Insti Tute OF Tech Nolo GY AND Mana Geme NT: Project On "Motilal Oswal"

INSTI
TUTE
OF
TECH
NOLO
GY
AND
MANA
GEME
NT
PROJECT ON
MOTILAL OSWAL
SUBMITTED TO:
SUBMITTED BY:
GAURAV TANEJA
INTRODUCTION
Motilal Oswal Securities Ltd. (MOSL) was founded in 1987 as a small sub-broking unit, with just two
people running the show. Focus on customer-first attitude, ethical and transparent business practices,
respect for professionalism, research-based value investing and implementation of cutting-edge

technology have enabled us to blossom into an over 1500 member team.
Today we are a well-diversified financial services firm offering a range of financial products and services
such as Private Wealth Management, Retail Broking and Distribution, Institutional Broking, Asset
Management, Investment Banking, Private Equity, Commodity Broking, Currency Broking and Home
Finance.
We have a diversified client base that includes retail customers (including High Net worth Individuals),
mutual funds, foreign institutional investors, financial institutions and corporate clients. We are
headquartered in Mumbai and as of March 2015, had a network spread over 520 cities and towns
comprising 1,743 Business Locations operated by our Business Partners and us. As on March 2015, we
had 740,000 registered customers.
Research is the solid foundation on which Motilal Oswal Securities advice is based. Almost 10% of
revenue is invested on equity research and we hire and train the best resources to become our advisors.
At present we have 30 research analysts researching over 250 companies across 20 sectors. From a
fundamental, technical and derivatives research perspective, Motilal Oswal`s research reports have
received wide coverage in the media. Our consistent efforts towards quality equity research have
reflected in an increase in the ratings and rankings across various categories in the AsiaMoney Brokers
Poll over the years. We have also been awarded the Best Performing Equity Broker (National) at the
CNBC TV18 Financial Advisor Awards for four years in a row.
CORE PURPOSE AND VALUE
Motilal Oswal Financial Services

Parent Company
Motilal Oswal Ltd.
Category
Brokerage
Houses, Consumer
Financial Services
Sector
Banking and
Financial Services
Tagline/ Slogan
Solid research solid

advice; Knowledge
First
USP
Research is the
foundation of their
business
STP
Segment
Brokerage
Target Group
Urban and Rural

Investors
Positioning
Complete
Investment and
Stock trading
Solutions
SWOT Analysis
Strength
1. Wide range of
financial products
and focus on
premium traders
2. Emphasis is on
efficient execution
of trades
3. Strong private
equity operations
4. Have over 1500
offices in India
5. Financial
products and
services such as
Wealth
Management,
Broking &
Distribution,
Commodity
Broking, Portfolio
Management
Services,
Institutional
Equities, Private
Equity, Investment
Banking Service
1. Less penetration
in developing cities
Weakness
2. Lack of
advertising causes
low awareness
amongst investors
Opportunity
1. Growing rural
market
2. Earning Urban
Youth looking for
investments
Threats
1. Stringent
Economic
measures by
Government and
RBI
2. Entry of foreign
finance firms in
Indian Market
Competition
1. Sharekhan
2. Indiabulls
Competitors
3. Angel Broking
With an array of products and services to choose from, we have everything you need to cater to your financial and
wealth management needs.
Equity & Derivatives
Private
Management
Wealth
Power your investment decisions

with knowledge and insight
rather than mere speculation.
Get access to our advice and
analytics backed by thorough
market research, make use of
our
cutting-edge
integrated
trading platform to invest in
Equities, IPOs, F&O, mutual
funds and stock SIPs. Use My
Motilal Oswal to track and
manage your investments.
We help you achieve the key

objectives of wealth management
- growth, preservation and
transmission of wealth, by
balancing three critical factors:
Your Individuality, the financial
environment and the Advisory
Solutions that you can choose
from.
Loan Against Shares
Investment Banking
Looking
to
liquidate
your
securities to raise funds? Heres
a better way to fund your interim
capital needs. Use MOFSLs
Loan Against Shares facility to
unlock your shares liquidity
potential without having to sell
them. You can now raise funds
and at the same time enjoy all
the corporate benefits accrued
on your securities.
Avail of a host of facilities in the

investment
banking
space
including raising public issues in
the domestic and international
capital markets, private equity
syndication, structured finance
syndication,
mergers
and
acquisition advisory as well as
financial restructuring advisory.
Know how we aspire to be a
globally respected investment
banking entity by providing our
clientele everything they need to
build, create and develop their
business.
Commodities
Trade in commodities with Indias
leading
commodity
trading
company.
Motilal
Oswal
Commodities Broker Pvt Ltd.
(MOCBPL), our wholly owned
subsidiary, offers commodity
trading facilities and related
products and services on all
major commodity exchanges
such as the MCX, NCDEX, and
NSEL.
With
over
20,000
registered customers serviced
through 700 sub brokers, get to
choose from a range of product
offerings including commodities
broking
services,
hedging
solutions,
and
arbitrage
strategies.
Portfolio
Services
Management
Portfolio management service

