Jitendraaaa

A

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Project Study Report

Project Study Report

On

On

Training Undertaken at

Training Undertaken at

Motilal Oswal Securities Limited 

Motilal Oswal Securities Limited 

Titled

Titled

“ 

“ 

Study of stock market & Investment management 

Study of stock market & Investment management 

” 

” 

Submitted in partial fulfillment for the 

Submitted in partial fulfillment for the 

Award of degree of 

Award of degree of 

Master of Business Administration

Master of Business Administration

Submitted

Submitted By: By: - - Submitted Submitted To:- To:-Jitendra

Jitendra Dr. Dr. Sonal Sonal JainJain

MBA

DECLARATION

DECLARATION

Jitendra

Jitendra declares that the project reportdeclares that the project report titledtitled ““Study Of Stock Market Study Of Stock Market AndAnd Investment Management

Investment Management” is based on” is based on my project study. This project report is my originalmy project study. This project report is my original work and this has not

work and this has not been used for any been used for any purpose anywherepurpose anywhere..

Jitendra

Jitendra

MBA 4th SEM (II Year) MBA 4th SEM (II Year)

Jitendra

Jitendra

Virahyas

Virahyas

[email protected]

[email protected]

Deepshikha College of Technical Education, Jaipur

Deepshikha College of Technical Education, Jaipur

Preface

Preface

Masters of Business Administration is conducted with providing knowledge to the Masters of Business Administration is conducted with providing knowledge to the students regarding various type of management like financial management, marketing students regarding various type of management like financial management, marketing management and production management etc.

management and production management etc.

As per the requirement of MBA course Motilal Oswal Securities Limited has been As per the requirement of MBA course Motilal Oswal Securities Limited has been kind enough to permit me to complete my project on

kind enough to permit me to complete my project on “ “ Study Of Stock Market And Study Of Stock Market And  Investment

Investment Management”Management”..

This report prepared during the project study

This report prepared during the project study. Which is student‟s greatest treasure as. Which is student‟s greatest treasure as

it is full of experience, observation and knowledge. it is full of experience, observation and knowledge.

The project study was very interesting and gainful as it is close to real what have The project study was very interesting and gainful as it is close to real what have been studied is all the years through was seen implemented in a modified and practical been studied is all the years through was seen implemented in a modified and practical form.

form.

I have done my study in Motilal Oswal Securities Limited at Sumerpur for 15 days. I have done my study in Motilal Oswal Securities Limited at Sumerpur for 15 days. During this study period I have learned about Back office work, trading work, and stock During this study period I have learned about Back office work, trading work, and stock market and investment management. I have come to know that how does stock market market and investment management. I have come to know that how does stock market function and how one can deal in stock market and how to manage risk and portfolio. Thus function and how one can deal in stock market and how to manage risk and portfolio. Thus it was really beneficial for

it was really beneficial for me in terms of knowledge and experience.me in terms of knowledge and experience.

The only fault was that the time available was short and there was much to learn, yet The only fault was that the time available was short and there was much to learn, yet the things learned shall never be oblivion and are of great aid in the near future. I sincerely the things learned shall never be oblivion and are of great aid in the near future. I sincerely believe that the research can be useful to the organization and others as well Motilal Oswal believe that the research can be useful to the organization and others as well Motilal Oswal Securities Limited.

Acknowledgement

Acknowledgement

I express my sincere thanks to my project guide, Reema mam, DCTE Jaipur, Mr. I express my sincere thanks to my project guide, Reema mam, DCTE Jaipur, Mr. Nirbhay singh rathore, Branch in charge (Money Seed), of Motilal Oswal Securities Limited., Nirbhay singh rathore, Branch in charge (Money Seed), of Motilal Oswal Securities Limited., for guiding me right from the inception till the successful completion of the project. I for guiding me right from the inception till the successful completion of the project. I sincerely acknowledge him/her/them for extending their valuable guidance, support for sincerely acknowledge him/her/them for extending their valuable guidance, support for literature, critical reviews of project and the report and above all the moral support literature, critical reviews of project and the report and above all the moral support he/she/they had provided to me with all stages of

he/she/they had provided to me with all stages of this project.this project.

I would also like to thank the supporting staff of all the company Department, I would also like to thank the supporting staff of all the company Department, especially for the Mr. Laxman sompura for their help and cooperation throughout our especially for the Mr. Laxman sompura for their help and cooperation throughout our project.

project.

( Jitendra ) ( Jitendra )

Executive Summery

Executive Summery

The Indian stock market have seen various stages of economic cycles if we look at The Indian stock market have seen various stages of economic cycles if we look at market condition then we find that at the beginning of the year 2008 the market was on market condition then we find that at the beginning of the year 2008 the market was on cloud nine (all time high on 10 January 2008) Sensex

cloud nine (all time high on 10 January 2008) Sensex was 21207.83. But after reaching it‟swas 21207.83. But after reaching it‟s

all time high it has started to show strong resistance to carry on and the result of the all time high it has started to show strong resistance to carry on and the result of the resistance and sharp slump in

resistance and sharp slump in the world economy, the bull suddenly turned the world economy, the bull suddenly turned into bear and allinto bear and all expectations of investors that market will reach 25000 just turned into dream and according expectations of investors that market will reach 25000 just turned into dream and according to current situation that is for away from reality. Investors just shocked due to slump in the to current situation that is for away from reality. Investors just shocked due to slump in the market condition, they have rethink about investment alternatives risk and returns. Capital market condition, they have rethink about investment alternatives risk and returns. Capital appreciation and time value of money.

appreciation and time value of money.

Since investment become a basic need of everyone so each and every person wants Since investment become a basic need of everyone so each and every person wants to secure his investment and willing to get good returns and capital appreciation upon the to secure his investment and willing to get good returns and capital appreciation upon the investment fund. This study really gives an overview about how and when we invest in investment fund. This study really gives an overview about how and when we invest in various sectors. That how can invest money for future safety in various markets such as various sectors. That how can invest money for future safety in various markets such as primary market, secondary market, Govt. security market etc.

primary market, secondary market, Govt. security market etc.

Thus the study is providing knowledge about investment scenario and guiding the Thus the study is providing knowledge about investment scenario and guiding the investors for safe investment with the help of economic analysis, fundamental analysis, and investors for safe investment with the help of economic analysis, fundamental analysis, and financial analysis. One can analysis the market and understand the nature and movement financial analysis. One can analysis the market and understand the nature and movement of market for safe investment and can become wiser investor that is most challenging thing of market for safe investment and can become wiser investor that is most challenging thing in current scenario.

