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Become An Affiliated Partner

Partner with us and get brokerage share for every trade your clients execute

Strong business development support

Get access to solid research and advice

Mentorship from Senior Management

Readymade back office infra and risk management system

Partner With Us

Ways Of
Affiliating With Us

Become An Independent Financial Advisor

Get access to various wealth management products and services

Training program for you

Migration support for your current customers

Mentorship from Senior Management

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Unlock The
Potential Of Growth
Multi-product offerings for your clients

Equity

Invest in company shares to potentially benefit from growth and dividends, offering a stake in the success of well-established businesses.

Mutual Funds

Diversify your investments easily by pooling your money with others, managed by professionals to maximize potential returns.

AIF

Explore unique investment opportunities beyond traditional assets, potentially yielding higher returns for savvy investors.

Commodity

Trade in tangible assets like gold, oil, or agricultural products, adding diversity to your investment portfolio.

Portfolio Management Services (PMS)

Let experts handle your investments, tailoring strategies to meet your financial objectives and risk tolerance.

Insurance

Safeguard your future with financial protection against unforeseen events, providing peace of mind and security for you and your loved ones.

Currencies

Trade in different currencies, capitalizing on foreign exchange markets to take advantage of global economic trends.

Intelligent Advisory Portfolio (IAP)

A diverse array of pre-packaged equity products is designed for traders and investors who seek market involvement but lack the time to actively manage their portfolios.

Bonds

Invest in debt securities issued by governments or corporations, offering stable returns and a reliable income source for conservative investors.

139+ million people have not yet invested in stocks

Following increase has been seen

Number of demat accounts

Retail Avg. daily turnover

NSE Active Clients

Solid
Business Development Support

Comprehensive Onboarding Support

Dedicated Onboarding Executive support is being provided for smooth transition

Business Development Support

Extended support by regional product experts and segment wise advisors

MOST Advantage Desk

A dedicated desk to help convert the leads of Business Partners centrally.

Dedicated Software

Access to unique Client Relationship management software to track and manage leads.

Financial advisor
Benefits

Direct buy and sell

Mutual Fund can be bought via exchange platform in a dematted form

Ease of investment

Equity investments in Mutual Funds & stocks can be reported to clients in consolidated format with ease and convenience

Value Added Training

A quarterly initiative to help partners sharpen their skills and understanding on one specific business acumen

Client Acquisition

A power packed program done regionally to help partners create non-stop flow of leads

Industry Best
Best in the industry
Research & Advisory For Your Franchise
Research & Advisory For Your Franchisee

In depth reports of more than 230+ listed companies
Our research teams deliver insightful research reports daily to our customers.
Famous Wealth Creation Report by equity research stalwart and Co founder Mr. Raamdeo Agrawal
Insights on their current market and future trends

UpperMOSt –
A Business Intelligence Platform

Business Snapshot

Subscribe clients to various investment products (Intelligent Advisory Portfolios, Mutual Funds, Insurance, FDs, Bonds, PMS, IPOs, NFOs, Sensibull, TradeGuide Signal) via UpperMOSt App & Web.

Client Portfolio & Reports

Access detailed client info, including personal details and trades. Generate reports (Holdings, Transactions, Capital Gains, Dividends, Benchmarks) for thorough analysis.

Product Subscription

Receive periodic analysis reports on Business Revenue, Turnover, and AUM in graphical and tabular formats. The opportunity module aids partners in business upscaling.