Shefali Verma Armane Nagar Bangalore

Motilal Oswal Financial Services Ltd. (BSE, NIFTY, NASDAQ, DOW JONES, HANG SENG) is a diversified financial services firm offering a range of financial products and services. The company was formed in 1987 by Motilal oswal, and Ramdeo Agrawal after they acquired membership on the BSE. Motilal Oswal was elected director and joined the Governing Board of the Bombay stock exchange in 1998. WHY MOTILALOSWAL?? 30000 research repots 230 stocks covered 21 sectors covered 30 years of wealth creation 60 affiliated banks 6000 supported devices 488327 mobile app downloads 2200 location presence 900000+ customers 5582478 turnovers 155382295+ traders 44963 cr+ depository assets(CRS) INDUSTRY LEADERS 6-time winner of Best Performing Equity Broker (National) by UTI-CNBC TV18 Financial Advisor Award 30 years of wealth creation driven by the philosophy of Solid Research, Solid Advice PAN India coverage across 2,200+ locations in over 500+ cities SOLID RESEARCH India 's Best Market Analyst Award for IT & FMCG sector by Zee Business 30,000+ research reports across 230+ companies and 21+ sectors Dedicated large cap, mid cap & technical research teams Daily, weekly, monthly, quarterly & yearly reports across asset class SOLID ADVICE Advice across Equity, Derivatives, Commodity, Currency and Mutual Funds Available across all devices - Mobile, Tablet, Desktop and Web Customized actionable strategies to suit investment styles & risk profiles Advanced tools & strategies for various time horizons ranging from hours, days, weeks months and years SOLID TECHNOLOGY Powerful, fast & secure technology across all platforms - Mobile, Tablet, Desktop and Web Trade, Invest, Track, Review through a single login Award winning Research & Solid Advice across all asset classes LIVE streaming quotes and technical charts to help you make the right decision PRODUCTS & SERVICES One-stop financial superstore to get access to a range of products & services Option to trade across exchanges - BSE, NSE, NCDEX, MCX, MSEI All products backed by our customized solid research & advice Robust trading platforms, highly skilled dedicated advisors and Call & Trade desk OUR INVESTMENT PHILOSOPHY BUY RIGHT SIT TIGHT How do we buy right? Over the last 19 years, our chairman, Raamdeo Agrawal (one of India's foremost value investors) has been analyzing the Indian equity market to come up with investing insights in the form of the Annual Motilal Oswal Wealth Creation Study. The learnings from all these studies have helped us evolve a unique and focused investing process - 'QGLP'. Every stock we buy in our Mutual Fund Schemes or PMS Strategies is based on our QGLP parameters.  How do we sit tight? Buy and Hold Focus Q=QUALITY (There are two aspects to Q: (1) Quality of business and (2) Quality of management) G=GROWTH (In investing, there are two dimensions of growth: (1) Earnings growth and (2) Valuation growth. The G of QGLP addresses earnings growth, whereas the P(rice) takes care of the Valuation growth.) L=LONGIVITY (Having established the present quality and earnings growth of the company, the next challenge to investors is assessing how long it can sustain both. In the context of longevity, competence of management is tested at two levels: (1) Extending CAP (i.e. Competitive Advantage Period), and  (2) Delaying growth slowdown.) P= PRICE (We believe in buying a good business at a fair price rather than buying a fair business at a good price) PORTFOLIO MANAGEMENT SERVICE(PMS) Portfolio Management Service offers professional management of your investments with an aim to deliver consistent returns. It relieves you from all monitoring hassles with benefits like regular reviews, strong risk management flexibility and makes it an ideal investment avenue for high net worth investors India 's leading PMS service providers, with approx Rs. 9,519 Cr. of Assets Under Management More than 18,383 active accounts and client base spanning across 140 different cities Various themes like large cap, small & mid cap, flexi cap etc. Value PMS, our flagship product which started in the year 2003 has consistently outperformed its benchmark over 13 years and is quarterly rated by Morningstar, an international reputed agency.  NTDOP (Next trillion-dollar opportunity portfolio) which is a multi-cap strategy started in the year 2007. IOP (Indian opportunity portfolio) which is a Mid-cap strategy started in the year 2010.