The IA rules first, then the features Investment Advisers share with Research Analysts on the same platform. Every plan includes all of them.
Built for the IA regime
Switched on automatically when you sign up with an INA number.
Notes and recommendations cannot reach a client until they have a current risk profile, a suitable finding against it and a signed copy of the active advisory agreement. The send fails and names what is missing.
A suitability finding per client with rationale, objective and time horizon, assessed against the current risk profile.
Lists every client whose risk profile or suitability finding is missing, expired, not suitable, stale or due soon, so you fix it before a send is blocked.
A versioned IA advisory agreement. Clients sign with Aadhaar eSign through your firm’s Leegality account, or you record acceptance. A new version blocks advice until each client signs it.
Every fee plan is checked: up to 2.5% of assets under advice a year, or up to ₹1,51,000 fixed per family a year. Link a household and the fixed limit covers every member.
Assets under advice are the live market value of the client’s recorded holdings. Holdings without a quote are listed separately.
Clients see their fee mode, rate and the SEBI limit in the client portal and can re-confirm their fee there.
A standing conflicts-of-interest and holdings disclosure shown to clients in the portal.
Advertisements you submit for approval are checked by AI against the SEBI IA advertisement code: INA number, BASL membership, no superlatives, no testimonials, the risk disclaimer.
Shared platform
The same research and delivery tools Research Analysts use.
Factual notes drafted from BSE and NSE filings for the stocks your clients hold. You approve every one before it goes out.
Calls go to the client they were made for and never appear on a public track record.
Client records, CSV holdings import with a preview, PAN verification and risk profiling.
WhatsApp, email and Telegram from your firm, with every send logged.
A portal on your own domain with email-code sign-in, your branding and the client’s disclosures.
Maker-checker approvals, complaints register, compliance calendar, a SHA-256 chained audit log kept five years, and an audit pack per financial year.
Plans differ by client count, team size and branding, not by the IA rules.
See Investment Adviser pricingNot 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 →