Algo trading and investment advisory. One platform.
Trade NIFTY & SENSEX options with tested strategies on live prices, and run your advisory firm — customers, suggested proposals, approvals and portfolios — from the same login.
Start on paper trading with live prices. Go live only when you are ready.
Choose what your business needs
Each plan includes one module or both. Menus and pages appear for what your plan includes.
- ✓Live dashboard & option chain
- ✓Scanner every 15 minutes
- ✓Tested option-selling strategies
- ✓Paper ⇄ live switch per account
- ✓Customer sign-up link
- ✓Suggested allocations
- ✓Proposal PDF & customer approval
- ✓Portfolio, reviews & reminders
- ✓Traders, advisors and staff
- ✓One team, one login each
- ✓Agency-wide reports
- ✓Best value for growing firms
Trade with rules, not emotions
NIFTY 50 stocks scanned just after every 15-minute candle closes; new strong signals on Telegram.
Trend-following option selling with clear stop-loss rules, written in plain language.
Test every rule on real historical candles with spreads and charges before you trade.
One switch per account. Live orders follow the paper position with protected limit orders.
Daily loss limits, lot limits, kill switch and automatic square-off.
Entries, exits, stop-losses and fills sent to your own Telegram channel.
From sign-up to approved portfolio
Customers fill in their goal and amount; an advisor is assigned automatically.
Financial profile with history, risk category, goals and documents.
Government bonds, T-bills, gold bonds, NCDs and ETFs imported daily with real yields.
One click splits the amount by risk and horizon; the advisor reviews every line.
Professional PDF with assumptions and disclosures; the customer accepts online.
Holdings, maturities and periodic reviews with reminders.
A login for every role
Adds the team, shares the sign-up link, sees reports.
Own trading account, broker login and strategies.
Assigned customers, proposals and portfolios.
Onboarding, documents and follow-ups.
Proposals, approval, portfolio and reminders.
Up and running in a day
- 1Register
Sign up your agency or trading account with your mobile number.
- 2Get approved
We confirm your plan and open your account.
- 3Add your team
Traders connect their Kotak Neo API; advisors share your sign-up link.
- 4Trade & advise
Paper trade, suggest proposals, and go live when ready.
See it in action
Simple monthly pricing
Two months free on yearly plans. Prices in INR, exclusive of 18% GST.
Daily swing ideas for NIFTY 50, Midcap and Smallcap stocks, sector strength and an evening Telegram summary.
- ✓Swing ideas & sector strength
- ✓Evening Telegram summary
Paper trading on live prices, scanner, ready strategies, backtests and Telegram alerts.
- ✓Algo trading + swing ideas
- –Paper trading only
Everything in Trader, plus live trading on your own Kotak Neo account.
- ✓Algo trading + swing ideas
- ✓Live trading
Advisors, staff, customers, suggested proposals, PDF, customer portal and sign-up link.
- ✓Advisory & customer portal
- ✓Up to 10 team logins
Up to 10 traders with separate accounts, shared scanner and agency dashboard.
- ✓Algo trading + swing ideas
- ✓Up to 10 team logins
- ✓Live trading
Algo trading and advisory together: traders, advisors, staff and customers.
- ✓Algo trading + swing ideas
- ✓Advisory & customer portal
- ✓Up to 10 team logins
- ✓Live trading
Questions
Is trading live or paper?
Every account starts on paper trading with live market prices. Live trading is one switch per account and only turns on when every safety check passes, including your broker's static IP registration.
Which broker is supported?
Kotak Neo for prices and live orders. Each trader connects their own Kotak Neo API, so orders are always placed on their own account.
Do my advisory customers need a broker account?
No. Customers only need their mobile number: they see proposals, approve them and track their portfolio in their own portal.
Is my data separate from other agencies?
Yes. Every account's strategies, orders, broker login, customers and settings are kept separate, and each login only sees what its role allows.
Is this investment advice?
No. Options Desk is software. Advice is given by your registered advisors, who review every suggested allocation before it is sent.