India · Practice ManagementNew
From Mutual Fund Distributor to SEBI Research Analyst
An MFD earns on commission and cannot give personalised advice. Becoming a Research Analyst opens a fee-based resear...
August 9, 2026 · 6 min readSoon
The Aktai Blog
Compliance, registration, the advertisement code, client onboarding and BSE/NSE filings workflow for SEBI-registered Research Analysts in India. 175 guides, updated regularly.
New here? Start with the complete SEBI Research Analyst guide →174 articles
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...
A fillable business plan framework for a SEBI Research Analyst practice: revenue projection by client count and pric...
What a compliant public presence looks like for a SEBI Research Analyst: content that builds trust without triggerin...
The specific reasons SEBI Research Analyst clients stop renewing, from silent disengagement to unclear performance r...
The signals that a solo SEBI Research Analyst practice has outgrown solo, what an associate can and cannot do under...
What a compliant client-referral approach looks like for a SEBI Research Analyst: what the Advertisement Code permit...
A pricing framework for SEBI Research Analysts within the SEBI fee cap: how to price by practice stage, retainer vs...
A channel-by-channel plan for a newly registered SEBI Research Analyst to sign the first 10 paying clients: warm net...
A practical roadmap for moving from a salaried research role to an independent SEBI Research Analyst practice: the r...
Generative engine optimization explained for SEBI Research Analysts: why clients now ask ChatGPT and Perplexity ques...
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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. Invite-only, 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 →