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Kotak Securities Franchise or Sub Broker Review – Cost, Commission, ROI & more

Kotak Securities is one of the big names in the Indian finance market. It caters to a wide range of investment needs. A Kotak Securities Franchise offers equity, commodities, currency stocks, and shares trading.

It also offers banking, mutual funds, and insurance to its clients. Since 1994, Kotak Securities has had more than 12 lakh active clients on the National Stock Exchange (NSE).

Many middle-class Indians work as Kotak Securities Partners to fulfil their earning dreams.

Brand Summary
Line of Business Sub Broker
Unit / Shop Area 200 – 500 sq. ft.
Commission% / Revenue Sharing 50% – 70%
Total Investment Rs.70,000 – Rs.200,000
ROI Timeframe 6 Month

Why Invest in Kotak Securities Franchise?

Brand Repute: As a leading broking house in India, the Kotak Securities franchise model offers a blend of renowned brand power. It lends trust and attracts clients seeking reliable funding guidance.

Various Product Portfolio: Kodak Securities offers a wide range of products like equities, mutual funds, derivatives, and more.

Multiple Revenue Sharing Models: A Kotak Securities Sub Broker Benefits from its flexible revenue models.

For example, I earn from fixed commissions and variable models based on performance.

Technology and Support: It also provides various business aids. For example, high-tech trading platforms, robust back-office support, and complete training programs help run the business smoothly.


What do you know about Kotak Securities Sub Broker?

About the Brand
Industry Finance & Money
Business Line Sub Broker
Organization Type Private
Head Office Mumbai
Founder Uday Raj Kotak
Founded In (year) 1994
No. of Franchise Outlets 2000+
Master Franchise Model Available
Franchise Tenure Lifetime
Franchise Location All over India
Business Set-Up Time 1 Month
Franchise Commencement Year 2008

Kotak Securities Sub Broker program allows people with economic insight and a business spirit to work as local dealers of the trusted broking house.

They offer complete stock market services to their clients. Also, they guide them through funding options like equities, mutual funds, and others.

So the clients can make informed choices on using their funds wisely. The sub-brokers earn from brokerage and shared revenues the brand offers.

However, this path holds potential for those interested in stocks and shares. Also, for those who like to build a local network through deep research and planning.


How many types of Kotak Securities Franchise Models available?

Business Models
Sub Broker 60% – 70%
Partner 30% – 40%
Employee to Entrepreneur 10% – 20%
Referral 10% + Rs.500 per new Client acquired

Check out 4 business models of Kotak Securities.

Kotak Securities Sub Broker Model

Sub-brokers are the face of Kotak in their areas. They guide traders through trading options like equities, mutual funds, and derivatives.

A Kotak Securities Sub Broker acts as a bridge between their client and the broking house. They build their businesses in local markets and earn income from their part of the revenues.

Kotak Securities offers many earning options to its partners. So they can get a good income.

Also, they foster trust and loyalty among clients with proper advice to help them make a profit in stock markets.

Kotak Securities Partner Model

A Kotak Security Partner or e-franchiser works on a full-time or part-time basis. They work the same as sub-brokers.

However, they don’t need any office setups. They can work online without any initial setup costs and fees.

They need to have exchange registration to guide their clients online. Also, partners get full support and training from the broking house when required.

Due to zero initial cost, they get a high earning opportunity from their clients’ stock trading volume.

Kotak Securities Direct Sales Agent Model

It is another option to become a Kotak Securities Partner. They can work on a full-time or part-time basis. Direct sales agents play a crucial role in growing the brand’s reach.

Also, they empower people in their community to trade stocks and make profits. They don’t need any stock exchange registration.

However, they need an extensive database of prospects to refer to as clients. They help them through the account opening process and answer their queries.

Also, they provide them with basic financial knowledge. So they can adequately use their assets. They earn through bonuses based on their act on new client gain and stock trading.

Kotak Securities Refer and Earn

The Kotak Securities Refer and Earn program offers earning options through new referrals. Any active account holder with a trading history can work as a full-time or part-time referral coordinator.

They only need basic knowledge of the platform and stock markets. Also, they get a devoted RM and full training support from the broking house.

The usual earning from a new referral is Rs.500 per client. There is no cap on the number of referrals one can make, so it gives limitless earning options.


What is the Kotak Securities Franchise Cost?

Investment by Franchisee
Sub Broker – Franchise Fee Rs.50,000 – Rs.1 Lakh
Partner – Franchise Fee Rs.20,000
Employee to Entrepreneur – Franchise Fee Zero Investment
Referral – Franchise Fee Zero
Infrastructure Investment Rs.50,000 – Rs.1 Lakh

Opening a Kotak Securities franchise is a costly choice. For example, Kotak Securities Franchise Cost includes a deposit from Rs.50,000 to Rs.1 Lakh and setup needs.

