AlphaQuark now gives SEBI-registered advisors the growth tools usually reserved for large brokers: live webinars with automatic follow-ups, free stock and mutual fund analyzers, a referral program, and a funnel that shows which source brings clients who actually pay. Everything runs on your white-label site, under your name, next to the research, payments and execution your clients already use. Each tool is switched on per advisor — use one or all of them. Attract: A free analyzer, a webinar or a referral link brings a visitor to your site. The source, campaign and referral code are recorded on arrival. Verify: The visitor confirms their phone number with a WhatsApp code and gives consent. You get a real, contactable lead, not a typed-in number. Engage: Webinar reminders, attendance and follow-ups keep the conversation going, on WhatsApp only where the person agreed to it. Convert: Sign-up and payment run through your existing plans, e-sign and KYC, and the lead is joined to the paying client automatically. Analyzers show facts — allocation, value, returns and review levels — never buy or sell calls. WhatsApp messages go only to people who verified their number and gave consent; consent text and time are stored. Anonymous visitor data is deleted after 90 days unless the person becomes a lead or client. Every tool is off until you switch it on, and can be switched off instantly.
Live webinars on your site with reminders, per-person attendance and automatic thank-you or “we missed you” messages.
Lead magnets that show a visitor their allocation, gain and XIRR — factual, with no advice — and capture verified leads.
Codes and campaign links for your clients, rewards earned only from real payments, with admin approval and refund clawback.
Leads by stage and by first source, so you know whether YouTube, Google or referrals bring paying clients.
A dated record of exactly which orders the client saw and confirmed, kept for your audit trail.