InsightPier Platform Guide
Everything you need to succeed as a SEBI-registered research advisor on InsightPier. Learn to create subscriptions, share recommendations, and build your investor community.
Start Your Analyst Journey Today
Follow a simple onboarding process to set up your profile, launch subscription plans, and start delivering insights, quickly and seamlessly.
Set Up Your Analyst Profile
Create Your Subscription Plans
Share with your network
Publish Your Research Insights
Start Guides
Structured collections of guides to help you achieve specific goals on the platform.
Analyst Profile Setup
A step-by-step guide to complete your profile, setup payment, and update compliance.
Set Up Your Analyst Profile
Get started with a step-by-step guide to complete your profile, add credentials, and go live with confidence.
Analyst Profile Set Up Guide
A detailed PDF guide to help you set up your profile, complete required details, and prepare for activation.
Create & Manage Subscription Plans
A step-by-step guide to create plans, set pricing, and offer your insights to investors.
Build & Scale Your Subscription Offering
Watch a step-by-step guide to structure your plans, optimize pricing, and grow your subscriber base.
Subscription Creation Guide
A practical PDF guide to help you price your subscription plans, structure tiers, and connect groups.
Research & Advisory
Publish stock recommendations and deliver insights to your subscribers directly from your dashboard.
Create & Publish Recommendations
Watch how to create, structure, and publish a stock recommendation — including entry range, target, stop loss, and rationale.
Recommendation Creation Guide
Download a comprehensive guide to structuring, writing, and presenting recommendations.
Client Onboarding
Onboard clients seamlessly with KYC verification, compliance workflows, and a structured process designed for SEBI-registered analysts.
Set Up Client Onboarding & Order Management
Watch how to onboard clients, complete KYC verification, and manage orders within the platform.
Client Onboarding & Order Setup Guide
A detailed PDF guide to streamline client onboarding and efficiently set up and manage order workflows.
Client Management
Manage client interactions, track communication, and build long-term relationships through a structured and efficient workflow.
Analyst Growth & Reach
Build your presence, showcase your expertise, and attract more investors to grow your audience and impact.
Growth Strategies Playbook
Data-driven strategies to grow your subscriber base and increase revenue
Need Additional Support?
Our dedicated support team is here to help you succeed on InsightPier. Get personalized onboarding and priority support.
Frequently Asked Questions
Getting Started
InsightPier is a SEBI-registered Research Analyst platform that helps RAs manage subscribers, publish recommendations, and grow their advisory business — all in one place.
Any SEBI-registered Research Analyst can onboard. You will need your SEBI registration number, a valid SEBI-validated UPI handle in the format name.ra@validbankname, and a completed profile with all required disclosures.
InsightPier is purpose-built for SEBI-registered Research Analysts. It offers regulatory fit with SEBI compliance at its core, an all-in-one workflow covering client acquisition, KYC, recommendations, invoicing, and notifications, plus investor discovery so clients can find you based on your investment style.
Subscription Plans
Go to Create Group and connect your private Telegram channel, create a subscription plan at your chosen price point, connect the Telegram group to the subscription, then publish your advisory once subscribers are in place.
Yes. You can create multiple plans at different price points — for example, a basic, growth, and premium tier. Subscribers choose the plan that suits them. Each plan can have its own Telegram group and delivery settings.
Yes. SEBI prohibits certain language in RA marketing and subscription copy. Prohibited terms include '1:1', 'one-on-one', 'Advisory' (in plan names), 'tailored', 'personalised', 'Financial Planning', and 'Portfolio Management'. Safe alternatives include 'dedicated session', 'direct views', 'complete holdings review', and 'portfolio design'.
Recommendations
There is no mandatory publishing frequency on InsightPier. However, consistency is the single biggest driver of subscriber retention. Analysts who publish at a predictable cadence — whether daily, weekly, or event-driven — consistently see lower churn than those who publish sporadically.
No. Once a recommendation is published and delivered, it cannot be recalled or modified. You can publish a follow-up update, but the original delivery stands. Always review all details carefully before publishing.
No. SEBI strictly prohibits any assured, guaranteed, or fixed return promises. All recommendations must be presented as research for informational purposes only — never as a guarantee of returns.
Payments & Revenue
Payments go directly from the subscriber to your SEBI-validated UPI at the time of subscription. InsightPier does not hold or pool subscriber funds. Your UPI must be in the format: name.ra@validbankname.
InsightPier charges a flat 5% commission on GMV, or ₹100 — whichever is higher. This is deducted from your InsightPier wallet when a subscription comes in. You maintain the wallet with a balance to cover these fees.
If your wallet balance is insufficient to cover the platform commission on a new subscription, service continuity may be affected. We recommend maintaining a buffer balance at all times. You can recharge via UPI, NEFT, RTGS, or IMPS from your analyst dashboard.
As per SEBI/RAASB guidelines, the current fee cap is ₹1,51,000 per annum per client family. This applies to Individual and HUF clients across all research services combined.
Compliance
InsightPier enforces SEBI-validated UPI for all RA payments, KYC via Aadhaar OTP-based eSign through Digio, an RA agreement with SEBI-mandated disclosures signed before any service is rendered, and grievance redressal linked to SEBI SCORES.
No. SEBI regulations prohibit RAs and their associates from trading in securities they have recommended. Any actual or potential conflict of interest must be disclosed to subscribers.
Platform Features
InsightPier's bot is added as an admin to your private Telegram channel. It automatically adds users when they subscribe and removes them when a subscription expires. You do not need to manage this manually.
Yes. Every time a client subscribes or renews, an invoice is automatically generated. Invoices include RA name, client details, service description, amount, GST (if applicable), and date. Both the RA and the client can download invoices from the platform.
InsightPier acts as a bridge between Research Analysts and serious investors. Investors can search and filter RAs by investment style, asset class, and track record. Sharing free Public Recommendations builds trust and attracts subscribers. Once a client discovers you, they can subscribe, complete KYC, and onboard entirely within the platform.
Support
Each RA gets a dedicated Analyst Growth Partner, an onboarding call within 24 hours of signing up, and WhatsApp support at +91 98492 21553.
Book a Support Call