Investment Adviser pricing

Pick a plan by the size of your book

Every plan has every IA rule, and every plan comes with your firm website built and hosted free. You choose how many clients and team members you need.

Starter

₹1,999

per month, or ₹19,990 a year

Up to 10 clients

  • 20 AI-drafted notes a month
  • WhatsApp, email and Telegram delivery
  • For your first clients
Start on Starter

Where most advisers start

Professional

₹5,999

per month, or ₹59,990 a year

Up to 30 clients

  • Unlimited AI-drafted notes
  • White-label WhatsApp under your firm name
  • Room for a working advisory book
Start on Professional

Firm

₹9,999

per month, or ₹99,990 a year

Up to 150 clients

  • Up to 5 team members
  • Client onboarding widget on your firm website
  • Maker-checker approvals and API access
Start on Firm

Included in every plan

  • Your firm website is on us: built to your brief, hosting free, domain not included
  • Advice gate: risk profile, suitability and signed agreement checked on every send
  • Suitability records and the coverage report
  • Versioned advisory agreement with Aadhaar eSign via your Leegality account
  • Fee plans checked against the SEBI IA limits, per family
  • Conflicts and fee disclosure in the client portal
  • Five-year tamper-evident audit trail and audit pack

See every Investment Adviser feature →

Not sure yet?

Try it on one real client for ₹499

14 days with every feature except the custom website, for one client. On day 15 Professional starts at ₹5,999 a month, with the ₹499 taken off your first month. Cancel any time before that from Settings and the plan never starts.

Start the 14-day trial

For SEBI-registered firms. Plus GST, monthly billing only. The trial fee is not refundable.

Included on every IA plan

Your firm website is on us

Sign up on any Investment Adviser plan and we build your firm website to your brief and host it free for as long as you are with Aktai. You bring the domain. We do the rest.

What you get

  • Designed and built to your brief: your brand, your pages, your tone
  • Hosting and SSL, free while your plan is active
  • Every SEBI-required section built in, filled from your Aktai records
  • Your Aktai client portal and sign-up links, linked from your site

Not included

  • The domain name. You buy it and own it; we point it at your site.
  • Paid ads, SEO retainers or content writing beyond your brief

Domain not included. You register it in your firm’s name and keep full ownership. If you leave Aktai, the domain stays yours.

Ready for what SEBI asks of an IA website

1
A functional website Reg 19A, MC 1(xvi)
SEBI requires every Investment Adviser to keep a working website with the details it specifies.
2
Your registration details, shown prominently MC 1(xvii), FAQ 43
Name as registered, individual or non-individual, registration number and validity, address and phone, Principal Officer contact, and your SEBI regional office.
3
The Investor Charter MC 7.4, Annexure F
The SEBI Investor Charter for Investment Advisers, displayed on the site.
4
Monthly complaint data on the homepage MC 2.4, 7.5, Annexure C
The complaints table on the homepage without scrolling, font size 12 or above, updated by the 7th of each month.
5
Compliance audit status MC 1(xiv)(d)
The status of your annual compliance audit, and any adverse findings with the action you took.

Request it from the portal after signup.

Add-on: Search & AI Visibility (₹3,999/mo)

Get found on Google and in AI answers, without breaking the ad code.

  • Technical SEO on your firm website: schema with your SEBI registration, sitemap, llms.txt
  • Disclosure and investor charter pages written to be read by search engines
  • Two educational articles a month, ad pre-checked, published only after you approve
  • Monthly AI visibility report: 30 investor questions asked to ChatGPT, Perplexity, Gemini and Google
  • Google Business Profile set up and kept current

per month, excl. GST. Or pay once for a single month, no renewal. Works with any plan. Early access, limited firms.

How it works

Pricing questions

Is the firm website really free?

Yes. The design, build and hosting are included on every Investment Adviser plan, Starter included, for as long as your plan is active. There is no setup fee. The only thing you pay for separately is your domain name.

Who owns the domain?

You do. You register the domain in your firm’s name with any registrar and point it at the site we build. Aktai never holds your domain, so if you leave, it stays with you.

What is included in the free website?

A site built to your brief (brand, pages, tone), hosting with SSL, every SEBI-required section filled from your Aktai records (registration details, Principal Officer contact, Investor Charter, monthly complaint data and audit status). On the Firm plan the client onboarding widget goes on the site too.

What is not included?

The domain name, paid advertising, SEO retainers and content writing beyond the brief you give us. Your firm stays responsible for what the site says about your services; we build in the SEBI sections, you approve the copy.

How do I ask for my website?

After signup, open Firm website in the portal menu and send your brief: brand, the pages you want, tone, and the domain you own. The portal also shows which SEBI website items Aktai can fill from your records and which details you still need to add.

Do Investment Advisers pay the same as Research Analysts?

Yes. The plans and prices are the same; what changes is the account type. Sign up with your INA number and the IA rules switch on.

Which plan should I choose?

Most advisers start on Professional, since Starter covers 10 clients. Move to Firm when you need more than 30 clients or a team.

Is there a free trial?

No free trial, but there is a paid one: ₹499 (plus GST) for 14 days on one real client, with every feature except the custom website. On day 15 the monthly plan you picked starts, with the ₹499 taken off your first month. Cancel any time before that and the plan never starts. The trial fee is not refunded.

Are prices in rupees?

Yes. Aktai for Investment Advisers is for SEBI-registered advisers in India and is billed in INR.

Website only

For RAs and IAs who want a website or accessibility work without a plan. Every plan already includes a website.

SEBI-ready website

₹11,000 once

then ₹1,111/mo, excl. GST

Up to 8 pages with the SEBI disclosures, built to WCAG 2.1 AA, GIGW and IS 17802 for SEBI's accessibility circulars.

See what is included

Accessibility check and fixes

₹4,999 once

excl. GST, for your existing website

We test every page and fix up to 8 pages on a WordPress or static HTML site, with a report for your IAAP-certified auditor.

See what is included
⚠️

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 →