Business Partner API

Developer API
1

Dear All how can I get multi client api

4

Hi @user_50379584,

Please send in a brief to api@upstox.com

5

I have sent mail on api@upsox.com from info@i4invest.in

Request you to reviwe and connect us

6

Hello did you checked our mail

7

Hi @user_50379584,

To help us evaluate your request, could you please share the following details:

1. Company Overview:

  • Brief background of your company/startup
  • Website or product link

2. Use Case Details:

  • What functionality are you looking to enable using our API?
  • Will this be used internally or offered to end users through your platform?

3. User Base / Traction:

  • Number of users or customers
  • Monthly active users or any available usage metrics

4. Compliance / Licensing (if applicable):

  • Are you a SEBI-registered entity (e.g., RA, RIA, Portfolio Manager)?
  • Do you partner with any such registered entities?

Once we receive this information, weā€™ll review and get back to you. Thanks.

8

1. Company Overview:

  • Brief background of your company/startup - We are an Investment Accounting and Analytics Startup we consolidate trades for investors across all brokers and offer them consolidated capital gain and loss statment and also offer analytics at advisor level ,sector and industry level, I have beeen in Broking for 15 years and this has been a challenge for HNIS to consolidate and review

  • Website or product link - https://i4invest.in/

2. Use Case Details:

  • What functionality are you looking to enable using our API? - We are looking for tradebook APIs which include charges , Holding API as on particular date, Broker ledger API.

  • Will this be used internally or offered to end users through your platform? It will be offered to end users post login on our platform

3. User Base / Traction:

  • Number of users or customers - We have just launched platform and reached ~500 subscribers

  • Monthly active users or any available usage metrics - NA

4. Compliance / Licensing (if applicable):

  • Are you a SEBI-registered entity (e.g., RA, RIA, Portfolio Manager)?

  • Do you partner with any such registered entities?

We are neither offering any advisory or research, not even Execution as of now.

We are already live with Dhan and Bigul and in talks with many other brokers like you.

If possible pls suggest suitable time to get on a demo call so we can give you more clarity
Regards

Vishal Dalal
Founder | Director
Vishal Dalal
09769699957

9

Kindly email the above to api@upstox.com and we will respond. Thanks.

10

ok

11

Replied on it

12

@user_50379584 - Alright. We will check and revert, thanks.

13

Hello Generally whats the TAT to get keys and complete onboarding with Upstox as partner app provider

Regards
Vishal Dalal

09769699957

14

Hi @user_50379584,

We tried to call you twice but didnā€™t get an answer. So, we will drop you an email or a message with all the details. Thanks.

15

Dear Ushnota

From which number you tried
I am available on 09769699957

Only Spam Calls i avoid

Regards

Team i4Invest

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