Partner Technologies - Become A Partner - Motilal Oswal
Partner Technologies - Become A Partner - Motilal Oswal

EXPERIENCE OUR SOLID TECHNOLOGIES

All of your business intelligence in a single click

  • Partner Portal for Sub- Broker
  • UpperMost Sub-Broker Mobile App
  • UpperMost for Sub- Broker
    Solid Technologies at Motilal Oswal
     

    Partner Portal for Sub Broker

    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.

    Portal for Sub Broker
    • Get day to day actionables

    • View snapshot of your Revenue, AUM, Sales and much more

    • Improve your online business by using online business reports

    • Get your Inactive client details and send them for reactivation process

    • Access to all reports

    • Track your client details

     

    E- KYC FOR SUB-BROKER

    Our approach towards our Business Partner is that of them being an extension of our brand and an extension of our family. All that we seek from our Business Partners are unrelenting passion for Growth. The hunger for scaling up. Key Features Include:

    E-KYC for Sub-broker at Motilal Oswal
    • 100% paperless

    • Intuitive form fill

    • Convenient

    • Secure

    • Real time activation

    • Instant trading facility across platforms

    KEY FEATURES

    • Business Snapshot

      Business Snapshot

      Daily / Weekly / Monthly / Yearly snapshot of Business Revenue, AUM, Sales or Turnover & client Acquisition

    • Client Portfolio & Reports

      Client Portfolio & Reports

      Quick client search option which provides comprehensive information of all your clients right from Portfolio, Holdings, Transactions and Capital Gain/Loss

    • DIGITAL ACCOUNT OPENING

      DIGITAL ACCOUNT OPENING

      implified and enhanced account opening process

    •  My Reports
      My Reports

      Access to important reports like Client/product wise Revenue Report, Hierarchy Report, AUM Report, Running SIP Report, Online Report, etc.

    • Product Subscription
      Product Subscription

      Subscribe to Investment Products like Intelligent Advisory Portfolios, Me-Gold, Sensibull and TradeGuide Signal (TGS) on behalf of your clients on UpperMOSt App & Web

    • BizOps
      BizOps

      No need to remember multiple login-passwords. 15+ applications accessible from a single window

    OFFERINGS FOR YOUR CLIENTS

    • For Investor

    • For Traders

    To grow big, become a MOFSL business partner
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