4 ways to successful investing - 7 March - Motilal Oswal Compass.pdf · 2012. 8. 10. ·...
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MOSt Compass4 Steps to Successful Investing
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ReviewReview &restructureyour portfolio
TrackAll yourinvestmentsin one place
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4 Steps to Successful Investing
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Idea Dashboard 3.0Award-winning Research…
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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
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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
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Investment Ideas Momentum Calls
MOSt ValueMOSt 3x3
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Options’Strategies
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Delivery Ideas Positional Calls
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Participate in both sides of the Market I Follow StopLoss I Intelligent System-based Trade signals
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Positional Calls
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• 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
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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
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Few Weeks to Few Years: IdeasTrading
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A model advisory trading portfolio which suggests investment in stocks and ETFs
MOSt Value (Long-term Investments)
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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
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LiteSimple, powerful and feature-rich…
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My Motilal OswalAll your investments in one place…
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Why My Motilal Oswal?
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Close16,065.42
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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
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24x7 access to your Portfolio | Integrated Backoffice | Customized Alerts Research Reports | Watchlists | Portfolio Restructuring | Single SignOn
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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
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Alert Configured for Email & SMS delivery channel will use following available details.Email: [email protected] Mobile: 9324611411
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Portfolio RestructuringReview & restructure your portfolio…
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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
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About Us…
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?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
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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
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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
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In Summary…
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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](https://reader034.fdocuments.net/reader034/viewer/2022051823/5fee1d67a8f94a1b40367ce7/html5/thumbnails/24.jpg)
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