Your customers
- Traders (intraday and F&O)
- Long-term investors
- HNI families
- Small business owners
Finance, insurance and kiosks · Services
MatruOS for a stockbroker AP or sub-broker
Set up the way a stockbroker AP or sub-broker runs: share of brokerage paid by the broker on its clients' trades; share of account opening, DP and interest income where agreed; mutual fund, bond and insurance commission on the side. Routines, workflows, registers, licences and an AI team that knows the work are ready when you sign up.
Ready when you sign up
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What this solves
What a stockbroker AP or sub-broker deals with today, and what MatruOS sets up for it
Today
Margin shortfalls found late; clients get penalties or square-offs and blame the AP. Brokerage share statements never checked; deductions unexplained.
In MatruOS
MatruOS sets up 7 routines, 1 workflow, 4 registers and 7 licences for a stockbroker AP or sub-broker, with an AI team that reads your own records and prepares the work.
What changes
The right person is reminded at the right time, approvals wait for whoever decides, and every licence has a renewal reminder. Anything that sends, pays, signs, files or deletes waits for a person's approval.
Where you sit
MatruOS starts from how your business earns
Who you sell to, who you buy from, how credit moves and where you sit in the chain decide how your screens, reminders and reports are set up.
- Exchange
- stockbroker (SEBI-registered trading and clearing member)
- authorised person
- client
Your suppliers
- Stockbroker (platform, clearing, back office, contract notes)
- Exchanges and depositories via broker
- Market data vendors
- NISM
Credit and cash
Broker pays brokerage share monthly after month-end; AP never takes client money; any client debit or bad debt may be recovered from AP as per agreement
Income moves with market volumes; best in bull markets and expiry-heavy months; staff and rent fixed
Your screens use your words
CustomerClientItemTradeInvoiceContract noteproductSegmentSupplierBroker
How it works
How MatruOS is set up for a stockbroker AP or sub-broker
Set-up takes a few minutes. After that, you change only what is different in your business.
- Describe the business in one lineFor example "Stockbroker AP / sub-broker", typed when you sign up.
- Recognised as a stockbroker AP or sub-brokerRoutines, workflows, registers, items, licences and the AI team for this trade are set up for you.
- Bring your dataCustomers, items and balances come across from Zoho Books, Vyapar, Excel and others. For Tally, our team helps you move the data while Tally import is checked on the live app.
- Approve and runThe AI team prepares the routine work. A person approves anything that sends, pays, signs, files or deletes.
Your AI team
What the AI team does for a stockbroker AP or sub-broker
Each job goes to a member of your AI team. It reads your own records and prepares the work. Anything that sends, pays, signs, files or deletes waits for a person's approval.
Lists clients with margin shortfall, debit or expiring F&O positions and drafts call notes and messages
Asks you before sending
Drafts a plain-language end-of-day summary of each client's trades and charges and flags clients who may suit MF or bond products
Asks you before sending
Recomputes brokerage share by client and segment, checks deductions and drafts the GST invoice to the broker
Asks you before sending
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How you run
Your routines, already on a timetable
Each routine has a time, a person and its steps with the checks that matter. MatruOS reminds the right person and keeps the record. Open one to see its steps.
Every day
8:45 amPre-open margin and position check
- 1Check clients with margin shortfall or debit from the broker's report
- 2Call them to bring funds to the broker account before 09:15
- 3Note F&O positions expiring this week
9:15 amMarket hours order desk
- 1Take phone orders only on recorded lines
- 2Place orders and confirm execution to the client
4:30 pmPost-market contract notes and confirmations
- 1Check broker has emailed contract notes to all who traded
- 2Answer client queries on trades and charges
Every week
SatDormant and KYC-incomplete clients
- 1List clients with no trade in 6 months or KYC and nominee gaps
- 2Reach out or update records
Every month
10thMonthly brokerage share reconciliation
- 1Download the broker's brokerage report by client
- 2Check share % and deductions
- 3Raise GST invoice to the broker
Every year
JunAnnual exchange inspection readiness
- 1Check display board, NISM certificates, call recordings and records
- 2Confirm no client funds or shares were taken in AP's name
Workflows
Each stage goes to the person who handles it
Work passes stage by stage to the right person. Stages marked for approval wait for the person who decides.
New client account
- 1KYC and documents collected
- 2In-person check and risk disclosure
- 3Broker approves and activatesNeeds approval
- 4Client code and welcome kit
Registers and SOPs
Your registers and standards
Registers hold the fields this trade records. SOPs carry the steps and checks, so work is done the same way every time.
Clients
Order log (phone orders)
Brokerage share
Client complaints
Client money and shares
Never touch client assets so the AP approval and the client's trust are safe
Taking and recording orders
Every order can be proved if a client disputes it
Items and licences
Your first bill is right, and no licence lapses
Starter items arrive with unit, HSN and GST rate. The registrations this business usually needs are listed with a reminder before each one expires.
| Item | HSN | GST |
|---|---|---|
| Brokerage share on cash delivery trades (monthly for a ₹50 lakh turnover book) | 997152 | 18% |
| Brokerage share on intraday and F&O trades (monthly) | 997152 | 18% |
| Brokerage share on commodity trades (monthly) | 997152 | 18% |
| Account opening incentive from broker | 997152 | 18% |
| Share of DP annual maintenance income | 997152 | 18% |
| Mutual fund trail via broker (monthly) | 997152 | 18% |
- SEBI or exchange registration
- PAN
- GST registration
- Shops and Establishments registration
- Professional tax registration
- Udyam (MSME) registrationIf it applies
- TAN (tax deduction account number)If it applies
Your people
The people who run it, each with their own login
Each person sees the screens and reminders for the work they do.
AP ownerHolds the AP approval, manages client relations, approves new clients, reconciles brokerage share, handles inspections.
DealerTakes and places client orders, records calls, informs margin calls, explains positions.
Back-office assistantKYC and account opening, client ledgers and payout requests through broker, complaints log.
Not covered yet
- Sending messages, bills and reminders on WhatsApp from MatruOS is not live yet. Today they go by link, QR code or email, and from your own phone in one tap.
- Live bank and UPI feeds are not connected yet. Upload a bank statement and MatruOS reads it into payments for you to confirm.
Questions people ask
How long does it take to set up MatruOS for a stockbroker AP or sub-broker?
Type one line about your business when you sign up, for example "Stockbroker AP / sub-broker". MatruOS picks this business type and sets up everything on this page in a few minutes. You then get a 7-day free trial, no card needed.
Do I have to type all of this in?
No. The routines, workflows, registers, items, licences and AI team on this page arrive already set up. You change what is different in your business, and bring your customers, items and balances from Zoho Books, Vyapar, Excel and others, with our team's help for Tally data.
Can I change the routines and workflows?
Yes. Every routine, workflow, register and SOP is yours to rename, retime, switch off or add to. MatruOS keeps the rest of the system in step with your changes.
What does the AI team do without asking me?
It runs routine checks and prepares drafts. Anything that sends, pays, signs, files or deletes waits for a person's approval. The one exception you can choose is payment reminders, which go out on their own once you have checked them and switched them on.
Finance, insurance and kiosks
Other services in finance, insurance and kiosks
Run a stockbroker AP or sub-broker on one system Set up for your trade when you sign up.
Describe your business once. MatruOS sets up your apps, brings in your data and puts Muni and the AI team to work, with your approval on every step that matters. 7-day free trial, no card needed.
See plans and what each includes