Aktai is live today for SEBI-registered Research Analysts. We are extending the same compliant infrastructure to SEBI Investment Advisers (RIAs) under the Investment Adviser Regulations 2013.
It is not available for Investment Advisers yet. Join the early-access list and we will bring you in as the IA features ship.
Join early accessOr email [email protected].
Already built
The Research Analyst product already covers the parts an Investment Adviser needs day to day. These are live now.
Draft factual notes from filings and news, descriptive only.
Send under your own brand over WhatsApp and email, every send logged.
PAN, KRA and Aadhaar checks, e-sign, and risk profiling already built.
SHA-256 chained records with five-year retention and CSV export.
In development
The genuine deltas from the Research Analyst product, under SEBI IA Regulations 2013.
Mapping each recommendation to a client risk profile and suitability assessment, as the IA regime expects.
Investment Adviser disclosure documents and terms, distinct from the Research Analyst set.
The IA advertisement code and the IA fee-account record-keeping rules.
Account-level flags so IA features show only to verified SEBI Investment Adviser registrations.
Registered as a Research Analyst today? The full product is live for you now.
See Aktai for SEBI Research Analysts โNot yet. Aktai is live for SEBI-registered Research Analysts. We are extending the same compliant infrastructure to SEBI Investment Advisers (RIAs) under the SEBI Investment Adviser Regulations 2013, and you can join the early-access list now. We will not market IA-specific compliance as live until it ships.
A lot of the platform reuses directly: AI research-note drafting, white-label delivery over WhatsApp and email, client KYC and onboarding (PAN, KRA, Aadhaar, e-sign), risk profiling, and a tamper-evident audit archive with five-year retention. The Investment Adviser work is the regime-specific layer on top.
Suitability records that tie each recommendation to a client risk profile, IA-specific disclosure documents and terms, the IA advertisement and fee-account rules, and registration gating so IA features are scoped to verified Investment Adviser accounts. These are the genuine deltas from the Research Analyst product.
Book a demo or email [email protected] and tell us you are a SEBI Investment Adviser. We will add you to the early-access list and bring you in as the IA features land.
Aktai for Investment Advisers is in development and not yet available. This page describes planned functionality, not a live product. Not legal or compliance advice.
Join the early-access list for SEBI Investment Advisers.
Join early accessNot 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