Contents

Contents

1.

1. Introduction to

Introduction to the industry

the industry

8

8

2. Introduction of organization

2. Introduction of organization

14

14

3. Research Methodology

3. Research Methodology

72

72

3.1.

3.1. Title

Title of

of the

the Study

Study

72

72

3.2.

3.2. Duration

Duration of

of the

the Project

Project

72

72

3.3.

3.3. Objective

Objective of

of Study

Study

72

72

3.4.

3.4. Type

Type of

of Research

Research

72

72

3.5.

3.5. Sample

Sample Size

Size and

and method

method of

of selecting

selecting sample

sample

73

73

3.6.

3.6. Scope

Scope of

of Study

Study

73

73

3.7.

3.7. Limitation

Limitation of

of Study

Study

77

77

4. Facts and Findings

4. Facts and Findings

78

78

5.

5. Analysis and

Analysis and Interpretation

Interpretation

79

79

6. SWOT

6. SWOT

84

84

7. Conclusion

7. Conclusion

95

95

8. Recommendation and Suggestions

8. Recommendation and Suggestions

96

96

9. Appendix

9. Appendix

97

97

10. Bibliography

1. INTRODUCTION TO THE INDUSTRY

1. INTRODUCTION TO THE INDUSTRY

Broking industry is growing for last ten year with leaps & bounces to Indian Broking industry is growing for last ten year with leaps & bounces to Indian economy and stock market. Brokerage houses are known as intermediaries between economy and stock market. Brokerage houses are known as intermediaries between market and investor and play a key role in execute the functions to carry on the stock market and investor and play a key role in execute the functions to carry on the stock market. All the brokerage houses having different sort of charges and fee according to market. All the brokerage houses having different sort of charges and fee according to their facilities and efficiency provided to investors. They manage the portfolio, risk their facilities and efficiency provided to investors. They manage the portfolio, risk management and providing guidance to investor for dealing in security market the major management and providing guidance to investor for dealing in security market the major players of Indian broking industry are as

players of Indian broking industry are as follows:-1. Motilal Oswal Securities Limited

1. Motilal Oswal Securities Limited 2. Bonanza Portfolio Limited

2. Bonanza Portfolio Limited 3. Religare Limited

3. Religare Limited

4. Hem Securities Limited 4. Hem Securities Limited 5. Angle Broking Limited 5. Angle Broking Limited

6. India bulls Securities Limited 6. India bulls Securities Limited 7. Anand Rathi Securities Limited 7. Anand Rathi Securities Limited 8. Share khan Limited

1.1.

1.1. ANALYSIS

ANALYSIS OF

OF PLAYERS

PLAYERS IN

IN THE

THE INDUSTRY

INDUSTRY

Unicon Unicon

Unicon has been founded with the aim of providing world class investing Unicon has been founded with the aim of providing world class investing experience to hitherto underserved investor community. The technology today has experience to hitherto underserved investor community. The technology today has made it possible to reach out to the last person in the financial market and give him the made it possible to reach out to the last person in the financial market and give him the same level of service which

same level of service which was available to only the selected few.was available to only the selected few.

unicon give personalized premium service with reasonable commissions on the unicon give personalized premium service with reasonable commissions on the NSE, BSE & Derivative market through our Equity broking arm Unicon Securities Pvt. NSE, BSE & Derivative market through our Equity broking arm Unicon Securities Pvt. Ltd. With our sophisticated technology you can trade through your computer and if you Ltd. With our sophisticated technology you can trade through your computer and if you want human touch you can also deal through our Relationship Managers out of our want human touch you can also deal through our Relationship Managers out of our more than 100 branches spread across the nation.

more than 100 branches spread across the nation.

Religare securities Religare securities

Trading in Equities with Religare truly empowers you for your investment needs. Trading in Equities with Religare truly empowers you for your investment needs. We ensure you have a superlative trading experience through

We ensure you have a superlative trading experience through

-

 A highly process driven, diligent approachA highly process driven, diligent approach 

 Powerful Research & Analytics andPowerful Research & Analytics and 

 One of the “bestOne of the “best-in--in-class” dealing roomsclass” dealing rooms

Further, Religare also has one of the largest retail networks, with its presence Further, Religare also has one of the largest retail networks, with its presence in more than 1800* locations across more than 490* cities and towns. This means, in more than 1800* locations across more than 490* cities and towns. This means, you can walk into any of these branches and connect to our highly skilled and you can walk into any of these branches and connect to our highly skilled and dedicated relationship managers to get the best services.

dedicated relationship managers to get the best services. The Religare

The Religare

Edge:-

 Pan India footprintPan India footprint 

 Powerful research and analytics supported by a pool of highly skilled researchPowerful research and analytics supported by a pool of highly skilled research

analysts analysts

Ethical business practices Ethical business practices

Anand Rathi Anand Rathi

Anand Rathi (AR) is a leading full service securities firm providing the entire Anand Rathi (AR) is a leading full service securities firm providing the entire gamut of financial services. The firm, founded in 1994 by Mr. Anand Rathi, today has gamut of financial services. The firm, founded in 1994 by Mr. Anand Rathi, today has a pan India presence as well as an international presence through offices in Dubai a pan India presence as well as an international presence through offices in Dubai and Bangkok. AR provides a breadth of financial and advisory services including and Bangkok. AR provides a breadth of financial and advisory services including wealth management, investment banking, corporate advisory, brokerage & wealth management, investment banking, corporate advisory, brokerage & distribution of equities, commodities, mutual funds and insurance, structured distribution of equities, commodities, mutual funds and insurance, structured products

products – – all of which are supported by powerful research teams.all of which are supported by powerful research teams.

India set to emerge as one of the world‟s largest retail financial services India set to emerge as one of the world‟s largest retail financial services markets. India‟s GDP growth has averaged 6.5% since 1994 and expected to markets. India‟s GDP growth has averaged 6.5% since 1994 and expected to

continue to grow at 8+%. continue to grow at 8+%.



