FAQ

Aktai FAQ for SEBI Research Analysts.

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Getting started

Who can use Aktai?+
Aktai is invite-only and open to SEBI-registered Research Analysts with a valid INH registration number. We verify your registration against the SEBI RA directory before granting access. If you are not yet registered, the blog has a plain-English registration guide, but you cannot use the product until your INH number is live.
How do I get access?+
Get started from the for-research-analysts page. Tell us your name, firm, SEBI RA registration number, email, WhatsApp number, and roughly how many clients you serve. We verify your registration and reply within 1 business day, usually with a demo on your own client book.
How long does onboarding take?+
Most RAs are live within a few days. We help you load your client holdings, connect white-label WhatsApp and email delivery, and confirm the audit trail is recording. There is no long implementation project, the product is built for solo and small practices.
Do my clients need to install anything?+
No. Clients receive research notes on WhatsApp or email under your practice name. There is no app for them to download, no login, and nothing to onboard on the client side.

SEBI compliance and the audit trail

Is Aktai investment advice? Does it make me non-compliant?+
No. Aktai is software, not an advisory service. It surfaces filings, drafts notes, and keeps records. It does not make buy or sell recommendations on its own. You remain the SEBI-registered Research Analyst: you write the view, approve every note, and stay responsible for what goes to your clients. Aktai is the tooling underneath your registration, not a substitute for it.
How does the SEBI Regulation 25 audit trail work?+
Every research note you mark as sent is SHA-256 hashed and stored with a timestamp, recipient list, and the note content. The hash proves the note was not altered after dispatch. Records are retained for 5 years, in line with the record-keeping requirements under Regulation 25 of the SEBI Research Analyst Regulations. You can export the full log as a CSV at any time for SEBI inspection.
What exactly is in the CSV export?+
The audit CSV carries one row per note marked as sent, with columns for note content, recipient, delivery channel, SHA-256 hash, and timestamp. It is built to hand to SEBI or your compliance auditor without further cleanup.
How do the AI note drafts stay factual?+
The draft gives you a structured note: a summary of the filing, the relevant risk factors, and a placeholder for your analyst view. It does not invent recommendations or ratings. You add your view, edit anything you want, and approve before it sends. The compliant judgement is yours; the draft just removes the blank page.

Delivery and white-label

Can I send research notes to clients on WhatsApp?+
Yes. White-label WhatsApp delivery goes out via the official WhatsApp Business Cloud API under your practice name, not Aktai's. Every delivery is logged in the audit trail automatically. Email delivery works the same way.
Does the WhatsApp message show Aktai's branding?+
No. Notes go to your clients under your practice name and number. Aktai stays in the background. Your clients see a message from their Research Analyst, which is the point.
Which channels can I deliver on?+
WhatsApp and email, both white-labelled to your practice. Most RAs use WhatsApp for the note and email for anything that needs an attachment or a longer record. Channel mix is set during onboarding and can change as your practice grows.

Filings and client portfolios

How does the filings dashboard work?+
Aktai watches BSE and NSE filings and corporate disclosures. When a filing affects a stock one of your clients holds, it surfaces at the top of your dashboard, sorted by how much exposure your clients have to it. You stop manually screening the disclosure feed and see only what matters to your book.
How do I add client portfolios?+
You add each client's holdings once, during onboarding or as you take on new clients. From then on, every corporate event is matched against those holdings automatically, so you always know which clients are exposed to a given filing.
How fast does a filing reach my dashboard?+
Aktai picks up a BSE or NSE filing within about 90 seconds of publication. If any of your clients hold the stock, it surfaces immediately, so you can draft and send before the news is widely priced in.
Does Aktai cover US or other markets?+
Aktai for Research Analysts is built for the Indian market: BSE, NSE, and Indian corporate disclosures. SEBI registration and the Regulation 25 audit trail are India-specific, so the product is too.

Data, security and privacy

Where is my client data stored?+
Client data is stored at rest on Indian-region servers, encrypted at rest with AES-256 and in transit with TLS 1.3. Named sub-processors (AI, email, messaging) process content in transit outside India under contract. Client holdings, contact details, and your audit trail are stored in India. Aktai does not share client data with third parties or use it for advertising.
Who owns the client relationship and the data?+
You do. The client relationship is yours, the holdings you load are yours, and the audit trail is your compliance record. Aktai stores and processes the data so you can run your practice; we do not market to your clients or contact them outside the notes you send.
Can I export everything if I leave?+
Yes. Your audit trail exports to CSV at any time, and we will help you export your client list and note history if you decide to move on. Your compliance records are yours to keep, which matters given the 5-year retention requirement.
Is the platform built to DPDP Act standards?+
Yes. Aktai handles client personal data in line with the Digital Personal Data Protection Act 2023, with Indian data residency, encryption at rest and in transit, and deletion on request once any retention obligation has lapsed.

Pricing and accounts

How much does Aktai cost?+
Pricing is built around your client book and the channels you deliver on, so there is no public price tier. Tell us how many clients you serve and what you need, and we share the right number, usually within 1 business day. Billing is in INR and invoiced directly. See the pricing page for how a quote comes together.
Is there a free trial?+
There is no self-serve free tier. Aktai is invite-only and sales-led. After we verify your SEBI registration, we run a live demo on your own client book before you commit, so you see exactly how it fits your practice.
Can I add more analysts to my account?+
Yes. Plans support multi-analyst accounts on request. If your practice grows from a solo desk to a small team, we adjust the plan rather than make you start over.

Still have questions?

Email our sales team and we respond within 1 business day.

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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 โ†’