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Our Sub Broker Business Models

If you are an existing Business Associates or one who is willing to take up the Business Opportunity of distributing Investment products and earning high returns, Kotak Securities - Business Associates is ideal for you. As a Business Associate, we offer you a power packed products suite to cater to your client’s ever growing investment needs. We have different investment products to suit different financial needs, so you will not miss any business opportunity to service a wide variety of clients.

Following are the three options to start your business with us:

  • Business Associates

    Kotak Securities has been a pioneer in introducing the concept of Business Associates in the Indian Broking industry. Our Associates have been large contributors to our success and leadership.

    We invite you to be a Business Associate with Kotak Securities - a brand that has always lead the path in product and service innovations. And an assurance to extend all the support and assistance required ensuring mutual success.

    Eligibility

    Following are the eligibility criteria for starting as a Business Associate:

    • 2+ years of experience in financial market.
    • Minimum qualification required is SSC.
    • Office space of minimum 200 sq feet, preferably in a prime location of your city/town.

    How can we support you?

    Following are the eligibility criteria for starting as a Business Associate:

    • Our Research Desk will help your clients to take right decision for creating wealth.
    • Our Risk Management team help you and your clients to take calculative risk.
    • We will support you in training your team for all trading products and software.
    • We also provide regular training for acquisition and managing clients.
    • Our Software BASS and BOSS will help to analyze your business at finger tips.
    • Dedicated Service Manager will be appointed who will be one point contact for you.
    • Our Brand value will help you acquire clients more easily & effectively.
    • We seamlessly follow compliance guidelines which will help you to grow and do business for long term without any conflict or issues with your clients.
    • One stop financial solution for your clients which will help you to avoid competition from others.
    • Zero balance Kotak bank account for all your clients.
  • Coordinator

    Coordinator are individuals who are in business or working in financial market with good network of potential clients and want to convert this network of client base for his own business. In this model, Coordinator do not require office set up and staff to run the show. Coordinator will acquire clients with the support of RM and then dealer will take over clients for servicing and trading. The entire business will be logged with coordinator business code.

    Eligibility

    Following are the eligibility criteria for starting as a Coordinator:

    • 1+ years of experience in financial market.
    • Minimum qualification required is SSC.

    How can we support you?

    Following are the eligibility criteria for starting as a Coordinator:

    • Without investment you can start your trading business.
    • No need of hiring RMs & Dealers to run your business as we will give RM and Dealer support.
    • Our Research Desk will help your clients to take right decision for creating wealth.
    • Our Risk Management team help you and your clients to take calculative risk.
    • We will support you in training your team for all trading products and software.
    • Our Software BASS and BOSS will help to analyze your business at finger tips.
    • Our Brand value will help you acquire clients more easily & effectively.
    • One stop financial solution for your clients which will help you to avoid competition from others.
    • Zero balance Kotak bank account for all your clients.
  • Employee to entrepreneur

    Any Individual who has gained good experience in financial market and want make career as entrepreneur can start as Employee to entrepreneur with Rs. 0 Investment.

    Eligibility

    Following are the eligibility criteria for starting as Employee to entrepreneur:

    • 1+ years of experience in financial market.
    • Minimum qualification required is SSC.

    How can we support you?

    Following are the eligibility criteria for starting as Employee to entrepreneur:

    • Without investment you can start your business with training and support of our experienced team.
    • No need of hiring RMs & Dealers to run your business as we will give RM and Dealer support.
    • Our Research Desk will help your clients to take right decision for creating wealth.
    • Our Risk Management team help you and your clients to take calculative risk.
    • We also provide regular training for acquisition and managing clients.
    • Our Software BASS and BOSS will help to analyze your business at finger tips.
    • Our Brand value will help you acquire clients more easily & effectively.
    • One stop financial solution for your clients which will help you to avoid competition from others.
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