 Increasing sophistication of financial marketsIncreasing sophistication of financial markets 

 Indian consumer‟s affinity for equityIndian consumer‟s affinity for equity 

 Emergence of large domestic retail brokerage housesEmergence of large domestic retail brokerage houses 

 India has nearly 10,000 brokers; most of them are small fIndia has nearly 10,000 brokers; most of them are small family businessesamily businesses 

 The last 5-7 years has witnessed the emergence of large institutional playersThe last 5-7 years has witnessed the emergence of large institutional players

driving consolidation of the retail financial services

driving consolidation of the retail financial services marketmarket



 Global players are starting to make strategic inroads into the retail financialGlobal players are starting to make strategic inroads into the retail financial

services market services market



 Foreign broking houses dominate FII based institutional brokingForeign broking houses dominate FII based institutional broking 

 Some global majors like Citigroup are making inroads into retail by leveragingSome global majors like Citigroup are making inroads into retail by leveraging

their network their network



Bonanza Portfolio Limited Bonanza Portfolio Limited

Bonanza, a leading financial services &brokerage house working diligently Bonanza, a leading financial services &brokerage house working diligently since 199

since 1994 can be describe in a single word as a “financial powerhouse”. With4 can be describe in a single word as a “financial powerhouse”. With

acknowledged industry leadership in execution and clearing services on exchange acknowledged industry leadership in execution and clearing services on exchange traded derivatives and cash market products, bonanza has spread its trustworthy traded derivatives and cash market products, bonanza has spread its trustworthy tentacles all over the country

tentacles all over the country with more than 1050 outlets spread across 350 cities.with more than 1050 outlets spread across 350 cities. It provides an extensive range of services in equity, commodities, currency It provides an extensive range of services in equity, commodities, currency derivatives, wealth management, distribution of third party product, etc.

derivatives, wealth management, distribution of third party product, etc.

1.2.

1.2. COMPETITION

COMPETITION WITHIN

WITHIN THE

THE INDUSTRY:

INDUSTRY:

Competition within this industry is very high , there are lots of new company‟s Competition within this industry is very high , there are lots of new company‟s

coming in this business , although Bonanza Portfolio Limited has good reputation but coming in this business , although Bonanza Portfolio Limited has good reputation but competition is so high and due to recession all the brokerage firm are badly affected and competition is so high and due to recession all the brokerage firm are badly affected and Bonanza Portfolio Limited is also affected . This market is centre of attraction to new Bonanza Portfolio Limited is also affected . This market is centre of attraction to new entrepreneur because it is already fast growing market and it is for sure that it will go entrepreneur because it is already fast growing market and it is for sure that it will go further, and there are many opportunities lying ahead in the way .but although it is further, and there are many opportunities lying ahead in the way .but although it is successful industry competition affect the major players. And bonanza is one of the successful industry competition affect the major players. And bonanza is one of the successful players in this industry. it is working very efficiently to fight back with successful players in this industry. it is working very efficiently to fight back with competition and challenging its competitor by satisfying its customer at most level of competition and challenging its competitor by satisfying its customer at most level of their satisfaction.

their satisfaction.

It has many competitors which are providing different type of services .the brief It has many competitors which are providing different type of services .the brief introduction of its competitor is

introduction of its competitor is given below:given below:

5paisa.com: 5paisa.com:

5paisa is the trade name of India info line securities private limited (5paisa), 5paisa is the trade name of India info line securities private limited (5paisa), member of NSE and BSE. 5paisa is the wholly owned subsidiary of India info line member of NSE and BSE. 5paisa is the wholly owned subsidiary of India info line

limited, India‟s leading and most popular finance and investment portal. 5paisa has limited, India‟s leading and most popular finance and investment portal. 5paisa has

emerged as one of leading player in e-broking space in India .their key products are emerged as one of leading player in e-broking space in India .their key products are

investor‟s terminal and trade terminal .its special feature is that it is not charging any investor‟s terminal and trade terminal .its special feature is that it is not charging any

Icici Direct.com: Icici Direct.com:

Icici Direct.com is the most comprehensive website, which allows its client the Icici Direct.com is the most comprehensive website, which allows its client the opportunity to invest in share, mutual fund, derivative (future and option) and other opportunity to invest in share, mutual fund, derivative (future and option) and other financial products .they offer their clients a product for every investment need. This financial products .they offer their clients a product for every investment need. This provide the facility of cash trading, margin trading, margin plus trading, spot trading provide the facility of cash trading, margin trading, margin plus trading, spot trading and BTST facility to its client. It also provides the facility of margin and funding for and BTST facility to its client. It also provides the facility of margin and funding for facilitating its client to

facilitating its client to trade with more money.trade with more money.

Share khan: Share khan:

Share khan is also one of the close competitors of bonanza. It facilitate its Share khan is also one of the close competitors of bonanza. It facilitate its client in many ways .although it is not as big as India info line and icici

client in many ways .although it is not as big as India info line and icici direct.com,direct.com, etc, but it is still going forward speedily by winning the trust of its customers. Its etc, but it is still going forward speedily by winning the trust of its customers. Its product range includes classic trade, speed trade, and speed trade plus. Which product range includes classic trade, speed trade, and speed trade plus. Which facilitate its client during trading? It has also the producer for providing the market facilitate its client during trading? It has also the producer for providing the market and funding the trade.

and funding the trade.

Anand Rathi: Anand Rathi:

Anand rathi (AR) is a leading full service securities firm providing the entire Anand rathi (AR) is a leading full service securities firm providing the entire range of financial services. AR provides a breadth of financial and advisory services range of financial services. AR provides a breadth of financial and advisory services including wealth management, investment banking, corporate advisory, brokerage including wealth management, investment banking, corporate advisory, brokerage and distribution of equities, commodities, mutual funds and insurance

and distribution of equities, commodities, mutual funds and insurance – –all of whichall of which are supported by powerful research team. Its product includes demate and trading are supported by powerful research team. Its product includes demate and trading account. it only provides margin for intraday to its clients , it does not provide funding account. it only provides margin for intraday to its clients , it does not provide funding for delivery.

for delivery.

Religare: Religare:

Religare is driven ethical and dynamic process for wealth creation. based on Religare is driven ethical and dynamic process for wealth creation. based on this , the company stared its Endeavour in the financial market .a company promoted this , the company stared its Endeavour in the financial market .a company promoted , controlled and managed by the promoters of ranbaxy , religare , was founded with , controlled and managed by the promoters of ranbaxy , religare , was founded with the vision of providing integrated financial care driven by t

Kotak security: Kotak security:

Kotak mahindra

Kotak mahindra is one of India‟s leading financial institutions, offeringis one of India‟s leading financial institutions, offering

complete financial solution that encompasses every sphere of life. From commercial complete financial solution that encompasses every sphere of life. From commercial banking, to stock broking, to mutual fund, to life insurance, to investment banking, banking, to stock broking, to mutual fund, to life insurance, to investment banking, the group caters to the financial needs of

the group caters to the financial needs of individual and corporate.individual and corporate.

