Motilal Oswal's Business Partner Portal is a one-of-its kind robust portal in the industry. As a Business Partner you can make use of this portal to manage your current business efficiently and grow your business effectively.
Quick Access of Monthly Business Analysis report (BAR)
Quick access of Daily MIS Report
Get information regarding your Month Wise & Year Wise Ranking with Best Business Partner details
View or download various Presentation/Videos regarding Technology & MOSL Products from knowledge center
Restructure your client's portfolio in just one click
Download Investment Product forms/Factsheets & much more
Build strong relationships by sending Birthday e-Greetings to clients
Get client details which are available for Risk Selling
Instant & important business and operational notifications for your actionable
Reinvest your client's money through Product Maturity Reminders
Day/Week/Month & Yearly snapshot of your Revenue, AUM, Sales & Clients for Broking & Investment Product
Now Compare your business growth with previous corresponding period
Quick view of your Newly acquired, Inactive, Top Broking and Top Asset customers
Online Business Snapshot
Improve your online business by using online business reports
Get MTD summary & Your Platform wise Weightage V/S National Average.
Track Platform Wise Client Trades, Turnover and Revenue
Check Mobile Actionable Insights and improve online business.
Now get your Inactive client details and send them for reactivation process in one click
Get client available for reactivation report and send them directly for reactivation
Stay updated and track who are your most active clients and their revenue on one screen
Access to Important Reports
Client / Product wise AUM Report
Hierarchy Report to view sub broker business
New / Running SIP Report
Single Holding Report
Track your active & inactive clients
Know your happy customers
Review & restructure your client's portfolio in just one click
View your client's portfolio performance graph
Upload or update your client's Non-MOSL transactions to get a holistic view
Track client's holding, transaction and Profit & Loss Report for all products
Get a list of SIPs your clients have invested in
Share & View Best Business Practice
Now share your business growth story with other business partner. Explore your business success practice product wise and help others to improve their business.
Order Marketing Collateral online
Order Important Marketing collateral for growing your business. Order online and track your shipment through uppermost web.
Motilal Oswal Securities Ltd. (MOSL) Member of NSE, BSE & MSE - CIN no.: U65990MH1994PLC079418
Registered Office Address: Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai-400025; Tel No.: 022-3980 4263; www.motilaloswal.com. Correspondence Address: Palm Spring Centre, 2nd Floor, Palm Court Complex, New Link Road, Malad (West), Mumbai- 400 064. Tel No: 022 3080 1000.
Registration Nos.: Motilal Oswal Securities Ltd. (MOSL): INZ000158836 (BSE/NSE/MSE);CDSL: IN-DP-16-2015; NSDL: IN-DP-NSDL-152-2000; Research Analyst: INH000000412. AMFI: ARN 17397. Investment Adviser: INA000007100. Motilal Oswal Asset Management Company Ltd. (MOAMC): PMS (Registration No.: INP000000670); PMS and Mutual Funds are offered through MOAMC which is group company of MOSL. Motilal Oswal Wealth Management Ltd. (MOWML): PMS (Registration No.: INP000004409) is offered through MOWML which is a group company of MOSL. *Motilal Oswal Securities Ltd. is a distributor of Mutual Funds, PMS, Fixed Deposit, Bond, NCDs and IPOs. *Commodities are offered through Motilal Oswal Commodities Broker Pvt. Ltd. which is a group company of MOSL. *Real Estate is offered through Motilal Oswal Real Estate Investment Advisors II Pvt. Ltd. which is a group company of MOFSL. *Private Equity is offered through Motilal Oswal Private Equity Investment Advisors Pvt. Ltd which is a group company of MOFSL. *Research & Advisory services is backed by proper research. Please read the Risk Disclosure Document prescribed by the Stock Exchanges carefully before investing. There is no assurance or guarantee of the returns. Details of Compliance Officer: Name: Neeraj Agarwal, Email ID: firstname.lastname@example.org, Contact No.:022-30801085.
**Business Partner is an authorized sub-broker / Authorized Person of Motilal Oswal Securities Ltd.
^Account would be open after all procedure relating to IPV and client due diligence is completed.
^Accounts would be open by using esign and all proofs would be collected in soft form.
Investment in securities market are subject to market risk, read all the related documents carefully before investing.