WHAT WOULD YOU LIKE TO KNOW?

Yes. My Motilal Oswal gives you a single sign in access to all your account details, trades and balances. Below is the procedure for the same: Website: Visit www.motilaloswal.com Click on Login tab in the extreme right Select My Motilal Oswal from the dropdown Select login as Customer Select login with as equity client code Enter the password Lite-Desktop Exe/Web: Login to the Lite-Desktop / Lite-Web with your credentials Select reports-> My reports Enter the login id and password

Back office Reports in My Motilal Oswal shows all the activity in your account. Below is the procedure for the same: Website: Visit www.motilaloswal.com Click on Login tab in the extreme right Select My Motilal Oswal from the dropdown Select login as Customer Select login with as- equity client code Enter the password Lite-Desktop Exe/Web: Login to the Lite-Desktop / Lite-Web with your credentials Select reports-> My reports Enter the login id and password If you need more information on this, you can call us on 022-39982515/022-67490600 or email us at info@motilaloswal.com and our executive will help you out.

Yes. You will be able to retrieve your contract notes online by logging into your My Motilal Oswal account. Below is the procedure for the same: Website: Visit www.motilaloswal.com Click on Login tab in the extreme right Select My Motilal Oswal from the dropdown Select login as Customer Select login with as- equity client code Enter the password Lite-Desktop Exe/Web: Login to the Lite-Desktop / Lite-Web with yourcredentials Select reports-> My reports Enter the login id and password Lite-Desktop Exe/Web: Login to the Lite-Desktop / Lite-Web with yourcredentials Select reports-> My reports Enter the login id and password

With Motilal Oswal,you can invest in a wide range of investment options including equities,derivatives, IPOs, mutual funds, commodities, currencies, ETFs and more...

Yes. Our highly experienced and award-winning research and advisory team recommends stocks to invest in fora few days to a few years.

My Motilal Oswal enables access to your account status 24 hours a day. Visit http://www.motilaloswal.com  to check all account online. Below is the procedure for the same: Website: Visit www.motilaloswal.com Click on Login tab in the extreme right Select My Motilal Oswal from the dropdown Select login as Customer Select login with as- equity client code Enter the password Lite-Desktop Exe/Web: Login to the Lite-Desktop / Lite-Web with your credentials Select reports-> My reports Enter the login id and password Alternatively, you can call your Investment Advisor and he would give you all the details or you can email us on query@motilaloswal.com and let us know what information you require.

Dealer can convert Client from Online to Offline or vice versa through Wire Platform. Click here to go to Wire Enter your credentials & login Go on Operations on left hand menu Click on Online & Offline Enter Client Code Click on Submit

Dealer can check if the customer is online or offline customer through Wire Platform Content Click here to go to Wire Enter your credentials & login Go on Operations on left hand menu Click on Online & Offline Enter Client Code Click on Submit View result in Request Type Note: If request type is ONO or ONL it is an online client and if request type is OFL it is an offline client

No. There are no charges irrespective of customer being an online or offline

Client (Lite Desktop): Double click on Lite Desktop icon Enter your credentials & login Open order window for the scrip that you want to place order in Enter order details Check on AMO check box Click on Submit Dealer (Lite Dealer): Double click on Lite Desktop icon Enter your credentials & login Open order window for the scrip that you want to place order in Enter order details Enter desired client code Check on AMO check box Click on Submit

Click here Enter Login ID lick on Submit Click on Download Scrip Master from scrip master details Click Run on windows Installer Click on Unzip in Winzip Self Extractor at path (C:Mybrokerpro) You will see the message 2 File{s} unzipped successfully Click on OK Note: Download time from VSAT before 8 am in morning and after 4 pm in the evening

No. You need to open an online trading account to trade online with MOSL. Click here to open an online trading account

Click here to view the batch order file format and its process

If the share are bought as Delivery and squared off on the same day it will be considered as Intraday transaction Intraday brokerage charges will be levied as applicable

Double click on Lite Desktop icon Enter your credentials & login Click on Reports tab Select Scrip Margin Or Click here Enter scrip code and segment Click on Search

In Internet Explorer. Go to tools-->internet option -->privacy Untick the popup blocker Close the browser and reopen it and check. Delete any yahoo/ Google/messenger toolbar installed in the machine

Funds transfer is very simple process which can be done online after logging in the online terminal.