The setup needs a 300 to 500 sq. ft. shop area and at least two employees. Also, they must set up phone lines, computers with internet connections, and trading terminals for their clients.

Moreover, a franchise must install AC and CCTV in the trading area. The whole setup of a Kotak Security Franchise will cost between Rs.75,000 and Rs.1.5 Lakh.

However, it will provide a vast earning opportunity against the initial cost.


How much is Kotak Securities Sub Broker Commission?

Commission% / Revenue Sharing
Sub Broker Commission 60% – 70%
Kotak Securities Commission 30% – 40%
Partner Commission 30% – 40%
Kotak Securities Commission 60% – 70%
Employee to Entrepreneur Commission 10% – 20%
Kotak Securities Commission 80% – 90%
Referral Commission
Rs.500 per Client & 10%
Kotak Securities Commission 90%

Kotak Securities offers multiple models for sharing revenues. So, sub-brokers can choose the one that aligns with their risk appetite levels and growth aims.

They can choose between stable fixed pay or possible higher rewards of revenue sharing. Precisely, a sub-broker gets in between 60% and 70% of the total revenue.

At the same time, a Kotak Securities Partner Commission varies between 30% and 40%. The commission is 10% to 20% for the employee-to-entrepreneur model.

At the same time, the earnings from new referrals are Rs.500 per client & 10% of the trading volume.


How much you can earn from Kotak Securities Sub Brokership?

Monthly Revenue
No. of Active Clients           200
Daily Trades per Clients               1
Avg. Volume per Trade  3,00,000
Brokerage per Trade 0.25%
Trading Days in 1 Month 2
Total Brokerage Revenue 3,00,000
Sub Broker’s Share 1,80,000
Monthly Expenses
Office Rent (Co-working Space) 15,000
1 Telecaller Cost 15,000
1 Dealer Cost 20,000
Misc. Expenses 5,000
Total Cost 55,000
Monthly Profit
(Revenue – Expenses) 1,25,000
Profit Margin 42%

As mentioned, Kotak Securities Sub Broker Profits come from brokerage and revenue sharing.

For example, if a sub-broker has 300 clients and they do one trade per day on an average volume of Rs.1 lakh.

The brokerage at 0.25% will be Rs.75,000 every trading day. Also, they will get approx. 60% of the total volume per their shared revenues.

So, their earning will be Rs.45,000. The above calculation shows a good earning option for them. Precisely, the more trading volume they can make, the more their incomes will be.


How much you can earn from Kotak Securities Partner Program?

Monthly Revenue
No. of Active Clients 200
Daily Trades per Clients 1
Avg. Volume per Trade 3,00,000
Brokerage per Trade 0.25%
Trading Days in 1 Month 2
Total Brokerage Revenue 3,00,000
Sub Broker’s Share 1,20,000
Monthly Expenses
1 Telecaller Cost 15,000
Misc. Expenses 5,000
Total Cost 20,000
Monthly Profit
(Revenue – Expenses) 1,00,000
Profit Margin 33%

A Kotak Securities Partner Profits from the brokerage and shared revenues. They get 0.25% brokerage per trade, the same as sub-brokers.

So, here, the brokerage calculation will be the same. However, the profit sharing will be different.

For example, if a partner has 200 clients and performs two trades per day on an average volume of Rs.3 lakhs.

The brokerage at 0.25% will be Rs.3 Lakh. A partner’s revenue share is approx. 40% of the total revenue.

So, they will earn Rs.1,20,000 on that trading day. Also, partners don’t have much investment or setup cost, and they can enjoy most of their earnings.


How much time does it take for Kotak Securities Franchise to breakeven?

ROI Timeframe / Breakeven Time
In Years 6 Month

Due to the high initial fee, Kotak Securities Sub Broker Returns or breakeven time is six months a year. This breakeven is achieved through robust profit sharing, client gain, and overall growth.

The volatile Stock Market Act and regulatory changes are other reasons behind the breakeven time.

Sub-brokers under Kotak Securities work from a long-term perspective, so for them, the breakeven timeframe is pretty logical.



Where is Kotak Securities Franchise Dashboard Login Link?

Dashboard Login
Partner / Sub Broker Backoffice or Dashboard Login

To log in to the Kotak Securities Partner Dashboard, an applicant must register or create an account.

After clearing all regulatory needs and documents, applicants will receive their login ID and password.

Once registration is complete, candidates can log in to their accounts from the company’s website. Then, they get access to their Kotak Securities dashboard.


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What is the Kotak Securities Franchise Infrastructure requirement?

