3. Introduction
• 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.
• Mr. Motilal oswal and Mr. Raamdev agrawal laid the foundation for MOFSL and
initially conducted business as a sub broking firm.
• Today, Motilal Oswal Financial Services Ltd. Is a well-established brand among
retail and individual investors in India, with a presence in 1,430 business locations
spread across 432 cities.
• 35+ Year of market experience
4. A Spectrum of Financial Services
Wealth Management
Institutional Equity
Venture Capital Management
Investment Banking
Motilal Oswal Financial Services Ltd.
End to end solution
6. Product And
Services
The firm has a clear focus on providing long term
value addition to clients, while maintaining the
highest standards of excellence, ethics and
professionalism.
Broking Services :-
equities, commodities, IPOs, currency, derivatives,
structure products, bonds and smart baskets.
Other Products :-
Insurance, corporate deposits and loans,
portfolio management, research and advisory,
margin funding, loan against shares
7. Customer Needs
1)Taxation or Money saving
2) Investment
3) Children education or Children marriage
4)Wealth creation
5)Future pension
6) Health care