Yes, you can submit a cheque but buying limit would be provided to your trading account once the same is cleared & confirmed by the bank.

Third party cheques are neither accepted nor delivered as mandated by the regulatory authorities.We will make payment only in the name of the account holder.

If you send us a cheque then as soon as it has been paid into your account the funds are available for trading and to settle purchases. It normally takes 3-6 working days for payments through cheque to be cleared .When you use our payment gateway, the funds are instantly allocated to your account.

We do not accept third party payments from anyone as it is deemed unauthorized by the Securities and Exchanges Board of India (SEBI). The cheque or bank transfer should be in the name of the account holder and from the bank account specified by the account holder at the time of account opening. In case your bank details have been changed or you want transfers from more than one bank account, then please provide the bank details with the proof (bank statement clearly specifying account holder?s name and address). If the amount is received from any other bank account not specified by the client then we cannot consider the amount received from the customer.

RADAR (Information tool) has been bifurcated into two different sections: News: It will help to gather real-time news from varied sources on a single platform View Demo Dashboard: It will provide the detailed summary and analysis on Derivative market View Demo

Yes RADAR (Information tool) is chargeable. Charges are Rs 250 plus service tax as applicable.

Yes, there is a menu called RADAR (Information tool) in web based application and it can be accessed from there.

RADAR (Information tool) Client (Lite Web) Visit www.motilaloswal.com/onlinetrade Enter your credentials & login Go to Reports menu Click on My Reports Online report window will open Go to Customer Service tab in menu of online reports Select Subscription from list Select Subscribe tab in subscription window Select desired period as Monthly/ Half Yearly/Yearly Select desired Product as Radar Click on Apply (Application will be confirmed only when the required amount is available in the respective ledger) Client (Lite Desktop) Double click on Lite Desktop icon Enter your credentials & login Go to Reports menu Click on My Reports Online report window will open Go to Customer Service tab in menu of online reports Select Subscription from list Select Subscribe tab in subscription window Select desired period as Monthly/ Half Yearly/Yearly Select desired Product as Radar Click on Apply (Application will be confirmed only when the required amount is available in the respective ledger) Please Note: Client can also apply by calling to their respective customer service at branch. Dealer: Dealer can subscribe for services through Wire Platform Click here to go to Wire Enter your credentials & login Click on Subscription on left hand menu (Dealer can subscribe for his own ID or his mapped client ID) Select Client/Dealer Enter Dealer/Client Id Click on Submit Select Subscribe tab in subscription window Select desired period as Monthly/ Half Yearly/Yearly Select desired Product as Radar Click on Apply *Note: Services will be auto renewed on expiry. To unsubscribe click here and follow steps of Q No 3/4.

*You can unsubscribe the services by clicking the Link Enter your Client Code Select the checkbox against Radar Click on Submit

Client (Lite Web): Visit www.motilaloswal.com/onlinetrade Enter your credentials & login Go to Reports menu Click on My Reports Online report window will open Go to Customer Service tab in menu of online reports Select Subscription from list Click on Subscription Plans Client (Lite Desktop): Double click on Lite Desktop icon Enter your credentials & login Go to Reports menu Click on My Reports Online report window will open Go to Customer Service tab in menu of online reports Select Subscription from list Click on Subscription Plans Dealer: Dealer can subscribe for services through Wire Platform Click hereto go to Wire Enter your credentials & login Click on Subscription on left hand menu (Dealer can subscribe for his own ID or his mapped client ID) Select Client/Dealer Enter Dealer/Client Id Click on Submit Click on Subscription Plans

1. Double click on Desktop Icon to load Dealer/Desktop Lite 2. Click on the link Change Password on Login screen 3. Or click here (Lite web users) 4. Enter your Login ID 5. Enter Your Old & New Password 6. Confirm your New Password 7. Click on Submit

The password cannot be the same as your User ID. The password will have to be alphanumeric without space. Any alphabet from a to z or A to Z and numeric from 0 to 9. Your password must have minimum 3 characters and not more than 10 characters.

