For SEBI-Registered Research Analysts

SEBI RA software, white-label and built for the workflow

Aktai is white-label SEBI Research Analyst software for India: AI research-note drafts, delivery on your own WhatsApp, and a Regulation 25 audit trail that holds up in an inspection.

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Self-serve plans from ₹1,999/month. No sales call required.

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AI research-note drafts

Paste a filing, get a factual note draft in seconds. You edit and send. Never a buy or sell call.

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Regulation 25 audit trail

Every sent note SHA-256 hashed and locked, five-year retention, one-click CSV export for inspection.

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White-label WhatsApp delivery

Notes go out under your own practice name over the official WhatsApp Business API, logged automatically.

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Client portfolio tracking

Add holdings once. See which clients are exposed to every corporate event and route only to them.

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MITC, KYC and onboarding

Generate the Most Important Terms and Conditions per client and keep onboarding records on file.

Pricing

Self-serve plans, published up front

Our Firm tier, the top of our range, is ₹9,999/mo. One flat fee, no cut of your client fees. No sales call to see a price.

Starter

₹1,999/mo

Your first clients, up to 10

Professional

₹5,999/mo

Growing practice, white-label WhatsApp

Firm

₹9,999/mo

A team of analysts, up to 150 clients

See full pricing and annual plans

Who it is for

Built for practices at every stage

SEBI RA software is not one-size-fits-all. Pick the description closest to your practice; the matching plan is above.

Starter plan

Solo RA

You run an independent practice with your first clients and currently track filings by hand. Aktai replaces the spreadsheet-plus-broadcast-channel setup with one dashboard and a compliant send.

Professional plan

Growing practice

You have outgrown manual tracking, up to about 30 clients, and want white-label delivery so notes go out under your own practice name instead of a personal number.

Firm plan

Multi-analyst firm

Multiple analysts share a client book and need maker-checker approval before a note goes out, plus up to 150 clients and 5 seats on one Regulation 25 audit trail.

How it compares

One desk instead of four half-tools

Most Research Analysts stitch together a spreadsheet, a charting app, a broadcast channel and some generic software. Here is what each kind of tool does and does not cover, against a desk built for the SEBI RA workflow. Full breakdown on the features page.

CapabilitySpreadsheetsCharting toolsBroadcast channelGeneric RA softwareAktai
AI research-note draft from a filing✕✕✕~✓
Regulation 25 tamper-evident audit trail~✕✕~✓
Five-year retention with one-click CSV export~✕✕~✓
White-label delivery on your own number✕✕~~✓
Client KYC, onboarding and MITC✕✕✕~✓
Built for SEBI RA compliance out of the box✕✕✕~✓

✓ included ~ partial or manual ✕ not available. Categories describe common tool types, not specific products.

Across India

SEBI RA software, wherever you practise

Aktai is web-based and used by Research Analysts across India. Pick your city for the local picture.

Mumbai→Delhi NCR→Bengaluru→Chennai→Ahmedabad→Pune→Hyderabad→Kolkata→

SEBI RA software FAQ

What software do SEBI research analysts use?

Most independent SEBI-registered Research Analysts in India still run their practice on a mix of spreadsheets, manual filing checks, a broadcast channel, and generic CRM or charting tools, none of it built for Regulation 25 record keeping. Purpose-built SEBI RA software like Aktai combines AI-assisted note drafting, white-label WhatsApp delivery and the audit trail in one place instead of four separate tools stitched together by hand.

What is SEBI RA software?

SEBI RA software is software built for SEBI-registered Research Analysts to run a compliant practice: drafting and delivering research notes to clients, and keeping the records SEBI requires under the Research Analyst Regulations, in particular the Regulation 25 audit trail. Aktai is white-label SEBI RA software covering AI note drafting from uploaded filings, WhatsApp delivery and the audit trail.

Is SEBI RA software only for large firms, or can a solo analyst use it too?

Enterprise RA platforms are generally built and priced for large advisory firms. Aktai is self-serve software built for practices of any size: the Starter plan is priced for a solo RA with up to 5 clients, with Professional and Firm plans scaling up from there as a practice grows. You pick a plan by client-book size, not by talking to a sales team.

Is Aktai built only for SEBI-registered Research Analysts?

Yes. Aktai is designed specifically for SEBI-registered Research Analysts in India. The platform keeps a SHA-256 audit trail of every note marked as sent, with five-year retention, to support the record-keeping obligations under SEBI Regulation 25. Compliance with those obligations remains your responsibility as the registered analyst.

What makes it white-label?

Research notes reach clients under your own practice name over the official WhatsApp Business Cloud API and email. Clients do not see Aktai branding and do not install anything. You keep the client relationship; Aktai is the engine behind it.

How much does RA software cost?

Pricing for SEBI RA software varies, so compare what each plan includes, not just the monthly number. Starter is ₹1,999/mo for up to 10 clients, Professional ₹5,999/mo for up to 30 and Firm ₹9,999/mo for up to 150 with a team of 5. Each step up costs ₹4,000 a month. One flat fee: Aktai never takes a cut of your client fees. Prices exclude GST. You can sign up online without a sales call.

Does SEBI RA software need to integrate with a broker or exchange?

No broker integration is required. Aktai works from the filings you upload, so it works the same way regardless of which broker your clients use. What matters is your client portfolio list inside Aktai, which determines which clients each note goes to.

Is client data secure with white-label WhatsApp delivery?

Notes are delivered through the official WhatsApp Business Cloud API, the same channel Meta provides to verified businesses, not a personal WhatsApp number or an unofficial automation tool. Every send is logged with a SHA-256 hash and timestamp into the Regulation 25 audit trail at the moment it goes out.

Run your research desk on Aktai.

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 →