Think Partnership, Think Motilal Oswal

Join a family of 8000+ MOFSL partners and get benefits like

Solid Research & Solid Advice
Robust Backoffice & ease of managing operation
Robust Backoffice & ease of managing operation
Comprehensive Business Development Initiatives
86% of our partners are satisfied with MOFSL partnership

Partner With Us

Setup your Franchisee
Features & Benefits of setting up franchisee

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Become an affiliated partner
Ways of affiliating with us
Become a Franchisee
  • 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
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Become A Branch Business Partner
  • 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
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Become An Independent Financial Advisor
  • Get access to various wealth management products and services
  • Access to ultra-modern technology
  • Exclusive sessions on new product launch
  • Mentorship from Senior Management
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Unlock The Potential Of Growth

Multi-product offerings for your clients

Equity
Invest in company shares to potentially benefit from growth and dividends, offering a stake in the success of well-established businesses.
Mutual Funds
Diversify your investments easily by pooling your money with others, managed by professionals to maximize potential returns.
AIF
Explore unique investment opportunities beyond traditional assets, potentially yielding higher returns for savvy investors.
Commodity
Trade in tangible assets like gold, oil, or agricultural products, adding diversity to your investment portfolio.
Portfolio Management Services (PMS)
Let experts handle your investments, tailoring strategies to meet your financial objectives and risk tolerance.
Insurance
Safeguard your future with financial protection against unforeseen events, providing peace of mind and security for you and your loved ones.
Currencies
Trade in different currencies, capitalizing on foreign exchange markets to take advantage of global economic trends.
Intelligent Advisory Portfolio (IAP)
A diverse array of pre-packaged equity products is designed for traders and investors who seek market involvement but lack the time to actively manage their portfolios.
Bonds
Invest in debt securities issued by governments or corporations, offering stable returns and a reliable income source for conservative investors.
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Expertise in Research & Advisory For Your Franchisee

In-depth reports of more than 230+ listed companies
Our research teams deliver insightful research reports daily to our customers
Famous “Wealth Creation Study” annual report by equity market stalwart and co-founder Mr. Raamdeo Agrawal
Insights on their current market and future trends

MO First – A Business Intelligence Platform

Our Remarkable Achievements

Best Execution (India)
Inducted in at 10th CNBC TV18 Financial Advisor Awards 2019
Best Analyst for Thematic Strategy (India)
Inducted in at 10th CNBC TV18 Financial Advisor Awards 2019
Best Analyst for Technology Hardware
Inducted in at 10th CNBC TV18 Financial Advisor Awards 2019
Best Brokerage Transformation (India)
Inducted in at 10th CNBC TV18 Financial Advisor Awards 2019

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Success Stories Of Our Franchisee

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FAQs

What are the benefits of becoming a sub-broker with Motilal Oswal?

By becoming our Franchise Sub-brokering Partner, you will gain access to our exclusive research reports and tools, along with strong back-office and operations support. Additionally, you will have the chance to build your reputation in the market by partnering with a brand that has been in the industry for 35+ years.

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?

To become a sub-broker with Motilal Oswal, you will be required to obtain  a registration certification from SEBI and enter into an agreement with Motilal Oswal. Alternatively, you can simply sign-up on our Partners page and our associates will contact you shortly.

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.
What is the commission structure for sub-brokers at Motilal Oswal?
The commission structure for sub-brokers at Motilal Oswal is : Revenue sharing – 60%

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.