INTRODUCTION TO THE COMPANY
COMPANY‟S PROFILE
Name : MOTILAL OSWAL SECURITIES LTD.
Registered office : 3rd floor, Hoechst house NAriman point
Mumbai-400 021
Board : + 91 22 39825500 Fax : + 91 22 22823499
Ahmedabad branch : 6-7-8-9, city pride complex,
Ground flr,nr nalanda hotel Mithakali 6th road
Ahmedabad 380006
Tel : 07930078107/06/20
Promoter : Mr. motilal oswal
Accounting year : 1STApril to 31st March
Abuot motilal oswal securities ltd.
Motilal oswal securities ltd. 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 has enabled us to blossom i nto an over 1600 member team.
Motilal Oswal Financial Services Ltd.(MOFSL) is a well diversified, financial services company focused on wealth creation for all its customers, such as institutional and corporate clients, HNI and retail customers. their services and product offerings include equity broking, commodity broking and venture capital management. MOFSL is the holding of Motilal Oswal Securities Ltd.(MOSL), Motilal Oswal Commodities Brokers Pvt Ltd.(MOCBPL), Motilal Oswal Investment Advisors Pvt Ltd. (MOIAPL), and Motilal Oswal Venture Capital Advisors Pvt Ltd.
(MOVCPL). Mr. Motilal oswal and Mr. Raamdev agrawal laid the foundation for MOFSL and initially conducted business as a sub broking firm. Thus, began the expedition of building a professional organization with strong value system, to provide investment advice to investors.
Today, Motilal Oswal Financial Services Ltd
Market & networks:
Motilal oswal has membership in all the leading stock and commodities exchanges in the country. The firm is a member in NSE, BSE, NCDEX and MCX. It is a depository participant with NSDL&CDSL . It Is a well-established brand among retail and individual investors in India, with a network spread over 611 cities and towns comprising 1,644 Business and 709,041 registered customers.
Focus on research:
Research is the solid foundation on which Motilal Oswal Securities advice is based. Almost 10% of revenue is invested on equity research and MOSL hire and train the best resources to become advisors. At present MOSL have a expert team of Research Analysts researching 25+
sectors and commodities. From a fundamental, technical and derivatives research perspective;
Motilal Oswal's research reports have received wide coverage in the media (over a 1000 mentions last year). Their consistent efforts towards quality equity research has reflected in an increase in the ratings and rankings across various categories in the AsiaMoney Brokers Poll over the years.
Our unique Wealth Creation Study, authored by Mr. Raamdeo Agrawal, Jt. Managing Director, is now in its 15th year. Investors keenly await this annual study for the wealth of information it has on the companies that created wealth during the preceding five years.
Core purpous &value:
Milestones
Motilal Oswal AMC organized the first edition of Motilal Oswal MOSt Shares ETF Conclave 2011 at NSE, Mumbai on 15th June, 2011. The event was telecast LIVE via webcast and the panel discussion was telecast LIVE by CNBC TV18.
Ø Mr. Raamdeo Agrawal was honoured with an award for Special Contribution to Indian Capital Market by Zee Business at the „INDIA‟S BEST MARKET ANALYST AWARDS 2011 on April 29, 2011.
Ø Our Analysts Mr. Dhirendra Tiwari & Mr. Harshad Borawake won the Best Market Analyst Award for the categories Equity-Sectoral-Infrastructure and Equity – Sectoral – Energy respectively at
„INDIA‟S BEST MARKET ANALYST AWARDS 2011 organised by Zee Business on April 29, 2011.
Ø Motilal Oswal Asset Management Company becomes India‟s 1st AMC to ring The NASDAQ Stock Market Opening Bell on 30 March 2011, to celebrate the launch of Motilal Oswal MOSt Shares NASDAQ 100 - India‟s First US Equities Based ETF.
Ø Motilal Oswal MOSt Shares NASDAQ 100 - India‟s First US Equities Based ETF gets listed on NSE and BSE on 31st March, 2011
Ø Motilal Oswal Securities won 4 awards at the ET Now Starmine Analyst Awards 2010-2011. This puts MOSL amongst the Top 3 Award winning Brokers at the ET NOW Starmine Analyst Awards 2010-2011
Ø Our analyst Mr. Alpesh Mehta was awarded Top Earnings Estimator – Overall, at the ET NOW Starmine Analyst Awards 2010. He also received an award for Top Earnings Estimator for Financial Sector along with our analysts Mr. Harshad Borawake being awarded Top Stock Picker for Energy Sector and Mr. Siddharth Bothra being awarded Top Stock Picker for Real Estate Sector.
Ø Motilal Oswal Mutual Fund launches MOSt Shares NASDAQ 100 - India‟s first US Equities based ETF tracking the NASDAQ-100 Index®
Ø Motilal Oswal Mutual Fund‟s MOSt Shares M50 bagged the „Most Innovative Fund of the Year‟
Award at CNBC TV18-CRISIL Mutual Fund Award 2011 held in Mumbai.
