The whole research desk, feature by feature

Hand Aktai a filing and it returns a factual research-note draft: a plain-language summary, the key facts, and a placeholder for your view. It is deliberately descriptive, never a buy or sell call. The model output is stored read-only and your edits live in a separate version, so the original draft and your final note are both kept for the record.

• ✓Factual summary, not a recommendation. You add the analyst view.
• ✓Drafts land in a few seconds, kept tight by design, no padding
• ✓The original AI draft is immutable; your edited version is tracked separately
• ✓Starter includes 20 notes a month; Professional and Firm are unlimited

Every note you mark as sent is SHA-256 hashed together with its timestamp, the recipient, and the hash of the note before it, forming a chain. Change, delete, or reorder a single record and the chain breaks, which is exactly what an inspector wants to be able to see. Records are kept for five years and export to CSV in one click.

• ✓SHA-256 hash chain over note content, timestamp, client, and the previous hash
• ✓Built-in chain verification flags any tampering, deletion, or reordering
• ✓Five-year retention, matching the SEBI record-keeping window
• ✓One-click CSV export with content, recipient, hash, and timestamp columns

Aktai keeps the record. Compliance with Regulation 25 remains your responsibility as the registered analyst.

A guided flow takes a new client from PAN verification through Aadhaar eSign of the client agreement and a SEBI suitability questionnaire. Each step is recorded, and each risk assessment is stored as an immutable record, so you can show exactly what a client was profiled as and when.

• ✓PAN verified online before anything is signed
• ✓Aadhaar eSign of the client agreement and Most Important Terms and Conditions, signed copy stored
• ✓SEBI suitability and risk-profiling questionnaire, stored per assessment, with expiry tracked
• ✓Clear status trail: started, PAN verified, eSign sent, completed
• ✓Clients who stop half way get a reminder email in your name: after 24 hours with no progress, at most two, daytime IST only

Add a client and their holdings once. From then on, every filing, model-portfolio change, and note is matched against who actually owns the stock, so you never send a metals note to a client who only holds banks.

• ✓One record per client with their positions and preferred contact channel
• ✓Holdings decide which clients each note and call reaches
• ✓Active client count and per-client history at a glance
• ✓CSV import to bring an existing book in quickly

Send notes and calls over WhatsApp, Telegram, or email, per client preference. Every call also goes by email, so no call depends on one app. On WhatsApp it reaches clients even if they never reply, and a Show details button puts the full call in the chat with one tap. If a channel fails, you are told when nothing got through. Clients never download an app.

• ✓WhatsApp (official Cloud API), Telegram, and email out of the box
• ✓Every call also sent by email; you can switch email off per client
• ✓Show details: the full call or note inside WhatsApp with one tap
• ✓Failed WhatsApp sends move to email or Telegram; you are told if nothing works
• ✓Clients connect Telegram with a one-tap link, no chat IDs
• ✓STOP is honoured on WhatsApp and Telegram; replies on both are emailed to you
• ✓The SEBI-mandated footer is added to every client message. SMS is on the roadmap.

Write an equity call with entry, target, stop loss and horizon, or an F&O call with the contract, expiry, lot size and entry range. Send it to one client or broadcast it to many; each client gets it on their own channel, with the SEBI footer added. A staff analyst can draft calls that an RA approves before they go out.

• ✓Equity and F&O calls, with entry, target and stop loss
• ✓Broadcast to many clients at once, with a result per client
• ✓Every send recorded per client: exact text, channel, outcome
• ✓Maker-checker: staff drafts, RA approves
• ✓A fixed SEBI caution notice on every F&O call, which no one can edit or remove

Every send records whether it was delivered and, where the channel reports it, when the client read it. The engagement page rolls this up by channel and by client, so you can see who is reading and who has gone quiet.

• ✓Delivery rate and read rate for the firm
• ✓Split by channel: WhatsApp, Telegram, email
• ✓Per-client history: sent, delivered, read, last activity

Read receipts depend on the channel: WhatsApp and email opens report them, Telegram does not.

Clients sign in with a one-time code sent to their email and read every note you sent them in full, next to the holdings you keep on file for them. No app to install, no password to forget. The portal carries your firm name and logo, and can run on your own domain.

• ✓Sign-in by email code, session kept for 30 days
• ✓Full research notes, not just a preview
• ✓Each client sees only their own records

The calendar tracks your annual compliance audit, NISM renewal and the tasks you add, and flags what is overdue or due in the next 30 days. The home page shows what needs you today: notes waiting for approval, stalled onboardings, overdue complaints and calls that could not be delivered.

• ✓Annual audit and NISM renewal added for you
• ✓Overdue and due-soon flags
• ✓One home page with everything that needs a decision

Record each investor complaint, acknowledge it and resolve it, with the 21-day SEBI resolution window counted for you. The monthly complaint table for your website is generated from the register, and resolved complaints are frozen and kept for five years.

