TradeSet

One Recommendation. Multiple Deliveries. Zero Hassle.

As a SEBI Registered Research Analyst, you may offer your clients different subscription categories such as Equity, Futures, Options, and Commodities. Very often, you also combine these categories into a bundle package at a discounted rate to attract more clients.

But here's the challenge: Traditionally, you must send recommendations separately to both individual program subscribers and combo program subscribers. This means duplicating effort for every recommendation, which is time-consuming and inefficient.

The Combo Program Addon solves this problem elegantly. Once you create a combo (bundle) using individual programs, the system automatically ensures that combo subscribers receive the same recommendations and rationales as the underlying individual programs—without you having to send anything twice.

Key Features of Combo Program

Easy Combo Creation

Build a bundle program by combining two or more individual services (e.g., Equity + Options, or Equity + Futures + Commodities).
Set a combined price that is lower than the total of individual programs—making it attractive for clients.
Create unlimited combos to suit your business needs.

Automated Recommendation Delivery

Send recommendations only once to the individual program.
The system automatically detects combo program subscribers who should also receive it.
Eliminates the need to duplicate or re-send recommendations for bundle subscribers.
Guarantees that every client—whether subscribed individually or via combo—receives the right recommendations at the right time.

Rationale Synchronization

Just like recommendations, you only need to generate a rationale once for the individual program.

The system then ensures that:

The rationale is automatically sent to all respective individual program subscribers.
It also tracks down combo program subscribers who are linked to that individual program and delivers the rationale to them as well.
The rationale is dispatched seamlessly through email, ensuring every subscriber—whether individual or combo—receives it instantly and without error.
This guarantees consistency, accuracy, and full coverage across your entire subscriber base.

Seamless Client Experience

Combo subscribers don't need to track multiple services—they get everything included in their bundle seamlessly.
Recommendations and rationales appear exactly as they do for individual subscribers, ensuring no difference in experience.
Simple, smooth, and highly professional presentation of bundled services.

Efficiency & Time-Saving

No more sending the same content twice.
Focus your time on research and analysis, not repetitive administrative work.
Reduce chances of error by letting the system handle all combo mappings automatically.

Benefits for Research Analysts

Boost Sales with Attractive Bundles

Offer combo packages at discounted prices to attract more clients.

Save Time & Effort

Send recommendations only once; the system takes care of the rest.

Zero Duplication

No risk of missing combo subscribers or sending the wrong content.

Consistency

Recommendations and rationales remain uniform across both individual and combo subscribers.

Scalable

Create as many combo programs as you want without adding extra work.

Why Choose Combo Program?

The Combo Program Addon is more than a convenience feature—it is a business growth tool. It allows you to:

Expand your product offerings with flexible bundles.
Attract new clients with value-based pricing.
Manage both individual and combo subscribers without increasing workload.
Ensure that every client—regardless of how they subscribe—receives timely and accurate recommendations.

With Combo Program, you design the bundles, and the system does the heavy lifting. Recommendations and rationales flow automatically to every subscriber—simplifying your operations while growing your business.