World-class Research

Our Sales & Trading team comprises seasoned equity professionals with a deep understanding of our Research capabilities. The team translates research insights into actionable investment advice, tailored to meet the specific needs of our clients.

Our global client base includes mutual funds, pension funds, hedge funds, insurance companies, and other financial institutions worldwide. As of October 2019, we have 742 institutions empanelled globally.

Our specialized Trading Desk for Cash Equities and Derivatives plays a key role in market-making, providing liquidity, and facilitating efficient price discovery. Our trading infrastructure includes advanced systems such as a sophisticated algorithmic trading suite, Direct Market Access (DMA), and Smart Order Routing (SOR). We are further supported by quantitative analytical research services to enhance execution quality

Highlights

• Dedicated coverage for clients across India, North America, Europe, the Middle East, and the Far East, with ongoing expansion into new geographies such as Canada, Korea, Taiwan, and Australia

• Highly experienced and well-rated sales professionals with a strong understanding of individual client styles and investment requirements

• Timely communication of actionable investment ideas via Bloomberg, email, instant messaging, and phone

• Rapid response to client queries, supported by periodic data products including:

• Weekly Valuation Guide

• Monthly AMC Holdings

• Quarterly Fund Flows

• Quarterly Shareholding Patterns

• Multiple secure global order-routing platforms

• Independent order settlement handled by a clearing house and local custodians, with no broker involvement

• Robust internal compliance framework, stress-tested across market cycles and periods of extreme volatility for over two decades

• Consistent recognition, with both Sales and Trading teams ranked among the Top 3 in the Asiamoney Polls (2017 and 2018)

Our 45+ member Research team comprises strategists, economists, forensic accountants, and sector analysts. This multidisciplinary expertise enables us to deliver insightful top-down perspectives on Indian equity markets and the evolving economic and political landscape, alongside rigorous bottom-up analysis of companies, incorporating on-ground insights and accounting perspectives.

With Environmental, Social, and Governance (ESG) considerations increasingly central to global investment decision-making, Motilal Oswal Research has developed comprehensive coverage in this critical area as well.

Our Research coverage is market-leading in both breadth and depth. Our offerings span Economic, Sector, Company, and Thematic Research, with coverage of 250+ companies across 20 sectors.

To ensure our global institutional clients remain informed of emerging trends and investment ideas in India, our analysts conduct extensive outreach, including 40+ offshore analyst roadshows in 2018 across key international markets.

We offer one of the widest arrays of research products focused on Indian markets. In addition to timely company updates and sector-level thematic insights, our differentiated research offerings include:

• Ground Reality

• EcoScope

• InSites

• Ray of Hope

• Corner Office

• Expert Speak

• Policy Maker

• Sector Periodicals

With one of the largest Corporate Access teams in India, the Motilal Oswal Corporate Access Group (CAG) is recognized for effectively bringing together global institutional investors with corporate leaders and thought leaders through a range of differentiated platforms. These include Investor Conferences, Roadshows, Customized Itineraries, interactions with domain experts and policymakers, and field visits.

Our Corporate Access services enable institutional investors to gain deeper insights into businesses, while simultaneously supporting value creation for participating companies.

Our flagship event, the Annual Global Investor Conference (AGIC), is the largest institutional investor conference in India. The 15th AGIC held in 2019 brought together senior management from over 200 leading Indian companies and more than 1,000 global investors, resulting in 6,500+ company–investor meetings

In addition to AGIC, we organize multiple theme, sector, and region-focused conferences throughout the year. Notable conferences conducted over the past five years include:

• MOBIZ

• Financial Conclave

• Textile Conference

• Emerging Stars Conference

• Make in India Conference