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Start a Kotak Securities Franchise and Earn in lacs – Cost & Profit

Are you looking for a Sub-broker franchise? Are you a part of a sub-brokerage firm and not satisfied with its margin? Do you want to earn a passive income with a low investment? Do you like the Share market and want to create an opportunity out of it by becoming a partner with Kotak Securities Franchise? Then, This BLOG is especially for YOU!

It is no exaggeration to state that the Share market has generated a stupendous return for long-term investors. Additionally, It is also true that if you had started investing during the COVID, then you would have gained a lot of profit as well.

Maybe your profits have inspired your colleagues and friend, and they also have started their investing journey, but what if I told you that just by referral, you could have earned more than lacs?

Then, there is Good News for YOU! and certainly, after reading this complete article you would be in a position to choose the BEST AVAILABLE SUB-BROKERAGE franchise and start your entrepreneurial journey in this industry.

Yes, you read it right. We will cover an in-depth article on starting a Kotak Securities Sub-brokerage franchise with its capital required, cost, profitand step-by-step guidelines to get this franchise – and answer some common questions about the chain.

Kotak Securities Franchise opportunities
  • Company Name: Kotak Securities
  • Industry: Brokerage & Financial
  • Founded: 1994
  • Headquarters: Mumbai
  • Service offering: Equity Trading, Mutual Funds, Portfolio management, and more
  • Platform: Digital
  • Profit margin: 30%
  • Total Initial Investment: Rs. 3 lacs

Overview of Kotak Securities Franchise

Overview of Kotak Securities Franchise

Founded in 1994 as a subsidiary unit of Kotak Mahindra bank, Kotak securities is one of the India’s leading and rapidly growing stock brokerage firm that offers range of services, including equity trading, mutual fund investments, portfolio management services, and insurance products.

In the Indian financial market, Kotak Securities has established itself as a trusted and renowned name for providing exhaustive range of investment and financial services to individuals and businesses, and over the years has grown considerably to become a leading player.

The franchise also has a significant national footprint in the Indian financial market with over 450+ locations and more than 2000+ relationships in Franchisee Business. With over 2 decades of experience and retail sub broker ship and franchise business, Kotak securities has been awarded as one of the best overall country research by Asia money brokers poll.

Sounds Interesting, right?

If you are still with us and ready to be a part of this franchise, then I would certainly recommend you to go through the entire article to understand more about their business and its various opportunities to make a humongous sum of money.

We will offer comprehensive and well-researched information regarding the Kotak Securities chain, along with its price, fees, profit margin, and—most importantly—the reason “Why you need it.

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Key Facts on Kotak Securities

1Trade NameKotak Securities
2IndustrySub-brokerage firm & Financial advisor services
4Founders Or Parent CompanyParent company – Kotak Mahindra bank
5Corporate HeadquartersMumbai, Maharashtra, India
6Number of locationsOver 450 locations &
2000+ franchise partner
7Area servedPAN India
9Service offeringEquity Trading, Mutual Funds,
Portfolio managements and more
10RevenueRs. 231,553.55 lacs (FY21)

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Why Choose a Kotak Securities Franchise?

It could be the first question that could hit your mind, why should you only go with the Kotak securities franchise when there are multiple options available in the market?

To answer you queries, we have listed a few prominent reason to choose this franchise;

