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Everything here is switched on and working. Each item says what it does and what it does not do.

Proof

Show, don't tell.

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

Money

Bill without the worry.

Money

Check the fee plan before it goes out

Set a client's fee and Aktai checks it against the SEBI limit, on the amount the client pays, before the plan exists. A plan that breaks the limit does not get created.

Totals a client's family, not just one plan
Checks the amount the client pays, GST included
Refuses plans that collect more than a year in advance

Aktai checks plans you enter. It does not set your fees or give legal advice.

Try the fee cap checker

Money

Clients renew when someone asks

Seven days before a client's plan ends, a reminder goes out in your name with your payment link, once a day until they renew.

Sent in your name, from your own address when you have set one up
Your payment link and UPI ID in the email
Stops as soon as the client renews

A reminder, not a charge. Aktai never touches the money.

Create your account

Reach

Clients read it. Clients get only theirs.

Reach

Equity clients get equity calls

Tag a call as equity, stock F&O, index F&O or commodity. It goes only to clients whose plan includes that segment, and you see how many that is before you send.

Preview the recipient count
Clients with no plan on file keep getting everything, as today
Changes apply to the next send, not past ones

A delivery filter. You still decide what is in each plan.

Create your account

Reach

The numbers your clients ask for

XIRR, CAGR and a Nifty comparison on each model portfolio, inside your portal.

Portal only. These are hypothetical backtests, not shown on any public page.

Create your account

Questions

Does Aktai verify my performance for PaRRVA?

No. Only a recognised PaRRVA can verify returns. Aktai tracks your enrolment status and blocks ads that quote performance before you are enrolled.

What does the fee check cover?

Plans you enter are checked against the SEBI limit for the client's family, on the amount the client pays, before the plan is created.