4 ways to successful investing - 7 March - Motilal Oswal Compass.pdf · 2012. 8. 10. ·...

24
MOSt Compass 4 Steps to Successful Investing

Transcript of 4 ways to successful investing - 7 March - Motilal Oswal Compass.pdf · 2012. 8. 10. ·...

Page 1: 4 ways to successful investing - 7 March - Motilal Oswal Compass.pdf · 2012. 8. 10. · Award-winning Research Trade 24x7 Online Trading platform Portfolio Review Idea Dashboard

MOSt Compass4 Steps to Successful Investing

Page 2: 4 ways to successful investing - 7 March - Motilal Oswal Compass.pdf · 2012. 8. 10. · Award-winning Research Trade 24x7 Online Trading platform Portfolio Review Idea Dashboard

ReviewReview &restructureyour portfolio

TrackAll yourinvestmentsin one place

ActAward-winning

Research

Trade24x7 Online

Trading platform

PortfolioReview

IdeaDashboard

Periodic Review Informed Decisions

MyMotilalOswalEffortless Tracking Timely Execution

[ Desktop I Mobile ]

Lite

1

23

4

4 Steps to Successful Investing

Page 3: 4 ways to successful investing - 7 March - Motilal Oswal Compass.pdf · 2012. 8. 10. · Award-winning Research Trade 24x7 Online Trading platform Portfolio Review Idea Dashboard

Idea Dashboard 3.0Award-winning Research…

Page 4: 4 ways to successful investing - 7 March - Motilal Oswal Compass.pdf · 2012. 8. 10. · Award-winning Research Trade 24x7 Online Trading platform Portfolio Review Idea Dashboard

Idea Dashboard 3.0

Award-winning Research on Positional, Intraday, Options, etc.

Switch to Basic ViewAsian mkt mixed bag,US Fut dn 0.2% Switch to Basic View

Nifty

Options 0 more

0Long Term Investment Idea

3Market Momentum 11 Jan 2Positional 11 Jan3 11 Jan

more

St 3*3: Large Cap - Bharti MBP 325, ICICI MBP 750, Coal India MBP 317, Mid- Cap - PFC MBI

St market to open on a flat note. US market gained over half percent to close at 5-month high and

Stock Reco

Msg View

?AM

10:52:50

72 0 0 35.1

0

(rev)4868.1

36

11 Jan

10:50

B55.26

0.004775

4755

(rev)B

Scrip B

Scrip C

09 Jan

14:29

09 Jan

14:28

option

890 0 127.9

R

B 1.95

Scrip Time

Scrip A 09 Jan

14:30

RICO SL TGT LTP Exit %Diff

188 185 193 191.7

604 589.0

190.2

11 Jan

10:13

B1.44

590.7 584B

Scrip B

Scrip C

09:35

09:35

151.9 148.5 158 152.9

Scrip Time

Scrip A 09.51

RICO SL TGT LTP Exit %Diff

7.66

B

3.17

183.6183

11 Jan

9:25

Scrip B 09:25

98.75 95.75 104 99.2

Scrip Time

Scrip A 10:03

RICO SL TGT LTP Exit %Diff

B

2.85

0.00

IdeaDashboard_int_3

Scrip A MBP 325, Scrip B MBP 750, Scrip C MBP 317, Mid-Cap - Scrip D

Page 5: 4 ways to successful investing - 7 March - Motilal Oswal Compass.pdf · 2012. 8. 10. · Award-winning Research Trade 24x7 Online Trading platform Portfolio Review Idea Dashboard

Why Idea Dashboard?

MOSL Advisory

• Intraday, Positional (Index & Stock), Options & Long-term ideas

Integrated News & Views

• Stock Reco – Stock of the day, MOSL Research, Advice, etc.• Msg View – Market Outlook for the day, Global market updates, etc.

