CORE STOCK BROKER SYSTEM FOR NEPAL

The operating system for Nepal's Stock Brokers.

One automated system for investors, daily operations, accounting and lending — running under your brand.

Book a demo Explore the platform
30-MIN WALKTHROUGH · NO COMMITMENT
7.9M+
DEMAT ACCOUNTS · NEPAL
85%+
INVEST VIA SMARTPHONE
100%
AUTOMATED RECONCILIATION
8
WEEKS FROM KICKOFF TO GO-LIVE
THE PROBLEM · INVESTOR PAIN POINTS

Investors can't track their own money easily.

Investors still have to use several different apps, type in data by hand, and often the numbers don't match — it shouldn't be this hard.

01
Every trade must be typed in by hand
Holdings live in one app, the ledger in another — every trade typed in by hand, rate and quantity. Miss one, and it's gone.
02
The numbers often don't match
Profit and loss is a guess — and the capital gains tax investors work out rarely matches the actual.
03
Opening an account means paperwork
Opening or activating an account still means forms and in-person visits — nothing digital, nothing self-serve.
04
Have to call or visit for simple things
Every balance check, statement or fund transfer means a phone call or a branch visit.
THE PROBLEM · STOCK BROKER PAIN POINTS

Stock Brokers use too many separate systems.

Nepal's Stock Brokers are growing fast, but their tools are old and don't work well together — wasting time and causing mistakes.

Too many separate systems
TMS, CDS, Meroshare and back-office tools don't talk to each other — daily matching takes hours of manual work.
Too much work done by hand
KYC renewals, ledger entries and reports still depend on people — more work and more risk as clients grow.
Staff answer every question by phone
Without a self-service app, staff spend all day answering balance and statement calls — instead of doing useful work.
Problems are found too late
Debit ageing, concentration and lending exposure are only checked at day's end — small issues become big ones.
WHY EXISTING SYSTEMS FALL SHORT

Spreadsheets and separate tools can't keep up with Nepal's growing stock market — both investors and Stock Brokers lose out because of it.

INTRODUCING KHATA

One automated system. Total control.

One automated system for investors, daily operations and lending.

THE KHATA PLATFORM

Five parts. One automated system.

Everything a stock brokerage needs to run — for clients and for the back office — built to work as one.

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STOCK BROKER DASHBOARD · RUN YOUR BUSINESS

An easy back office — your entire operation, live in one place.

One place that replaces spreadsheets and manual work — client management, KYC and multi-branch control, all built in.

100%
AUTOMATED DAILY RECONCILIATION
0
SYSTEMS TO SWITCH BETWEEN
—
All clients in one place. Onboard, manage and serve every client from one dashboard — no more jumping between systems.
—
Automated KYC & renewals. Digital KYC and renewal tracking — no more chasing documents by hand.
—
See all branches and dealers. Manage every branch and dealer from one login, with the right access for each role.
—
One-click reconciliation. Daily matching across TMS, CDS and Meroshare happens on its own — no manual work, ever.
khata · Stock Broker dashboard LIVE
RECONCILED
100%
PENDING KYC
12
EXPOSURE
Rs 4.2Cr
CLIENT FUNDS · 7D +8.4%
CLIENT LEDGERBALANCESTATUS
Sunita ShresthaRs 2,14,000CLEARED
Rajan MaharjanRs 1,87,500MARGIN
Anil GurungRs 96,000CLEARED
AUTOMATED ACCOUNTING · ZERO MANUAL ENTRY

Every trade becomes an accounting entry, automatically.

This is what makes Khata different. No outside accountant, no separate software, no manual entry.

100%
AUTOMATED FROM TRADE TO LEDGER
0
MANUAL JOURNAL ENTRIES NEEDED
Journal entries & client ledger
Every trade books its own journal entry and updates the client ledger — no bookkeeping by hand, ever.
Trial balance, P&L & balance sheet
Your financial statements stay up to date on their own — always ready for an audit.
Bank reconciliation & payments
Payments collected through Khata match against bank statements automatically — nothing to chase.
Audit-ready reports
Compliance-ready reports whenever you need them — no scrambling before an audit or regulator visit.
PLUS · BUSINESS ANALYTICS IN REAL TIME
See your revenue
Brokerage revenue by client, dealer and branch — at a glance.
Trading & client activity
Volume, active clients and assets — tracked live, not at month-end.
Portfolio & lending numbers
Receivables, loans and cost of funds — the moment they change.
Key numbers for leaders
Cash flow and the numbers leadership cares about — one view.
MOBILE INVESTOR APP · WHITE-LABELLED

Your brand. Their best investing experience.

