Benefits:
Low a/c opening/subscription fee
Zero/Low brokerage on intra-day trading
Single platform to invest in Stocks, IPOs, Mutual Funds, ETFs, Smallcase etc.
Daily investment and trade tips.
Polish your trading skills with free courses
Whom to sell?
1. Customers should be 25 years and above
2. Customers with a valid PAN & Aadhaar cardd
3. The customer should have their mobile no linked with the Aadhaar card..
4. Customers' devices should have cameras to capture selfies for video KYC.
5. Monthly Income: ₹50,000 or above.
How it works?
1. You must watch all training videos
2. You shall then share the product link with in your network(friends/customers)
3. Your customer shall click on the link shared by you to get redirected to Kotak Securities website, where -
- Verify mobile number
- Enter Aadhar linked with your mobile number for personal verification
Confirm address and basic details. Enter details where they are not auto-fetched
- Enter your primary email-address (where all notifications related to your account will be sent)
- Answer a few details in the following pages.
- Enter your bank details which you will be using to deposit/ withdraw money from
- Capture your photo and upload your signature for KYC
Terms & Conditions
1. Payout is eligible only when the customer opens a Kotak Securities account
2. Customer can choose one of the two products available:
- Trade Free Plan (Age: 30 and above)
- Trade Free Youth (Age: below 30 years)
3. Benefits of Trade Free Plan: Zero Account Opening Fees, only 10 charges on intra-day trades, Charges of 20/order for Futures and Options, 0.25% on cash delivery
4. Benefits of Trade Free Youth Plan: Zero Account Opening Fees,
₹10 Or 0.0.5% (whichever is lower) per executed order for Equity intradat Brokerage, Futures, and Options and cash delivery of stocks, 1st year subscription fee of only 99, 2nd-year fee of ₹499. This plan can be. availed for 2 years, then the plan changes to Trade Free
5. The entire account opening process should be completed in one go.
6. Investments in securities, mutual funds, etc. are subject to market risks. Partner shall not undertake any form of selling/advisory activities w.r.t securities and shall not manage the portfolio of the customer. Please ask your customer to read all scheme-related documents carefully.
DOs
1. Complete the process in a single journey, if required, resume the journey using the link from the "my customer section.
2. Check pincodes availability.
3. Customer should keep a blank paper and PAN card handy while doing KYC.
4. Customers should not have any existing account with the brand or had previously applied for the same.
5. Inform customers of the product features and how to use the account.
6. Always inform customers about the risks in the securities market and help them to understand the terms and conditions.
DON'TS
1. Don't make false promises like Loan, credit card offer to the customer..
2. Don't use your phone or laptop for opening the customer's account.
3. Never login to a customer account on your phone or device.
4. Avoid any mismatches between PAN and Aadhaar Card.
5. Multiple accounts are not allowed from the same device/number/email ID/PAN/Aadhaar/Address.
6. We reserve the right to deny participation, stop payout or permanently ban the partner if any fraudulent activity is observed like:
-Trading on behalf of customers.
-Trade Manipulation Trading manipulation means a trade is done solely to earn payout, such as transferring small amounts of money, making small trades.
-Multiple accounts opened from same device
-Incomplete/false customer address or details
-Customer accounts opened without their knowledge
-Paying money or offering incentives for account opening or trade to customers