Kotak institutional equities has full financial service capability , which includes Kotak institutional equities has full financial service capability , which includes derivative , facilitating market access through affiliated and the distinctive offering of derivative , facilitating market access through affiliated and the distinctive offering of corporate access to investors.

corporate access to investors.

The division services over 250 client including files, pension and mutual fund. The division services over 250 client including files, pension and mutual fund. The division has sales desk in Mumbai, London and New York, with India desk also The division has sales desk in Mumbai, London and New York, with India desk also servicing clients in Hong Kong, Singapore, Japan and Australia.

2.

2.

INTRODUCTION TO THE ORGANIZATION

INTRODUCTION TO THE ORGANIZATION

Motilal Oswal Securities Ltd. (MOSL) was founded in 1987 as a small 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, broking unit, with just two people running the show. Focus on customer-first-attitude, ethical and transparent business practices, respect for professionalism, research-based ethical and transparent business practices, respect for professionalism, research-based value investing and implementation of cutting-edge technology has enabled us to value investing and implementation of cutting-edge technology has enabled us to blossom into an almost 2000 member team.

blossom into an almost 2000 member team.



 Registered OfficeRegistered Office

Palm Spring Centre, 2nd Floor, Palm Spring Centre, 2nd Floor,

Palm Court Complex, New Link Road, Palm Court Complex, New Link Road, Malad (West), Mumbai - 400 064. Malad (West), Mumbai - 400 064.



 Corporate OfficeCorporate Office

Hoechst House, 3rd Floor, Hoechst House, 3rd Floor,

Nariman Point, Mumbai - 400 021. Nariman Point, Mumbai - 400 021.



 Regional Regional 

Motilal Oswal Securities Ltd. Motilal Oswal Securities Ltd.

SBI Life Insurance Building, Opp. Main Post Off

SBI Life Insurance Building, Opp. Main Post Office, Jawai Bandh Road,ice, Jawai Bandh Road, Sumerpur-306902 (Rajasthan)

2.1.

2.1. COMPANY PROFILE 

COMPANY PROFILE 

Motilal Oswal Securities Ltd. (MOSL) was found in 1987 as a small sub-broking Motilal Oswal Securities Ltd. (MOSL) was found in 1987 as a small sub-broking unit, with just two people running the show. Focus on customer-first-attitude, ethical and unit, with just two people running the show. Focus on customer-first-attitude, ethical and transparent business practices, respect for professionalism, research-based value transparent business practices, respect for professionalism, research-based value investing and implementation of cutting-edge technology has enabled it to blossom into investing and implementation of cutting-edge technology has enabled it to blossom into an almost 2000 member team.

an almost 2000 member team.

Motilal Oswal Securities Ltd. is a well diversified financial services firm offering a Motilal Oswal Securities Ltd. is a well diversified financial services firm offering a range of financial products and services such as Wealth Management, Broking & range of financial products and services such as Wealth Management, Broking & Distribution, Commodity Broking, Portfolio Management Services, Institutional Equities, Distribution, Commodity Broking, Portfolio Management Services, Institutional Equities, Private Equity, Investment Banking Services and Principal Strategies.

Private Equity, Investment Banking Services and Principal Strategies.

We have a diversified client base that includes retail customers (including High We have a diversified client base that includes retail customers (including High Net worth Individuals), mutual funds, foreign institutional investors, financial institutions Net worth Individuals), mutual funds, foreign institutional investors, financial institutions and corporate clients. We are headquartered in Mumbai and as of September 30th, and corporate clients. We are headquartered in Mumbai and as of September 30th, 2010, had a

2010, had a network spread over network spread over 591 cities 591 cities and towns and towns comprising 1,504 Businesscomprising 1,504 Business Locations operated by our Business Partners and us. As at September 30th, 2010, we Locations operated by our Business Partners and us. As at September 30th, 2010, we had 666,633 registered customers.

had 666,633 registered customers.

In 2006, the Company placed 9.48% of its equity with two leading private equity In 2006, the Company placed 9.48% of its equity with two leading private equity investors based out of the US

investors based out of the US  – – New Vernon Private Equity Limited and BessemerNew Vernon Private Equity Limited and Bessemer Venture Partners. The company got listed on BSE and NSE on September 9, 2007. Venture Partners. The company got listed on BSE and NSE on September 9, 2007. The issue which was priced at Rs.825 per share (face value Rs.5 per share) got a The issue which was priced at Rs.825 per share (face value Rs.5 per share) got a overwhelming response and was subscribed 27.18 times in turbulent market conditions. overwhelming response and was subscribed 27.18 times in turbulent market conditions.

The issue gave a return of 21% on the date of listing. As of end of financial The issue gave a return of 21% on the date of listing. As of end of financial year 2008, the group net worth was Rs.7 bn and market capitalization as of March year 2008, the group net worth was Rs.7 bn and market capitalization as of March 31, 2008 was Rs.19 bn.

31, 2008 was Rs.19 bn.

Credit rating agency Crisil has assigned the highest rating of P1+ to the Credit rating agency Crisil has assigned the highest rating of P1+ to the Com

Company‟s shortpany‟s short-term debt program.-term debt program.

Shareholding Pattern at on 31st December 08. As of December 31st, 2008; Shareholding Pattern at on 31st December 08. As of December 31st, 2008; the total shareholding of the Promoter and Promoter Group stood at 70.37%. The the total shareholding of the Promoter and Promoter Group stood at 70.37%. The shareholding of institutions stood at 10.07% and non-institutions at 19.56%.

shareholding of institutions stood at 10.07% and non-institutions at 19.56%.

2.2. MOTILAL OSWAL SECURITIES LIMITED PRODUCT AND

2.2. MOTILAL OSWAL SECURITIES LIMITED PRODUCT AND

SERVICE

SERVICE

2.2.1.

2.2.1.