provides
professional
management of your investments
to create wealth. Investment
solutions provided by PMS cater
to Individuals or Institutions
entities with high net worth.
Insurance
Mutual Fund
Theres a lot more to insurance

than merely saving tax. Know
how insurance can literally be a
life saver and used as tool to
optimize
your
risk
cover,
retirement
planning,
wealth
creation and much more.
Right
from
Indias
first
fundamentally weighted ETF to
the countrys first US Equity ETF
or even the first Gold ETF that
allows investors to convert ETF
units to physical gold, know
about Motilal Oswal Asset
Management
Companys
revolutionary product offerings.
Depository Services
Private Equity
With over 150,000 account

holders and cumulative holdings
of over Rs. 3400 crores, Motilal
Oswal
Depository
Services
(MODES) is the second biggest
depository participant in CDSL in
terms of the number of accounts.
Know how MODES can help you
trade and invest smartly in the
equity markets.
Spotting tomorrows opportunities

today. Motilal Oswal Private
Equity (MOPE) unlocks the
power of potential by seeking out
high value opportunities that
deliver extraordinary results in
the future. Find out how a
combination of knowledge and
entrepreneurial instincts can
uncover
hidden
investment
opportunities.
Currencies
Get experts to formulate tailormade hedging strategies for you
& your business. Engage with
our currencies team on a day to
day basis to pre-emptively
manage risks from currency
fluctuations. Make use of our
one-stop-shop solution to take
care of all your currency
management needs.
Awards and Recognitions[edit]
Motilal Oswal Securities won the Best Performing Equity Broker (National) Award at CNBC
TV18 Financial Advisor Awards 2013 held in Mumbai.[9]
Motilal Oswal Financial Services Ltd's Analyst Mr. Jinesh Gandhi won the Best Market
Analyst Award for the categories Equity-Auto at India`s Best Market Analyst Awards 2013
organized by Zee Business.[10]
Motilal Oswal Securities was declared "Best Equity Broker" at Bloomberg UTV Financial
Leadership Awards in April 2012.[11]
Motilal Oswal Securities was awarded with Best Performing National Financial Advisor Equity
Broker Award in 2012, second time in succession.[12][13]
Motilal Oswal Financial Services was honoured with an award for Best Use in PR in
Financial Services Category at India PR & Corporate Communications Awards 2012. [14]
Motilal Oswal Securities received Best Equity Broking House Award by BSE IPF-D&B Equity
Broking Awards 2011 [15]
Motilal Oswal Mutual Fund's MOSt Shares M50 ETF was adjudged Most Innovative Fund of
the Year by CNBC TV18 CRISIL Mutual Fund Award 2011 [16]
CNBC TV18 awarded Motilal Oswal the Best Performing Equity Broker Award in 2010 at
CNBC TV18 Financial Advisor Awards 2010 [13]
Best Capital Markets & Related NBFC Award for FY11 by CNBC TV18 India Best Banks &
Financial Institutions Awards 2011[17]
Motilal Oswal IB team won the Asia Pacific Cross Border Deal of the year award in 2010 and
the CEO Ashutosh Maheshvari got India M&A Investment Banker of the Year award
[18]
Motilal Oswal Securities Ltd. rated as No.1 Broker in ET Now Starmine Analyst Awards
2009[10].[19]
MOSL awarded 'The Best Franchisor in Financial Services' by Franchisee.[20] World Magazine
2008 for the second consecutive year.
Motilal Oswal Securities Ltd. wins the Best Research as Research Showcase Partner at
RESEARCHBYTES IC AWARDS 2014. The winners were selected from a poll of over 1500
Fund Managers/Analysts!.[21]
Motilal Oswal Securities received two awards for its equity research in IT and commodity
(forex) segments at India's Best Market Analyst Awards 2014, India's biggest Financial Market
Awards also called as ZEE Business Awards 2014. [22]
Core purpose and value

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INSTI

respect for professionalism, research-based value investing and implementation of cutting-edge

CORE PURPOSE AND VALUE

Motilal Oswal Financial Services

Motilal Oswal Ltd.

Solid research solid

Urban and Rural

Equity & Derivatives

Power your investment decisions

We help you achieve the key

Loan Against Shares

Avail of a host of facilities in the

Portfolio management service

Theres a lot more to insurance

With over 150,000 account

Spotting tomorrows opportunities

Awards and Recognitions[edit]

Core purpose and value

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