Client: 1. For Client: Please click Forgot Password link on the login screen 2. Or click here (Lite web users) 3. Enter your Login ID and Email ID (registered with MOSL) 4. You will receive new system password on your registered Email ID with MOSL. 5. Login with your new password 6. System will ask for changing the password on first login 7. Enter your Login ID 8. Enter Your Old & New Password 9. Confirm your New Password 10. Click on Submit Dealer: 1. Click Here 2. Enter your User Name 3. Enter your password 4. Click on Login 5. Go to RMS on left hand menu 6. Click on Orion password reset 7. Enter your new password 8. Login with new password

Client: 1. To unlock your account, please click Forgot Password link on the login screen 2. Or click here (Lite web users) 3. Enter your Login ID and Email ID (registered with MOSL) 4. You will receive new system password on your registered Email ID with MOSL. 5. Login with your new password Dealer: 1. Visit Here 2. Enter your User Name 3. Enter your password 4. Click on Login 5. Go to RMS on left hand menu 6. Click on Orion password reset 7. Enter your new password 8. Login with new password

If you enter an erroneous password on ten consecutive occasions, your account will get locked. To unlock your account follow guidelines in Q no 5

For Clients Click Here For Dealers using Internet >> Click Here For Dealers using VSAT & Lease Line >> Click Here Enter your Trading ID in My Login id window Click on submit. To download the exe click on Download LITE Dealer/Desktop exe Click Run on windows Installer On successful installation of the exe the following message MOSL NEW VERSION INSTALLED will be displayed Go to desktop and double click the Desktop/Dealer icon and log In with your existing user ID & password.

Not to delete any existing files/folders with respect to Desktop/Dealer Lite Always take back up of all report files before upgrading the software

For Clients Click Here For Dealers using Internet >> Click Here For Dealers using VSAT & Lease Line >> Click Here Enter your Trading ID in My Login id window Click on submit. Click on Download Scrip Master from scrip master details Click Run on windows Installer Click on Unzip in Winzip Self Extractor at path (C:Mybrokerpro) You will see the message 2 File{s} unzipped successfully Click on OK

For Clients Click Here For Dealers using Internet >> Click Here For Dealers using VSAT & Lease Line >> Click Here Click on falcon 7 Master icon Click Run on windows Installer Click on Unzip in Winzip Self Extractor at path (C:Mybrokerpro) Click on OK

Send the mail to query@motilaloswal.com Mention the number of scrip’s required to be increased MOSL IT helpdesk will get in touch with you

Just pay 25 % upfront margin for selective stocks & carry forward the position for 5 days including the transaction day. Stocks purchased under delivery plus will be eligible for margin against stocks the very next day. The balance funds needs to be paid within 5 days including the transaction day else all delivery plus open positions bought till 5 days will be squared off at the opening hours of 6th exchange working day to the tune of ledger debit.

All buy orders (F1 Key) select delivery from product dropdown and it will be considered Delivery Plus order.

Incase at any given point of time the M2M loss on delivery plus position is 50% of your total margin then the positions will be squared off.

Delivery Plus orders can be placed in both BSE & NSE segment.

Since Delivery Plus offers you high exposure levels of 4 times for delivery carry forward, it is necessary that you square off your open positions to cover debit ledger balance. In case you don't square off your positions; our system will automatically square off positions to the tune of bill amount already due to be paid to the exchange

MOSt 50 Basket is a fundamentally weighted basket based on S&P CNX Nifty Index (Nifty). The methodology is conceptualized and developed by Motilal Oswal AMC. MOSt 50 includes all the Nifty 50 stocks but not in the same proportion as Nifty. Weightage of a stock in MOSt 50 basket is determined by using Motilal Oswal AMCs proprietary pre-defined methodology that assigns weights based on stock`s fundamentals such as ROE, net worth, share price and retained earnings. This is to ensure that companies with good financial performance and reasonable valuation get higher weightage.

It will be triggered when the available margin of a client is eroded by 70% * Note: RMS department reserves the right to revise this percentage from time- to - time depending upon the market conditions and clients risk appetite.

