Equity Investments

Equity Advisory Group

In keeping with its tradition of personalized service, Motilal Oswal Securities Limited provides Customized Equity Advisory Group to clients based on their profile. Equity Research is an inherent strength of MOSt.  Converting that research to advice is the main function of Equity Advisory.  Investors are presented with well researched opportunities in companies which will grow in both market perceived value and growth. Along side, the trading fraternity is catered to with ideas induced by Technical analysis and news flow analysis.  The investment ideas identified by the research team are presented and communicated with conviction to our clients by our advisory team.

Our advisory team has highly trained equity professionals, who act as your Equity Advisor. MOSt Equity Advisor proactively helps you take informed equity investment decisions and build a healthy portfolio giving the best fit to your investment and trading needs.

Centralized Advisory Desk (CAD) 

The MOSt Equity Advisory Group is based in Mumbai at largest dealing and advisory floor of India.  This centralized advisory team caters to peculiar Investment need of every HNI & MNI client and business partner; in a seamless, speedy and reliable manner using state-of-the-art technology and telecommunication infrastructure.

MOSt Equity Advisors are equipped with the knowledge and prudence making sure that every rupee deployed works the hardest it can.  Your advisors play the part of a guide ushering you on a swift wealth creation ride. The sheer strength of our advisory creates synergy for seamless flow of Investment support.

To improve the overall experience while the clients interact with our advisors, we have implemented a contact centre solution, Drishti, in our dealing room. Among other benefits, this solution helps advisors to manage their client base more efficiently and effectively. The system provides a single number contact to all our clients as well as a single click auto-dial for advisors without having to remember their contact details.

Online

Motilal Oswal Investment Services offers you a state-of-the-art Online Trading platform that gives you:

Benefits of opening an account with MOSL:

Ø       Wide range of investment choices - Equity, Derivatives, IPOs and Mutual Funds
Ø       Award winning research trusted by Institutions & Fund Managers
Ø        Flexible Online Trading Platform from your Desktop, Web, Mobile or Call N Trade
Ø       Superior Leverage Products allowing you to trade more on your margin#
Ø      Discounted Brokerage Schemes that offer you true value for money
Ø        Better Security with 128-bit Secure Socket Layer encryption
Ø        Complete ease of operation with 46+ Banks for funds transfer
Ø        Integrated view of your investments, customised news & alerts, watchlists, etc. 
       through “My Motilal Oswal”
Ø        Dedicated customer service team, personal guidance and more…

# Margin will not be less than Exchange prescribed margin

MOSt Advisory Group is equipped to augment and alter the investments in an effort to create healthy portfolio. MOSt Equity Advisor adjusts the portfolio to value addition and erosion across the researched companies.

On the trading side the ideas are picked out of bouquet of products suitable to the trading appetite.

The Equity Advisor doesn’t stop at just that, he goes a step further to ensure that your trades are settled and stocks credited timely in your Demat account. This allows us to give you a convenient single window service and your Equity Advisor becomes the single point contact for all equities related matters.

You will receive regular portfolio valuation reports to enable you to monitor performance and view the progress towards the investment objective.

You must know how we do what we do.

Client Profiling: MOSt Equity Advisor determines each EAG client's profile before deciding the ideal asset allocation. Profiling takes into consideration issues like your attitude towards risk, investment horizon, life stage and return expectation and investment objectives.

Investments & Trading: MOSt Equity Advisor is an expert in providing value based investment solutions as well as advising you in positional trading, as per your profile.

Portfolio Tracking Software: Your equity portfolio is continuously monitored using Portfolio Tracking Software.

Integrated Approach: We use integrated approach in our investment strategy using a combination of cash, derivatives and other leverage products to help you reach your investment goal.

Our Company is a member of the National Stock Exchange and Bombay Stock Exchange, which provides equity and derivative trade execution through off line and on line channels for the customers.

"An equity advisor who can advice me on winning investment and trading ideas and at the same time and execute them efficiently to help me participate in the upside potential of stocks. I would be happy if he can track the performance of my portfolio and suggest changes, based on current market situation and latest research reports, to get better returns on my investment. And I like to be informed about my Account Details on a regular basis and whenever significant issues arise.

I am not looking for just a broker; I am looking for an expert on equities market who can care for my money just like I do or may be even better".