Our Plans Are Built for Growth
ERP Systems | SEBI-Compliant Platforms | Smart Integrations
ERP System Plans
Starter ERP
- ✔️ Core Finance & GST Modules
- ✔️ Staff/User Management
- ✔️ Responsive Dashboard
- ✔️ Basic Support
Professional ERP
- ✔️ Everything in Starter
- ✔️ HR, Payroll, Inventory Modules
- ✔️ Real-Time Reports & Alerts
- ✔️ Priority Support
Enterprise ERP
- ✔️ All Professional Features
- ✔️ Multi-Company Setup
- ✔️ API & Third-Party Integrations
- ✔️ Onboarding & Training
Transparent & Scalable Pricing
At OptumFlex Solutions Pvt Ltd, we follow a growth-aligned pricing model designed to scale with your business.
- 🔹 Base Platform Fee: ₹25,000 per month
- 🔹 Revenue Sharing: Additional 9% on monthly revenue up to 100 clients
- 🔹 For every 100 clients added, the revenue share reduces by 1%
- 🔹 Minimum Revenue Share: 5% beyond 500 active clients
- 🔹 All packages include onboarding, support, and regulatory compliance updates
*Pricing may vary for enterprise customization or add-on services such as KYC, eSign, WhatsApp API, or Razorpay/PhonePe integrations.
SEBI-Compliant White-Label Platforms
Analyst Lite
- ✔️ Recommendation Tracker
- ✔️ Subscriber Portal
- ✔️ SEBI Log Ready
- ✔️ Secure Document Upload
Adviser Pro
- ✔️ Custom Reports + Portfolio Tools
- ✔️ Audit Log, Rationales, Alerts
- ✔️ Client KYC Flow
- ✔️ Renewal & Expiry Automation
PMS Elite
- ✔️ Portfolio + SEBI Score Integration
- ✔️ Escalation Matrix
- ✔️ Dedicated Onboarding
- ✔️ API Layer Ready
Feature Overview
| Feature | ERP | SEBI Tools | API Add-ons |
|---|---|---|---|
| Real-Time Dashboard | ✔️ | ✔️ | ❌ |
| Audit Trail & Logs | ✔️ | ✔️ | ❌ |
| WhatsApp Integration | ✔️ | ✔️ | ✔️ |
| Subscription Management | ✔️ | ✔️ | ❌ |
| KYC / eSign / PAN APIs | ❌ | ✔️ | ✔️ |
Note: Final features may vary based on regulatory changes or platform customization.
Your Growth Deserves the Right Plan
Tell us your use case — we'll tailor a solution that fits your scale, compliance, and vision.
Get a Custom Proposal