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15 guides in this topic.
Yes, and here is the path: NISM XV certification, eligibility, deposit, and what changes about your content once you...
What a Draft Red Herring Prospectus is, what it contains, how it differs from an RHP, where to find it, and how an a...
A repeatable framework for assessing a new listing for clients: reading the DRHP, the numbers that matter, valuation...
Running an RA practice alongside a job or another registration is allowed, with conditions: segregation, disclosure...
RA marketplaces promise reach and ready-made distribution. The trade is the client relationship and your brand. When...
RA or RIA? The two SEBI registrations look similar but allow different things. What each lets you do, the fee rules,...
From qualification to your first paying client: registration, the tooling you need, how to price, and how to find cl...
The gating exam to register as a SEBI RA. What it covers, how long the certificate lasts, and the two ways to renew...
Results land in clusters and clients want a note the same day. A practical earnings-season workflow for a Research A...
SEBI rules govern how Research Analysts in India can charge fees. The fee caps, permitted structures, prohibited arr...
Research analysts managing 10-50 clients face a common problem: tracking which clients are exposed to each corporate...
A working tech stack for an independent SEBI-registered Research Analyst running a 5 to 25 client practice. The seve...
Lead capture, newsletter sequences, paid-content drips. How a SEBI-registered Research Analyst can grow an email lis...
PAN verification, KRA lookup, Aadhaar eSign and CKYC. The four building blocks of a paperless KYC flow for SEBI-regi...
KYC, risk profiling, the RA-client agreement, and the consent records SEBI expects you to keep. A step-by-step onboa...
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 →