For SEBI-Registered Research Analysts

Your research desk, without the 45-minute notes

Upload a company filing and Aktai drafts the factual note in seconds, sends it white-label on WhatsApp, and locks the Regulation 25 record. What used to take 30 to 60 minutes a note now takes under a minute.

Infosys files an order win, ICICI declares a dividend, a promoter pledges shares in a stock three of your clients hold. Paste the filing into Aktai, it drafts the note, and you review and send it to those clients in minutes. One tool, built for the way an RA actually works.

From โ‚น1,999/mo

Live today with SEBI-registered Research Analysts running their desk on Aktai. Paid from day one, no lock-in, cancel anytime.

Notes drafted from your filing. Sent from your WhatsApp number. Locked in a hashed audit trail. And a free website built around your practice.

aktai ยท research deskLIVE

From filing to client note

INFY

Order win, large BFSI deal

Company filing ยท 14:32

9/10

โ†“ AI drafts a factual note in 8s

Draft noteFactual, no buy/sell

Infosys wins multi-year BFSI deal

โ€ข Deal disclosed via BSE on 14 Mar, multi-year engagement in banking and financial services.

โ€ข No deal value stated in the filing; management commentary expected at the next results call.

Your analyst view

โœ“ Sent white-label ยท WhatsApp + Email๐Ÿ”’ SHA-256 hashed ยท logged 14:33 ยท Reg 25

What your client sees, from your practice

Sharma Equity Research

Infosys wins multi-year BFSI deal. Disclosed via BSE today; no deal value stated in the filing. Full note attached with my view.

14:33 โœ“โœ“

Illustrative. You review, edit and sign every note. The view and the regulatory responsibility stay with you.

Aktai for Research Analysts is compliance and delivery software for SEBI-registered Research Analysts in India. It drafts factual research notes from filings you upload, for the analyst to approve, delivers them white-label over WhatsApp, email and Telegram, and keeps a tamper-evident Regulation 25 audit trail with five-year retention.

3 channels

WhatsApp, Telegram and email, under your name

Under 10 sec

AI drafts a factual note from the filing

5 years

Hashed Regulation 25 audit trail, CSV export

BSE + NSE

Plus corporate actions, IPOs and insider trades

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Every client book in one place

Each client's holdings recorded once. Notes and calls go only to the clients who hold the stock, so a metals note never lands with a client who only holds banks.

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AI-drafted, factual notes

Paste a filing, get a factual research note draft in under 10 seconds. No buy/sell language, no price targets unless you add them. You review, edit and sign.

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White-label client delivery

Send notes from your practice name over WhatsApp and email. Clients install nothing. Every send is logged automatically.

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Regulation 25 audit trail

Each sent note is SHA-256 hashed and locked, retained 5 years, exportable as a CSV for SEBI inspection in one click.

The product

Everything an RA desk needs, in one product

Aktai covers the whole loop: draft the note from the filing, deliver it in your name, and keep the record. No spreadsheets, no stitched-together tools.

1

See what moves your book

Materiality scoring

Every event is scored 1 to 10 so the filing that matters to most clients rises to the top and the noise sinks.

Corporate actions and IPO calendar

Dividends, record dates and IPOs tracked across your holdings, with reminders the day before a record date.

Insider and SAST trades

Promoter, director and KMP dealings from SAST filings, tied back to the clients who hold the stock.

2

Turn a filing into a client note

AI note drafting in seconds

Paste a filing, get a factual draft: a headline, the key bullets and a placeholder for your analyst view. You stay the author.

Factual by design

Drafts carry no buy, sell or hold language and no price targets unless you add them. Built around SEBI content guardrails.

Client portfolio tracking

Load each client book once. Aktai routes events to the clients who actually hold the stock.

Multi-analyst firm accounts

Run a solo desk or add team seats as the practice grows. Notes and the audit trail stay under one firm.

3

Deliver and stay on record

White-label WhatsApp and email

Notes go out from your practice name over the official WhatsApp Business Cloud API and email. Clients install nothing.

Regulation 25 audit trail

Every note you mark as sent is SHA-256 hashed and locked with date, recipients and content, retained for 5 years.

One-click SEBI export

Export the full audit log as a CSV, with content, recipient, hash and timestamp columns, ready for inspection.

You remain the analyst

Aktai is the tooling. The view, the recommendation and the regulatory responsibility stay with you.

Free website

No developer to chase

Every plan comes with a free website, built from your brief. Tell us who you serve, what you want to say and the look you like. We design it by hand, not from a theme list. You get 2 rounds of changes, then we point your domain at it.