Ø Motilal Oswal MOSt Shares Midcap 100 ETF – India‟s First Midcap Index ETF; based on CNX Midcap Index was listed on NSE on February 4, 2011
Ø Motilal Oswal Asset Management launches MOSt Shares M100 ETF - India‟s First Midcap ETF;
based on CNX Midcap Index
Product & services:
1. Equities:
Motilal Oswal Securities Limited provides Customized Equity Advisory Group to clients based on their profile. Equity Research is an inherent strength of MOSt. Converting that research to advice is the main function of Equity Advisory. Investors are presented with well researched opportunities in companies which will grow in both market perceived value and growth. Along side, the trading fraternity is catered to with ideas induced by Technical analysis and news flow analysis. The investment ideas identified by the research team are presented and communicated with conviction to our clients by our advisory team.
Our advisory team has highly trained equity professionals, who act as your Equity Advisor. MOSt Equity Advisor proactively helps you take informed equity investment decisions and build a healthy portfolio giving the best fit to your investment and trading needs.
2. Derivatives:
Futures & options are derivatives, which use equity as their underlying. Hence our Equity Advisory Group (EAG), will also act as your advisors for F&O & help you take informed decisions while trading in these derivative instruments.
This product is advisable only for those who have a high risk appetite. Apart from risk appetite the other major requirement is discipline on the part of the trader. Our EAG will help you with the trading calls for F&O, but every good trader understands that trading involves probability and hence the discipline of stop loss is crucial for capital protection.
As the underlying is equities is pays to have the same advisor who is capable of dealing in both cash as well as derivatives. Also you will not have to deal with multiple people for equities as a product.Since the advisory only deals with equity as an asset class, his understanding of the derivatives and nuances of the market will be better than someone who deals with multiple asset classes.The most important of all, the EAG gets inputs from the technical and derivatives research group, whose sole objective is to identify trading opportunities with a favorable risk-reward ratio.The research products of the derivative and Technical desk will be available for you as a client.
3. Online trading:
Easy to use interface for first time investors
Trade from any internet connected PC
Multiple scrips with refresh option (static)
Screenshot is for illustrative purpose only
Screenshot is for illustrative purpose only
Feature-rich Platform
Single window order placement with instant confirmation
Trade from any internet connected PC
Tick-by-Tick market watch (BSE/NSE/F&O)
Shortcut keys for faster access
Desktop
Features of Desktop Trading Application
Single window order placement with instant confirmation
Tick-by-Tick market watch (BSE/NSE/F&O)
Shortcut keys for faster access
Screenshot is for illustrative purpose only Mobile
Features of Mobile Trading
Screenshot is for illustrative purpose only
Live streaming quotes
Directly buy/sell from market watch
Modify/Cancel facility for pending orders
Access live advice from Motilal Oswal
Instant access to Top Gainers, Losers &
Traded
Value along with indices
Market Depth of scrip selected
Synchronized position whether
order/trade done
from Mobile/Web/Desktop/Call N Trade
5. Depositary services:
In the times of T+2 having a de-mat account linked to your trading account becomes really convenient. The non-trading clients can also avail of MODES.
Today MODES is available at all business locations of Motilal Oswal. In terms of number of accounts MODES is the second biggest Depository Participant in CDSL with over 150,000 accounts. The trust they have in Motilal Oswal is reflected by their cumulative holding in MODES worth over Rs. 3400 crores.
Holder of a MODES account receives regular account reports and an efficient service at all times.
Clients having holdings over Rs. 10 lakhs receive special SMS service. They get recommendations on their holdings based on Motilal Oswal Research rated the "Most Independent Research - Local Brokerage" by Asia Money Brokers Poll 2006.
6. Mutual funds:
Mutual funds are becoming the most popular investment vehicles offering various kinds of schemes with different investment objectives. Investments through Mutual funds are one of the safest, easiest and convenient ways of making successful investments. The investments are in congruence to the laid down investment objectives securing the goals & objectives of the unit holders.
At Motilal Oswal Securities Ltd, we understand the importance of financial goals of our privileged clients and provide you comprehensive solutions to all your financial needs. Through our tailor made portfolios, we serve your needs better and help you make informed investment decisions. Our dedicated Mutual fund desk gives you Solid advice backed services thus giving you the edge that you always wanted.
7. Investment banking:
MOIAPL offers comprehensive Investment Banking solutions and transaction expertise covering private placement of equity, debt and convertible instruments covering international &
domestic capital markets, mergers & acquisitions advisory and restructuring advisory &
implementations.The team comprises of multi-disciplinary professionals with extensive collective
banking and corporate finance advisory experience. An in-depth understanding of different sectors within the Investment Banking team underpinned by the two decade old research strength of the group company, Motilal Oswal Securities Limited enables us to provide customized financial solutions to our clients across industries.
We display a focused transaction-closure orientation which is facilitated by our cross-product knowledge and the well entrenched relationships that we nurture at the highest levels within the investor community, market intermediaries and the corporate sector. We work in partnership with the management of our clients and commit our resources end-to-end throughout the transaction, ensuring timely execution with minimal disruption
8. IPOS:
Book Building and Fixed Price Issue are the two types of Initial Public offerings (IPOs) through which a public company can raise money in the capital market.
In a book building public issue the bids are received at different price levels and the demand for the issue is built up over a period of time. Depending upon the bids received at different price levels the issue price is ascertained. In a fixed price issue the issue price is pre ascertained by the issuer.