For SEBI-Registered Research Analysts

Your research desk, without the 45-minute notes

Aktai watches every BSE and NSE filing across your client book, 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. Aktai surfaces each one by client exposure, drafts the note, and you review and send in minutes. One tool, built for the way an RA actually works.

For SEBI-registered Research Analysts. Pick a plan and start in minutes.

aktai ยท research deskLIVE

Filings, weighted by your book

INFY

Order win, large BFSI deal

BSE filing ยท 14:32 ยท 3 of your clients hold this

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.

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.

The product

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.

1

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.

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.

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

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.

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‚น83 a day

Starter is โ‚น2,499 a month for the whole desk. Less than one client meetingโ€™s coffee.

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 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.

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.

The honest comparison

Spreadsheets and ChatGPT do not finish the job

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

The job
The manual way
A generic AI chatbot
Aktai
Spot the filing that hits your clients
Refresh BSE and NSE sites, cross-check each one against your client list by hand.
No live feed and no idea what your clients hold. You paste in what you already found.
โœ“Surfaced within 90 seconds and ranked by how many of your clients are exposed.
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 stays on Indian-region servers, AES-256 at rest and TLS 1.3 in transit. 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.

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 25 client portfolios. It tracks BSE and NSE filings across your client book, drafts factual research notes, 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 on Indian-region servers, encrypted at rest and in transit. Aktai does not share client data with third parties.

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.