As per the set RMS square off %, when X% M2M loss is attained, then all pending orders (intraday, delivery, Sell from DP) will get cancelled. Note: After square off is completed you will have to re- enter all orders from Sell from DP product.

No

No, only below mentioned position will be squared off. - Only Intraday position under Cash - Intraday + Carry Forward position in FNO and Currency segment will be squared off.

Client will get SMS at the 3 below mentioned stages :- SMS will be sent to client when M2M Loss reaches @50% - SMS will be sent to client when M2M Loss reaches @60 %- SMS will be sent to client when M2M square off is triggered @X % Note: MOSL shall send SMS to its clients under M2M square off on best effort basis & shall not be held responsible for non-delivery, delay or technical issues.

Yes, Dealers and Clients can both view live risk % by going to menu: Start >> RMS Admin >> Equity MTM Dashboard

Yes, client can create fresh position in any segment once again after M2M is triggered up to the available margin.

Yes, there can be several reasons, few are mentioned below:- Technical issues. - Any scrip under corporate action such as Bonus, Demerger, Merger only then the client will be removed completely from the M2M square off. - Scrip blocked by RMS/ Surveillance.

All such trades will be complete responsibility of the client and MOSL will not be responsible for such outside MOSL Trading Application activities. M2M square off will only consider open position visible in MOSL Application trading terminal and same will be considered for square off as per risk % mentioned above. Note: Trade executed with the help of Relation Managers/ Dealers using MOSL Trading Application terminal will be considered for M2M square off.

Below are the details to arrive at clients available margin:

Value Plus is an intraday order placement feature that allows your customers to take a position in selected liquid commodities.

Through Value Plus you can get an exposure (Margin Terms) upto 4 5 times of the available funds.

It is presently available under MCX Exchange only

Helpful for intraday traders having limited margin. No risk of client not closing his position and carrying forward. Same day square- off so risk of gap up or gap down of price opening next day is Nil. Conversion of value plus position to normal can be done real - time, rovided Client has adequate margin in his trading account. Real - time fund transfer via online trading platform available to get instant Limit or reduce risk % to avoid square off the open position

Positions will be squared off when the MTM reaches 70% or Half an hour before market closing; whichever is earlier.

No. It is only available for commodity segment and in MCX exchange only.

Loan Against Shares (LAS) is an offering by which you will be able to get instant liquidity from your investments without selling them. This product is suitable for clients, who want instant liquidity from their investment without selling them and use this liquidity to buy more shares and take the inherent benefits of leveraging, and keep the delivery of the stock for longer period of time with their part margin.

To avail this offering, all you have to do is to pledge your securities in favour of Motilal Oswal Financial Services Limited (MOFSL).

LAS enables you to enjoy all corporate benefits accrued on your securities and still avail loan against them. No EMI or prepayment charges are applicable and interest will be charged only on the actual amount and that too for the time it is utilised.

An Individual or Corporate can avail LAS in just 3 simple steps: Open a Trading and Demat account with Trading Member and Depository Participant Sign Master Loan Agreement with MOFSL Open Bank Account with a designated bank

You are eligible to get a loan upto: 10 times of your latest Income Tax Return One time of your net worth as certified by a Chartered Accountant(CA) You can also get a loan of upto Rs. 5 lakh without submission of any IT return or your net worth certified by a Chartered Accountant(CA). Understanding your investing eligibility and funds available can get complicated, so we at MOFSL will calculate your eligibility for you.This information can be accessed at any time through a separate web login.

TradeGuide signal is auto generated trading signal based on predefined technical rules. It gives efficient entry point with stoploss and exit can be made either at traders own discretion or may follow system exit signals. It generates buy & sell Signals with calculated risk/stop loss.

TradeGuide signals are generated for both intraday & positional traders. Intraday Signals: Signals are generated on 38 stocks, filtered out of F & O stocks and 2 Nifty - Bank Nifty.Signals are generated only after 9.45 a.m., No new signals would be generated after 3.00 p.m.and all traded positions are compulsory squared off at 3.15 p.m.Timeout.MarginPlus product can be used to act on these calls for higher leverage. Positional Signals: Positional signals are generated on Nifty 50 stocks and on Nifty- Bank Nifty.Signals are useful for short to medium term trading.

