Get a client onboarded the way the Research Analyst Regulations expect, in one flow: PAN verification, KRA status, Aadhaar e-sign on the client agreement, risk profiling, MITC capture and consent. Every step logged, on a single client record, before any research goes out.
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Each client's PAN is verified inside the flow, and you record their KRA status on the same file. The identity record is complete before any research reaches them.
The client signs your client agreement with Aadhaar e-sign. A signed, dated copy lands on the client record, no paperwork to chase.
Each client answers a risk profiling questionnaire during onboarding, so what you serve them lines up with who they are. The profile stays on file.
Generate the Most Important Terms and Conditions per client and capture the client acknowledging them, kept on the record with the rest of the file.
Capture the client consent the onboarding flow needs and keep a clean, dated record of who agreed to what and when.
KYC, e-sign, risk profile, MITC and consent collect into a single client record. Every step is timestamped and logged, ready before the first note goes out.
Aktai is the infrastructure and the record. Compliance itself stays your responsibility as the registered Research Analyst. This is not legal or compliance advice.
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Aktai pairs the onboarding software with the deepest SEBI RA compliance library in India. See how it sits inside the wider SEBI compliance software, or read the detail.
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What is live on Aktai for SEBI research analysts, and what it does not do.
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.
Read time and scroll are reported by the client's browser, and the certificate says so.
Create your accountSet 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.
Aktai checks plans you enter. It does not set your fees or give legal advice.
Try the fee cap checkerFor SEBI Investment Advisers
For Investment Advisers, onboarding feeds the advice gate: the risk profile the client consents to, the suitability finding and the signed advisory agreement must all be in place before any advice reaches them.
Before a client can receive your research, you need to verify who they are, sign a client agreement, profile their risk, share the Most Important Terms and Conditions, and capture consent. Aktai runs that whole sequence in one flow: PAN verification, KRA status, Aadhaar e-sign on the agreement, a risk profiling questionnaire, MITC generation and capture, and a logged consent record. The client comes out the other side compliant and on file, ready to receive research.
Yes for PAN: each client's PAN is verified inside the onboarding flow and the result is written to the client record. KRA is a step you confirm: you check the client with the KRA, then mark the KRA status in the flow. It is recorded with a timestamp, together with the KRA record you downloaded. Identity on the agreement comes from the Aadhaar e-sign.
Look the client up with the KRA you use, using their PAN. Then, on the client's onboarding file, record the status (for example Registered or Validated), the date you checked and which KRA it came from. For a Registered or Validated status you attach the KYC record you downloaded from the KRA portal, and Aktai stores a fingerprint of that file. A link on its own is refused unless you add a note saying why. Aktai does not do the KRA lookup for you. If the status is something else, the file tells you what to do next.
The client signs your client agreement with Aadhaar e-sign during onboarding. The signed, dated copy is stored on the client record alongside the KYC result, the risk profile, the MITC acknowledgement and the consent log, so the full file sits in one place.
Onboarding focuses on getting a client compliant and on file: KYC, agreement, risk profile, MITC and consent. Fees are handled separately: on Professional and Firm you set fee plans, raise invoices and GST invoices, and clients pay you directly through your own payment link. Aktai does not collect or hold client money.
Aktai gives you the onboarding workflow and the record: PAN verification, KRA status, Aadhaar e-sign, risk profiling, MITC capture and consent, every step logged. Compliance itself stays your responsibility as the registered Research Analyst. Aktai is the infrastructure and the record, not a substitute for your own compliance judgement. This is not legal advice.
Open to SEBI-registered Research Analysts. Sign up online; a founder-led onboarding call is included on Starter.
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