Free on every plan, built after your first payment. Up to 5 pages on Starter and Professional, a fuller site on Firm, hosted while your plan is active. You buy the domain. See the full terms.

Send my website brief

How it works

From filing to client note in under 60 seconds

The manual version of this takes 30 to 60 minutes per note. Aktai cuts it to under a minute, with the audit trail handled for you.

1

Add your clients once

Record each client's holdings, or import them from CSV. Every note and call then goes only to the clients who hold the stock.

2

Get a draft note in seconds

Paste a filing and one click sends it to the AI. A factual note draft comes back in under 10 seconds: a headline, the factual bullets, and a placeholder for your analyst view.

3

Edit, approve and send

Add your view, pick the affected clients, and send white-label over WhatsApp, email, or both. From filing to client note in under 60 seconds.

4

The audit trail locks itself

The moment you mark a note as sent it is hashed and stored with date, recipients and content. Export the full log for SEBI inspection any time.

The math

The hours go back into your practice

Every note you do not hand-write is time back for client calls, deeper research, and growing the book. Here is the trade, in round numbers.

30-60 min โ†’ under 1 min

Time to turn a filing into a sent, on-record note.

~6 hours a week

Time back if you act on around 8 filings a week. That is most of a working day.

From โ‚น67 a day

Starter is โ‚น1,999 a month for the whole desk, with a free website.

Illustrative, based on a 30 to 60 minute manual note and roughly 8 acted-on filings a week. Your numbers will vary.

Aktai is software. You remain the regulated Research Analyst.

Aktai surfaces filings and drafts factual notes. It does not make recommendations and it is not an Investment Adviser or Research Analyst. You review, edit and sign every note. The advice, and the regulatory responsibility, stay with you. Client data is stored at rest on Indian-region servers and never shared with third parties.

Why Aktai

Why analysts pick Aktai

Filing to note in under 10 seconds

Other tools stop at the data. A screener gives you ratios, a feed gives you announcements. Aktai reads the filing and drafts the client note, so the last mile is done.

Notes reach the clients who hold the stock

Aktai ties every note and call to the clients who hold the stock, so nobody gets research on a company they do not own.

WhatsApp delivery and a real audit trail in one tool

White-label client messaging plus a hashed, 5-year Regulation 25 archive. You do not stitch together three tools to stay compliant.

The honest comparison

Spreadsheets and ChatGPT do not finish the job

A chatbot can summarise a filing. Aktai drafts the note, delivers it in your name to the clients who hold the stock, and keeps the record. Here is the same workflow, three ways.

The job
The manual way
A generic AI chatbot
Aktai
Draft a client-ready note
30 to 60 minutes of writing and reformatting, every single time.
Drafts fast, but slips in buy/sell language and price targets you then have to police.
โœ“Factual draft in under 10 seconds, with SEBI content guardrails built in.
Deliver it to clients
Copy-paste into personal WhatsApp, one chat at a time, no record kept.
Cannot send anything. The last mile is still on you.
โœ“White-label WhatsApp and email from your practice name, logged automatically.
Keep a Regulation 25 record
Spreadsheets and screenshots that are easy to break and hard to trust.
None. Nothing you do in a chatbot is on the record.
โœ“Every sent note SHA-256 hashed and locked, retained 5 years.
Survive a SEBI inspection
Reconstruct months of activity from memory and folders.
No help at all when the inspection notice lands.
โœ“Export the full audit log as a CSV in one click.

Swipe to compare โ†’

Built to be trusted

Your name, your clients, your record. Protected.

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Official WhatsApp Business Cloud API

Notes go out over Metaโ€™s official API from your practice name, not a personal number.

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Indian-region data, encrypted

Client data is stored at rest on Indian-region servers, AES-256 encrypted. Named sub-processors process content in transit outside India under contract. Never shared.

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You remain the registered analyst

Aktai drafts and delivers. The recommendation and the regulatory responsibility stay with you.

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No lock-in

Change or cancel your plan from inside the portal anytime, and export your full record whenever you want.

Not sure yet?

Try it on one real client for โ‚น499

14 days with every feature except the custom website, for one client. On day 15 Professional starts at โ‚น5,999 a month, with the โ‚น499 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.

Free download

Not ready to sign up? Take the scripts.

The client message pack our Regulation 25 guide is built on: 8 ready-to-send templates for onboarding, research delivery and grievance acknowledgment, each mapped to the SEBI requirement it satisfies. Free, no plan required.

