For SEBI-Registered Research Analysts

The research desk built for
SEBI-registered analysts

You monitor 18 client portfolios. Yesterday Infosys filed an order win, ICICI Bank declared an interim dividend, and a promoter pledged shares in a stock three of your clients hold. Aktai surfaces it, drafts the note, and sends it on your firm's WhatsApp.

Portfolio-weighted BSE and NSE filings, AI-drafted factual notes, white-label delivery, and a Regulation 25 audit trail. One tool, built for the way an RA actually works.

Request accessSee how it works

Invite-only. Open to SEBI-registered Research Analysts. Verification required at sign-up.

90 sec

Filing picked up after it hits BSE or NSE

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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Filings across your client book

Every BSE and NSE filing that touches a client portfolio, sorted by exposure. The filing that affects 7 of your 25 clients lands at the top, not buried on the exchange site.

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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.

Everything an RA desk needs, in one product

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

See what moves your book

Portfolio-weighted filings dashboard

BSE, NSE and corporate disclosures ranked by how many of your clients are exposed, not a generic feed.

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 parsed from BSE SAST filings and tied back to the clients who hold the stock.

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.

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.

See the full product for analysts โ†’

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

A BSE or NSE filing drops

Aktai picks it up within 90 seconds. If any of your clients hold the stock, it surfaces at the top of your dashboard, weighted by how many clients are exposed.

2

Get a draft note in seconds

One click sends the filing 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.

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 on Indian-region servers and never shared with third parties.

Why analysts pick Aktai

Filing to note in under 10 seconds

No competitor auto-drafts a client note from a raw exchange filing. Trendlyne gives you data, Screener gives you ratios. Aktai gives you the note.

Portfolio-weighted, not a generic feed

Aktai ties every filing to the clients who hold the stock. You see what matters to your book, not a firehose of every announcement.

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.

SEBI Research Analyst compliance guides

Plain-English explainers on the 2024 to 2026 SEBI Research Analyst rules and the day-to-day compliance work Aktai helps automate.

SEBI RA registration guide (2026)Eligibility, NISM certification, deposits and the registration process after the Third Amendment.SEBI compliance checklistThe recurring obligations every registered Research Analyst has to meet, in one list.Regulation 25 client notesSigned reports, recommendation rationale and the 5-year audit trail, automated.Recommendation performance trackingKeep an auditable record of every call and how it performed.SEBI advertisement codeWhat RAs can and cannot say in marketing and on social media.Client onboarding and KYCThe client register, KYC and record-keeping a fee-charging RA must maintain.Research analyst fees in IndiaFee caps, permitted structures and what independent RAs typically charge in 2026.RA software comparisonHow to choose tooling that covers your compliance and client-communication workflow.

Invite-only

Run your research desk on Aktai

Open to SEBI-registered Research Analysts. We onboard your client list with you and connect WhatsApp delivery. Verification required at sign-up.

Request accessEmail [email protected]