Interactive features

• Drag & Drop – Customize your view as per your needs• Expand & Collapse – See the panels that matter to you the most• Upto 25 calls in each panel for a consolidated view and faster action• Share the Research – Copy-paste calls and share via Email and SMS

Page 6: 4 ways to successful investing - 7 March - Motilal Oswal Compass.pdf · 2012. 8. 10. · Award-winning Research Trade 24x7 Online Trading platform Portfolio Review Idea Dashboard

Investment Ideas Momentum Calls

MOSt ValueMOSt 3x3

IntradayShort Term

Options’Strategies

Hedging/Deployment

Delivery Ideas Positional Calls

MOSt Velocity StocksNifty/Bank NiftyGold/Silver

Disciplined Trading System

Advisory Products

Months/Years

Weeks

Hours

Days

Participate in both sides of the Market I Follow StopLoss I Intelligent System-based Trade signals

Page 7: 4 ways to successful investing - 7 March - Motilal Oswal Compass.pdf · 2012. 8. 10. · Award-winning Research Trade 24x7 Online Trading platform Portfolio Review Idea Dashboard

Few Hours to Few Days: Trading Ideas

Momentum Calls

Positional Calls

Intraday / Short Term

• Structured technical calls provided through the day• Call are generated based on news, events, delivery volume and break out trade

NPTS / Hedged NPTS / Options NPTS / SPTS / BNPTS

• Structured fundamental and technical calls• Customer is always invested either on long or short side of

the market and returns are generated by consistently following trend signals for a three month period

NPTS – Nifty Positional Trading System, SPTS – Stock Positional Trading System, BNPTS – Bank Nifty Positional Trading System

For Intraday traders not willing to carry over positions

For F&O participants willing to take advantage of technical movements in stocks and indices

Page 8: 4 ways to successful investing - 7 March - Motilal Oswal Compass.pdf · 2012. 8. 10. · Award-winning Research Trade 24x7 Online Trading platform Portfolio Review Idea Dashboard

Few Weeks to Few Years: IdeasTrading

MOSt Velocity (Few Weeks)

A model advisory trading portfolio which suggests investment in stocks and ETFs

MOSt Value (Long-term Investments)

• Fundamental research based advice• Mid-cap research for companies in growth phase

Loans Against Shares (LAS through NBFC)* option available

Loan Against Shares is offered independently through Motilal Oswal Financial Services Ltd.

For delivery based busy investors looking for sound trades for shorter duration

For investors having more than one year investment horizon

Page 9: 4 ways to successful investing - 7 March - Motilal Oswal Compass.pdf · 2012. 8. 10. · Award-winning Research Trade 24x7 Online Trading platform Portfolio Review Idea Dashboard

LiteSimple, powerful and feature-rich…

Desktop | Mobile | Call N Trade | Dealer Desk

Page 10: 4 ways to successful investing - 7 March - Motilal Oswal Compass.pdf · 2012. 8. 10. · Award-winning Research Trade 24x7 Online Trading platform Portfolio Review Idea Dashboard

Why Go Lite?

NEW!

NEW!

NEW!

Maximize Your GainsLeverage Products

Now As SIPs!Equity

Now Online!MFs / IPOs

Equity + F&OMy Portfolio

User Defined ShortcutsPersonalization

Seamless ExperienceFast Download

Quick RefreshFast Broadcast

When On the MoveMobile + Web

AMO, Reports,etc.Orders & Traders, Holdings,

Margin, etc.

Advanced ReportsDealer-Client Sync

Synchronization

COMING

SOON!

Page 11: 4 ways to successful investing - 7 March - Motilal Oswal Compass.pdf · 2012. 8. 10. · Award-winning Research Trade 24x7 Online Trading platform Portfolio Review Idea Dashboard

Why Go Lite?

Lite-Desktop Lite-Mobile

?Self-trading 24x7 online platform

?Online Trading Access for Equity, FNO, IPO & Mutual Fund

?Online Funds’ Transfer from 45+ enlisted banks

?Award-winning Research & Advisory services integrated, and more...

?Buy/Sell/Modify/Cancel orders in real-time

?Live-Quotes

?No Download/App required

?Works on most GPRS/3G handsets

?Position sync with Desktop/Dealer

?Research & Advice

?Market Watch, Market Depthand more...

Access Lite-Mobile with Lite-Desktop login/password | Lite-Web coming soon

Page 12: 4 ways to successful investing - 7 March - Motilal Oswal Compass.pdf · 2012. 8. 10. · Award-winning Research Trade 24x7 Online Trading platform Portfolio Review Idea Dashboard

My Motilal OswalAll your investments in one place…

Page 13: 4 ways to successful investing - 7 March - Motilal Oswal Compass.pdf · 2012. 8. 10. · Award-winning Research Trade 24x7 Online Trading platform Portfolio Review Idea Dashboard

Why My Motilal Oswal?

