Find Your Franchise

If you want to become a Kotak Securities Franchise, you have landed on the right page. Here you will get all the Kotak Securities Sub Broker program details.

The article will include investment requirements, the revenue you can earn, eligibility criteria, and the benefits of becoming a partner of Kotak Securities.

The article will be a complete guide about how you can approach the firm for partnership, the process of applying as a partner, different business models, infrastructure requirements, and many such details.

So, you will get a complete idea of what you can do by being a partner of Kotak and what you need to have to become a partner.

Kotak Securities Franchise Business Opportunity - Snapshot

Line of Business

Sub Broker

Unit / Shop Area

200 - 300 Sq. Ft.

Commission% / Revenue Sharing

60% - 70%

Total Investment

Rs.20,000 - Rs.1 Lakh

ROI Timeframe

3 Month

Kotak Securities Sub Broker or Franchise Review & Ratings

Revenue Sharing

4.31 / 5

Franchise Fee & Infra Investment

4.24 / 5

Support & Training

4.12 / 5

ROI Timeframe

4.18 / 5

Brand Value

4.16 / 5

Overll Ratings

4.20 / 5

Star Ratings

Kotak Securities Partner Program is one of the highest-rated franchise programs in the stock market, or the stock broking industry, to be precise.

Whether it is revenue sharing or the support offered, in all aspects, Kotak is one of the top-rated brokerage houses among the partners.

The partners across the country have reviewed Kotak Securities, and most of them are happy with what Kotak brings to the table for the partners.

The best thing about Kotak Securities, as per the business partners, is its support.

Overview of Kotak Securities Sub Broker Franchise


Finance & Money

Line of Business

Sub Broker

Organization Type


Head Office



Uday Raj Kotak

Founded In (year)


No. of Franchise Outlets


Master Franchise Model

Not Available

Franchise Tenure


Franchise Location

All over India

Business Set-Up Time

1 Month

Franchise Commencement Year


Kotak Securities is one of the Veterans in the stock broking industry.

Even when it comes to Kotak Securities Partners, this stock broker is one of the oldest in the market to introduce partnership models for business.

In 1994, the firm was established by Uday Raj Kotak and presently has more than 2000 franchises nationwide.

Kotak Securities is a subsidiary of Kotak Group’s Kotak Mahindra Bank, one of the country’s largest financial service providers.

There are more than 33 lakh clients registered with Kotak Securities. Kotak has branches/franchises and other opportunities and facilities across 361 cities.

Kotak Securities Franchise Program – Business Models

There are 4 business models of Kotak Securities that you can opt for. Let’s discuss all these models in detail here –

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

Kotak Securities Sub Broker

This is the first model that Kotak Securities offer for partnership. This can be referred to as the sub-broker or franchise mode.

Under this model, the partner will be responsible for identifying, pitching, acquiring, and helping the client with their trading needs. So, the job role replicates the job role of the sub-broker.

Kotak Securities Partner Program

These partners work independently, and the primary job of coordinators is to acquire clients. They do not need to provide the clients with any research/ advisory or trading support.

Employee to Entrepreneur

Under this model, if you are already working in the stock broking industry and have good knowledge about the same, you can think of becoming your boss by opting for this model.

This requires no investment, which is the main factor of this model.

Kotak Securities Refer and Earn

While the top three business models are for people who want to become sub-brokers or entrepreneurs, Kotak Securities also offer a Refer and Earn model for clients.

So, if you are already trading with Kotak Securities, you can make a second source of income from this Referral program.

Kotak Securities offer Rs.500 on each referral. On top of that, you will also receive 10% of the brokerage share from the referrals.

You will receive the first Rs.250 out of Rs.500 when you refer someone with your referral link, and that person opens Kotak Securities Demat and trading account.

Then you will receive the remaining Rs.250 when that person trades securities worth Rs.5,000 in the first 30 days of account opening.

You will also receive 10% on the brokerage he pays to Kotak Securities for his trading. This will continue for the first 2 years.

So, if you refer someone in September 2022, you will receive the brokerage share until September 2024.

Kotak Securities Franchise Investment & Fees

Sub Broker - Franchise Fee

Rs.50,000 - Rs.1 Lakh

Partner - Franchise Fee


Employee to Entrepreneur - Franchise Fee

Zero Investment

Infrastructure Investment

Rs.50,000 - Rs.1 Lakh

The Kotak Securities Franchise Cost is Rs.1 Lakh for Sub Broker Program. Although, the investment required to become a partner depends on the business model itself.

