2010: 

Ø Motilal Oswal Private Equity organized the First Annual Investor Meet of India Realty Excellence Fund (IREF) on 28th August, 2010 in Mumbai. The event provided a platform for investors to interact with the investment team, MOPE’s partner developers and get a flavor of their investment strategy

Ø Motilal Oswal 6th Annual Global Investor conference was held in Mumbai from August, 2010. Around 110 corporates participated in the conference and more than 500 investors attended it

Ø MOSt Shares M50 ETF was listed on NSE on July 30, 2010

Ø MOSt Shares M50 ETF NFO which was open for subscription from June 30, 2010 till July 19, 2010 raised over Rs.235 crores, making it the largest amount raised during the NFO by any equity ETF in the past 5 years (Data source: Value Research Online.com)

Ø Motilal Oswal Asset Management launches its maiden mutual fund offering - MOSt Shares M50

Ø Motilal Oswal Asset Management hosted the 1st Value Investing forum in March 2010 and was covered live on CNBC TV18

Ø Motilal Oswal Financial Services purchased its new corporate office building based in Prabhadevi, the heart of Mumbai city with a planned usable area of over 2,00,000 sq ft

Ø The 14th Motilal Oswal Wealth Creation Study presentation held in Mumbai in December 2009 and was covered live on CNBC TV18

Ø MOSL ranked No. 2 (Best Local brokerage) in the AsiaMoney Brokers Poll 2009 and No. 2 (Best Indian Brokerage House) category by Institutional Investor

Ø Motilal Oswal Private Equity's India Reality Excellence Fund achieved its final closing of INR 1.64 bn

Ø Motilal Oswal Investment Advisors facilitates the first cross border acquisition by an Indian company in the sugar sector in Brazil

Ø Motilal Oswal Securities Ltd. rated as No.1 Broker in ET Now - Starmine Analyst Awards 2009

Ø Motilal Oswal 5th Annual Global Investor Conference was held in Mumbai where around 80 Indian Corporates participated and over 400 investors from all over the world attended

Ø Motilal Oswal Securities Ltd. enters 'Limca Book of Records' for creating India's largest dealing room in Mumbai

Ø MOSL was 'Rated No.1 – Best recommendations Mid & Small Caps' and won awards in 3 out of 4 categories at the Starmine India Broker Rankings 2009 from Thomson Reuters

Ø MOSL awarded the prestigous Nasscom - CNBC TV 18 IT User Award – 2008  

Ø MOSL awarded 'The Best Franchisor in Financial Services' by Franchisee World Magazine 2008 for the second consecutive year

Ø MOSL creates one of India's largest Equity  Dealing & Advisory rooms, spread over 26,000 sq ft in Malad, Mumbai

Ø Motilal Oswal's India Business Excellence Fund raised USD 125 million, 25% higher  than the initial target of USD 100 million

Ø D & B survey rates MOSL as India's top Broking House in terms of total number of trading terminals

Ø MOSL alliance with IDBI Bank to offer Online Trading Services 

Ø AsiaMoney Brokers poll 2007 rates Motilal Oswal Securities Ltd. - Best Overall Country Research - Local Brokerage

Ø The Strategic partnership between MOSL and SBI - EZtrade - reaches an important milestone i.e. In less than a year it has managed to sign up more than 10,000 customers

Ø Starts Knowledge First campaign

Ø Motilal Oswal was percieved as the most Research driven stock trading player - Starcom Mediavest Survey

Ø Introduces a separate brand for Private Client Group – Purple

Ø    Motilal Oswal Commodities Broker Pvt Ltd (MOCBPL) bagges Globoil India's prestigious 'Outstanding Commoditiy Broking House 2007' Award

Ø Motilal Oswal Financial Services ltd. gets listed on the BSE & NSE

Ø Mr. Motilal Oswal - Chairman and Managing Director has been appointed as a member of the Managing Committee of Indian Merchant Chambers

Ø Motilal Oswal Financial Services Ltd files RHP with SEBI for an IPO

Ø Motilal Oswal Financial Services Ltd. features as a case study in Harvard Business School

Ø Motilal Oswal Financial Services Ltd ties up with Punjab National Bank to offer online trading to its customers

Ø Motilal Oswal Financial Services Ltd ties-up with State Bank of India to offer online trading

Ø    Motilal Oswal Financial Services Ltd was declared as the Best Research House forIndian Stocks in 2006 as per AQ Research

Ø    Avaya Global ranked MOSL as the second best company in the Financial Sector for customer responsiveness

Ø    Asiamoney Brokers poll 2006 rates Motilal Oswal Securities  – Most Independent Research- Local Brokerage

Ø    Introduces unique 1 paisa trading scheme for online Derivatives trading

Ø    Launches the India Business Excellence Fund (IBEF), a US$ 100 mn India focused Private Equity Fund

Ø    Investment Banking business advises Aban in their majority controlling stake of Sinvest ASA – one of the largest investment banking deals of 2006

Ø    Places 9.48% with two leading private equity investors - New Vernon Private Equity Limited and Bessemer Venture Partners

