India · Research ToolsNew
How Aktai Makes Sure a Research Call Reaches Your Client
Every call you send reaches your client: on their channel and by email every time, the full call inside WhatsApp wit...
October 12, 2026 · 4 min readSoon
The Aktai Blog
Compliance, registration, the advertisement code, client onboarding and filings workflow for SEBI-registered Research Analysts and Investment Advisers, plus F&O trader tax, in India. 197 guides, updated regularly.
New here? Start with the complete SEBI Research Analyst guide →196 articles
A ready accessibility statement for a SEBI Research Analyst or Investment Adviser website: the standard you follow,...
SEBI names WCAG 2.1, GIGW and IS 17802 for every regulated entity's website. A page-by-page checklist for an RA or I...
What a SEBI Investment Adviser's website has to show, quoted from the IA Master Circular: registration details, the...
Most DPDP duties start on 13 May 2027. What a Research Analyst holding client PAN, bank and risk-profile data has to...
Festive discounts are not banned. Countdown timers, free Muhurat picks, last Diwali’s returns and lucky draws are wh...
Six dates in thirteen days: the half-yearly report to RAASB, the annual audit report, the accessibility audit, Octob...
No research and no fee until the client consents to your terms. What a consent record should hold, what changes when...
The 10 October 2026 amendment makes call recordings optional for institutional investor clients from 9 November. For...
A client unhappy with your answer can take the complaint to SEBI’s online dispute resolution platform. The steps, th...
Two fee modes, one per family: up to 2.5% of assets under advice or ₹1,51,000 fixed a year. Who the limits cover, th...
Every Investment Adviser has a risk-profiling form. The breach is advice that went out when the profile had expired...
Eight questions that separate software that records the SEBI IA rules from software that enforces them: the advice g...
A Research Analyst website is not a one-off build. It needs monthly disclosure updates, ad-code care and safe handli...
How a SEBI Research Analyst gets found on Google, ChatGPT and Perplexity without breaking the ad code: what to leave...
Every call you send reaches your client: on their channel and by email every time, the full call inside WhatsApp wit...
Signed agreements with a certificate, fee plans checked against the SEBI limit, renewal reminders in your name, and...
A five-minute check before paying anyone for stock research: the INH number, the SEBI database, the payment trail, a...
A compliant playbook for client messages in a sharp market fall: what to say, what never to say, how fast to say it,...
How to report model portfolio performance now that PaRRVA is live: what to record, what to verify, what to show pros...
A webinar is an advertisement, a research channel and a data form at once. A checklist for what to approve, disclose...
The operational and compliance limits an RA hits as the client list grows, and what to fix before each one. No inven...
An AP or sub-broker earns on brokerage tied to trade execution, and cannot legally offer research or recommendations...
An MFD earns on commission and cannot give personalised advice. Becoming a Research Analyst opens a fee-based resear...
A CA already has the analytical skills a Research Analyst needs. What SEBI registration adds on top: the NISM exam,...
Free tools
The SEBI deposit slab for your peak client count.
Regulation 25(3) audit and RAASB dates for your financial year.
The real cost of an RA practice and your break-even client count.
Generate a Most Important Terms and Conditions draft to copy or download.
Check your per-client fee against the SEBI cap and advance-fee rule.
Draft factual notes from the filings you upload with AI, deliver them white-label over WhatsApp and email, and keep a Regulation 25 audit trail. For SEBI-registered Research Analysts.
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 →