If you opt for an employee-to-entrepreneur model, you do not have to pay any security deposit or invest any amount.

However, if you opt for a Sub Broker or Business Associate role, you must invest a minimum of Rs.1 lakh.

Out of the total investment required for the sub-broker model, Rs.50,000 will go into franchise fees, and Rs.50,000 and above will go into infrastructure set-up. This franchise fee is refundable once you leave the setup.

As a Partner, you must invest a small amount, like Rs.20,000. To participate in the Referral Program, zero investment is required.

Kotak Securities Sub Broker Commission / Revenue Sharing / Royalty

Sub Broker Commission

60% - 70%

Kotak Commission

30% - 40%

Partner Commission

30% - 40%

Kotak Commission

60% - 70%

Employee to Entrepreneur Commission

10% - 20%

Kotak Commission

80% - 90%

Referral Commission

Rs.500 per Client & 10%

Kotak Commission


The Kotak Securities Sub Broker Commission also varies from one business model to another.

For instance, if you opt for the sub-brokership model of Kotak Securities, then you can earn up to 70% of the revenue generated by your clients.

While if you choose Partner Program, then you can expect to earn in the range of 30% to 40% of the revenue.

Since the Employee to Entrepreneur model has no investment involved, the share of revenue given to the partners under this model is also pretty low. They get around 10% to 20% only.

With the Referral Model, as discussed above, you can earn up to Rs.500 per client & also receive 10% revenue sharing.

Kotak Securities Business Partner ROI Details

In Months

3 Month

You can expect to earn positive Kotak Securities Franchise Returns from the 3rd month into the business.

Suppose you started investing with Rs.100,000, including franchise fees and infrastructure set up as a sub-broker.

Now in the first month, you got 10 clients. They generated a total revenue for the brokerage house of Rs.50,000.

So, if you receive 60% of the revenue share, you will get Rs.30,000 for the first month. Like this, you will generate revenue every month, and once your earnings cross the investment of Rs.1 Lakh, you will start earning profits.

Kotak Securities Sub Broker Profits, Expenses & Profit Margin

Check out the detailed calculation of Kotak Securities Sub Broker Profits, Revenue & Expenses here.

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%

Kotak Securities is a full service broker. Hence, they charge delivery brokerage 0.25% for each transaction.

This calculation is based on delivery trading only, as Kotak currently provides Intraday for free.

So, if you get 200 active clients who trade monthly 2 times only. You will generate an excellent net profit of Rs.1.25 lakhs monthly.

Kotak Securities Partner Program Profits & Expenses

If you are a partner of Kotak Securities, you will earn less revenue compared to sub broker program because of the revenue sharing difference.

Please look at the table below for a detailed analysis of Kotak Securities Partner program net profits.

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%

With Partner Program, you can earn Rs.1 Lakh monthly net profit if you consistently keep 200 active clients every month.

So, Kotak Securities Partner Model is a perfect business option.

Master Franchise of Kotak Securities - Information

Franchise Fee

Not Available

Infrastructure Investment

Not Available

Commission% / Revenue Sharing

Not Available

At present, there is no Kotak Securities Master Franchise. However, the Business Associate model is close to the franchise model but not the Master franchise, where the franchise has a monopoly in a region or jurisdiction.

Kotak Securities Franchise Infrastructure Requirement

Shop / Unit Area

200 - 300 Sq. Ft.

Employee Strength

Minimum 2

Research / Advisory


Trading Terminals Set-up


Telephone Lines


Computer / Internet Connectivity




CCTV Set-up


For Kotak Securities Partner Program, only if you opt for the Business Associate model will you need infrastructure.

  • A small office of at least 200 square feet. The area of the office can go up to 500 square feet.
  • Then the office must have at least 2 employees appointed by you.
  • You must install an internet connection and telephone lines as these two are mandatory.
  • The office must be air-conditioned.
  • There should be CCTVs as well.

