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How Aktai Makes Sure a Research Call Reaches Your Client
Every call you send reaches your client: on their channel and by email every time, the full call inside WhatsApp wit...
October 12, 2026 · 4 min readSoon
The Aktai Blog
Compliance, registration, the advertisement code, client onboarding and BSE/NSE filings workflow for SEBI-registered Research Analysts in India. 184 guides, updated regularly.
New here? Start with the complete SEBI Research Analyst guide →183 articles
How a SEBI Research Analyst gets found on Google, ChatGPT and Perplexity without breaking the ad code: what to leave...
Every call you send reaches your client: on their channel and by email every time, the full call inside WhatsApp wit...
Signed agreements with a certificate, fee plans checked against the SEBI limit, renewal reminders in your name, and...
A five-minute check before paying anyone for stock research: the INH number, the SEBI database, the payment trail, a...
A compliant playbook for client messages in a sharp market fall: what to say, what never to say, how fast to say it,...
How to report model portfolio performance now that PaRRVA is live: what to record, what to verify, what to show pros...
A webinar is an advertisement, a research channel and a data form at once. A checklist for what to approve, disclose...
The operational and compliance limits an RA hits as the client list grows, and what to fix before each one. No inven...
An AP or sub-broker earns on brokerage tied to trade execution, and cannot legally offer research or recommendations...
An MFD earns on commission and cannot give personalised advice. Becoming a Research Analyst opens a fee-based resear...
A CA already has the analytical skills a Research Analyst needs. What SEBI registration adds on top: the NISM exam,...
SEBI now explicitly permits an Investment Adviser to also register as a Research Analyst. What the February 2026 Mas...
Not every person on an RA team needs the Series-XV exam. SEBI clarified in March 2026 that non-research associated p...
Signing up is the easy part. A week-by-week plan for the first month on new Research Analyst software, so the switch...
A demo is designed to show you the best case. These are the 15 questions that surface what a vendor pitch will not:...
Migrating your client book to new Research Analyst software is a compliance exercise as much as a technical one. Wha...
Some RA platforms charge an upfront fee plus a recurring cut of your revenue. A flat-fee model does not. Here is the...
SEBI extended the PaRRVA enrolment deadline to September 3, 2026. Who must enrol, what happens if you miss it, and h...
PaRRVA adds a verification layer on top of the existing SEBI Advertisement Code. What changes, and what stays exactl...
A PaRRVA-verified performance claim and a self-reported one are not the same thing anymore. What the difference mean...
What PaRRVA is, who runs it (CARE Ratings, NSE), and the enrolment timeline every SEBI Research Analyst should know...
Where AI-infrastructure concentration risk actually sits in an Indian portfolio, the specific signals analysts are w...
The recurring compliance and business mistakes that trip up first-year SEBI Research Analysts, from underpricing to...
Four structural patterns, not a personality trait, that distinguish SEBI Research Analyst practices that compound fr...
Free tools
The SEBI deposit slab for your peak client count.
Regulation 25(3) audit and RAASB dates for your financial year.
The real cost of an RA practice and your break-even client count.
Generate a Most Important Terms and Conditions draft to copy or download.
Check your per-client fee against the SEBI cap and advance-fee rule.
Track BSE and NSE filings across your client book, draft factual notes with AI, deliver them white-label over WhatsApp and email, and keep a Regulation 25 audit trail. For SEBI-registered Research Analysts.
Not financial advice. Aktai is software for SEBI-registered Research Analysts. It is not a financial adviser, broker, Investment Adviser, or Research Analyst, and is not registered with SEBI or any other financial regulator. It surfaces public filings and news and drafts factual notes for the registered analyst to review, edit, and sign. Aktai does not author research, make recommendations, or decide what any security is worth. The view, the recommendation, and the regulatory responsibility stay with the registered analyst who sends the note. Full disclaimer →