Free download

RA Client WhatsApp & Email Script Pack

  • All 8 scripts: onboarding, MITC consent, research delivery, price-target updates, conflict-of-interest disclosure, declining off-platform requests, fee renewal, and grievance acknowledgment
  • Each script comes with the specific SEBI requirement it satisfies
  • Copy, fill the placeholders, send through your logged channel

No spam. Unsubscribe anytime.

FAQ

Common questions

Who is Aktai for?

Aktai is software for SEBI-registered Research Analysts in India, built for independent RAs and boutique firms running 5 to 150 client portfolios. It drafts factual research notes from company filings you upload, and delivers them white-label over WhatsApp and email.

Does Aktai give investment advice?

No. Aktai is software. You remain the regulated Research Analyst. Aktai surfaces filings and drafts factual notes for you to review, edit and sign. The recommendation and the regulatory responsibility stay with you.

How does Aktai help with SEBI Regulation 25?

Every research note you mark as sent is SHA-256 hashed and stored with a timestamp, recipient and content. Records are retained for 5 years and you can export the full audit log as a CSV for SEBI inspection at any time.

Where is client data stored?

Client data is stored at rest on Indian-region servers, encrypted at rest with AES-256 and in transit with TLS 1.3. Named sub-processors (AI, email, messaging) process content in transit outside India under contract. Aktai does not share client data with third parties.

How much does Aktai cost?

Starter is โ‚น1,999/mo for up to 10 clients, Professional โ‚น5,999/mo for up to 30 and Firm โ‚น9,999/mo for up to 150 with a team of 5. Each step up costs โ‚น4,000 a month. One flat fee: Aktai never takes a cut of your client fees. Prices exclude GST. See the full breakdown on the pricing page.

Is Aktai itself a SEBI-registered Research Analyst?

No. Aktai is software built for SEBI-registered Research Analysts. You hold the SEBI registration and remain the regulated entity. Aktai does not give investment advice, make recommendations, or interact with your clients on its own behalf.

What does the AI actually do, and what does it not do?

It reads a filing you upload and drafts a factual summary: a headline and the key bullets from the filing itself. It does not add buy, sell or hold language, and it does not set price targets unless you add them yourself. You review, edit and sign every note before it goes out.

Does Aktai integrate with my broker to place trades?

No. Aktai is a research and compliance workflow tool. It does not execute trades and does not integrate with broker order-placement. It surfaces filings, drafts notes and delivers them, the trading stays entirely between you, your clients and their brokers.

Is there a free trial?

No free trial, but there is a paid one: โ‚น499 (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 โ‚น499 taken off your first month. Cancel any time before that and the plan never starts. The trial fee is not refunded.

How do my clients receive the research notes?

Over WhatsApp using Metaโ€™s official WhatsApp Business Cloud API, and over email, both under your practice name. Your clients do not install any app, they receive messages in WhatsApp and their inbox as they normally would.

Can I cancel or change my plan anytime?

Yes. Upgrade, downgrade or cancel from inside the portal whenever you want. There is no lock-in and no setup fee, and you can export your full client and audit record at any time.

Do I get a website with my plan?

Yes. Every plan includes a free website, built to your brief after your first payment. On Starter and Professional we build up to 5 pages with 2 rounds of changes and host it while your plan is active. Firm gets a fuller firm website with client onboarding embedded. You buy the domain.

I already have a developer. Do I need this?

No. Keep them. Aktai works with any site. If you would rather not manage a developer, send us your brief and we build one.

What happens to the website if I cancel?

Hosting is part of the plan, so the site comes down when the plan ends. On request within 30 days we export your content (your text, images and documents) so you can use it elsewhere. The source code, design and templates of the site belong to Aktai Ltd and are not handed over.

For SEBI Research Analysts

Run your research desk on Aktai

Open to SEBI-registered Research Analysts. Set up your client list and connect WhatsApp delivery. Pick a plan and start in minutes, or see it on your own client book first.

SEBI digital accessibility

Is your firm's website ready for SEBI's accessibility rules?

SEBI's deadline for RAs and IAs to appoint an IAAP-certified auditor, audit their website and fix the findings is 31 January 2027 (circular HO/53/12/13(2)2026-ITD5-M2IPC/I/24856/2026, 30 October 2026).

We build RA and IA websites with the SEBI disclosures and to WCAG 2.1 AA, GIGW and IS 17802, and give you a test report for your auditor. โ‚น11,000 once plus โ‚น1,111/mo, excl. GST.

Send my website briefWhat is included

Already have a site? Accessibility check and fixes, โ‚น4,999.

โš ๏ธ

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 โ†’