Open a franchisee with a trustworthy partner that can help you grow your business. Here's what we have to offer:
An exclusive learning & development app hosting training courses to enhance your skills! This platform also offers Assessments and Quizzes to test your knowledge.
A platform to track all client details - all past interactions, brokerage earned, volume, PNL, preferred stocks and more!
Trading terminal for desktops to execute trades in customer accounts, track client's portfolio's & to monitor markets for offline customers
An in-house platform developed to place client's trading order request.
Centralised Voice recording solution for all dealer-client conversations
A mobile-based appliction especially built to open accounts.
Digital account opening platform that helps clients open their Demat and Trading account in just 5 minutes.
Back office support system - used for all internal and exchange reports, margin statements, DP holdings and more!
Gives a full view of customer’s account, past interaction, related reports, etc. to help address client queries. Enables to send details to clients’ registered contact details, as may be required. Also used to process the client updation requests
Platform to refer to client's back and transaction details, for processing payments, receipts and more!
Kotak Securities’ APIs help you develop your own trading Terminal and implement your strategies easily and intuitively. Available free of charge, our APIs give you open access to live market feeds, orders, live positions and a lot more.
Start by choosing the business model that suits you best. We offer a range of business models, choose as you deem fit
Become a sub-broker with us and avail the Kotak Advantage
Capitalise on the digital business boom! Become Kotak Securities E-Franchisee.
Do you have a good network of prospects? Be our Referral Coordinator.
Are you a client of Kotak Securities? Do you have a database of clients? Be our Direct Sales Agent
Our numbers speak for ourselves
A sub-broker is an agent who is associated with a trading member of the stock exchange. To be a sub-broker, one must be registered with the Securities and Exchange Board of India (SEBI) and with a local stock exchange.
Sub-brokers help their clients to buy and sell securities in the stock market. They offer information to them on various securities. They also pass on the clients’ trading orders to the trading member or brokerage firm with which they are associated. For the service provided, they earn a percentage of the brokerage commission.
Follow these steps if you wish to become a sub-broker:
You are eligible to become a sub-broker if you meet the following requirements:
You will have to pay a registration fee and make an initial deposit when registering with the Securities and Exchange Board of India (SEBI). You may also incur a fee when signing up with the local stock exchange.
Following this, when you apply to be a sub-broker of Kotak Securities, you will have to make a minimum deposit of Rs 3 lakh. The deposit amount is negotiable. In addition, you would need to have a 300-square-foot office space equipped with computers that have ISDN or SAT connections.
A sub-broker enlists clients and helps them with their securities trades on a one-to-one basis. The sub-broker may provide information to a client about different securities. They also convey the client’s buy and sell orders to the brokerage firm, which then executes the orders.
It should be noted that sub-brokers do not buy or sell securities directly. The brokerage carries out the actual trades. Sub-brokers simply carry out client-facing services on behalf of the brokerage company. In return, they earn a percentage of the brokerage commission.
You can become a sub-broker if you are at least 21 years old, hold a secondary school graduation certificate, and certification from the National Institute of Securities Markets (NISM). Before you apply to become a sub-broker, you would also need to register with the Securities and Exchange Board of India (SEBI) and your local stock exchange.
To become a sub-broker of Kotak Securities, you would need to make a minimum deposit of Rs 3 lakh (negotiable) and have a 300-square-foot office. The office should preferably be in a prime location and have computers with ISDN and SAT connections.
Yes, you can. Start by opening a trading account for yourself. Then manage your account like you would any other account on your client list.