What You Want | When You Want | How You Want

Welcome Last Login : 22-Nov-2011 14:39:54

Help |My Settings | Change Password | Download Desktop Application | Logout

Add WidgetsView Demo View Research Open an Account Trade Online Restructure Portfolio

To Open an AccountCall

Email

SMS

:

:

:

+91 22 30896680

[email protected]

MOSL INFO to 575753

What’s New

Referred Widget

My Alerts

Policy Documents

My Account

Chat

Query Builder

MOSL Research

Restructure Portfolio*

Quick Links

Ledger

Turn Over

Net Positions

Trade Summary

Datewise Scripwise

Client Summary

Fund Transfer

All Other Reports

History

History

(opens new window)

Equity Reports

SummaryDetails

Mutual Fund Reports

Holding & Valuation

Transaction

Demat / DP

Contract NotesSTT Reports

Statutory Statements

Research

Statutory Statements

Equity Reports

Mutual Fund Report

Demat / DP

Indices

My Page

Watchlist

WMS 18 Nov

14 Nov

14 Nov

Research

:

:

:

3T-TELE TALK TIME

METALS WEEKLY

ECOSCOPE

Research Home>>

Indices

IndicesBSE SENSEX

NIFTY

Nasdaq

FTSE 100

Nikkei 225

Dow Jones

Hang Seng

Shanghai

Composite

KLSE

Composite

Close16,065.42

4,812.35

2,523.14

5,248.74

8,314.31

11,547.31

18,251.59

2,412.63

+0.75

+0.71

+0.49

+0.14

-1.92

-0.40

-2.11

-0.10

%Chg

Indices

1,437.99 +0.27

Consolidated Portfolio View

Customized News & Alerts

Watchlists of your Scrips

Restructure your Portfolio

Personalized Research Recommendations

All your Reports via a Single Signon

Page 14: 4 ways to successful investing - 7 March - Motilal Oswal Compass.pdf · 2012. 8. 10. · Award-winning Research Trade 24x7 Online Trading platform Portfolio Review Idea Dashboard

Why My Motilal Oswal?

Customers & Guests

?Equity Market updates

?Commodity Market Updates

?Market News & Charts

?Alerts

?Watchlists

?Research Reports

?Equity / Commodity / MF Quotes

?IPO / MF News

?Portfolio Restructuring service

Only Customers

?Consolidated Portfolio View

?Equity Backoffice Reports

?PMS Backoffice Reports

?MF Backoffice Reports

?Depository Reports

?Contract Notes and STT Reports

?Quick links to Account details

24x7 access to your Portfolio | Integrated Backoffice | Customized Alerts Research Reports | Watchlists | Portfolio Restructuring | Single SignOn

Page 15: 4 ways to successful investing - 7 March - Motilal Oswal Compass.pdf · 2012. 8. 10. · Award-winning Research Trade 24x7 Online Trading platform Portfolio Review Idea Dashboard

Watchlist

BSE: 18,151.16 0.91%Top Gainer: Scrip A 330.00 1.27%

NSE : 5,464.15 0.93%

Trade Now

( Move Up Move Down Delete)û

CompanyScrip AScrip B

CMP330.00

1,007.95

% Change1.270.85

Mutual Fund Watchlist Top Gainer: Scrip C 27.87455.41%

Add Edit

FundScrip C

( Move Up Move Down Delete)û

NAV27.87

% Change455.41

Commodities Watchlist Scrip A: 20,645.00Scrip B: 54,396.00

0.18%0.18%

Dollar: 44.96Crude: 105.54

0.05%0.57%

Add Edit

TickerScrip A

CMP16,703.00

% Change0.14

Expiry Date31-Mar-2011

Add Edit

( Move Up Move Down Delete)û

( Move Up Move Down Delete)û

Derivative Watchlist

Contract Symbol Expiry Date Option Type Strike Price Last PriceScrip A XY 28-Apr-2011 CE 6,000.00 0.00

Equity WatchlistBSE

Add Edit

Why My Motilal Oswal?

