What we do Vertex Securities Ltd is a leading Indian brokerage firm offering equity, derivatives, commodities trading, merchant banking, and financial advisory services. |
Founded in 1,993 |
Market share Prominent broker with strong presence in Kerala and pan-India network of nearly 100 branches. |
Problem solved Helps investors channel household savings into capital markets for long-term wealth creation via research-backed advisory and diverse financial products. |
Top clients or who we serve Retail and institutional clients nationwide, serving equity investors, commodity traders, and mutual fund buyers. |
Key management Mr. Kumar Nair (Chairman), Mr. Ramachandran Unnikrishnan (Managing Director & CEO), Mr. George Joseph Mampillil (Executive Director & CFO) |
Our journey and innovations Established in 1993, expanded across capital and commodity markets, adopted Aadhaar-based digital onboarding, and enhanced financial planning tools. |
Where we operate India, with strong foothold in Kerala and pan-India branch and franchise network. |
Top products or what we offer Equity and derivatives broking, commodity trading, merchant banking, mutual fund distribution, and portfolio management. |
Top brands Vertex Securities Ltd (market leader in Kerala brokerage), Vertex Commodities and FinPro Pvt Ltd (commodity broking subsidiary). |
Raw materials needed - |
Raw materials supplier - |
Recurring vs cyclical contribution Revenues primarily trading commission and advisory fees; moderately cyclical with market activity. |
Our industry position Well-established brokerage with extensive exchange memberships; competitive in southern India markets. |
Financial highlights FY 2024-25 revenue ₹8.64 crore; consolidated revenue ₹9.11 crore; reported net loss ₹0.70 crore versus previous profit. |
Geographical revenue split 100% revenue from India focusing on brokerage and financial services. |
Order book - |
Whats driving growth Digital onboarding, technology upgrades, diversification into mutual funds and insurance distribution driving growth. |
Our future plans Enhance third-party product distribution, invest in technology, and expand advisory services nationwide. |
Our green promise - |
Our people and values 74 permanent employees; focus on ethics, compliance, diversity, and continuous employee development. |
Key challenges ahead Market volatility, regulatory changes, and competition in brokerage and advisory space. |
Interesting facts Almost three decades of brokerage excellence with digital innovation aligning to SEBI guidelines. |
Risks and strategy Market fluctuations and regulatory risks mitigated through diversification, strong compliance, and tech adoption. |
