Deliver research over the official WhatsApp Business Cloud API under your own practice name. Target notes by client holding, log every send to your Regulation 25 audit trail, and keep delivery on opt-in. Compliant delivery, not a broadcast list.
Get startedOr book a demo on your own client book.
Research goes out over the official WhatsApp Business Cloud API under your own practice name, not a personal number and not a grey broadcast list. Your clients see your desk, not ours.
Send a note only to the clients who hold the relevant stock. Exposure-aware delivery keeps each message relevant to the person reading it, instead of one blast to everyone.
Every send is recorded automatically in your Regulation 25 audit trail: SHA-256 hashed, timestamped, with the recipient on the record. No separate logging step to remember.
Delivery runs on opt-in, in line with WhatsApp Business policy and SEBI advertisement-code expectations. Clients who have not opted in are not messaged.
Notes, recipients, hashes and timestamps are retained for five years and export to a clean CSV when an inspector asks. The WhatsApp send is part of the same record.
WhatsApp, email, Telegram and the rest write to the same trail. What went out, to whom, and when lives in one place rather than scattered across apps.
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
Aktai pairs the software with the deepest SEBI RA compliance library in India. See how WhatsApp delivery stays inside the rules, or explore the rest of the SEBI RA software.
Yes, when it is done the right way. Aktai delivers your research over the official WhatsApp Business Cloud API under your own practice name, to clients who have opted in, and logs every send to your Regulation 25 audit trail. That is research delivery to consenting clients, not a marketing blast to a bought list. The compliance judgement on what you send still sits with you as the registered Research Analyst.
The channel itself is compliant when you use the official Business Cloud API, respect opt-in, and keep the record. Aktai handles all three: official API, consent-gated sends, and an automatic SHA-256 timestamped log in your Regulation 25 trail. It is not a grey-market broadcast tool. Compliance with the Research Analyst Regulations and the SEBI advertisement code remains your responsibility; Aktai gives you the infrastructure and the record to support it.
Your practice name. Delivery is white-labelled over the WhatsApp Business Cloud API under your registered desk, so clients receive research from your practice rather than a personal mobile number or an unbranded broadcast list. This keeps the experience professional and the sender identifiable, which is what consent and the advertisement code expect.
When you publish a note on a stock, Aktai can route it only to the clients whose recorded holdings include that stock, so each client receives research relevant to their own exposure. This is descriptive delivery of your research, not portfolio management, discretionary trading, or any buy or sell instruction. You decide the note; Aktai decides who, among consenting clients, it is relevant to.
Yes. Each send is hashed with SHA-256, timestamped, and chained into your Regulation 25 audit trail alongside the note content and recipient. Records are retained for five years and export to CSV on demand, so a WhatsApp delivery is just as inspectable as anything sent by email or Telegram.
Open to SEBI-registered Research Analysts. Sign up online or book a demo.
Get startedNot 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