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Support Provided by Kotak Securities Partner Program

Service Pricing




Client Interaction Training


Relationship Manager Support


Back-Office Support


Trading Support


Advisory Support


Marketing Support


Business Management Software


Website Support

Not Available

Operation Manual


Training Manual


The Kotak Securities Sub Broker gets a wide range of support from the brokerage house.

Firstly, as a partner of Kotak Securities, you will get back-office, trading, marketing, advisory, and relationship manager support.

Apart from these supports, other facilities are also available from the brokerage house. You will get multiple offers that you can forward to your clients, such as a free Demat account.

Then you will get service pricing support, an operation manual, and a training manual for understanding how the brokerage house works, your role, and other details.

You will also receive business management software that will help you track all the clients, their revenue, and related details.

Franchise of Kotak Securities - Marketing Support

Unit Interior & Exterior Ads


Local Advertisement


Digital Marketing


Television Advertisement

Not Available

Prints Advertisement

Not Available


Not Available

As stated above, you will receive marketing support for Kotak Securities Franchise Program. Under marketing support, you will get support for local advertisements.

This will help you promote your business in your locality. This will, in turn, help you get more local clients.

Kotak Securities will also offer advertisements for the office space. You can place banners and flex posters to promote your business inside the office and on the office space’s exterior.

Since this is an age of digital marketing, Kotak Securities also render digital market support under its marketing support.

You can build your website independently, and then Kotak Securities will render other digital marketing facilities.

Training provided by Kotak Securities Sub Brokership

Product Information Training


Dealers Training


Service Training


Kotak Securities Sub Broker gets one of the best training in the stock broking industry. Product information training is one of the most crucial training that you will receive from time to time.

This will keep you updated about the new products of the company. This will help you pitch those new products to prospective clients.

Apart from that, you will also receive service, dealers, and client interaction training. All this training will help you understand the business well. It will help you get clients quickly and a lot more.

Kotak Securities Authorised Person - Products Offered

Equity Trading


Commodity Trading


Currency Trading






Mutual Funds






Demat Services


3 in 1 Acount


IPO Services


Stock Recommendations


Robo Advisory




Exposure or Limit


Mobile App


Web Trading Platform


Trading Terminal


Algo Trading Platform


Basket Trading


Becoming a Kotak Securities Business Partner is beneficial, and one of the primary reasons is the wide range of products and services. Kotak Securities also offer equities trading, commodities, currencies, derivatives, mutual funds, and IPOs.

You can offer all these trading instruments to your clients, which will help you pitch to them well and acquire them quickly.

Apart from these products, there is a 3-in-one account available which means the Demat, trading, and Bank account are linked together, and once you open one, all three open together.

You can offer your client stock recommendations that Kotak Securities offer. In the services, Kotak Securities has portfolio management services, a margin trading facility, and a basket trading facility as well.

Then you can offer your clients a highly advanced comprehensive range of trading platforms. There are mobile applications, trading terminals, and web-based platforms.

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Franchise for Kotak Securities - Revenue per Customer





Equity Options

Rs.100 per Lot

Equity Futures




Currency options

Rs.75 per Lot

Currency Futures


As Kotak Securities Franchise, your revenue per customer will depend on the brokerage paid by that customer to the brokerage house. The brokerage rates levied by Kotak Securities are 0.25% on Delivery trades.

There are no charges for Intraday trading. For Futures & Options trading, the charges are Rs.20 per order. Charges for Currency & Commodity trading are also Rs.20 per order.

So, the brokerage rates for Dealers assisted plan are given above and according to what you earn from each client.

Franchisee Qualification required by Kotak Securities & Milk Franchise

Age Limit

21 years & above

Business Experience


Academic Qualification

No Restriction

For Kotak Securities Affiliate Program, you must be at least 21 years of age. Now, if you want to become a Sub Broker, you will need at least 2-3 years of experience in stock broking.

For the employee-to-entrepreneur model, you need to be an employee of a brokerage house where you acquire clients as your primary job role.

If you want to become a Partner, then you need to have 1 year of experience, and you need to have in-depth knowledge of financial markets and products.

Documents Required to Start Kotak Securities Sub Broker Program

Franchise Agreement


Proprietor Aadhaar Copy


Proprietor Photo


Proprietor / Business PAN Copy


Business TAN Copy


GST Registration Certificate


Proprietor / Business Address Proof


Unit / Shop Address Proof


NOC of Unit / Shop


The documents you will require to apply for Kotak Securities Affiliate Program are as follows –

  • Your identity proof
  • Address proof
  • Copy of SEBI registration certificate
  • Proof of income and investment
  • Educational certificates
  • GST Registration Certificate
  • Copies of PAN and AADHAAR.

