The whole research desk, feature by feature

Aktai watches BSE corporate announcements and NSE filings and pulls each one in within about 90 seconds of publication. The dashboard only surfaces filings on stocks your clients actually hold, sorted so the highest-exposure events sit at the top. No more screening the exchange site by hand every morning.

• ✓Live BSE and NSE corporate-announcement feed, deduplicated and timestamped
• ✓Exposure-based ordering: filings on widely held stocks rise to the top
• ✓One click shows which clients hold the affected stock, and how much
• ✓US accounts get the same dashboard over SEC EDGAR filings (jurisdiction-aware)

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 KRA lookup, 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 verification and KRA (KYC Registration Agency) status check
• ✓Aadhaar eSign of the client agreement and Most Important Terms and Conditions
• ✓SEBI suitability and risk-profiling questionnaire, stored per assessment
• ✓Clear status trail: started, PAN verified, KRA checked, eSign sent, completed

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 power the exposure routing on the filings dashboard
• ✓Active client count and per-client history at a glance
• ✓CSV import to bring an existing book in quickly

Send a note over WhatsApp, Telegram, or email, per client preference. On Professional and Firm you can send WhatsApp from your own verified business number, so the message carries your practice name rather than ours. Clients never download an app or log in.

• ✓WhatsApp (official Cloud API), Telegram, and email out of the box
• ✓White-label WhatsApp from your own number on Professional and Firm
• ✓Each client has a preferred channel; Aktai uses it automatically
• ✓Every send is written to the audit trail. SMS is on the roadmap.

Build a model portfolio as a set of constituents with weights, then publish it to the clients you choose. Weights are validated to total 100% before anything goes out, and the SEBI February 2026 Master Circular disclosures are attached automatically on publish.

• ✓Constituents with weights, validated to total 100% before publish
• ✓Mandatory SEBI Feb-2026 Master Circular disclosures attached on publish
• ✓Publish to selected clients and track versions over time

India only. Model-portfolio features are not exposed to US accounts, where they would make us a sub-adviser.

Set up fee plans, recurring retainer or one-time, attach them to clients, and raise invoices without leaving Aktai. Payments run through your provider, with Razorpay and Stripe integration ready.

• ✓Recurring retainer or one-time fee plans, per client
• ✓Invoices generated and tracked inside the portal
• ✓Razorpay and Stripe payment integration

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 seats are capped by plan. Member management stays with the owner.

• ✓Owner and Analyst 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