Mastertrust Franchise
Franchise Quick Facts
| Brand Name | Mastertrust |
|---|---|
| Industry | Financial Services |
| Business Category | Stock Broking & Investment Services |
| Founded Year | 1995 |
| Franchise Started Year | 1998 |
| Total Franchise Outlets | 500–1000 |
| Estimated Investment | INR 10,000 – 50,000 |
| Franchise Fee | Included within onboarding/partner setup costs |
| Royalty Fee | Not explicitly defined; typically linked to brokerage revenue sharing |
| Space Requirement | 100 – 200 sq.ft |
| Staff Requirement | Minimal; can be operated by owner with basic financial knowledge |
| Expected Payback Period | 1–2 Years |
1. What is Mastertrust?
Mastertrust is a financial services franchise operating in the stock broking and investment advisory sector, providing access to trading platforms, investment products, and wealth management services.
The franchise belongs to the financial intermediary category, where partners act as sub-brokers or authorized persons facilitating trading and investment services for retail and institutional clients.
2. How the Business Works
The business operates by onboarding clients who open trading and investment accounts through the franchise outlet. Customers interact with the franchise for account setup, trading support, and investment guidance.
Transactions such as equity trades, derivatives, mutual fund investments, and other financial products are executed via digital platforms. Revenue is generated through brokerage commissions, transaction fees, and product distribution margins.
Daily operations include client acquisition, account management, advisory support, and transaction facilitation.
3. Products or Services Offered
Equity Trading Services
- Stock market trading (delivery, intraday, derivatives)
- Access to major exchanges
Derivatives & Commodity Trading
- Futures and options trading
- Commodity market participation
Currency Trading
- Forex-based trading opportunities
- Hedging against currency movements
Mutual Fund Distribution
- SIP and lump sum investment options
- Portfolio diversification products
Portfolio & Wealth Management
- Investment advisory services
- Customized portfolio planning
IPO & Fixed Income Products
- IPO application facilitation
- Bonds, deposits, and other fixed-return instruments
These services allow franchisees to cater to different investor segments.
4. How the Franchise Model Works
- Franchise partners operate as authorized representatives of the brand
- Responsibilities include client acquisition, onboarding, and relationship management
- The central company provides trading platforms, compliance systems, and research tools
- Transactions are executed through the company’s infrastructure, while the franchise earns a share of revenue
This model emphasizes distribution and advisory rather than inventory-based operations.
5. Franchise Cost and Investment Overview
| Estimated Investment | INR 10,000 – 50,000 |
|---|---|
| Franchise Fee | Included in onboarding or registration charges |
| Royalty / Revenue Share | Typically structured as a percentage split of brokerage earnings |
Key investment components include:
- Registration and licensing costs
- Basic office setup
- Technology access (trading platforms, CRM systems)
- Marketing and client acquisition
The low entry cost positions it as a service-based franchise opportunity.
6. Space and Infrastructure Requirements
| Space Requirement | 100 – 200 sq.ft |
|---|---|
| Preferred Locations | Commercial areas, residential clusters, or shared office setups |
| Infrastructure Needs | Computer systems, internet connectivity, and client meeting space |
| Staffing | Can operate with minimal manpower; additional staff may be added as client base grows |
The model supports small-format operations and even hybrid or home-office setups.
7. Training and Franchise Support
- Training on trading platforms and financial products
- Support for regulatory compliance and documentation
- Access to research reports and market insights
- Marketing guidance for client acquisition
- Ongoing operational assistance and updates
These systems help franchise partners operate within regulated financial frameworks.
8. Revenue Model and ROI Factors
- Revenue is generated through brokerage commissions on trades
- Additional income from mutual fund distribution, advisory services, and financial products
- Repeat transactions from active traders create recurring revenue
- Client retention and portfolio growth significantly impact earnings
With low setup costs, the expected payback period is around 1–2 years depending on client acquisition and trading activity.
9. Brand History and Expansion
- Established in 1995 as a financial services company
- Expanded into franchising in 1998
- Built a network of 500–1000 franchise partners
- Operates across multiple investment segments including equities, commodities, and wealth management
The growth reflects expansion through a distributed partner network.
10. Key Advantages of the Franchise
- Low initial investment compared to traditional businesses
- Recurring income through brokerage and financial products
- Scalable client-based model
- Wide range of financial services offerings
- Technology-driven operations with centralized support
11. Who Should Consider This Franchise
- Individuals interested in stock markets and investments
- Finance professionals or advisors
- Entrepreneurs seeking a low-cost service business
- Existing financial agents looking to expand offerings
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What is the investment required for Mastertrust franchise?
The investment typically ranges from INR 10,000 to 50,000. This includes registration, basic setup, and access to trading platforms. The relatively low capital requirement makes it accessible for individuals entering the financial services sector.
How does the Mastertrust franchise business work?
The franchise partner acquires clients and facilitates trading and investment services through the company’s platforms. Revenue is earned through brokerage sharing, commissions on transactions, and distribution of financial products such as mutual funds and bonds.
What space is required for the franchise?
A small office space of around 100 to 200 sq.ft is sufficient. The setup primarily requires a computer, internet connection, and a basic client interaction area, making it suitable for compact commercial or home-office environments.
How long does it take to recover the investment?
The expected payback period is typically 1 to 2 years. Recovery depends on the number of active clients, trading volume, and the franchisee’s ability to generate recurring transactions and advisory-based income streams.
How can investors apply for the franchise?
Interested individuals can apply by registering as an authorized partner with the company. The process generally includes documentation, onboarding, training, and activation of trading systems before starting operations. ## Similar Franchise Opportunities
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