Home/Partner With Us/Financial Advisior
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

Ways Of
Affiliating With Us

Become A Digital Partner
100% digital mode of business. Multiple assets classes to sell
Access to ultra modern technology
Get access to solid research and advice for free
Dedicated desk for business development & advisory
Become A Branch Business Partner
Zero infrastructure cost
Manage business from MOFSL branch offices
Dedicated dealing & back office support from branches.
Get access to solid research and advice for free
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

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+ mil people have not yet invested in stocks
An increase has been seen since 2018
7x
Number of demat accounts
3x
Retail Avg. daily turnover
2x
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
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

Our Remarkable Achievements

Best Execution (India)
Acknowledging efficient, transparent and optimal trade execution
Best Analyst for Technology Hardware
Award for providing exemplary Technology Hardware
Best Analyst for Thematic Strategy (India)
Award for insightful analysis in thematic strategy
Best Brokerage Transformation (India)
Recognizing our Innovative brokerage evolution