A
AKTAI
for Research Analysts
For SEBI-Registered Research Analysts

The research desk built for
SEBI-registered analysts

White-label software for SEBI Research Analysts: track BSE filings across your client book, draft factual research notes in seconds, deliver them on your own WhatsApp, and maintain a 5-year Regulation 25 audit trail. All in one place.

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For SEBI-registered Research Analysts. Pick a plan and start in minutes.

📊

Filings dashboard

Every BSE/NSE filing that affects your clients’ portfolios, sorted by exposure. No more manual screening.

✍️

AI note drafts

Paste a filing, get a factual research note draft in under 10 seconds. You edit and send.

🔒

SEBI Reg 25 audit trail

Every note you mark as sent is SHA-256 hashed and locked. One-click CSV export for SEBI inspection.

💼

Client portfolio tracking

Add your client holdings once. See which clients are exposed to every corporate event.

From filing to client note in under 60 seconds

The typical RA workflow takes 30-60 minutes per note. Aktai cuts that to under 60 seconds.

1

A BSE/NSE filing drops

Aktai picks it up within 90 seconds of publication. If any of your clients hold the stock, it surfaces at the top of your dashboard.

2

Paste the filing. Get a draft.

One click sends the filing text to the AI. A factual research note draft comes back in under 10 seconds: summary, risk factors, analyst view placeholder.

3

Edit, approve, and send

Add your view, select recipients from your client list, and send. WhatsApp, email, or both.

4

Audit trail locked automatically

The moment you mark a note as sent, it is SHA-256 hashed and stored. Date, time, recipients, and note content. Export as CSV for SEBI inspection at any time.

Pricing for SEBI Research Analysts

Three plans, priced for the size of your practice. Every plan includes the full SEBI Regulation 25 audit trail and filings dashboard. Sign up online, no sales call required.

Starter

2,499/ mo

Solo RA, up to 5 clients

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Most popular

Professional

6,999/ mo

Growing practice, up to 25 clients, white-label WhatsApp

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Firm

14,999/ mo

Multi-analyst firm, unlimited clients, API access

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  • Filings dashboard across BSE, NSE and corporate disclosures
  • AI research note drafts (factual, ready to edit)
  • SEBI Regulation 25 audit trail, SHA-256 hashed, 5-year retention
  • Client portfolio tracking with exposure-based routing
  • White-label WhatsApp and email delivery
  • CSV export for SEBI inspection, multi-analyst accounts on request
Compare plans in detailLog in

Cancel or change your plan anytime from the portal. Need more than 5 analysts? Email [email protected].

FAQ

Is Aktai for Research Analysts built for SEBI-registered Research Analysts?

Yes. Aktai for Research Analysts is designed specifically for SEBI-registered Research Analysts. The platform maintains a SHA-256 audit trail of every research note marked as sent, with 5-year retention, to support the record-keeping requirements under SEBI Regulation 25 of the Research Analyst Regulations. Compliance with those requirements remains your responsibility as the registered analyst.

How does the SEBI Regulation 25 compliance work?

Every research note you mark as sent is SHA-256 hashed and stored with a timestamp. The hash proves the note content was not altered after dispatch. You can export the full audit log as a CSV at any time, with note content, recipient, hash, and timestamp columns, ready for SEBI inspection. Records are retained for 5 years.

Can I send research notes via WhatsApp to clients?

Yes. White-label WhatsApp delivery is included on plans built for client communication. Notes go out via the official WhatsApp Business Cloud API from your practice name. The delivery is logged in the audit trail automatically.

Do my clients need to install anything?

No. Clients receive research notes on WhatsApp or email. There is no app to download, no login, and no onboarding required on the client side.

Is my client data stored securely?

Yes. Client data is stored at rest on Indian-region servers, encrypted at rest using AES-256, and encrypted in transit using TLS 1.3. Named sub-processors (AI, email, messaging) process content in transit outside India under contract. Aktai does not share client data with third parties.

SEBI Research Analyst compliance guides

Plain-English explainers on the 2024-2026 SEBI Research Analyst rules and the day-to-day compliance work Aktai helps automate.

SEBI Research Analyst FAQs (2026)Registration, RAASB, NISM, fees, deposit, trading window, audit and record-keeping, answered in plain English.MITC, KYC and reportingThe three pillars of client compliance: what you share before service, check at onboarding, and keep on record.Trade lifecycle managementRecording entry, updates and exit of every recommendation as one audit-ready, time-stamped trail.SEBI RA registration guide (2026)Eligibility, NISM certification, deposits and the registration process after the Third Amendment.SEBI compliance checklistThe recurring obligations every registered Research Analyst has to meet, in one list.Regulation 25 client notesSigned reports, recommendation rationale and the 5-year audit trail, automated.Recommendation performance trackingKeep an auditable record of every call and how it performed.SEBI advertisement codeWhat RAs can and cannot say in marketing and on social media.Annual return filingThe annual return every registered RA files, the deadlines and the documents to keep ready.Annual compliance audit (Reg 25(3))Who can audit you, the 31 October deadline, and what auditors check.Complaints handling: SCORES & ODRThe SCORES 2.0 timelines, the ODR portal, and the complaint register SEBI expects.Client onboarding & KYCThe client register, KYC and record-keeping a fee-charging RA must maintain.RA software comparisonHow to choose the tooling that covers your compliance and client-communication workflow.

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Pick a plan and start in minutes.

Open to SEBI-registered Research Analysts. Sign up online, no sales call required.

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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 →