For sub-broker networks
Sub-Broker Management Software
See how the whole channel is performing, drill into any sub-broker, and give each one a branded portal of their own.
The channel
Head office rarely sees the real channel numbers
One view of the whole network, built from platform data rather than from what each broker chooses to report.
Principal distributor
₹ 250.6 Cr
Anand R.
Pune · 612 clients
Meera K.
Nashik · 448 clients
Vikram S.
Nagpur · 390 clients
Farida N.
Thane · 301 clients
Rohit D.
Solapur · 187 clients
Numbers come from the platform rather than from each broker's own reporting.
Two sides
What each side of the network gets
The principal
- Network AUM and net inflows, independent of self-reporting
- Per-broker growth, client count and SIP health
- Drill into any broker down to the client level
- One consistent client record across the whole channel
Each sub-broker
- Their own login, scoped to their own book
- A branded portal they can send clients to
- Order placement within the permissions you set
- Statements and reports without asking head office
Underneath it
What the principal gets
Sub-broker network management
See your whole channel at a glance.
Network AUM and inflows, top-performing sub-brokers, new client growth and active SIPs. Drill into any sub-broker, and give each one their own branded portal.
Reporting
AUM and inflow trends for any broker's book, in one report.
Holdings, capital gains, transaction history, AUM and inflow trends. Branded portfolio review PDFs you can send clients straight after the meeting.
Team and operations
Control who sees what, and keep the trail.
Manage staff and sub-brokers with role-based access, configure model portfolios centrally, and keep a full audit trail for compliance.
FAQ
Network questions
It is the layer a principal distributor uses to run a network. It shows the AUM and inflows each sub-broker is producing, gives each of them their own login and portal, and keeps client records consistent across the whole channel.
See your channel on one screen
Tell us how many sub-brokers you run and how you track them today, and we will show you that same channel on MaxWealth.
enquiries@mindstack.in. We respond within one business day.