Process Flow

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Process Flow

Our Process Flow

Welcome to Investogain Research Analytics Pvt. Ltd. process flow

We've designed a streamlined process to help you get started with our financial services quickly and efficiently. Our step-by-step approach ensures you have all the information and support you need at every stage.

Following 6 Simple Steps

Please note that you must have a registered trading account with a broker before proceeding with our services. This is essential for implementing our research-based trading strategies.

1

Inquiry / Trial

Begin your journey with Investogain by reaching out to our team for information or requesting a trial of our services. During this phase:

  • Contact our customer service team via phone, email, or the contact form on our website
  • Discuss your investment goals and trading experience with our representatives
  • Request a free trial period to experience our research services firsthand
  • Receive detailed information about our service packages and pricing options
2

Registration

After your initial inquiry or trial period, complete the registration process to become an Investogain client:

  • Fill out our client registration form with your personal and trading account details
  • Provide your broker information and trading account number
  • Submit required KYC documents (ID proof, address proof, PAN card, etc.)
  • Review and accept our terms of service and client agreement
  • Create your secure login credentials for our client portal
3

Payment

Complete the payment process to activate your selected service package:

  • Choose from our various subscription plans (monthly, quarterly, or annual)
  • Select your preferred payment method:
    • Online payment via credit/debit card
    • Net banking transfer
    • UPI payment
    • Bank transfer (NEFT/RTGS/IMPS)
  • Receive an invoice and payment confirmation via email
  • Access your payment history and receipts through your client dashboard
4

Verification

Our team verifies your information and trading account details:

  • Our compliance team reviews all submitted documents and information
  • We verify your trading account details with your broker (if necessary)
  • You may receive a verification call or email to confirm certain details
  • This process typically takes 24-48 hours on business days
  • You'll receive email notifications about your verification status

Please ensure all documents are clear, legible, and valid to avoid delays in the verification process.

5

Welcome Call

Once your account is verified, you'll receive a welcome call from our relationship manager:

  • Schedule a convenient time for your welcome call
  • Meet your dedicated relationship manager who will be your primary point of contact
  • Discuss your investment objectives, risk tolerance, and trading preferences in detail
  • Receive an overview of our research methodology and how to interpret our recommendations
  • Learn how to access and use our client portal and mobile application
  • Get answers to any questions you may have about our services

Schedule Your Welcome Call

Our team will contact you within 24 hours of verification to arrange your welcome call.

6

Live Service Activation

Your service is now fully activated and you can start receiving our research recommendations:

  • Gain access to our premium research content and trading recommendations
  • Receive real-time alerts through your preferred channels (SMS, email, app notifications)
  • Access our client portal with historical recommendations and performance metrics
  • Join our exclusive webinars and educational sessions
  • Get regular market updates and sector analysis reports
  • Schedule periodic review calls with your relationship manager

Ready to Get Started?

Join thousands of satisfied investors who have transformed their trading experience with Investogain Research Analytics. Our expert team is ready to guide you through every step of the process.

Ready to begin your journey?

Start with a free consultation with our expert team.