What's New in Aktai for Research Analysts: October 2026
Seven features are live in your portal: proof you can show an auditor, fee checks before a plan goes out, and calls that reach only the clients who paid for them.
Proof: show, don't tell
A signed agreement, with a receipt
Each signed agreement comes with a certificate: when it was signed, the IP address and city, which version of the text, and how long the client kept it open before signing.
- Document version and fingerprint on the certificate
- Client cannot sign until they have read most of it
- Download as PDF for your file or your auditor
The limit: Read time and scroll are reported by the client's browser, and the certificate says so.
Know where you stand on PaRRVA
Record your PaRRVA enrolment on your compliance page, and let Aktai stop an ad that quotes performance before you are enrolled.
- Enrolment status and date on your compliance page
- Ad checks that block performance claims until you are enrolled
The limit: Aktai does not verify returns. Only a PaRRVA does that.
Your results, by financial year
Realised P&L by month, quarter, half-year and financial year. A spreadsheet for your accountant, a PDF for your auditor.
- Equity and F&O reported separately
- Financial year runs April to March, in IST
- Every report carries the SEBI disclaimer
The limit: An internal record. Not PaRRVA verified.
Money: bill without the worry
Check the fee plan before it goes out
Set a client’s fee and Aktai checks it against the SEBI limit, on the amount the client pays, before the plan exists. A plan that breaks the limit does not get created.
- Checks the amount the client pays, GST included
- Refuses plans that collect more than a year in advance
The limit: Aktai checks plans you enter. It does not set your fees or give legal advice.
Clients renew when someone asks
Seven days before a client’s plan ends, a reminder goes out in your name with your payment link, once a day until they renew.
- Sent in your name, from your own address when you have set one up
- Your payment link and UPI ID in the email
- Stops as soon as the client renews
The limit: A reminder, not a charge. Aktai never touches the money.
Reach: clients get only theirs
Equity clients get equity calls
Tag a call as equity, stock F&O, index F&O or commodity. It goes only to clients whose plan includes that segment, and you see how many that is before you send.
- Preview the recipient count
- Clients with no plan on file keep getting everything, as today
- Changes apply to the next send, not past ones
The limit: A delivery filter. You still decide what is in each plan.
The numbers your clients ask for
XIRR, CAGR and a Nifty comparison on each model portfolio, inside your portal.
The limit: Portal only. These are hypothetical backtests, not shown on any public page.
Every feature is on for existing accounts. The full list sits on what's new.