FAQ

Aktai FAQ for SEBI Research Analysts.

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Getting started

Who can use Aktai?+
Aktai is for SEBI-registered Research Analysts (INH) and Investment Advisers (INA) in India. Sign-up is self-serve: you enter your SEBI registration number, and each number can hold only one firm account. If you are not yet registered, the blog has a plain-English registration guide, but you cannot use the product until your registration is live.
How do I get access?+
Sign up self-serve at ra.aktai.app using your SEBI RA registration number (INH) and mobile. Starter is โ‚น1,749 a month on the festival offer (list โ‚น2,499) and includes a 60-minute founder-led onboarding call on your live tenant. Cancel any time, and a full refund is available in the first 15 days.
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 to download and no password. If you use the branded client portal, a client opens it with a secure link or a one-time code sent to their email.

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.

Client portfolios and markets

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.
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?+
Plans and prices are public on the pricing page: Starter for a solo desk, Professional for a growing practice, and Firm for larger teams. Prices are in INR, exclusive of GST, billed monthly or annually, and any current offer is shown there. You can sign up online with no sales call.
Is there a free trial?+
There is no free tier. Starter is โ‚น1,749 a month on the festival offer (list โ‚น2,499) and includes a founder-led onboarding call on your live tenant, so the first month itself is your walkthrough of the product on real client work. Cancel any time; a full refund is available in the first 15 days if you have not shipped a compliant research call by then.
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?

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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†’