Trading Platform offers online Equity & Equity Derivatives trading facilities for Trading Platform offers online Equity & Equity Derivatives trading facilities for investors. This high-end, efficiently integrated application makes trading convenient, investors. This high-end, efficiently integrated application makes trading convenient, quick and hassle free.

quick and hassle free.



Equity Advisory Group: Equity Advisory Group: In keeping with its tradition of personalized service,In keeping with its tradition of personalized service, Motilal Oswal Securities

Motilal Oswal Securities Limited provides CustomizedLimited provides Customized Equity Equity Advisory Group toAdvisory Group to clients based on their profile.

clients based on their profile. Equity ResearchEquity Research is an inherent strength of MOSt.is an inherent strength of MOSt. Our advisory team has highly trained equity professionals, who act as your Equity Our advisory team has highly trained equity professionals, who act as your Equity Advisor.

Advisor.



Centralized Advisory Desk (CAD) Centralized Advisory Desk (CAD) : : The MOSt Equity Advisory Group is based inThe MOSt Equity Advisory Group is based in Mumbai at larg

Mumbai at largest dealing and est dealing and advisory floor oadvisory floor of India. f India. This centralized This centralized advisoryadvisory team caters to peculiar

team caters to peculiar InvestmentInvestment need of every HNI & MNI client and businessneed of every HNI & MNI client and business partner; in a seamless, speedy and reliable manner using state-of-the-art partner; in a seamless, speedy and reliable manner using state-of-the-art technology and telecommunication infrastructure.

technology and telecommunication infrastructure.



Online: Online: MOSt Online is the techno savvy alternate of our broking services. OnlineMOSt Online is the techno savvy alternate of our broking services. Online service is for a segment of investors who have different expectations from an service is for a segment of investors who have different expectations from an equity wealth manager restricting their willingness and ability to sort to premium equity wealth manager restricting their willingness and ability to sort to premium

Benefits  Benefits 

MOSt Advisory Group is equipped to augment and alter the investments in an MOSt Advisory Group is equipped to augment and alter the investments in an effort to create healthy portfolio. MOSt Equity Advisor adjusts the portfolio to value effort to create healthy portfolio. MOSt Equity Advisor adjusts the portfolio to value addition and erosion across the researched companies. On the trading side the addition and erosion across the researched companies. On the trading side the ideas are picked out of bouquet of products suitable to

ideas are picked out of bouquet of products suitable to the trading appetite.the trading appetite.

Customers will receive regular portfolio valuation reports to enable you to monitor Customers will receive regular portfolio valuation reports to enable you to monitor performance and view the progress towards the investment objective.

performance and view the progress towards the investment objective.

2.2.2.

2.2.2.

Futures &Options (F&O):

Futures &Options (F&O): Futures & options are derivatives, which use equity asFutures & options are derivatives, which use equity as their underlying. Hence our

their underlying. Hence our Equity Advisory Group (Equity Advisory Group (EAG), will also act as yourEAG), will also act as your advisors for F&O & help you take informed decisions while trading in these derivative advisors for F&O & help you take informed decisions while trading in these derivative instruments.

instruments.

Why F&O:

Why F&O: SinceSince derivatives iderivatives instrument provide good leverage opportunity, it is anstrument provide good leverage opportunity, it is a great tool for speculation. Leverage is a double edge sword for which one requires great tool for speculation. Leverage is a double edge sword for which one requires an equity advisor. Our advisors will also help you with various strategies like Bull an equity advisor. Our advisors will also help you with various strategies like Bull Spread, Bear Spread, Cover call writing, hedging strategies etc. This is to help you Spread, Bear Spread, Cover call writing, hedging strategies etc. This is to help you to make better trading returns.

to make better trading returns.

EAG Process (Derivatives) EAG Process (Derivatives) Client Profiling: 

Client Profiling: MOSt Equity Advisor determines each EAG client's profile beforeMOSt Equity Advisor determines each EAG client's profile before deciding the set of derivative strategies that will ideally suit him/her. Hence if you deciding the set of derivative strategies that will ideally suit him/her. Hence if you have a good risk appetite & are willing to take riskier bets in the expectations of have a good risk appetite & are willing to take riskier bets in the expectations of better returns we will suggest aggressive strate

better returns we will suggest aggressive strategies like buying naked futures.gies like buying naked futures.



 Trading: Trading: The MOSt Equity Advisor is an expert in providing trading ideas, andThe MOSt Equity Advisor is an expert in providing trading ideas, and at the same time monitoring those ideas as per your profile.

at the same time monitoring those ideas as per your profile.



 Integrated Approach: Integrated Approach:  We use integrated approach in our trading strategyWe use integrated approach in our trading strategy using a combination of futures, writing calls, buying puts to help you reach using a combination of futures, writing calls, buying puts to help you reach

Benefits  Benefits 

As the underlying is equities is pays to have the same advisor who is capable of 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 dealing in both cash as well as derivatives. Also you will not have to deal with multiple people for equities as a product.

multiple people for equities as a product.

Since the advisory only deals with equity as an asset class, his understanding of 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 the derivatives and nuances of the market will be better than someone who deals with multiple asset classes.

with multiple asset classes.

The most important of all, the EAG gets inputs from the technical and

The most important of all, the EAG gets inputs from the technical and derivativesderivatives research group,

research group, whose sole objective is to identify trading opportunities with awhose sole objective is to identify trading opportunities with a favourable risk-reward ratio.

favourable risk-reward ratio.

The research products of the derivative and Technical desk will be available for The research products of the derivative and Technical desk will be available for you as a client.

you as a client.

2.2.3.

2.2.3.

My Broker: Welcome toWelcome to Motilal Oswal Securities Ltd.Motilal Oswal Securities Ltd. and Trade online through ourand Trade online through our MyBroker platform. Be your own broker with complete research support from MOSL MyBroker platform. Be your own broker with complete research support from MOSL which helps you to make right decision at right time. You can choose your

which helps you to make right decision at right time. You can choose your trading a/ctrading a/c

which suits your trading habit‟s & preference and trade anywhere, anytime. Buying which suits your trading habit‟s & preference and trade anywhere, anytime. Buying

and selling is as easy as click of a button. and selling is as easy as click of a button.



 MyBroker Easy works very fMyBroker Easy works very fast on low speed internet connection.ast on low speed internet connection.



