Kotak Securities Franchise is an excellent opportunity for individuals to partner with India’s leading discount brokerage firm.

As a Kotak Securities Sub Broker, you can offer advanced trading platforms and diverse investment options to clients while earning attractive revenue-sharing commissions.

This Franchise program provides robust support, including marketing tools and technical assistance, enabling partners to build a profitable business with minimal investment.

Kotak Securities Franchise - Business Overview

Total Sub Brokers

2000+

Approx. Investment

Rs.88,000 - Rs.1,58,000

Commission Range

60% - 70%

Avg. Monthly Profit

Approx Rs.1,10,760

Breakeven Time

3 months

Payout Time

30 Days

Kotak Securities Sub Broker Commission & Referral Bonus

Revenue Sharing

60% - 70%

Per Client Acquisition

Rs.200

Kotak Securities Franchise Cost, Exchange Charges & Office Expenses

Security Deposit (One Time)

Rs.50,000 - Rs.1 Lakh

Exchange Charges (One Time)

Rs.3000

Office Expenses (Monthly)

Rs.35,000 - Rs.55,000

Kotak Securities Partner Program - Expected Profits & Income

Total Clients

700

Active Clients

220

Avg. Commission per Active Client

1,180

Total Brokerage

2,59,600

Sub Broker's Share

1,55,760

New Client Acquisition

50

Client Acquisition Income

10,000

Sub Broker's Gross Profit

1,65,760

Total Expenses

55,000

Sub Broker's Net Profit

1,10,760

Net Profit Margin

41.08%

Kotak Securities Franchise ROI or Breakeven

In Months

3 months

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Kotak Securities Franchise Dashboard or Backoffice Platform

Web Platform

App Platform

NA

Kotak Securities Partner Dashboard - Features

Brokerage Mapping

Provided

Manual Brokerage Change

Provided

Leads Report

Provided

Clients Activation Report

Provided

Clients Portfolio Report

Provided

Monthly Payout Report

Provided

Lead Addition Link

Provided

Manual Lead Addition

Provided

Lead Stage Info

Provided

Lead Info Backend Change

Provided

Lead Deletion

Provided

Kotak Securities Authorised Person - Office Requirement

Area in Sq. Ft.

200 - 300 Sq. Ft.

No. of Employees

Minimum 2

Reception

Optional

Managers Cabin

Optional

Dealer Terminal

Compulsory

Mobile or Telephones

Compulsory

Call Recording

Optional

Laptops or Computers

Compulsory

CCTV

Compulsory

Kotak Securities Sub Brokership Support

Dedicated RM Support

Provided

Dealer Training

Provided

Products Training

Provided

Acquisition Support

Provided

Webinars

Not Provided

Advisory Support

Provided

Backoffice Support

Provided

Marketing Support

Provided

Kotak Securities Business Partner Offers

Commission 50% or More

Offered

Zero Investment

Not Offered

Free Advisory

Offered

Free Delivery Trading

Not Offered

Flat Brokerage Charges

Not Offered

1st Month Free Brokerage

Not Offered

Zero Brokerage on Loss Making Trades

Not Offered

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Kotak Securities Sub Broker Business - Products Offers

Equity

Available

Derivatives

Available

Commodity

Available

Currency

Available

Mutual Fund

Available

PMS or PCG

Available

IPOs / FPOs / NCDs

Available

Foreign Stocks

NA

Insurance

Available

Loans

Available

Kotak Securities Franchise - Eligibility Criteria

Age

18+

Nationality

Indian

Academic Qualification

Graduate

NISM Certificate

Compulsory

Kotak Securities Partner Program - Documents Required

Sub Broker Agreement

Compulsory

Identity Proof - Aadhaar / Passport

Compulsory

Address Proof - Aadhaar / Rental Agreement

Compulsory

PAN

Compulsory

Passport Size Photo

Compulsory

Bank Account Details

Compulsory

Bank Cancelled Cheque

Compulsory

Kotak Securities Logo

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