Your Branded Client App
Android + iOS app with your logo — your advisory sits on the client's home screen, not buried in their contacts.
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Stock & Investment Advisory Website — AI-built, live in days
India crossed 15 crore demat accounts and most holders have no advisor — your Stock & Investment Advisory Website turns confused DIY investors into subscribed clients of your research.
⚡ Live in days
💬 Edit anything by chat
📈 Advisory Plan Tiers
📜 Registration & Compliance Display
📊 Track Record & Research Samples
📱 App-ready
⚡ Live in days, not months·
🔒 No build charges · cancel anytime
Your Stock & Investment Advisory website — live & editable by chat
Your website is already running as a live demo — open it, click around, and edit it by chat right on the page. Type a change — watch it happen instantly. Try it now — or open the full live demo website →
Website featuresEverything your Stock & Investment Advisory Website includes
Purpose-built for finance & insurance — not a generic template with your logo swapped in.
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EMI & SIP Calculators
Interactive loan EMI, SIP and premium calculators keep visitors engaged — and every calculation ends with a "Talk to us" button.
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Lead Capture Forms
Enquiry forms for every product — term plan, home loan, mutual fund — with instant WhatsApp and email alerts so you call back while the lead is hot.
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Secure Document Upload
Clients upload KYC, salary slips and policy documents through a private link — no more chasing papers over ten phone calls.
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Compliance-friendly Disclosures
Dedicated pages for risk disclosures, registration numbers, grievance redressal and terms — structured the way regulated businesses need.
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Product & Plan Comparison
Side-by-side tables for policies, loan offers or fund categories — help clients decide on your site instead of a rival's.
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Appointment Booking
Prospects book a free consultation slot online — your calendar fills with qualified meetings, not cold walk-ins.
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Client Trust Wall
Testimonials, claim-settlement stories and years-in-business badges — the social proof that money decisions demand.
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Local SEO & Google Maps
Rank for "loan agent near me" and "insurance advisor in your city" — with office location, hours and click-to-call built in.
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Advisory Plan Tiers
Equity, F&O and long-term portfolio plans laid out with pricing, what's included and how calls are delivered — investors self-select and subscribe without a sales pitch.
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Registration & Compliance Display
Your registration number, disclosures and risk disclaimers presented properly — the credibility line that separates you from tip-selling Telegram channels.
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Track Record & Research Samples
Publish sample research reports and performance summaries — investors trust documented process over promised returns.
Mobile app add-on · ₹3,500
Included with every website
📱 Your own Android + iOS app
Put your business on your customers' home screens — bookings, orders and offers in their pocket, with push notifications that cost you nothing.
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Renewal & Due-date Alerts
Automatic push reminders for premium renewals, SIP dates and EMI due dates — clients thank you, and renewals stop slipping away.
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Policy & Document Locker
Clients see their policies, statements and uploaded documents in one place — fewer "please resend my policy copy" calls.
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Calculators in Pocket
EMI, SIP and retirement calculators inside the app — every "how much will it cost" moment leads back to you.
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One-tap Advisor Chat
Clients reach you or your team directly from the app — questions answered fast are policies that don't lapse.
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New Offer Broadcasts
Announce a new fund, festive loan rate or tax-saving deadline to every app user free — no SMS bill, instant response.
Everything you get inside Data2Sales AI Studio
Your Stock & Investment Advisory Website isn't just a website — it comes with the full business-growth toolkit, all in one dashboard.
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D2S WhatsApp Sender
Bulk broadcasts with professional catalogs, AI auto-replies 24×7, follow-ups and a website chat widget — sell on the channel your customers already use.
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LeadGenius CRM
Every enquiry becomes a scored lead in a pipeline — AI follows up before you even open your phone.
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Email Marketing
Campaigns, drips and templates with open/click tracking — land in the inbox with warm-up and deliverability scoring.
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Power Dialer + AI Calling
Your team and the AI Sales Agent call from the same system — raw lists become hot pipeline.
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AI Developer Agent 24×7
Change anything by chat, report any issue — fixed in one conversation, no tickets, no bills.
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Auto Deployment
We recommend hosting for your budget, you buy it in your name, and your site deploys itself with SSL.
From order to live business — 4 steps
1
🚀 Book your website
Name + WhatsApp OTP + email — pay $46 and your build starts the same day.
2
🤖 AI builds your site
The Stock & Investment Advisory Website template is assembled with your content, photos and branding — preview everything.
3
🌐 Hosting & domain
We recommend hosting for your budget, you buy it in your name, and the site deploys itself with SSL.
4
📈 Edit by chat & grow
Change anything by chatting. Enquiries land in your CRM — AI works them on WhatsApp and email.
Transparent checkout — no surprises
- Today: $46 — website built + 2 months of Studio & maintenance covered.
- Android app: $64 optional add-on — add it any time from your dashboard.
- Month 3 onward: $46/mo — maintenance, chat editing, AI agent, CRM & marketing. Cancel anytime.
- Prefer owning outright? Website $49 + app $64 one-time, then any Studio plan.
🔒 UPI · Cards · Netbanking · PayPal (international) · Prices auto-adjust to your country
Related website types
FAQQuestions owners ask about the Stock & Investment Advisory Website
Can the Stock & Investment Advisory Website take paid subscriptions?
Yes — clients pick a plan, pay by UPI and land in your CRM with their risk profile from the onboarding form, so your first interaction is advice, not paperwork.
How do I stand apart from unregistered tip providers?
The website leads with your registration, risk profiling process and honest disclaimers. Serious investors — the ones who pay for annual plans — are specifically looking for that professionalism.
Can my Stock & Investment Advisory Website have EMI and SIP calculators?
Yes — interactive EMI, SIP, premium and goal calculators are built in, and each one ends with an enquiry button, so calculators become your best lead source.
Is it suitable for a regulated financial business?
Yes — the structure includes dedicated pages for disclosures, registration details, risk statements and grievance redressal, so your site presents information the way regulated businesses are expected to.
How do I receive leads from the website?
Every enquiry and consultation booking lands in your dashboard with instant WhatsApp and email alerts — you can call back within minutes, which is when finance leads actually convert.
Can clients upload KYC and loan documents online?
Yes — secure document upload lets clients send KYC, income proofs and policy papers through a private link, so files stop getting lost in chat threads.
How fast can my Stock & Investment Advisory Website go live?
Most finance businesses are live within days — pick the template, the AI builds it with your products and details, connect hosting and domain, and it deploys automatically.
Can I update rates, plans and offers myself?
Instantly, by chat — type "update home loan rate to 8.4%" or "add new tax-saver banner" and it's live. No developer, no waiting.
Your finance & insurance competitors are already online. 🚀
Stock & Investment Advisory Website — AI-built, deployed to your own hosting, edited by chat, marketing included.
Browse all 350+ types🚀 Start your 7-day trial
Full access to Business Studio for 7 days.
🔒 Secure payment — UPI, card or netbanking in India, PayPal elsewhere. You will see the exact amount before you pay.