  1. Nationwide Presence:
    • Kotak securities has presence over 450 locations and partners with more than 2000 franchise businesses, which places them as one of the leader in the financial industry.
  2. Steady and Reliable services:
    • The franchise claims to provide a full service equity broking services and they have also got banking of Kotak Mahindra Bank.
    • It helps them to cater a wider set of audience and make a recurring revenue.
  3. One of the market leader:
    • The franchise has been instrumental in the Indian financial environment and they are among the first to introduce the following services;
      • Flat brokerage fee model
      • Margin trading for broking customers
      • Systematic investment plans (SIPs) in direct equity through our product AUTOINVEST
      • Investment in initial public offerings (IPOs) and mutual funds over the phone
  4. Exhaustive product and service range:
    • As a Kotak franchisee, you will have access to its wide selection of asset classes, such as equities, derivatives, mutual funds, structured products, initial public offerings (IPOs), and third-party products.
  5. Robust Technology:
    • The franchise offers multiple tools and software that can help franchise owner to simplify their operations.
    • It also provides dedicated terminals for online and offline customers and smart back-office system. one can also utilize their mobile based app for above purposes.
  6. Accredited research and Support:
    • As franchise partner you can have access to the in-depth research reports and can also interact with their researchers via conference call and chat.
  7. Extensive Training and Marketing support:
    • The franchise also provides rigorous training programme related to market segments that helps the franchisee to stay updated with new trading technologies, tips for increasing sales, and much more.
    • One will also have access to their dedicated marketing team that will help you out to put together everything from marketing brochures and outdoor signs to customer analysis and more.

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How much does Kotak Securities Franchise Cost?

Kotak Securities Franchise Cost

Interested applicants can take up this franchise by choosing any business model that suits them best. Kotak Securities offers a wide range of business model and they are listed below for your reference;

To start a Kotak Securities franchise, one would at least require an initial investment of Rs. 3 lacs and and a dedicated outlet(Floor area: Min. 200 sq. ft.) set up at prime location & having good visibility.


  • Full time partnership
  • To become a Franchisee, you need:
    • Office space of minimum 300 sq feet
    • Min. 3 lacs
  • As a Kotak Securities Franchisee, you get:
    • Dedicated business development support
    • Central dealing desk and trading terminal
    • Training for partner and staff
    • Listing of your office location on Google


  • Part-time/ Full-time partnership
  • To become an E-franchisee, you need:
    • Zero investment
    • No office space
    • Exchange registration
  • As a Kotak Securities E-Franchisee, you get:
    • Personalized support as and when required
    • Central dealing desk
    • Training for partner and staff


  • Part-time/ Full-time partnership
  • To become a referral coordinator, you need:
    • Large database of prospects to refer as clients
    • No office space or staff
  • As a referral coordinator, you get:
    • Dedicated RM support to assist you in acquiring your clients
    • Investment advisors to guide them throughout their investment journey
    • Training support


  • Full-time/ Part-time Partnership
  • To become a Direct Sales Agent, you need:
    • To be a client of Kotak Securities
    • To be an individual, not necessarily from a finance background
    • No Exchange registration
    • Large database of prospects to refer as clients
  • As a referral direct sales agent, you get:
    • Dedicated RM support to assist you in acquiring your clients
    • Investment advisors to guide them throughout their investment journey
    • Dynamic product suite, cutting edge technology and seamless operations support for a seamless investment experience for your clients

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Is Kotak Securities Franchise Profitable?

Is Kotak Securities Franchise Profitable?

Well, Absolutely, Yes! 

The profitability of the Kotak security business doesn’t depend on several factors like city and outlet location. Additionally, this kind of sub-brokerage firm does offer a recurring income for a referral.

Considering Kotak Securities chain’s presence for over 2 decades, a wider service offerings, low-cost franchise setup, High ROI, training, and development support, one can undoubtedly earn a good profit margin or anywhere between Rs. 50,000 to more than Rs. 1 lacs with this franchise.

The franchise does share a commission of 30-50% with the franchise partner.

One can also make a good chunk of money through their referral programs.

Kotak Securities Referral Program

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How much Can I Make with Kotak Securities Franchise?

To understand more about its profitability, we will elaborate it with an example;

With 300 active clients and executing 15 trading days in a month, One can certainly earn a gross profit of Rs. 1,35,000(30%) and a net profit of Rs. 95,000(21%).