• ✓21-day due date and overdue flag on every complaint
• ✓Monthly complaint table (Annexure E) generated for you
• ✓Resolved records locked; nothing is deleted

Pick a financial year and get the numbers your annual compliance audit asks for: client count, research sent with the audit-trail check, signed agreements, KYC completion, risk-profile coverage and complaint counts. Download it as a PDF for the auditor and a CSV ledger for the working papers.

• ✓Per financial year, April to March
• ✓PDF for the auditor, CSV ledger for the detail
• ✓Includes your AI-usage disclosure and grievance details

The pack collects your records. The audit itself is done by your auditor.

Paste a social post, ad or landing-page copy. Aktai checks it against the SEBI advertisement code for Research Analysts and flags problems, such as performance claims before PaRRVA enrolment. You approve or reject it, and the decision is kept as your record.

• ✓AI check against the RA advertisement code
• ✓Human approve or reject, with the reason kept
• ✓A record of every piece of promotion you cleared

A check, not legal advice. The final call is yours.

Keep a restricted list and have staff request clearance before they trade; requests on restricted stocks are flagged and the owner approves or rejects. Generate your AI-usage disclosure from your own registration details, ready to publish. Agreements are versioned, and each client consent is tied to the exact version they signed.

• ✓Restricted list and employee trade pre-clearance
• ✓AI-usage disclosure statement and client clause, generated
• ✓Agreement versions with consent per version
• ✓Interaction log per client: inbound WhatsApp and Telegram replies, website enquiries, and the calls and meetings you add, with the call recording attached

Design your report template once: accent colour, tagline, footer disclaimer and which sections to include. Every client PDF report then goes out in that style, under your name.

• ✓Choose which sections each report includes
• ✓Your colour, tagline and footer disclaimer

Run the client portal on your own domain with a single DNS record; the certificate is issued and renewed for you. Send email from your own address, Telegram from your own bot and WhatsApp from your own number. White-label accounts can also email former clients your latest offers, in your branding.

• ✓Client portal on your own domain, one CNAME record
• ✓Email from your own verified domain
• ✓Your own Telegram bot and WhatsApp number

Build a model portfolio as a set of constituents with weights, then publish it. Weights must total 100% and the SEBI February 2026 Master Circular disclosures must be filled in before it can be published, and a published basket is locked: clone it to make changes.

• ✓Constituents with weights, validated to total 100% before publish
• ✓Publish refused until the SEBI Feb-2026 Master Circular disclosures are filled in
• ✓Published baskets are locked; clone one to change it

India only.

Set up fee plans, recurring retainer or one-time, attach them to clients, and raise invoices and GST invoices without leaving Aktai. Clients pay you directly through your own payment link; you mark invoices paid. Aktai never collects or holds client money.

• ✓Recurring retainer or one-time fee plans, per client
• ✓Invoices generated and tracked inside the portal
• ✓Your own payment link on every invoice, GST invoice PDF, paid status tracked
• ✓Your UPI collection ID checked as a SEBI validated handle (name.ra@valid plus your bank)
• ✓Refund worked out for you when a client leaves early (unused period, no breakage fee) or if your registration is suspended for over 60 days or cancelled

On Firm accounts, an analyst who is not the owner submits a note for approval rather than sending it directly. The owner approves or rejects with a reason, and the whole exchange is logged. Solo practices skip this and send straight away.

• ✓Non-owner analysts submit; the owner approves or rejects with a reason
• ✓Approval and rejection are recorded in the activity log
• ✓Automatically skipped for solo, Starter, and Professional accounts

Invite team members by email with a defined role. Owners run the firm, analysts get product access, and research staff can draft notes and calls that an RA approves. Seats are capped by plan, and member management stays with the owner.

• ✓Owner, Analyst and Research staff roles, invited by email with a setup link
• ✓Up to 5 team members on Firm; solo on Starter and Professional
• ✓Owner-only member management, with the full activity log behind it

Aktai designs, builds and hosts a website for your firm: your services, your team, and your SEBI-mandated RA disclosures, all in place from day one. Send us your logo, colours and a few lines about your practice, and we handle design, hosting and your domain.

• ✓Custom site on your own domain, designed and hosted by Aktai
• ✓SEBI-mandated RA disclosures included by default
• ✓No developer or agency needed. You approve copy and design, we publish
• ✓Already have a site? We add the onboarding button below to it instead

Your website carries a "Become a client" button wired into the same onboarding flow used inside the Aktai portal. A prospect verifies PAN, eSigns the client agreement and completes the SEBI suitability questionnaire, start to finish, on your site.

• ✓One button starts PAN verification, eSign and risk profiling
• ✓No manual data entry. Completed onboardings land straight in your client list
• ✓Same status trail and audit record as onboarding started inside the portal
• ✓Works on an Aktai-built site or an existing site with the embed added