionals Empowered
50K+
Client Records Secured & Auditable
99.9%
Uptime & Data Compliance
24x7
Support + Partner Success Team