 MyBroker Mobile Helps you to buy or MyBroker Mobile Helps you to buy or sell through your mobile phonesell through your mobile phone



 MyBroker Desktop works best on high speed internet connection andMyBroker Desktop works best on high speed internet connection and suited best for heavy traders

suited best for heavy traders



 MyBroker Spectrum MyBroker Spectrum is suited best for is suited best for investors and traders investors and traders whowho want live market watch and faster

Product Offerings Product Offerings Value Pac Margin

Value Pac Margin account account  Value Pac:

Value Pac: Value Pac schemes offers you trueValue Pac schemes offers you true ““Value for MoneyValue for Money””. It is the. It is the

upfront subscription scheme, which gives you hefty discounts in brokerage rates with upfront subscription scheme, which gives you hefty discounts in brokerage rates with defined time period to use it. With the wide range of Value Pacs, based on the defined time period to use it. With the wide range of Value Pacs, based on the Volume of your Trade and the Validity period you can enjoy the benefits of placing Volume of your Trade and the Validity period you can enjoy the benefits of placing your trades at reduced charges.

your trades at reduced charges.

Margin account:

Margin account: In case you don't want to commit on Value Pac (upfrontIn case you don't want to commit on Value Pac (upfront subscription) and still take benefit of reduced brokerage rate; you can opt for our subscription) and still take benefit of reduced brokerage rate; you can opt for our Margin Account where you would have to give defined upfront margin amount at the Margin Account where you would have to give defined upfront margin amount at the time of opening account.

time of opening account.

IPO Offerings  IPO Offerings 



  Apply for IPO‟s online w Apply for IPO‟s online without filling uithout filling up physical forms or p physical forms or writing out chequeswriting out cheques



 Check yourCheck your IPOIPO order status detailsorder status details



 Modify/cancel your bids onlineModify/cancel your bids online



 Transfer funds online to your IPO accountTransfer funds online to your IPO account



  Access the latest informatio Access the latest information and news relating to IPO‟sn and news relating to IPO‟s Mutual Funds Offerings 

Mutual Funds Offerings 



 Transfer fundsTransfer funds online to your MF accountonline to your MF account



 Get the latest news and information in the world of Mutual FundsGet the latest news and information in the world of Mutual Funds



2.2.4.

2.2.4.

Motilal Oswal Securities

Motilal Oswal Securities added Life Insurance during April 2008 to ouradded Life Insurance during April 2008 to our WealthWealth Management

Management Portfolio thereby filling the gap in our basket of the products and thusPortfolio thereby filling the gap in our basket of the products and thus providing comprehensive financial planning to our clients covering not all

providing comprehensive financial planning to our clients covering not all wealth creationwealth creation solutions, but also wealth protection through proper risk management process.

solutions, but also wealth protection through proper risk management process.

MOSL

MOSL through our insurance partners offers insurance coverage andthrough our insurance partners offers insurance coverage and wealthwealth creation

creation opportunities to meet your different financial goals during the various stages ofopportunities to meet your different financial goals during the various stages of your life. The plans offer you the control to manage your protection and investment in your life. The plans offer you the control to manage your protection and investment in one account. It is designed to remove your worries and making you secure in the one account. It is designed to remove your worries and making you secure in the knowledge that you and your loved ones are protected against any untoward events. knowledge that you and your loved ones are protected against any untoward events.

On the basis of which life stage you are in and the corresponding insurance On the basis of which life stage you are in and the corresponding insurance needs, plans we offer, can be categorized into the following types:

needs, plans we offer, can be categorized into the following types:

Offerings

Offerings EktronJS,EktronEktronJS,Ektron



 Wealth SolutionsWealth Solutions



 Retirement SolutionsRetirement Solutions



 Education SolutionsEducation Solutions



 Securing LifeSecuring Life

2.2.5.

2.2.5.

Ever since the dawn of civilization commodities trading have become an integral Ever since the dawn of civilization commodities trading have become an integral part in the lives of mankind. The very reason for this lies in the fact that commodities part in the lives of mankind. The very reason for this lies in the fact that commodities represent the fundamental elements of utility for human beings. Over the years represent the fundamental elements of utility for human beings. Over the years commodities markets have been experiencing tremendous progress, which is evident commodities markets have been experiencing tremendous progress, which is evident from the fact that the trade in this segment is standing as the boon for the global from the fact that the trade in this segment is standing as the boon for the global economy today. The promising nature of these markets has made them an attractive economy today. The promising nature of these markets has made them an attractive investment avenue for

investment avenue for investors.investors. Earlier investors invested in those companies, whichEarlier investors invested in those companies, which specialized in the production of commodities. This accounted for the indirect specialized in the production of commodities. This accounted for the indirect investments in commodity assets.

About MOCBPL

About MOCBPL Unique ExperienceUnique Experience

Motilal Oswal Commodities Broker Pvt. Ltd. (MOCBPL) is a fully owned Motilal Oswal Commodities Broker Pvt. Ltd. (MOCBPL) is a fully owned subsidiary of

subsidiary of Motilal Oswal Financial Services Ltd.Motilal Oswal Financial Services Ltd. and has been providingand has been providing commodity trading facilities and related products and services on MCX and NCDEX. commodity trading facilities and related products and services on MCX and NCDEX. Besides access to the best of research in the form of Daily Fundamentals & Besides access to the best of research in the form of Daily Fundamentals & Technical Reports on highly traded commodities, our clients also get access to our Technical Reports on highly traded commodities, our clients also get access to our exclusive Customized Trading Advice on both the trading platforms.

exclusive Customized Trading Advice on both the trading platforms.



 Solid Research:Solid Research: Client at MOCBPL gets access to the best of researchClient at MOCBPL gets access to the best of research in the form of Daily Fundamental and Technical Research Reports on in the form of Daily Fundamental and Technical Research Reports on highly traded commodities.

highly traded commodities.



 One Stop Shop:One Stop Shop: MOCBPL provides end-to-end advice for all theMOCBPL provides end-to-end advice for all the commodities to all our prestigious individual investors. Privileged commodities to all our prestigious individual investors. Privileged customers also get exclusive &

customers also get exclusive & customized advice.customized advice.



 Dual Membership:Dual Membership: MOCBPL has membership to MCX and NCDEXMOCBPL has membership to MCX and NCDEX exchanges which gives the clients to take advantage of the dual exchange exchanges which gives the clients to take advantage of the dual exchange trading facility provided by us.

trading facility provided by us.



