Samco Securities Limited

Samco Securities Limited, is a technology-driven discount brokerage firm. It operates in India’s financial services industry, offering trading and investment solutions across equities, derivatives, commodities, currencies, mutual funds, and IPOs. The company is registered with leading exchanges such as NSE, BSE, MCX, MCX-SX, and NCDEX, and holds depository participant membership with CDSL.

Samco’s core value proposition lies in providing low-cost trading services coupled with innovative tools that empower retail investors to outperform market benchmarks. Its flagship product, the Samco Trading App, offers features such as personal index tracking, peer comparison analytics, and personalized feeds to help users optimize their trading strategies.

Business Model & Revenue Streams

Samco operates on a discount brokerage model, which focuses on providing cost-effective trading services while leveraging technology to enhance user experience. Its primary revenue streams include:

• Flat Brokerage Fees: Samco charges a flat fee of ₹20 per executed order across all trading segments (equities, commodities, derivatives). This transparent pricing model appeals to cost-conscious retail investors.

• Margin Funding: Through its NBFC arm, Samco Holdings and Finance Pvt. Ltd., the company offers margin funding and loans against shares, generating interest-based revenue.

• Investment Products: Samco earns commissions by distributing mutual funds and other investment products through its platform.

• Paid Research Services: The company provides actionable trade recommendations via its proprietary platform, KyaTrade, which includes risk management features like stop-loss targets and position sizing guidance.

• Partner Program: Samco collaborates with 5,000+ partners across 100+ cities through referral programs that contribute to its revenue streams.

Customer Segmentation

Samco primarily targets retail investors (B2C) seeking affordable trading solutions and advanced analytics tools. It also caters to traders who require high exposure and leverage products for derivatives and commodity trading.

Growth Strategy

Samco’s growth strategy revolves around four key pillars:

1. Technology Innovation: The company continuously upgrades its trading platforms with features like personal index tracking and AI-driven analytics to improve user engagement and performance insights.

2. Market Expansion: By extending its reach to non-metro cities through partnerships and digital channels, Samco aims to capture a broader customer base in India’s growing retail investment market.

3. Education Initiatives: Through campaigns like Mission: Ace the Index, Samco focuses on educating investors about outperforming benchmarks using research-backed strategies and tools.

4. Diversification of Offerings: Expanding into mutual fund distribution, IPO investments, and margin funding enables Samco to cater to diverse financial needs while increasing revenue streams.

Competitive Differentiation

Compared to industry competitors such as Zerodha or Upstox, Samco stands out for its:

• Flat Fee Structure: Unlike percentage-based brokerage models, Samco’s flat ₹20 fee ensures transparency and affordability for traders across all segments.

• Personal Index Tracking: A unique feature that allows users to measure their portfolio performance against market indices directly within the app.

• Advanced Analytics Tools: Proprietary platforms like StockBasket (expert-selected stock baskets) and KyaTrade provide actionable insights tailored for retail investors.

• Customer-Centric Approach: With a focus on empowering users through education and technology, Samco emphasizes building long-term relationships with its clients.

Mission & Vision

• Mission: To help every stock market participant consistently outperform market indices ("Ace the Index") by providing innovative tools, resources, and knowledge for superior financial performance.

• Vision: To revolutionize India’s retail investment landscape by enabling informed decision-making through cutting-edge technology and transparent pricing models.