Infrastructure Required
Shop / Unit Area 200 – 500 sq. ft.
Employee Strength Minimum 2
Research / Advisory Compulsory
Trading Terminals Set-up Compulsory
Telephone Lines Compulsory
Computer / Internet Connectivity Compulsory
Air-conditioner Compulsory
CCTV Set-up Compulsory

Aspirants wanting to own a Kotak Securities Franchise should fulfil setup needs. That includes a shop area of at least 300 sq. ft. to 500 sq. ft.

The shop should have AC and CCTV setups. Phones and computers with internet connection are among the basic needs to operate a sub-broking agency.

Also, the agency should have at least two employees to address the diverse trading needs. Trading terminals are also needed to provide clients with a seamless stock trading facility.

In addition, the partners should provide research or advisory services to their clients for better guidance.

All these facilities ensure flawless stock trading. So, they and their clients can profit from stock dealings.


What is the extent of Support provided by Kotak Securities Partner?

Support from Brand
Service Pricing Available
Offers Available
Client Interaction Training Available
Relationship Manager Support Available
Back-Office Support Available
Trading Support Available
Advisory Support Available
Marketing Support Available
Business Management Software Available
Website Support Not Available
Operation Manual Available
Training Manual Available

A Kotak Securities Sub Broker gets full product and service training from the broking house. That includes full knowledge of the types of products, service pricing, and other facilities.

Also, partners get client interaction training to run their businesses smoothly. Moreover, Kotak Securities provides trading, advisory, back office and RM support.

They also offer technical support to ease the trading process. In addition, they provide marketing support to help Kotak Securities partners form their businesses and reach the maximum number of prospects.


What kind of Marketing Support is provided by Kotak Securities Franchise?

Marketing Support by Brand
Unit Interior & Exterior Ads Available
Local Advertisement Available
Digital Marketing Available
Television Advertisement Not Available
Prints Advertisement Not Available
Events/Seminars Not Available

A Kotak Securities Authorised Person gets a wide range of marketing support from the brand. For example, they get interior and exterior ads for their sub-broking shop.

Also, the brand provides local ads to help them grow their local client base. Moreover, they get full digital marketing support from the broking house to attract more new clients from online media.

The broking house offers full support to help them grow their business.


Does Kotak Securities Sub Broker provide training?

Training by Brand
Product Information Training Provided
Dealers Training Provided
Service Training Provided

Kotak Securities provides complete training to the sub-brokers and partners. So they can guide their clients properly during stock trading.

For example, a Kotak Securities Affiliate Partner gets products, services and dealer training from the broking house.

Also, Kotak Securities provides client interaction training to their partners to ensure a good connection.

A partner is the person who guides the clients to utilise their funds and make profits properly. In this process, clients profit from their assets, and partners earn good revenues.


What are the Products & Services provided to Kotak Securities Sub Brokers?

Products / Service Offerings
Equity Trading Available
Commodity Trading Available
Currency Trading Available
Options Available
Futures Available
Mutual Funds Available
Banking Available
Insurance Available
Demat Services Available
3 in 1 Acount Available
IPO Services Available
Stock Recommendations Available
Robo Advisory NA
PMS Available
Exposure or Limit Available
Mobile App Available
Web Trading Platform Available
Trading Terminal Available
Algo Trading Platform NA
Basket Trading Available

Clients can perform all types of stock trading through their Demat accounts at a Kotak Securities Franchise. That includes trading equity, commodity, currency, options and future stocks.

Also, Kodak Securities sub-brokers offer basket trading. It is for clients who don’t want to be active during trading hours.

Clients can purchase IPOs from a franchise. Moreover, clients can invest in other financial services like banking, mutual funds and insurance.

Also, Kodak Securities offers good exposure or limit for intraday stock trading. They provide effective stock advice for trading so clients can make good profits from their assets.

Besides, Kodak Securities provides a web trading platform, trading terminal and mobile apps. So, clients can buy and sell stocks from wherever they like.

Also, Kotak Securities’ Portfolio Management System (PMS) is notable.


What is the Brokerage offered to Kotak Securities Partners?

Brokerage Charges
Intraday Free
Delivery 0.49%
Equity Options Rs.100 per Lot
Equity Futures 0.05%
Commodity 0.05%
Currency options Rs.75 per Lot
Currency Futures 0.05%

The brokerage offered to a Kotak Securities Partner is pretty good. For intraday trading, it is free for clients. So, they can perform unlimited stock trading within a single day trading hour.

Brokerage for stock delivery is 0.49% of the trading volume. Equity options brokerage is Rs.100 per lot and Rs.75 per lot for currency options.

For equity future, commodity and currency future is 0.05% of the trading volume. These options provide good chances for partners to earn a good income.