 Personalized Service:Personalized Service: We provide personalized service throughWe provide personalized service through dedicated relationship managers for quick and efficient execution of dedicated relationship managers for quick and efficient execution of transactions and for regular follow ups.

transactions and for regular follow ups.

2.2.6.

2.2.6.

Investments

Investments can seem complicated and mystical. Since all the traditionalcan seem complicated and mystical. Since all the traditional investment avenues like bank deposits, RBI Bonds, NSC, KVP etc are becoming investment avenues like bank deposits, RBI Bonds, NSC, KVP etc are becoming unattractive with the interest rate falling continuously, one needs to look for other unattractive with the interest rate falling continuously, one needs to look for other investments alternatives. Mutual funds offer the ideal platform to participate in the Equity investments alternatives. Mutual funds offer the ideal platform to participate in the Equity & Debt market indirectly through professional management.

& Debt market indirectly through professional management. Mutual funds are becoming the most popular

Mutual funds are becoming the most popular investmentinvestment vehicles offering variousvehicles offering various kinds of schemes with different investment objectives. Investments through Mutual kinds of schemes with different investment objectives. Investments through Mutual funds are one of the safest, easiest and convenient ways of making successful funds are one of the safest, easiest and convenient ways of making successful

At

At Motilal Oswal Securities Ltd,Motilal Oswal Securities Ltd, we understand the importance of financial goalswe understand the importance of financial goals of our privileged clients and provide you comprehensive solutions to all your financial 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 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 make informed investment decisions. Our dedicated Mutual fund desk gives you Solid advice backed services thus giving you t

advice backed services thus giving you the edge that you always wanted.he edge that you always wanted.

Services Offered Services Offered



 Need based advisory, fully backed withNeed based advisory, fully backed with solid research.solid research.



 Dedicated Dedicated Mutual Mutual fund fund advisors advisors to to understand understand your your needs needs and and helphelp you ild a tailor made

you ild a tailor made portfolio.portfolio.



 Monthly review of portfolios.Monthly review of portfolios.



 Monthly Fact-sheet covering our analysis of various funds.Monthly Fact-sheet covering our analysis of various funds.



 Knowledge sharing through educational seminars and workshopsKnowledge sharing through educational seminars and workshops

2.2.7.

2.2.7.

Book Building and Fixed Price Issue are the two types of

Book Building and Fixed Price Issue are the two types of Initial Public OfferingsInitial Public Offerings (IPOs) t

(IPOs) through which a public company can raise money in hrough which a public company can raise money in the capital market.the capital market. In a

In a book building book building public issue public issue the bids the bids are received are received at different at different price price levels levels andand the

the demand demand for for the the issue issue is bis built uilt up up over over a a period period of of time. time. Depending Depending uponupon the

the bids bids received received at at different different price price levels levels the the issue issue price price is is ascertained. ascertained. In In a a fixedfixed price issue

price issue the issue price the issue price is pre ascertained is pre ascertained by the issuer.by the issuer.

There are two types of IPOs  There are two types of IPOs 

“Book Building” means a process undertaken by which a demand for the “Book Building” means a process undertaken by which a demand for the

securities proposed to be issued by a body corporate is elicit and built up and the price securities proposed to be issued by a body corporate is elicit and built up and the price of the security is assessed

of the security is assessed on the basis oon the basis of the bids obtained f the bids obtained for the quantum for the quantum ofof securities

securities offered offered for for subscription subscription by by the the issuer. issuer. This This method method provides provides an an opportunityopportunity to the

to the marketmarket to discover the price for securities.to discover the price for securities. In case of a fixed price issue the issue price is fixed. In case of a fixed price issue the issue price is fixed.

MOSL facilitates the IPO application for all of its clients through online platform. MOSL facilitates the IPO application for all of its clients through online platform. Using the Online IPO service, an existing can apply for the IPO using the weblink Using the Online IPO service, an existing can apply for the IPO using the weblink

www.onlinetrade.motilaloswal.com. www.onlinetrade.motilaloswal.com. BENEFITS

BENEFITS

MOSL has the b

MOSL has the best of both the worldest of both the worlds for IPO. s for IPO. It has on oIt has on of the distributionf the distribution network of outlets. Once the shares are allotted t

network of outlets. Once the shares are allotted they can be sold at the same outlet.hey can be sold at the same outlet. At the same time MOSL has a very convenient online trading platform through At the same time MOSL has a very convenient online trading platform through which you can invest in IPOs in three easy steps.

which you can invest in IPOs in three easy steps.

Why

Why IPOsIPOs at MOSL?at MOSL?

Easy access to our Business locations with over 1289 Business locations Easy access to our Business locations with over 1289 Business locations spread across over 548 cities.

spread across over 548 cities. Research and advice

Research and advice on new issues.on new issues.

Regular updates on ongoing and forthcoming issues to investors. Regular updates on ongoing and forthcoming issues to investors.

2.2.8.

2.2.8.

“MODES” - Motilal Oswal - Motilal Oswal Depository Services Depository Services In the times of T+2 having a de-In the times of T+2 having a de-mat account linked to your trading account becomes really convenient. The non-trading mat account linked to your trading account becomes really convenient. The non-trading clients can also avail of

clients can also avail of MODES.MODES.

Today MODES is available at all business locations of Motilal Oswal. In terms of 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 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 over 150,000 accounts. The trust they have in Motilal Oswal is reflected by their cumulative holding in MODES worth over Rs. 3400 crores.

cumulative holding in MODES worth over Rs. 3400 crores.

Holder of a MODES account receives regular account reports and an efficient Holder of a MODES account receives regular account reports and an efficient service at all times. Clients having holdings over Rs. 10 lac receive special SMS service. service at all times. Clients having holdings over Rs. 10 lac receive special SMS service. They get recommendations on their holdings based on Motilal Oswal Research rated They get recommendations on their holdings based on Motilal Oswal Research rated

Benefits  Benefits 

As an investor you will enjoy many benefits if you buy and sell shares in the As an investor you will enjoy many benefits if you buy and sell shares in the depository mode. The following are some of the benefits you will

depository mode. The following are some of the benefits you will enjoy:enjoy:



 No bad deliveriesNo bad deliveries



 No risk of loss, mutilation or theft of share certificatesNo risk of loss, mutilation or theft of share certificates



 No stamp duty for transfer of No stamp duty for transfer of sharesshares



 Reduced paper workReduced paper work



 Fast settlement cyclesFast settlement cycles



 Low margin on securities pledged with banksLow margin on securities pledged with banks



 Increase in liquidity of your securities because of faster transfer and istrationIncrease in liquidity of your securities because of faster transfer and istration of securities in your account

of securities in your account



 Instant disbursement of non-cash benefits like bonus and rights into yourInstant disbursement of non-cash benefits like bonus and rights into your account.

account.

