Investment Adviser pricing

Pick a plan by the size of your book

Every plan has every IA rule. You choose how many clients and team members you need.

Starter

₹1,749₹2,499

per month, or ₹25,488 a year (list ₹29,988)

Up to 5 clients

  • 20 AI-drafted notes a month
  • WhatsApp, email and Telegram delivery
  • Good for a trial
Start on Starter

Where most advisers start

Professional

₹4,199₹6,999

per month, or ₹67,188 a year (list ₹83,988)

Up to 25 clients

  • Unlimited AI-drafted notes
  • White-label WhatsApp under your firm name
  • Room for a working advisory book
Start on Professional

Firm

₹7,499₹14,999

per month, or ₹1,34,988 a year (list ₹1,79,988)

Unlimited clients

  • Up to 5 team members
  • Firm website, designed and hosted by Aktai
  • Maker-checker approvals and API access
Start on Firm

Included in every plan

  • Advice gate: risk profile, suitability and signed agreement checked on every send
  • Suitability records and the coverage report
  • Versioned advisory agreement with Aadhaar eSign via your Leegality account
  • Fee plans checked against the SEBI IA limits, per family
  • Conflicts and fee disclosure in the client portal
  • Five-year tamper-evident audit trail and audit pack

See every Investment Adviser feature →

Pricing questions

Do Investment Advisers pay the same as Research Analysts?

Yes. The plans and prices are the same; what changes is the account type. Sign up with your INA number and the IA rules switch on.

Which plan should I choose?

Most advisers start on Professional, since Starter covers five clients. Move to Firm when you need more than 25 clients or a team.

Is there a free trial?

No. Plans are paid from day one, billed monthly or annually, and you can cancel any time. A founder-led onboarding call sets up the advice gate, fee plans and agreement on your live account.

Are prices in rupees?

Yes. Aktai for Investment Advisers is for SEBI-registered advisers in India and is billed in INR.

⚠️

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 →