Partner with India's leading wealth-tech platform

Earn over ₹ 1 lakh/month

Register as an Authorised Person (AP) and earn incentives for referring customers

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Ways to earn with us

Brokerage sharing

Get a share of the brokerage from each trade your referred client makes.

Referral incentive

Earn incentives through referrals, the more you refer the more you earn.

The UPs & UPs of being our Partner

Get a glimpse of all the benefits you can enjoy on signing up!

Completely digital registration process

Access to an all-in-one Partner dashboard

Earn account opening incentives based on revenue per user

Customer team support

*These benefits are at the sole discretion of the management and can be discontinued or changed at any time

People who partner with us

Finance enthusiast

Your interest lies in finance and the stock market. You take great pleasure in guiding others with investment options.

Internet Influencer

Social media is your playground. You have a good number of followers who easily consume all the content you share.

People Person

People love you! And you love people! So, by default, marketing comes to you, naturally. You can sell, and do it rather well.

Self Starter

"I'm my own boss", that's your mantra. You just want to earn and grow. The desire is powered by your dedication. And that takes you places!

Sounds like you?
We’d love to have you onboard!

"My partnership with Upstox has been really advantageous.Upstox has got a neat, user-friendly and cutting-edge partner platform that allows you to generate leads, follow up with them and drive sales. Real-time earnings and seamless payouts are done in a transparent fashion."

Shikha singh Partner Since 15/11/2018

"The best thing about Upstox is the account opening process which is completely online with no paperwork needed. Secondly, there is total transparency in the dashboard platform, which enables me to check all the referral details, anywhere, anytime."

Prabhu Selvaraj Partner Since 13/07/2018

"Partnering with Upstox has several advantages and benefits like a good second source of income.It has a very transparent and user friendly dashboard where we can upload leads and track status of each and every leads"

Amit Gupta Partner Since 16/01/2019

"I have been a partner with Upstox since 2 years. Upstox, through its wide reach and customer centric approach has made a significant mark in the discount broking industry."

Sanoob Sidiq Partner Since 2016

"The risk of operations is handled by Upstox and the benefit of profit is enjoyed by the partner. Where else would you get 50% for acquiring a client for life? The best part is we get assistance in opening accounts of clients too from the sales team once we add them in CRM."

Ravi Kiran Partner Since 2016

Powerful Dashboard to help you perform your best

Keep track of all your earnings

Analyse your leads and customers

Get comprehensive support for your queries

Get comprehensive support for your queries

Ready to Partner?

FAQs

Frequently Asked Questions

Who is an Authorised Person?

An Authorised Person is a person who is registered with SEBI and is affiliated to a member of a recognised stock exchange.

What is the main role of an Authorised Person?

The main role of an Authorised Person is to recruit clients under him & regulate their business, based on which brokerage will be generated.

What is the basic qualification to become an Authorised Person

Min qualification SSC passed

Is it mandatory to have a trading and demat account for becoming a partner?

To avail partner benefits, one must have an active trading and a demat account.

Do we have any learning programs on the stock market?

We provide a link for our masterclass which will help in further enhancing your knowledge. Upcoming Webinars

What will be the payout date for brokerage income?

The payout for the brokerage income is on or after 7th of every month.

Does an Authorised Person need to register in all segments and what are the charges?

To become an Authorised Person (AP) and refer customers to different market segments, you need to register with a broker for each specific segment. You'll only receive brokerage sharing for the segments you are registered in.
- For NSE, the registration fee is ₹5900 (including GST) for both the Equity and F&O markets
- For BSE, the registration fee is ₹4720 (including GST) for both the Equity and F&O markets
- For MCX, the registration fee for the Commodity Derivatives segment is ₹2360 (including GST)

What are the maintenance charges for Authorised Person Registration?

For NSE: ₹5000 plus GST
For BSE: ₹4000 plus GST
For MCX: ₹1000 plus GST (charged quarterly)

Will one person be allowed to have multiple Authorised Person registrations in different segments with different broking firms?

If you are currently a Authorised Person with another brokerage firm in any segment, you cannot be associated with any other brokerage firm as an Authorised Person.

How do I refer customers to Upstox?

How much do Partners earn in a month, when and where will I receive the earnings generated from Upstox?

Partners (sub-brokers) can earn in two ways
● Through AOI-Account Opening Incentive when you successfully refer and onboard users
● Through Brokerage Commissions when your referred users’ trade on Upstox The more you refer and the more your referrals trade, the more you earn. The referral reward gets credited to your referral ledger by the 25th of every month.

What are the tax implications? How do I claim TDS and file GST?

TDS is levied when you cross the threshold limit of ₹15,000 in a Financial Year. For a TDS certificate, you can raise a ticket or send an email on support@upstoxpartner.com. You need to consult with a CA for filing GST returns.

How can I reach out to my referred leads to complete the Account Opening Process?

You can simply login to your Partner Dashboard and check your leads section.

How can my leads get support for account opening and trading related issues?

Your leads and customers can reach out to us on our customer helpline number 022-4179- 2999 / 022-6904-2299 (Mon – Sat: 10 AM to 7 PM) or raise a ticket from our web or app platforms.

Who can become a Partner with Upstox?

Anyone above 18 years of age can become a Partner with Upstox.

What are the hidden charges in Upstox?

There are no hidden charges on Upstox, we believe in complete transparency with our prices. Click here for a complete list of charges: Brokerage Charges

Why choose Upstox?

Upstox is one of India’s fastest-growing wealth tech platforms, empowering Indians to achieve their financial goals. Co-founded by Mr. Ravi Kumar, Ms. Kavitha Subramanian, and Mr. Shrini Viswanath and backed by Mr. Ratan Tata, Upstox is loved and trusted by over 1.3 crore Indians. Upstox is on a mission to enable every Indian to invest right, trade right, and build wealth confidently. With it’s advanced, fast and user-friendly mobile and desktop platform, Upstox provides a comprehensive suite of financial tools, enabling users to invest, trade, manage wealth, protect wealth, learn about money, and save taxes effortlessly. What sets Upstox apart is its dual-mode feature, designed to cater to different user needs.

Upstox Pro: Designed for active traders, this mode provides access to a range of trading options including Equities, Futures, Options, Currencies, and Commodities.

Upstox for Investors: Tailored for newcomers and long-term investing, this mode allows for investments in Stocks, Mutual Funds, IPOs, Gold, and Fixed Income products like T-Bills, G-Secs, SDLs, Fixed Deposits, NCDs. It also includes Insurance products and personal loans.

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