Regular account status updates available from MODES at any point of t Regular account status updates available from MODES at any point of time.ime.

2.2.9.

2.2.9.

Loan Against Securities (LAS) is getting instant liquidity from your investment Loan Against Securities (LAS) is getting instant liquidity from your investment without selling them. All you have to do is pledge your securities in favour of Motilal without selling them. All you have to do is pledge your securities in favour of Motilal Oswal Financial Services Limited (MOFSL). This enables you to enjoy all corporate Oswal Financial Services Limited (MOFSL). This enables you to enjoy all corporate benefits accrued on your securities and still avail loan against them. No EMI or benefits accrued on your securities and still avail loan against them. No EMI or prepayment charges applicable. Interest will be charged only on the actual amount and prepayment charges applicable. Interest will be charged only on the actual amount and that too for the time it

that too for the time it is utilized.is utilized.

Process  Process 

Account Opening Account Opening

We at MOFSL understand your needs and help you meet your liquidity We at MOFSL understand your needs and help you meet your liquidity requirements.

requirements.

As an Individual or Corporates, you can



 Open a Trading and Demat account with Trading Member andOpen a Trading and Demat account with Trading Member and depository Participant.

depository Participant.



 Sign Master Loan Agreement with MOFSL.Sign Master Loan Agreement with MOFSL.



 Open Bank Account with a designated bank.Open Bank Account with a designated bank.

Borrowing limit based on your Financials  Borrowing limit based on your Financials 

10 times of latest Income Tax Return. 10 times of latest Income Tax Return. One time of your net worth as certif

One time of your net worth as certified by a CA.ied by a CA.

Understanding your investing eligibility and funds available can get Understanding your investing eligibility and funds available can get complicated, so we at MOFSL will calculate your eligibility for you. This complicated, so we at MOFSL will calculate your eligibility for you. This information can be accessed any time through your separate web login.

information can be accessed any time through your separate web login.

Benefits of LAS with MOFSL Benefits of LAS with MOFSL



 Exhaustive list of approved securities.Exhaustive list of approved securities.



 Loan go up to 75% of securities amount.Loan go up to 75% of securities amount.



 Pay interest only on the amount outstanding and only for the tiPay interest only on the amount outstanding and only for the time used.me used.



 Interest is calculated on the daily outstanding balance and debited to yourInterest is calculated on the daily outstanding balance and debited to your account at the end of every month.

account at the end of every month.



 Can also be availed against Can also be availed against open ended mutual fund schemes.open ended mutual fund schemes.



 Enjoy all corporate benefits like bonus, dividends etc accrued on yourEnjoy all corporate benefits like bonus, dividends etc accrued on your securities.

securities.

2.2.10.

2.2.10.

Portfolio Management Services (PMS) Our team of portfolio managers design Portfolio Management Services (PMS) Our team of portfolio managers design

portfolios to suit every customer‟s needs. Constantly scrutinizing the developments in portfolios to suit every customer‟s needs. Constantly scrutinizing the developments in

market and moving stocks, we aim f

market and moving stocks, we aim for maximum capitalization.or maximum capitalization.

We suggest the most appropriate product to customers, based on factors like We suggest the most appropriate product to customers, based on factors like their investment spheres, return expectation and risk tolerance. Our experience, their investment spheres, return expectation and risk tolerance. Our experience, expertise and research helps

2.2.11.

2.2.11.

Motilal Oswal Private

Motilal Oswal Private EquityEquity Advisors Private Limited (“MOPEAPL”)  Advisors Private Limited (“MOPEAPL”) is the is the privateprivate

equity arm of Motilal Oswal

equity arm of Motilal Oswal Financial Services Limited (“MOFSL”). Started in 2006, it hasFinancial Services Limited (“MOFSL”). Started in 2006, it has

quickly emerged as one of the most active private equity funds in the country with the quickly emerged as one of the most active private equity funds in the country with the primary

primary investmentinvestment objective of achieving long-term capital appreciation by providingobjective of achieving long-term capital appreciation by providing financial, strategic and operational assistance to emerging companies in the Mid Market financial, strategic and operational assistance to emerging companies in the Mid Market

(“MMEs”) space and Real Estate

(“MMEs”) space and Real Estate sector.sector.



Currently manages and advices two funds:Currently manages and advices two funds:

India Business Excellence Fund Ind

India Business Excellence Fund India Business Excellence Fund [“IBEF”] is aia Business Excellence Fund [“IBEF”] is a

sector agnostic fund with a corpus of INR 5.5 bln (US$125 mln) from both Indian and sector agnostic fund with a corpus of INR 5.5 bln (US$125 mln) from both Indian and Overseas investors. IBEF makes investments in Indian MMEs looking for growth Overseas investors. IBEF makes investments in Indian MMEs looking for growth capital and has made eight investments since its inception in January 2007 in capital and has made eight investments since its inception in January 2007 in companies across various industries.

companies across various industries.



 Key features of the fund are:Key features of the fund are:



 The fund can invest at the early stage of land acquisition giving it aThe fund can invest at the early stage of land acquisition giving it a competitive edge

competitive edge



 Flexibility of investments in terms of size, timing, method and partneringFlexibility of investments in terms of size, timing, method and partnering with midsized developers will provide easier entry and exit

with midsized developers will provide easier entry and exit strategiesstrategies



 Diversified portfolio of assets spanning across geography, asset class andDiversified portfolio of assets spanning across geography, asset class and type providing lower risk and higher returns

type providing lower risk and higher returns



 Focused on residential and commercial projects, opportunistic investmentsFocused on residential and commercial projects, opportunistic investments in retail and other assets with a

in retail and other assets with a moderate timeframe for completionmoderate timeframe for completion



 Focus on top 15 urban agglomerations due to high growth in urbanizationFocus on top 15 urban agglomerations due to high growth in urbanization



 Fund large-midsized Fund large-midsized regional developers regional developers looking for looking for equity equity partnershippartnership and also large size developers having fund requirements for land and also large size developers having fund requirements for land acquisitions