Kotak Securities Partner or Franchise Dashboard

Dashboard Link
Referral Program Login Dashboard URL

Kotak Securities Partner Dashboard or Franchise Portal is the platform where the partners can see the details of their leads, client conversion, revenue generation, and earnings.

You will receive the portal once you become a partner of Kotak Securities.

On this portal, monthly details of all your leads, clients’ conversion, how much revenue they generate, and how much you will earn from that revenue can be tracked easily.

You must log in to this platform once you receive the login credentials. This will be discussed in the next segment.

Kotak Securities Partner Login or Kotak Securities Franchise Login

When your Kotak Securities Partner Program application gets accepted, you will receive the login and password for Kotak Securities Franchise Login.

You must use the same login credentials to log in to the dashboard or franchise portal. Once you log in, you can see all the details of your clients and revenue generation.

Kotak Securities Sub Broker Benefits

If you are wondering why you should join as a Kotak Securities Sub Broker, then here are certain benefits which you can avail yourself –

  • Kotak Securities is one of the oldest stock broking firms and has a vast brand reputation. This will help you get more clients.
  • The wide range of products and services Kotak Securities offers is another big plus for the sub-brokers and other partners.
  • You will receive a lucrative share of the revenue against low investment requirements
  • The eligibility criteria are too relaxed
  • You will be a part of a 2000+ partners network

Kotak Securities Franchise Drawbacks

While there are many pros to Kotak Securities Franchise, a few drawbacks exist. They are –

  • Kotak Securities doesn’t offer Robo Advisory
  • It also doesn’t offer Algo trading

Kotak Securities Franchise Program – Conclusion

By becoming a Kotak Securities Franchise, you can build your own stock broking business.

You can be a part of a massive network of Kotak Securities and enjoy its brand status apart from earning high revenue. It offers multiple business models, so you can choose the one that suits you best.

FAQs on Kotak Securities Franchise Business

Here are the various FAQs on Kotak Securities Partner Program –

Does Kotak Securities have a sub-broker model?

Yes, Kotak Securities Sub Broker is there. However, it is known as the Business Associate model.

The role is the same, including identifying clients, pitching to them, acquiring them, and assisting them in their trading.

Which business model has the highest revenue share?

Out of the 3 business models Kotak Securities offer, you can earn the highest as a sub-broker or Kotak Securities Franchise. You can earn up to 70% of the revenue.

Can I become a Partner of Kotak Securities?

Yes, you can become a partner, equivalent to Remisier in other brokerage houses. You can earn up to 40% of the revenue.

How much do I need to invest as a Kotak securities partner?

The investment or the cost of acquiring a partner’s status depends on your chosen business model. If you select the sub-broker model, you must invest around Rs.1 lakhs and above.

However, if you choose a partner program, the investment is as low as Rs.20,000.

Is there any business with no investment business model?

Yes, suppose you are an employee of Kotak Securities or other brokerage houses who wants to become an entrepreneur under the employee-to-entrepreneur business model of Kotak.

In that case, it has no investment requirements.

How much can I earn as Kotak Securities Partners monthly?

The exact amount you can earn depends on your client base and the revenue they generate. However, the sub-brokers average generate above Rs.1 lakh per month.

How can I become Kotak Securities Partner?

You need to apply by visiting the Kotak Securities website. There you will find a tab called “Become a Partner.” You must fill in the details, submit them, and then upload the required documents.

Once the application is approved, you will receive the login credential and all the support and facilities.

Do I need office space to become a Kotak Securities partner?

If you opt for the sub-brokers model, you need office space and other infrastructure. However, for the other two models, an office is not required.

Is there refer and earn program for Kotak Securities?

Yes, clients of the brokerage house can refer and earn apart from the partners. The brokerage house offers Rs. 500 and a 10% share in revenue for each successful referral.

Do I need SEBI certificates to become a partner?

Yes, for every Kotak Securities Partner, the SEBI certificate is mandatory. You need to get a license from SEBI to sell investment instruments and work as a partner of the stock brokerage house.


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