For SEBI-Registered Research Analysts

SEBI compliance software, built for Research Analysts

The records and workflows the Research Analyst Regulations expect, in one place: a Regulation 25 audit trail, client KYC and MITC, risk profiling, disclosure record-keeping, and five-year retention with a clean export for inspection.

Get started

Or see how founder-led onboarding works (bundled into Starter, on your own live tenant).

๐Ÿ”’

Regulation 25 audit trail

Every note you mark as sent is SHA-256 hashed and chained, so a single edit or deletion breaks the chain. Five-year retention, one-click CSV export for inspection.

๐Ÿชช

Client KYC and onboarding

Onboard clients with PAN verification, Aadhaar e-sign and recorded KRA status, and capture the records SEBI expects before a client receives research.

๐Ÿ“„

MITC and client agreement

Generate the Most Important Terms and Conditions per client from your registration and fee details, and keep proof on file.

๐Ÿ“‹

Risk profiling

Record each client risk profile so your research and disclosures line up with who you are serving.

๐Ÿ“ข

Disclosure record-keeping

Keep the disclosures and the standard warnings attached to what you send, on the record and exportable.

๐Ÿ—„๏ธ

Five-year retention and export

Notes, recipients, hashes and timestamps retained for five years and exportable as a clean CSV when an inspector asks.

Aktai is the infrastructure and the record. Compliance itself stays your responsibility as the registered Research Analyst. This is not legal or compliance advice.

Go deeper

Understand the rules, then automate them

Aktai pairs the software with the deepest SEBI RA compliance library in India. Start with the complete SEBI Research Analyst guide, or jump to a specific area.

SEBI compliance checklistโ†’What is SEBI Regulation 25?โ†’The Regulation 25 audit trailโ†’Compliance calendar 2026-27โ†’The advertisement codeโ†’Free MITC generatorโ†’Record keeping and retentionโ†’The compliance calendarโ†’The complaints registerโ†’The annual audit packโ†’SEBI advertisement code checkโ†’

New

Records your auditor and your clients can both check

What is live on Aktai for SEBI research analysts, and what it does not do.

Proof

A signed agreement, with a receipt

Each signed agreement comes with a certificate: when it was signed, the IP address and city, which version of the text, and how long the client kept it open before signing.

  • Document version and fingerprint on the certificate
  • Client cannot sign until they have read most of it
  • Download as PDF for your file or your auditor

Read time and scroll are reported by the client's browser, and the certificate says so.

Create your account
Proof

Know where you stand on PaRRVA

Record your PaRRVA enrolment on your compliance page, and let Aktai stop an ad that quotes performance before you are enrolled.

  • Enrolment status and date on your compliance page
  • Ad checks that block performance claims until you are enrolled

Aktai does not verify returns. Only a PaRRVA does that.

Read the PaRRVA enrolment guide
Proof

Your results, by financial year

Realised P&L by month, quarter, half-year and financial year. A spreadsheet for your accountant, a PDF for your auditor.

  • Equity and F&O reported separately
  • Financial year runs April to March, in IST
  • Every report carries the SEBI disclaimer

An internal record. Not PaRRVA verified.

Create your account

For SEBI Investment Advisers

For Investment Adviser accounts the compliance layer adds an advice gate: nothing is sent until the client has a current risk profile, a suitable finding and a signed advisory agreement. Fee plans are checked against the SEBI IA limits per family, and the audit trail links each advice to the suitability record behind it.

See Aktai for Investment Advisers โ†’

SEBI compliance software FAQ

What is SEBI compliance software?

SEBI compliance software helps a SEBI-registered intermediary keep the records and run the workflows their regulations require. For a Research Analyst that means a tamper-evident record of every recommendation under Regulation 25, client KYC and the Most Important Terms and Conditions, risk profiling, disclosures, and five-year retention. Aktai is SEBI compliance software built for Research Analysts.

Does Aktai make me SEBI-compliant?

Aktai gives you the tooling and the records to support your obligations: the Regulation 25 audit trail, KYC and MITC capture, risk profiling, disclosure record-keeping, and an export ready for inspection. Compliance itself remains your responsibility as the registered Research Analyst. Aktai is the infrastructure, not a substitute for your own compliance judgement or a compliance officer.

How does the Regulation 25 audit trail work?

Every research note you mark as sent is SHA-256 hashed together with its timestamp, the recipient, and the hash of the previous note, forming a chain. Change, delete, or reorder one record and the chain stops verifying, which is exactly what an inspector checks. Records are retained for five years and export to CSV with content, recipient, hash and timestamp columns.

Is it built only for SEBI Research Analysts in India?

Yes. Aktai is designed for SEBI-registered Research Analysts in India and the Research Analyst Regulations, including the Regulation 25 record-keeping requirements. It is not a general-purpose compliance suite.

Keep the record SEBI asks for.

Open to SEBI-registered Research Analysts. Sign up online; a founder-led onboarding call is included on Starter.

Get started

SEBI digital accessibility

Is your firm's website ready for SEBI's accessibility rules?

SEBI's deadline for RAs and IAs to appoint an IAAP-certified auditor, audit their website and fix the findings is 31 January 2027 (circular HO/53/12/13(2)2026-ITD5-M2IPC/I/24856/2026, 30 October 2026).

We build RA and IA websites with the SEBI disclosures and to WCAG 2.1 AA, GIGW and IS 17802, and give you a test report for your auditor. โ‚น11,000 once plus โ‚น1,111/mo, excl. GST.

Already have a site? Accessibility check and fixes, โ‚น4,999.

โš ๏ธ

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 โ†’