SUITABLE FOR : Existing as well as new Sub brokers /Channel Partners
with own infrastructure.
PRIMARY ROLE : To acquire, advise & service clients and execute
trades on their behalf.
FUNCTIONING : Have a strong sales process for client acquisition
with the help of Sushil Finance, advise them based on Sushil Research products and
execute client orders. Operate from own office with Sushil trading terminal.
SEGMENTS AVAILABLE UNDER THIS MODEL : All or any of the following-
Equity Cash, Equity F and O, Commodities & Currencies Futures.
PRODUCTS WHICH CAN BE MARKETED BY A CP : All or any of the following-
Equities and Commodities trading, E - Trading, MF (Offline), MF (through ST EX terminals),
IPOs, PMS.
REGISTRATION OPTIONS :
• As AP or SB for BSE / NSE CASH Segment
• As AP for Currency Commodities and Future and Options Segments ( i.e. for NSE
F & O / NCDEX / MCX / NSE CDX / BSE CDX & MCX SX )
SUITABLE FOR : Existing Sub brokers/Channel Partners, Professionals
such as Insurance Agents, Mutual Fund Advisors, Primary Market Sub brokers, etc.
or dealing in any other Financial Services Products and serving an existing client
base.
PRIMARY ROLE : To acquire and advise clients and execute trades
at Sushil Finance office through a dedicated trading terminal.
FUNCTIONING : Thoroughly understand Sushil Research products and
advise clients to invest or trade. Operate from Sushil Finance office during trading
hours. You shall execute the trades of all your clients on the live trading terminal
provided to you.
SEGMENTS AVAILABLE UNDER THIS MODEL : All or any of the following-
Equity Cash, Equity F and O, Commodities, Currencies Futures.
PRODUCTS WHICH CAN BE MARKETED BY AN RP : All or any of the following-
Equity and Commodities trading, E- Trading, MF (Offline), MF (through ST EX terminal),
IPO, PMS.
REGISTRATION OPTIONS :
• As AP or SB for BSE / NSE CASH Segment
• As AP for Currency Commodities and Future and Options Segments ( i.e. for NSE
F & O / NCDEX / MCX / NSE CDX / BSE CDX and MCX SX )
SUITABLE FOR : Existing Sub brokers/ Channel Partners, Professionals
such as Insurance Agents, Mutual Fund Advisors, Primary Market Sub brokers, etc.
or dealing in any other Financial Services Products and serving an existing client
base of HNIs.
PRIMARY ROLE : To advise clients and execute trades at Sushil Finance
office through a dealer.
FUNCTIONING : Thoroughly understand Sushil Research products and
advise clients to invest or trade. Operate offline from Sushil Finance office during
trading hours or from home or own office and place client orders with the appointed
dealer at Sushil’s office.
SEGMENTS AVAILABLE UNDER THIS MODEL : Equity Cash, Equity F and
O, Commodities and Currencies Futures.
PRODUCTS WHICH CAN BE MARKETED BY AN MP : All or any of the following-
Equity and Commodities trading, E- Trading, MF (Offline), MF (through ST EX terminal),
IPO, PMS. and PCG (HNI Advisory)
REGISTRATION OPTIONS :
• As AP or SB for BSE / NSE CASH Segment
• As AP for Currency Commodities and Future and Options Segments ( i.e. for NSE
F & O / NCDEX / MCX / NSE CDX / BSE CDX and MCX SX )
SUITABLE FOR : Same set of entrepreneurs mentioned above or any
person having a very wide social or Business network of High Networth Individuals
(HNIs) or Corporates or E-trading clients.
PRIMARY ROLE : Only introduce clients or new relationships to Sushil
Finance the rest will be taken care of by us.
FUNCTIONING : Understand our products in detail and convince clients
to invest in any or all the products, if required, with the help of Sushil Finance
representatives, complete the client registration formalities and our representatives
will take it ahead from there.
SEGMENTS AVAILABLE UNDER THIS MODEL : All or any of the following-
Equity Cash, Equity F and O, Commodities, Currencies Futures.
PRODUCTS WHICH CAN BE MARKETED BY CP : All or any of the following-Equity
and Commodities trading, E- Trading, MF (Offline), MF (through ST EX terminal),
PMS & PCG (HNI Advisory)
REGISTRATION OPTIONS :
• As AP or SB for BSE / NSE CASH Segment
• As AP for Currency Commodities & Future & Options Segments ( i.e. for NSE F & O
/ NCDEX / MCX / NSE CDX / BSE CDX & MCX SX )
SUITABLE FOR : Fresh Graduates, Post Graduates, aspiring Entrepreneurs
looking for a Career in Financial Services field OR businessmen looking for diversification
but need Guidance and Hands on Training before they can venture full fledged.
PRIMARY ROLE : Learn the nuances of SB business and choose a suitable
model at a later date
FUNCTIONING : Full week hands-on training will be provided subsequent
to which, handle small group of clients independently.
SEGMENTS AVAILABLE UNDER THIS MODEL : Any one segment.
PRODUCTS WHICH CAN BE MARKETED BY CP : Any or all of these.
1. Offline trading
2. Online trading
3. IPO / MF
4. PMS
REGISTRATION OPTIONS : No registration required during training
period.
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