Watchlists

Set Alerts

Help I My Settings I Change Password I Download Desktop Application I LogoutWelcome Mr. XYZLast Login: 23-Nov-2011 13:03:36

View Demo Add Widgets View Research Open an Account Restructure PortfolioTrade Online

Consolidated Portfolio View

Customized News & Alerts

Watchlists of your Scrips

Restructure your Portfolio

Personalized Research Recommendations

All your Reports via a Single Signon

Call : +91 22 30896680

Email : [email protected]

SMS : MOSL INFO to 575753

To Open an Account

Quick Links

What’s New

Referred Widget

My Alerts

Policy Documents

My Account

Chat

Query Builder

MOSL Research

Restructure Portfolio*

My Page

Equity Reports

Mutual Fund Reports

Demat / DP

Advance Decline

Indices

Gainers Losers

Commodities Quotes

Watchlist

WMS

Local internet Protected Mode: Off

MOSL Research Products

Research Alerts

Configure Alerts

Product Frequency Report Name Description Inbox Email SMS WAP

1

F&O

F&O

Equity

Monthly

Weekly

Quarterly

Derivatives Roll Over

Futures Weekly Guide

Results Preview

Alert Configured for Email & SMS delivery channel will use following available details.Email: [email protected] Mobile: 9324611411

Company Research Reports

Sector Research Reports

Add Alert Delete Change Channels

Market Alerts Reminder Recommendation News AlertsResearch Alerts

Page 16: 4 ways to successful investing - 7 March - Motilal Oswal Compass.pdf · 2012. 8. 10. · Award-winning Research Trade 24x7 Online Trading platform Portfolio Review Idea Dashboard

Portfolio RestructuringReview & restructure your portfolio…

Page 17: 4 ways to successful investing - 7 March - Motilal Oswal Compass.pdf · 2012. 8. 10. · Award-winning Research Trade 24x7 Online Trading platform Portfolio Review Idea Dashboard

Why Portfolio Restructuring?

Portfolio ReviewReport

Your portfolio valuations across asset classes

Comparison of your portfolio with industry benchmarks

Analyze your Equity & MF investments by capitalization / sector / asset class / top gainers & losers, etc.

Integrated Research advice on your holdings

Integrated with Model Portfolios for Equity & Mutual Fund acrossrisk profiles

Available to both Customers and Guests of MOSLUpload & Restructure OR Restructure your MOSL portfolio

Page 18: 4 ways to successful investing - 7 March - Motilal Oswal Compass.pdf · 2012. 8. 10. · Award-winning Research Trade 24x7 Online Trading platform Portfolio Review Idea Dashboard

About Us…

Page 19: 4 ways to successful investing - 7 March - Motilal Oswal Compass.pdf · 2012. 8. 10. · Award-winning Research Trade 24x7 Online Trading platform Portfolio Review Idea Dashboard

?Pan-India network in (branches, sub-brokers & authorized person)

?Total base of (including 650,000+ retail)

Supported by…

?Robust real-time Risk Management to manage risks in changing markets

?Powerful, feature-rich Trading platforms: Web | Desktop | Mobile | Call N Trade

?Centralized Backoffice in Mumbai connected to all locations via 1,000+ VSATs

?Multiple cross-sell opportunities with customer segments across the spectrum

?Customer connect via Investor seminars, Sub-brokers & Authorized person Education programs

555 cities

730,000+ customers

About Motilal Oswal Securities

Data as on Dec 2011

Page 20: 4 ways to successful investing - 7 March - Motilal Oswal Compass.pdf · 2012. 8. 10. · Award-winning Research Trade 24x7 Online Trading platform Portfolio Review Idea Dashboard

Institutional Equities

Retail Broking

PMS

DistributionMF, IPO

Institutional Equities

Retail Broking Retail Broking Retail Broking Retail Broking

Institutional Equities Institutional Equities Institutional Equities

DistributionMF, IPO, Insurance

DistributionMF, IPO, Insurance

DistributionMF, IPO, Insurance

PMS PMS PMS

Investment Banking

Private Equity

Lending(LAS)

Wealth Management

Investment Banking

Private Equity

Lending(LAS)

Wealth Management

Investment Banking

Private Equity

Lending(LAS)

Wealth Management

Principal Strategies Principal Strategies

Mutual Fund

1987 - 95 1996 - 2005 2006 - 2007 2008 2010

About Motilal Oswal Financial Services

Broking Integrated Financial Services

Page 21: 4 ways to successful investing - 7 March - Motilal Oswal Compass.pdf · 2012. 8. 10. · Award-winning Research Trade 24x7 Online Trading platform Portfolio Review Idea Dashboard

Motilal Oswal Financial Services Limited

● ● ●BSE: 532892 NSE: MOTILALOFS Bloomberg:MOFS:IN Reuters: MOFS.BOwww.motilaloswal.com

About Motilal Oswal Financial Services

Best Capital Markets &

Related NBFC

Awarded to Motilal Oswal Financial Services Ltd. at CNBC

TV18 India Best Banks & Financial Institutions

Awards 2011

Retailer of the Year

Awarded to Motilal Oswal Financial Services at

Awards for Retail Excellence 2012 by Asia Retail

Congress.