Ø    Issues about 13% of companies equity to employees as ESOPs

Ø Acquires a leading south Indian brokerage firm - Peninsular Capital Markets. Also acquires 1 more brokerage firms in UP

Ø    Enters Private Equity  and Investment Banking businesses 

Ø    Value PMS gives 390% returns to its investors between Feb 2003 and March 2006

Ø    Relaunches its e-Broking service through a nationwide campaign. First advice-based online trading proposition in the Indian markets

Ø    Another milestone in distribution – 1160 Business locations, over 360 cities, serving over 2,00,000 customers

Ø Employee base crosses 2000 and Business Associate base crosses 780

Ø Asiamoney Brokers Poll 2005 rates Motilal Oswal Securities  - Best Local Brokerage, MOSt Independent Research Brokerage, Best in Sales and Service

Ø Launches two new Portfolio Management  Schemes - Value Hedging for derivatives and Discover Value for the Rs.5 lakh to Rs.50 lakh category

Ø    Acquires Capital Deal Stock and Share Brokers, (a proprietary concern based in Karnataka)

Ø Deepest distribution in the stock broking segment with about 700 Business locations in 296 cities and about 1,50,000 customers

Ø    Presence expanded to 375 Business locations in 190 cities

Ø    Value PMS delivers a whopping 160% post tax returns for the period ended April 2004

Ø    Bulls Eye PMS - A momentum based PMS launched

Ø    Start of the Solid Research Solid Advice campaign 

2003: 

Ø    Enters the mutual fund and IPO distribution business

Ø    MOSt Portfolio Management Services launched with Mr. Raamdeo Agrawal as the Portfolio Manager. Uniquely structured performance related fees

Ø    Inquire team is successful in capturing the uptrend in Banking, Auto and Infrastructure sectors

Ø    Crossed 15,000 Depository accounts

Ø    About 200 Business locations in 124 cities servicing over 15,000 Retail and Institutional Investors

2002: 

Ø    Mr. Navin Agarwal, Head of Equity Research & Institutional sales, inducted in the Board of Directors

Ø    MOSt consolidates its retail operations & upgrades its IT / Back Office infrastructure to cater to its growing network of business locations

Ø    Received the AsiaMoney Award - 2nd Best among Indian Brokerage firms

Ø    Retail network completes coverage of 75 cities in India

Ø    Direct servicing of HNI clients is initiated

Ø    Crosses 10,000 Depository accounts

2001: 

Ø    Legendary marketing guru Shunu Sen’s services taken to revitalise retail marketing strategy and branding efforts

Ø    Starts offering Derivatives products and advisory services on both BSE as well as NSE

2000: 

Ø    Received the Asia Money award for the Best Domestic Equity house

Ø    Both Mr. Motilal Oswal and Mr. Raamdeo Agrawal receive Rashtriya Samman Patra from Central Board of Direct Taxes for being amongst the top 50 tax payers in India from FY94-FY98

Ø    Acquires its 100th Business associate and emerges as a leading player in the Indian Broking Sector

Ø    Becomes a Depository Participant of Central Depository Services Limited (CDSIL)

1999: 

Ø    Mr. Raamdeo Agrawal starts attending legendary billionaire investor Warren Buffett’s Annual General Meetings of Berkshire Hathway Inc. He still continues to attend it every year

Ø    The Wealth Creation Study started in 1996 culminates into Wealth Creation Seminar and Awards function in 1998

Ø    First Stock Broking house to brand its services as a research and advice based broker

Ø    “Wealth Creation” Campaign started

Ø    www.MotilalOswal.com launched. First broking house in India to go on the web

Ø    Becomes a Depository Participant of National Securities Depository Limited (NSDL)

Ø    Inducts Mr. Ivan Mathias, former country head of Watson Wyatt Worldwide, on its Board to Directors to shape HR initiatives

1998: 

Ø    Mr. Motilal Oswal joins the Governing Board of The Stock Exchange, Mumbai

1996:

Ø    Wealth Creation Study started. First of its kind study initiated to identify biggest and fastest wealth creating companies in Indian Stock markets.

1995:

Ø    ”Motilal Oswal” gets incorporated as Motilal Oswal Securities Ltd

1994:

Ø     MOSt acquires NSE Membership and plans for major expansion of its retail network

Ø    Inquire (Indian Equity Research) is formally created at a 2500 sq. ft office in South Mumbai with bigger and better quality infrastructure than the corporate office. Since then nearly 20% of revenue is allocated to research. First Domestic Stockbroking house to have such a strong Research focus

Ø    ”Motilal Oswal” enters Institutional Broking business

1990:

Ø    After just three years in the business, ”Motilal Oswal” is formed through acquisition of membership on The Bombay Stock Exchange (BSE). Three more memberships taken in later years

1987:

      Ø     Mr. Motilal Oswal and Mr. Raamdeo Agrawal lay the foundation of a great partnership by starting a sub-broking firm. The venture stands out from the rest due to their approach of Research-based broking even when sub-brokers