DetailsCost and other info
No. of Active Clients300
Daily Trades per Clients5
Brokerage per Trade20
Trading Days in 1 Month15
Total Brokerage Revenue4,50,000
Partner’s Share 30%1,35,000(Gross Profit)
Office Rent (Co-working Space)(15,000)
Employee Salary(20,000)
Misc. Expenses(5,000)
Total Cost40,000
(Revenue – Expenses)95,000(Net Profit)
Profit Margin21%

Kotak Securities Franchise Review

Kotak Securities Franchise Review

Being a part of renowned banking brand, affordable and reliable service offering has positioned themselves as one of the leading player in the financial and brokerage firm industry.

Additionally, based on several reviews, we found that its franchise’s are well received by its audience. It has also allowed the partners to attract a few more high value clients and retain the old ones.

Moreover, Like the Sharekhan franchise, Kotak doesn’t have a 60:40 commission rule, which can aid as an extra advantage for the Sharekhan partners.

Nevertheless, before investing, we strictly recommend our readers do thorough market research and understand the business model properly.

Eligibility Criteria for Kotak Securities Franchise

  • One should have secondary school education degree.
  • Franchisee owners are expected to own an office of min. 300 sq feet and should be ready to invest at least Rs. 3 lacs.
  • You need to have an IT system(Desktop/Laptop) and a proper internet facility.
  • Interested applicants are advised to complete the certification exam from the National Institute of Securities Markets (NISM).
  • Applicant should have necessary work experience and technical knowledge in the brokerage industry. However, it is not mandatory.
  • Before applying for this franchise, you must register with SEBI and a local Stock Exchange. Additionally, it requires a deposit of ₹10,000(Individual) to become a Sebi registered investment advisor.
  • Once you are ready, you can check with the Kotak securities business team to deposit their initial fees(Negotiable).

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How to Get Kotak Securities franchise?

Becoming a Kotak Securities business partner requires a minimal investment that offers an impressive gross profit margin with a high ROI. Nevertheless, the Kotak Securities chain may provide several benefits, and interested candidates can take up franchise outlets in their city through their expertise and endless support systems.

To be an approved partner, one can go ahead with the following steps;

  1. Visit their Partner page – 
    • Fill in the details such as Name, Email Id, Phone Number, State, and submit the form.

Final Takeaway

Started in 1994 as a subsidiary unit of Kotak Mahindra BankKotak Securities is one of the pioneer, established, and rapidly growing brokerage firms in India. It offers a wide range of services, such as Equity Trading, Mutual Funds, Portfolio management, and much more.

Considering the chain’s expertise of over 28 yrs, affordable pricing, the backing of KMB, access to cutting-edge technology, the largest & growing franchisee network, reliable service, and low-cost franchisee setup aids an extra advantage for the new franchisee unit holder.

With an Initial investment of Rs. 3 lacs(Negotiable), Kotak Securities chain may offer an outstanding profit margin to its stakeholders, and one may anticipate a gross profit margin of 30-35% and a net profit margin of 20-25%.

The Bottom line – In case you are interested in the Financial industry and want to take advantage of the opportunity with a minimum investment, then you can start a Kotak Securities franchise in India. With its immense legacy, expertise, and robust supply chain, one may experience stable and steady growth in their entrepreneurial journey.

So, what are you waiting for? Go and start your entrepreneurial journey with Kotak Securities!!

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Good Luck!! Happy Franchising!!


  1. How much does it cost start a Kotak Securities Franchise?

    Ans: To become an approved Kotak Securities business partner, One may need to invest a min. Rs. 3 lacs and carpet area of 300 sq feet.

  2. How much does Kotak Securities franchise owner make?

    Ans: Indeed, a good sum. considering an investment of Rs. 3lacs with a client size of min 300, one can anticipate a gross margin of 30% and a net profit margin of 20%.

  3. How much does Kotak Securities charge brokerage?

    Ans: For the benefit of its partner, Kotak securities offers a zero brokerage for Intraday trading and flat Rs. 20 for F&O, Currency, and commodity. They also charge a brokerage fee of flat Rs. 20 or 0.25% of trade value for equity delivery.

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