motilal oswal financial services ltd.

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Motilal Oswal Financial Services Ltd. Presentation on Presented By Nishchal Shivhare Solid research. Solid advice

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Transcript of motilal oswal financial services ltd.

Page 1: motilal oswal financial services ltd.

Motilal Oswal Financial Services Ltd.

Presentation on

Presented By

Nishchal Shivhare

Solid research. Solid advice

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A Spectrum of Financial Services

Wealth Management

Institutional Equity

Venture Capital Management

Investment Banking

Motilal Oswal Financial Services Ltd.

End to end solution

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IntroductionMotilal 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.

MOFSL is the holding of Motilal Oswal Securities Ltd.(MOSL), Motilal Oswal Commodities Brokers Pvt Ltd.(MOCBPL), Motilal Oswal Investment Advisors Pvt Ltd. (MOIAPL), and Motilal Oswal Venture Capital Advisors Pvt Ltd. (MOVCPL).

Mr. Motilal oswal and Mr. Raamdev agrawal laid the foundation for MOFSL and initially conducted business as a sub broking firm. Thus, began the expedition of building a professional organization with strong value system, to provide investment advice to investors.

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.

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Core PurposeTo be a well-respected and preferred global financial services organization enabling wealth creation for all our customers.

Valuesour core purpose is complemented by our organizational values. Living these values, we believe, helps us achieve our core purpose.

Integrity : A company honoring commitment with highest ethical and business practices.

Teamwork: Attaining collectively and collaboratively.

Meritocracy: Performance differentiated, recognized and rewarded in an apolitical environment

Passion & Attitude: High energy and self-motivation with a ‘Do it’ attitude and entrepreneurial spirit.

Excellence in Execution: Time bound results within the framework of the company’s value system.

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Key people

At Motilal Oswal Financial Services Ltd., their talented pool of people comprises of qualified and experienced professionals with an established track record. They believe that their management’s entrepreneurial spirit, strong technical expertise, leadership skills and insight into market/ customer needs provide them with a competitive strength which will help them implement their business strategies.

Mr. Motilal Oswal

Chairman and Managing Director

Mr.Raamdeo Agrawal

Non Executive Director

Mr.Navin Agarwal

Non-Executive Director

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Key people

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Business Structure

Motilal Oswal Financial Services Ltd.

Motilal Oswal Securities Ltd.

Motilal Oswal Commodities Brokers Pvt. Ltd.

Motilal Oswal Investment Advisors Pvt. Ltd.

Motilal Oswal Venture Capital Pvt. Ltd.

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Product of MOSL.• PMS (Portfolio Management Services)

• DEMAT A/C

• LIVERAGE

• MUTUAL FUND

• SIP (systematic investment plan)

• IPO

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Customer Needs

• Taxation

• Money saving

• Smart investment

• Children education

• Children marriage

• Wealth creation

• Future pension

• Health care

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Right investmentG

row

th

Risk

Bank deposits

Private investment

NSC, KVP,and Post Office deposit

Debt fund, Mutual funds, SIPs

Gold

Equity market

Insurance, ULIP

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Work Profile

• Open Demat A/C

• Selling of PMS,SIP,Mutul Fund and Leverage

• Float maintaining

• Impart knowledge about securities market to client

• promotion of mosl brands

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Financial Snapshot (Rs. In Million)

FY 2007 FY 2006 FY 2005 FY 2004

Sales 3,587.49 2,576.50 1,229.32 657.64

Total incomes 3,791.24 2,725.18 1,288.91 676.15

Optg profit 1,163.70 845.80 421.85 279.45

Net profit 765.01 603.90 287.57 163.41

EPS* 26.93 21.26 10.12 5.75

Share Capital 127.11 104.13 17.29 17.29

Res. & surplus 3,204.52 1040.76 440.15 152.58

Net worth 3,331.63 1,144.89 457.44 169.87

Total Debt 0.50 22.06 71.87 52.53

Book Value 117.29 40.31 16.10 5.93

Financial Snapshot

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• Kotak Securities

• ICICI Securities

• HDFC Securities

• India bulls

• Enam

• SSKI

• India Infoline

• IL & FS Investment

• Edelweiss

• DSP Merill Lynch

• JM Financial

• JP Morgan etc……

Business competitors

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Product Promotion Activities

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Contact person

• Mr. Hemal Raval Business Development Officer

Motilal Oswal Financial Services Ltd. (Pune)

E-mail – [email protected]

contact no:- 9764441314

• Mr.Veneet Jain

Business associate Officer

E-mail: [email protected]

Contact No:- 09425551560

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