How do you become a Kotak Securities Sub Broker?

Eligibility Check: To Become a Kotak Securities Sub broker, applicants must pass the HS board exam. They should also be Indian citizens 21 years or older.

In addition, they should have the NISM certificate of equity and derivatives markets. Apart from that, they should have a clean financial and criminal record.

Initial Preparations: Applicants should thoroughly research the Kotak Securities partner or sub-broker model. They should know its tasks, revenue share, and possible challenges.

Also, they should secure the necessary capital to cover initial and ongoing costs, including exchange charges, office setup, marketing, and technology tools.

Application and Registration: Once they clear the previous points, applicants should visit the Kotak Securities website and submit an online application.

Also, they must submit all needed documents. That includes proof of identity, address, educational proofs, financial statements, and NISM certificates.

Onboarding: Once the above steps are cleared, applicants can start working as Kotak Securities partners.


What is the Eligibility Criteria to Start Kotak Securities Franchise?

Franchisee Qualification
Age Limit 21 years & above
Business Experience Optional
Academic Qualification No Restriction

Which documents are required to become Kotak Securities Sub Broker?

Documents Required
Franchise Agreement Required
Proprietor Aadhaar Copy Required
Proprietor Photo Required
Proprietor / Business PAN Copy Required
Business TAN Copy Required
GST Registration Certificate Required
Proprietor / Business Address Proof Required
Unit / Shop Address Proof Required
NOC of Unit / Shop Required

Is Kotak Securities Franchise good for you?

Franchise Ratings
Revenue Sharing 8.62 / 10
Franchise Fee & Infra Investment 8.48 / 10
Support & Training 8.24 / 10
ROI Timeframe 8.36 / 10
Brand Value 8.32 / 10
Overall Ratings 8.40 / 10

What are the Drawbacks of Kotak Securities Franchise?

Initial Fees: There are not many Kotak Securities Franchise Drawbacks. However, the huge cost may seem harsh for some applicants.

For example, the exchange charges, office setup, and marketing costs need a significant upfront expense.

Long Breakeven Point: The vast initial cost impacts the breakeven timeline of the Kotak Securities franchise.

Ongoing Expenses: Also, expenses like rent, utilities, technology tools, and NISM certifications increase monthly operative costs.



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Kotak Securities Partner Program – Conclusion

The Kotak Securities Partner Program offers an adequate chance to become a master of the stock market as a sub-broker.

However, partners should research market trends, competitor offerings, and possible challenges to make an informed decision.

So, the most essential is careful planning, devotion, and a client-centric focus. Building trust and providing excellent client service is vital for long-term success.

It will also lead them to success with a large client base.


FAQs on Kotak Securities Franchise Business

Check out various FAQs related to Kotak Securities Sub Broker Franchise Business.

Does Kotak Securities have a sub-broker model?

Yes, Kotak Securities does have a sub-broker model. It is also called the Kotak Securities Franchise Program. Any HS pass and 21-year-old Indian with an NISM certificate can become a sub-broker.

Does Kotak Securities have multiple Franchise models?

Kotak Security offers franchise or sub-broker and e-franchise models. Also, any interested client can become a direct sales agent of the broking house. Another option is a referral coordinator.

What is the Kotak Securities Sub Broker Commission?

Based on their account, Kotak Securities sub-brokers or partners’ earnings vary between 60% and 70%. They also receive brokerage against every stock trade.

How much does the Kotak Securities Franchise Cost?

Kotak Securities Franchise Cost includes an initial deposit of Rs.50,000 to one lakh and a setup cost of approximately one lakh.

Does Kotak Securities have a Partner Program?

Yes. Kotal Securities offers a partner program, also known as the broker model. To become a partner, an applicant must have the appropriateness, initial deposit, and setup cost amount.

What is Kotak Securities Partners Sharing?

Partner sharing is the core feature of Kotak Securities. Partners earn income through various models of shared revenues based on their clients’ stock trading.

Is the Kotak Securities Partner Program Free?

Yes, the Kotak Securities Partner program is free, as it has no initial deposits. Participants only need to fulfil the setup requirements, which include a phone and computer with an internet connection.

Does Kotak Securities provide Training Assistance?

Yes. Kotak Securities provides product and service training to the partners. They also receive client interaction training to ensure good connections with traders.

How do you become a Kotak Securities Sub Broker?

First, applicants must check the eligibility criteria. Then, they must visit the Kotak Securities website with the initial amount and needed docs. Also, shop area setup is essential.

Does Kotak Securities Franchise provide support?

Yes. Kotak Security Franchise provides clients with trading, advisory, back office, technical, and RM support. So they can reduce the risk of stock trading and make a profit.


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