There are many uses of Signals as it is basically indicate direction of trend. For example if the trend for any stock is negative and the same is available in demat, you can sell the stock and then buy back if the trend reverses.

Signals are providing complete trading guidance and are actionable without any further analysis.

In trading terminal there is a separate window where signals Revise stop loss, Profit %, are being track real time. Tracker will Popup & Beep when ever new Signal or exit signal is generated. Buy-Sell Order can be placed directly from the tracker itself

Yes it is chargeable. Kindly contact your respective branch or relationship manager to know the latest subscription charges.

Double click on Lite Desktop icon Enter your credentials & login Go to Charts Menu Select TradeGuide Signal Tracker Select Settings tab in TradeGuide Signal window Untick on Pop up on signa

Multiple subscription models options are available to subscribe for charts.

Go to URL: http://downloads.motilaloswal.com/ Download Falcon 7 Master Unzip the file Login to Lite Desktop/ Dealer Click here to know the download process

First close Lite-Dealer/Lite-Desktop Go to URL: http://downloads.motilaloswal.com/ Download Falcon 7 Master Unzip the file Click here to know the download process

First close Lite-Dealer/Lite-Desktop Go to URL: http://downloads.motilaloswal.com/ Download Falcon 7 Master Unzip the file Click here to know the download process

Right Click on Chart Click on Fetch EOD Data From Server If issue still persists, follow below steps First close Lite-Dealer/Lite-Desktop Go to URL: http://downloads.motilaloswal.com/ Download Falcon 7 Master Unzip the file Re-login to your terminal Click here to know the download process

First close Lite-Dealer/Lite-Desktop Go to URL: http://downloads.motilaloswal.com/ Download Falcon 7 Master Re-login to your terminal Download Falcon 7 Master Unzip the file Re-login to your terminal Click here to know the download process

Select the desired scrip in Market Watch Right click Click on Open Chart

First close Lite-Dealer/Lite-Desktop Go to URL: http://downloads.motilaloswal.com/ Download Falcon 7 Master Unzip the file Click here to know the download process

Right click on chart Select Intra period(Shift + Ctrl + I) Select time interval more than 1 minute Check the data in external / Internal data window Note: open, high, low & close for tickby - tick chart, will be always same

Historical data for any scrip is available from the date of listing of the scrip on exchange.

Open chart Right click Click on Chart Settings Go to Display 1 tab >> Show Value of Select radio button against Last bar in view Click on Apply to All Re- login in Lite - Dealer / Lite - Desktop

1. Click on Charts in Menu bar 2. Click on Load Intraday History 3. Set any number less than or equal to 15* for Basic / Falcon users & less than or equal to 150 * days for positional - TGS users in the field of Load Data For Last 4. Click on Set 5. Re - login to your terminal Please Note*: Max 15 days historical data for intraday chart is available(For Basic & Falcon 7 users) Max 150 days historical data for intraday chart is available(For Positional - TGS users)

Right Click on Charts Click on Chart Settings Go to Action Tab check Open New Chart Click on Apply to All

Right Click on Charts Click on Chart Settings Go to Action Tab check Open New Chart Click on Apply to All

Select the desired scrip in Market Watch Right click Click on Open Chart Right click on chart Select ADD STUDY Select the desired study from the filters available and double click on study Change the parameters, if required and click on Next Change the display, if required and click on Next Click on Apply

Select the desired scrip in Market Watch Right click Click on Open Chart Right click on chart Select ADD STUDY Select the desired study from the filters available and double click on study

Right click on chart Click on Tool Manager Select the desired tool to be removed from the list Click on Remove

Select the desired scrip in Market Watch Right click Click on Open Chart Right click on chart Select Chart SettingsGo to Display 1 Tab Check against Show Day Separation Click on APPLY TO ALL

Select the desired scrip in Market Watch Right click Click on Open Chart Right click on chart Select Internal data Window(Shift + Ctrl + W)

Select the desired scrip in Market Watch Right click Click on Open Chart Right click on chart Select External data Window(Ctrl + Alt + O)