A mobile app that gives clients everything they need — so they stay happy and your team gets fewer calls. Your name, your logo, your colours — never ours.

—
Portfolio updates on its own. Holdings sync automatically from CDS — clients never type in a share.
—
Live ledger & statements. Every debit, credit, contract note and statement, right in the app.
—
Live prices, profit & loss, and alerts. Real-time prices and P&L, plus instant alerts for trades, IPOs and dividends.
—
Apply for funding in seconds. Portfolio-backed margin in a few taps — funds go straight to TMS.
App Store Google Play iOS · ANDROID · YOUR BRAND
YOUR BROKERAGE SS
Total portfolio value
Rs 8,42,300
▲+Rs 3,420 · today
Holdings 5 SCRIPS
NABIL
200 units
Rs 2,14,000
+4.2%
NICL
150 units
Rs 1,87,500
−1.8%
CHCL
300 units
Rs 96,000
+2.1%
Portfolio Markets Fund More
See the investor app and back-office live.
A 30-minute walkthrough with your workflows — no commitment.
Book a demo
SIMPLE, FAIR PRICING

Predictable costs that grow with you.

Three simple charges. No hidden fees, no surprises. Khata only earns when you earn.

PER CLIENT
—
per client / per year
Scales with your client base. Add clients, pay only for what you use.
PLATFORM FEE
CORE
—
per month — full platform
Full access to everything — Stock Broker dashboard, investor app, reconciliation, accounting, analytics and all integrations.
MARGIN LENDING
—
by loan size
Priced separately from the main platform, in simple tiers — the more a client borrows, the lower the rate.
WHAT STAYS WITH YOU
You keep 100% of your brokerage revenue and all lending profit. Your clients stay yours — the app carries your brand, not ours.
Get a tailored quote
PRICED FOR YOUR CLIENT BASE · REPLY WITHIN 1 BUSINESS DAY
MARGIN LENDING · AN OPTIONAL ADD-ON

Need margin lending too? We've got you covered.

Khata lets Stock Brokers lend against portfolios clients already hold — a second source of income. One portfolio, two ways to earn: brokerage plus lending.

2×
Average trading volume lift with lending access
Fees drop as volume grows
Lending is priced in simple tiers per client — the more a client borrows, the lower the rate.
Two ways to earn
Brokerage from more trading, plus interest on what you lend.
Monitoring & audit trail
Khata watches every loan — debit ageing, valuations and risk alerts — with a full record of every disbursal.
STEP 01
Manage client collateral online
Upload, value and manage collateral — shares, FDs or other assets — all inside Khata.
STEP 02
Automated eligibility & limits
Khata works out eligibility and limits from collateral value and portfolio quality — no manual checks.
STEP 03
Direct TMS funding & interest
Approved funds land in the investor's TMS account, with interest worked out automatically — same-day trading.
RESULT
Two ways to earn, one module
More trading plus lending income — from portfolios your clients already hold.
IMPLEMENTATION & ONBOARDING

Easy setup — live in 8 weeks, with a team beside you.

A phased rollout from kickoff to go-live, with a dedicated implementation manager, full data migration and 90 days of post-launch hypercare.

WEEK 1–2
Kickoff & migration
Discovery, full data migration and ledger reconciliation from your existing systems.
WEEK 3–4
Configuration & branding
White-label setup, integration wiring to NEPSE, CDS, TMS and Meroshare.
WEEK 5–6
Training & UAT
Team training, user-acceptance testing and pilot client onboarding.
WEEK 7–8
Go-live & hypercare
Production launch, then 90-day hypercare and 24×5 support thereafter.
AES-256 encryption
At rest & in transit
Hosted in Nepal
SEBON-compliant residency
99.9% uptime SLA
RPO ≤ 15 min · RTO ≤ 4 hrs
Immutable audit trail
Maker–checker, full export
READY TO GET STARTED?

The infrastructure to compete, grow and serve clients like never before.

Khata automates your operations, makes life easier for investors and helps you earn more — all under your own brand.

Book a demo info@khata.com.np
KATHMANDU, NEPAL · REPLY WITHIN 1 BUSINESS DAY