• Invest
    Investment Suite
    Stocks
    Mutual Funds
    Future and Options
    IPO
    Exchange Traded Funds
    Commodity
    Stockcase (Stock Baskets)
    Currency
    Non Convertible Debentures
    Sovereign Gold Bond
    Exclusive
    NRI Account
    Private Client Group
    Features
    SipIt
    MTF
    Investment Suite
    Exclusive
    Features
  • Platform
    Product Suite
    Kotak Neo App & Web
    Nest Trading Terminal
    NEO Trade APIs
    Features and Tools
    MTF
    Securities Accepted as Collateral
    Margin Requirements
    Payoff Analyzer
    Calculators
    SIP Calculator
    Lumpsum Calculator
    Brokerage Calculator
    Margin Calculator
    MTF Calculator
    All Calculators
    Product Suite
    Features and Tools
    Calculators
  • Pricing
  • Research
    Research Calls
    Long Term calls
    Short Term calls
    Intraday calls
    Derivatives calls
    Pick of the week
    Top Monthly Picks
    Research Reports
    Fundamental Research Report
    Technical Research Report
    Derivative Research Report
    Research Calls
    Research Reports
  • Market
    Stocks
    Market Movers
    Large Cap
    Mid Cap
    Small Cap
    Indices
    Nifty 50
    Bank Nifty
    FinNifty
    Nifty Midcap India
    VIX
    All Indian Indices
    Mutual Funds
    SBI Mutual Funds
    HDFC Mutual Funds
    Axis Mutual Funds
    ICICI Prudential Mutual Funds
    Nippon India Mutual Funds
    All AMC's
    IPO
    Upcoming IPO
    Current IPO
    Closed IPO
    Recently Listed IPO
    Stocks
    Indices
    Mutual Funds
    IPO
  • Learn
    Resource
    Market Ready
    Kotak Insights
    Infographic
    Podcast
    Webinars
    Youtube Channel
    Quarterly Results
    Investing Guide
    Demat Account
    Trading Account
    Share Market
    Intraday Trading
    IPO
    Mutual Funds
    Commodities
    Currency
    Futures & Options
    Derivatives
    Margin Trading
    Events
    Budget 2024
    Muhurat Trading
    Share Market Holiday
    Market Outlook 2024
    Resource
    Investing Guide
    Events
  • Partner
    Business Associates
    Fund Expert
    Kotak Connect Plus
    Startup connect
  • Support
    FAQs
    Circulars
    Bulletins
    Contact Us
    Forms Download
    Get your Statement
​

Partnering With Kotak Securities

  •  2m
  • 0•
  • 21 Feb 2023
How To Partner With Kotak Securities ?

The prospect of financial entrepreneurship is an exciting one. But how do you begin your entrepreneurial journey and be your own boss? You could become a business associate of Kotak Securities.

1. Franchisee Model

Your role here is that of a sub-agent. As a franchisee, you support your clients to choose the best trading and investment routes. Help your clients decide which stocks to sell and which ones to buy. Kotak Securities will then take over and trade on their behalf.

2. Coordinator Model:

The coordinator acts as a link between the client and Kotak Securities. Once you have introduced your client with the brokerage firm, you can take a step back. The team at Kotak Securities will handle all market-related dealings.

3. Employee-to-Entrepreneur Model:

All you need is one year of experience in the financial sector. Your role is that of a guide. You support clients through the trade and investment process, forming a link between them and Kotak Securities.

Start by choosing the business model that suits you best. Now, learn how you can become a Kotak Securities business associate:

1. To Become A Franchisee:

You must be a high school graduate with three years of stockbroking experience. Certification from the National Institute of Securities Markets (NISM) is essential. You will have to register with the Securities and Exchange Board of India (SEBI) and with the local stock exchange. Some basic investments will be necessary too. You will need a functional office space with internet connectivity. You will also have to make an initial deposit of Rs 3 lakh at Kotak Securities.

2. To Become A Coordinator:

A finance background is not necessary to become a coordinator. You do not need office space. No initial deposit is required either. What you need is a large database of clients.

3. To Become An Employee-to-Entrepreneur:

You need one year’s experience in the financial sector for this. Start your entrepreneurial journey with zero investment.

Kotak Securities will assist you at every step. Enjoy the services of a designated service manager. Attend regular training and workshops. Get access to up-to-date market research as well.

These are just some of the tools to help you function better. When you work efficiently, it results in higher earnings for your clients—and for you, too! So, explore the different business models and decide one is ideal for you. Give your entrepreneurial goals the boost they need.

Did you enjoy this article?

0 people liked this article.

What could we have done to make this article better?

Read Full Article >
Enjoy Free Demat Account Opening
+91 -

personImage
Enjoy Free Demat Account Opening
+91 -