LKP Advisor for Sub-Brokers

LKP Securities Limited, one of India’s oldest & trusted broker since 1948 has developed to be a “One Stop Solution for various financial & investment needs”. Listed entity on BSE since 1st December 2016.
Wide presence PAN India unmatched by any of our competitors & peers. We have over 3000 business associates, 19 branches & 9 regional offices including the Head Office in Mumbai. Also offers a customized research & advisory services to our customers & business associates through our fundamental & technical research desk.

Members of:
BSE & NSE.
AMFI registered all India Mutual Fund Distributors.
MCX, NCDEX & DGCX (Dubai).
NSE for Interest Rate Futures.
MCX SX & NSE Currency.
SEBI Approved PMS/IA.

LKP Advisor is product by LKP Securities Limited.

One login which gives a quick & easy access to view your clients investments and to improvise on their existing portfolio by providing solutions that helps in monitoring their investments in Mutual Funds. Also helps you search & see the top performing funds, your business progress dashboard & earnings, closed and terminated mutual funds, online transactions, etc.

SIP Calculator: Estimate your SIP returns through our Systematic Investment Plan performance calculator, simply select the investment duration and the installment amount to get an estimate of what your clients investments would have amounted to today basis the schemes past performance.

Single login where you can see a holistic view of your clients wealth portfolio making it independent for an advisor to avoid dependency on the fund house or broker. Client follow-ups are made easy and simple on this as well. AUM reports can be viewed through customization such as client wise, date wise, etc. Pre-filled, fillable forms are available for download for various investment option as per clients requirement.

You can choose any mutual fund to invest for your client without having to depend on someone else to do it. Invest in SIPs instantly, all you need is your PAN card to start your investments as little as 5 days. Tax savers can be purchased on a simple click. Allows to start with a small amount as low as Rs.1000 SIP a month. Our team of professionals can help you in every step of your investment at no additional cost. Make smart decisions for your clients at zero cost while being hand-held by our experts when it comes to tax planning & saving. The Dashboard is made simple to view, monitor & advise new investment options to your clients to enhance their investments with us & to see how to optimize their portfolios in a better way.

Support is available for any kind of discretion to the user or advisor to solve any queries at the earliest for best customer experience. This is not all! We have a lot more features lined up, to help ease the mobile investment process.

Download the app today and get started!