(Banking &

Financial Services)

MostInnovative

Fund of the Year

Awarded to Motilal Oswal #Mutual Fund’s (MOAMC ) MOSt

Shares M50 at CNBC TV18-CRISIL Mutual Fund Award

2011

Asia’s Best Employer

Brand Award 2011

Award for ‘Excellence in HR through Technology’ & Award for ‘Managing Health at Work’

to Motilal Oswal Securities Ltd.*

Best Equity Broking House

Awarded to Motilal Oswal Securities Ltd.* at BSE IPF -

D&B Equity Broking Awards 2011

Best Performing

Equity Broker(National)

Awarded to Motilal Oswal Securities Ltd.* at

CNBC TV18 Financial Advisor Awards 2012

Top Earnings Estimator (Overall)

Awarded to Motilal Oswal Securities Ltd.* at

ET NOW Starmine Analyst Awards 2010**

Best Equity Broker

Awarded to Motilal Oswal Securities Ltd.* at Bloomberg UTV

Financial Leadership Awards 2012

Page 22: 4 ways to successful investing - 7 March - Motilal Oswal Compass.pdf · 2012. 8. 10. · Award-winning Research Trade 24x7 Online Trading platform Portfolio Review Idea Dashboard

In Summary…

Page 23: 4 ways to successful investing - 7 March - Motilal Oswal Compass.pdf · 2012. 8. 10. · Award-winning Research Trade 24x7 Online Trading platform Portfolio Review Idea Dashboard

ReviewReview &restructureyour portfolio

TrackAll yourinvestmentsin one place

ActAward-winning

Research

Trade24x7 Online

Trading platform

PortfolioReview

IdeaDashboard

Periodic Review Informed Decisions

MyMotilalOswalEffortless Tracking Timely Execution

[ Desktop I Mobile ]

Lite

1

23

4

4 Steps to Successful Investing

Page 24: 4 ways to successful investing - 7 March - Motilal Oswal Compass.pdf · 2012. 8. 10. · Award-winning Research Trade 24x7 Online Trading platform Portfolio Review Idea Dashboard

Motilal Oswal Financial Services Ltd : Reg. Office: Palm Spring Centre, 2nd Floor, Palm Court Complex, New Link Road, Malad (West), Mumbai 400 064. Security business is offered through Motilal Oswal Securities Limited which is a group company of MOFSL.

Motilal Oswal Securities Ltd. (MOSL) Member of NSE and BSE.Reg. Office: Palm Spring Centre, 2nd Floor, Palm Court Complex, New Link Road, Malad (West), Mumbai 400 064. Tel: 022 3080 1000. Registration Nos.: NSE (Cash) : INB231041238 ; NSE (F&O) : INF231041238 ; BSE (Cash) : INB011041257 ; BSE(F&O) : INF011041257 ; CDSL : IN-DP-CDSL-09-99 ; NSDL : IN-DP-NSDL-152-2000 ; AMFI :ARN 17397 ; MOSL is a distributor of Mutual Funds and IPOs.

PMS : INP000000670; PMS is offered through Motilal Oswal Asset Management Company (MOAMC) which is a group company of MOFSL.

"Motilal Oswal Commodities Brokers Pvt. Ltd. (MOCBPL) member of MCX, NCDEX and NSEL.FMC Unique membership code: MCX: MCX/TCM/CORP/0725, NCDEX: NCDEX/TCM/CORP/0033 , MCX Member ID : 29500, NCDEX Member ID : MS0114 & NSEL Member ID: 13730.

Commodity Services are offered through MOCBPL which is group company of MOSL. **Top Earning Estimators awards to Mr. Alpesh Mehta in Financials.

For more information: Call: +91 22 30896680 | SMS: MOSL<space>INFO to 575753

Email: [email protected] | Website: www.motilaloswal.com