Motilal Oswal Securities:

Motilal Oswal Financial Services Ltd. was established by Motilal Oswal and Raamdeo Agrawal in 1987 in Mumbai, India. Since its inception, it has evolved into one of the leading players in the financial services arena. With 29 years of wealth creation and a geographical presence in 500+ cities and 1900+ outlets, the company has emerged as a reliable option for the customers.

Product Details:

 

Active Clients
  • 3.07 Lakh
Official website link
  • Motilal Oswal
Registered Head Office Address
  • Mumbai – Maharstra
Account Opening Charge
  • Opening ₹200
Annual Maintenance Charge
  • ₹300
Equity Delivery Brokerage
  • 0.1-0.4%
Equity & Future Intraday Brokerage
  • 0.01-0.04%
Allow Mutual Fund Investment ?
  • Yes
NRI Investing and trading
  • Yes
Overall Score
  • 98/100
Contact Number
  • 022-4054 8383
Credibility
  • 98/100
Reviews

Starting with offering derivative products and advisory services on BSE and NSE, the company has now incorporated a vast domain of services including private equity and investment banking services among others.

The company bases its services on the dedicated large cap, mid cap and technical research teams. It provides daily, weekly, monthly, quarterly and yearly reports across assets class. It issues 30,000+ research reports across 225+ companies and 25+ sectors.


The company provides all trading and investment solutions ranging from equities to insurance under one roof. The products include equities, derivatives, commodities, currencies, mutual funds, PMS (Portfolio Management System), IPOs, insurance, fixed income, etc. All the products are backed by customized solid research and advice.

The diverse array of services offered by it are:

1. Wealth management
2. Retail Broking and Distribution
3. Commodity Broking
4. Asset Management
5. Institutional Broking
6. Private Equity
7. Investment Banking Services.

The company is driven by its philosophy of solid research and advice. It employs advanced tools and actionable strategies for various risk profiles and time horizons. It provides a customized actionable plan across investment styles and risk profiles. The company uses powerful, fast and secure technology and it’s services are easily accessible across all platforms-mobile ,tablet, desktop and web. The services are available through branches, business partners and online.

It has robust trading platforms, highly skilled dedicated advisors and call and trade desks. The specialized research desk provides customized strategies, insightful reports and market updates. It has lump sum, SIP, STP and SWP facility to help manage the investments wisely. Also, it has online tracking tools with built-in portfolio restructuring recommendations.

To give the customers a hassle-free experience the company uses a very simple operational procedure. The customers can apply for an account in merely 10 minutes, follow 6 simple steps and get the account activated in a day. It has a dedicated customer service team with a 4-hour query resolution TAT. Customers can trade, invest, track and review all through a single login.

There are live streaming quotes and technical charts to aid the customers in taking the right decision. The Risk Management System is customer centric and the customers can expect to get real-time pay outs. It delivers standard plus value added customer reports.

Setting new milestones with their best-in-class services and products, the company has earned a huge recognition and has been showered with multiple awards.

The most notable among them include:

  1. 4-time winner of the Best Performing Equity Broker Award by CNBC TV18 Financial Advisor Awards.
  2.  India’s Best Market Analyst Award for IT AND FMCG sector by Zee Business.
  3. Best Equity Broker Award by Bloomberg UTV Financial Leadership Awards in 2012.
  4. Award for Best Use in PR in Financial Services Category at India PR and Corporate Communications Awards 2012.
  5.  Best Equity Broking House Award by BSE IPF-D&B Equity Broking Awards 2011.
  6. Rated as No. 1 Broker in ET Now- Starmine Analyst Awards.
  7.  Best Research as Research Showcase Partner Award by Research Bytes IC Awards 2014.
  8. Best Franchisor in Financial Services Award by Franchisee World Magazine for 2 consecutive years.


The company has earned the rating of “CRISIL A+/Stable” by CRISIL for long term borrowings and “ICRA A1+” by ICRA for short term borrowings. It is India’s leading PMS service provider with approximately Rs. 1,300 Cr. of assets under management.

It’s flagship product Value PMS has been consistently outperforming its benchmark for over 10 years and is quarterly rated by Morningstar, an agency of international repute.

It has 9000+ mutual fund schemes available across 37 AMC’s. It offers trade in Futures, Options and Inter-currencies across NSE-CD, MCXSX-CD and BSE-CD. It has a customer base of more than 7,50,000 and client base spanning across 2200 locations in 138 different cities.

The company has been able to successfully create a stellar performance record making it a forerunner in the financial services market.