Think Partnership, Think Motilal Oswal
Join a family of 8000+ MOFSL partners and get benefits like
- Strong business development support
- Training program for your staff
- Migration support for your current customers
- Robust Back-Office & ease of managing Operations
- Mentorship from Senior Management
- Efficient back-office system and simplified operations management
- Staff training program implementation
- Assistance with migrating current customers
- Guidance and mentorship provided by senior management
- Comprehensive assistance for business development
- Manage business from MOFSL branch offices
- Dedicated dealing & back office support from branches.
- Use the branch Trading Terminals for your clients
- Get access to solid research and advice for free
- Mentorship from Senior Management
- Get access to various wealth management products and services
- Access to ultra-modern technology
- Exclusive sessions on new product launch
- Mentorship from Senior Management
Unlock The Potential Of Growth
Multi-product offerings for your clients
Following increase has been seen
-
7x
Number of demat accounts
-
3x
Retail Avg. daily turnover
-
2x
NSE Active Clients
Expertise in Research & Advisory For Your Franchisee
MO First – A Business Intelligence Platform
Business Snapshot
Subscribe clients to various investment products (Intelligent Advisory Portfolios, Mutual Funds, Insurance, FDs, Bonds, PMS, IPOs, NFOs, Sensibull, TradeGuide Signal) via MO First App & Web.
Client Portfolio and Reports
Access detailed client info, including personal details and trades. Generate reports (Holdings, Transactions, Capital Gains, Dividends, Benchmarks) for thorough analysis.
Product Subscription
Receive periodic analysis reports on Business Revenue, Turnover, and AUM in graphical and tabular formats. The opportunity module aids partners in business upscaling.
CBOS
One Login Multiple Access Principle - No need to remember multiple login-passwords.
Our Remarkable Achievements
Success Stories Of Our Franchisee
FAQs
What are the benefits of becoming a sub-broker with Motilal Oswal?
What are the eligibility criteria to become a sub-broker with Motilal Oswal?
To become a sub-broker with Motilal Oswal, you must:
- Be an Indian citizen
- Be at least 21 years old
- Have a graduate-level qualification
- Have completed NISM certification
- Be competent with basic computer skills
- Have basic communication skills
How to become a Motilal Oswal sub broker?
What kind of support and training does Motilal Oswal provide to its sub-brokers?
- Trading platforms: Access to online or offline platforms to execute orders for clients, including mobile apps and web-based options for trading anytime, anywhere.
- Back-office support: Assistance with account opening, KYC verification, fund transfer, and settlement, saving you time and hassle.
- Training and development: Free participation in broker-conducted training programs to enhance your trading skills and stay updated on the latest industry trends and regulations.
How does Motilal Oswal help sub-brokers grow their business and client base?
Motilal Oswal offers the following benefits for brokers to grow their business and client base
- Strong Brand Presence
- Express Account Opening Services
- MO First - Business Intelligence App
- Dedicated Product Manager Support
- Robust Risk Management System
- Paathshala - Smart Training App
- Dedicated Sales Team for PMS, MFs, AIF, Insurance
- Support in Managing Investor Awareness Programs and client seminars
What tools and resources are available to sub-brokers for managing their operations?
1. Training and Education:
- Paathshala: A comprehensive training platform for all franchisees and their staff, providing deep insights into the business.
- Seminars and Webinars: Regular educational sessions led by management to keep franchise partners informed and supported.
- Unnati: An initiative by Motilal Oswal aimed at upskilling and enhancing industry knowledge among partner members.
2. Sales and Business Support:
- Dedicated Team: A specialized team led by Motilal Oswal to assist in selling high-net-worth investment products like PMS (Portfolio Management Services) and AIF (Alternative Investment Funds).
- Saksham: A support system designed to help partners recruit staff efficiently.
- FOCO (Franchisee-Owned Company-Operated): Implanting trained advisors at partners’ offices for client advisory services and business development.
3. Operations and Business Analysis:
- Product Subscription: Partners receive regular updates on available products and services.
- Periodic Business Analysis Reports: Detailed reports on Business Revenue, Turnover, and AUM (Assets Under Management) are provided in graphical and tabular formats.
- Opportunity Module: Assists partners in identifying areas for business upscaling.
4. Business Management Tools:
- CBOS: A comprehensive platform that provides operational support for business management.
- One Login, Multiple Access: A single login system allowing access to multiple platforms without the need to remember different credentials.
5. Client Portfolio and Reports:
- Client Information Access: Detailed client data, including personal information and trading history, are available for review.
- Reports Generation: Partners can generate reports on holdings, transactions, capital gains, dividends, and benchmark analysis for in-depth client assessments.
This suite of tools and resources is designed to support sub-brokers in running their operations smoothly and effectively.