Select the desired scrip in Market Watch Right click Click on Open Char Right click on chart Select Chart Settings Go to Levels on Intraday/ Levels on Daily tab Check against desired Resistance & Support levels Click on APPLY TO ALL

Select the desired scrip in Market Watch Right click Click on Open Char Right click on chart Select Chart Settings Go to Levels on Intraday/ Levels on Daily tab Check against desired Avg Traded PriceMid PointP openP highPlowP closeClick on APPLY TO ALL * P denotes Previous

Select the desired scrip in Market Watch Right click Click on Open Char Right click on chart Select Chart Settings Go to Display 1 tab Select CandleStick/ Line / Bar / HollowCandle from Candle Style dropdown Click on APPLY TO ALL

Go to main menu Charts Go to setting >> Application Go to Application tab Select Intraday / daily / weekly / monthly / qtrly / yearly / expiry from Default Chart Period dropdown Click on Apply

Go to main menu Charts Go to setting >> Application Go to Application tab Enter 60 in Seconds column Click on Apply

Select the desired scrip in Market Watch Right click Click on Open Char Right click on chart Select Chart Settings Go to Display 2 tab Enter desired width and height Click on APPLY TO ALL

Select the desired scrip in Market Watch Right click Click on Open Char Right click on chart Select Chart Settings Go to Display 2 tab Enter desired width and height Click on APPLY TO ALL

Click on Setting tab in TradeGuide signal window Untick/ Tick against Receive External

Go to main menu Charts Go to setting >> Application Go to EOD tab Tick against on Adjust Dividend Click on Apply

Go to main menu Charts Click on Open Index Charts Select the desired index Right click on Index Click on Open Index

Client (Lite Web) Visit www.motilaloswal.com / onlinetrade Enter your credentials & login Go to Reports menu Click on My Reports Online report window will open Go to Customer Service tab in menu of online reports Select Subscription from list Select Subscribe tab in subscription window Select desired period as Monthly / Half Yearly / Yearly Select desired Product as Basic Chart / Intraday Tradeguide / Falcon 7 / TradeGuide Click on Apply(Application will be confirmed only when the required amount is available in the respective ledger) Client (Lite Desktop) Double click on Lite Desktop icon Enter your credentials & login Go to Reports menu Click on My Reports Online report window will open Go to Customer Service tab in menu of online reports Select Subscription from list Select Subscribe tab in subscription window Select desired period as Monthly / Half Yearly / Yearly Select desired Product as Basic Chart / Intraday Tradeguide / Falcon 7 / TradeGuide Click on Apply(Application will be confirmed only when the required amount is available in the respective ledger) Please Note: Client can also apply by calling to their respective customer service at branch. Dealer: Dealer can subscribe for services through Wire Platform Click here to go to Wire Enter your credentials & login Click on Subscription on left hand menu(Dealer can subscribe for his own ID or his mapped client ID) Select Client/ Dealer Enter Dealer/ Client Id Click on Submit Select Subscribe tab in subscription window Select desired period as Monthly / Half Yearly / Yearly Select desired Product as Basic Chart / Intraday Tradeguide / Falcon 7 / TradeGuide Click on Apply *Note:r Services will be auto renewed on expiry.To unsubscribe click here and follow steps of Q no 3.

*You can unsubscribe the services by clicking the Link Enter your Client Code Select the checkbox against Charts Click on Submit

Client (Lite Web) Visit www.motilaloswal.com / onlinetrade Enter your credentials & login Go to Reports menu Click on My Reports Online report window will open Go to Customer Service tab in menu of online reports Select Subscription from list Click on Subscription Plans Client (Lite Desktop) Double click on Lite Desktop icon Enter your credentials & login Go to Reports menu Click on My Reports Online report window will open Go to Customer Service tab in menu of online reports Select Subscription from list Click on Subscription Plans Dealer: Dealer can subscribe for services through Wire Platform Click here to go to Wire Enter your username Enter password Click on Login Click on Subscription on left hand menu(Dealer can subscribe for his own ID or his mapped client ID) Select Client/ Dealer Enter Dealer / Client Id Click on Submit Click on Subscription Plans