All of your business intelligence in a single click
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.
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:
Daily / Weekly / Monthly / Yearly snapshot of Business Revenue, AUM, Sales or Turnover & client Acquisition
Quick client search option which provides comprehensive information of all your clients right from Portfolio, Holdings, Transactions and Capital Gain/Loss
implified and enhanced account opening process
Access to important reports like Client/product wise Revenue Report, Hierarchy Report, AUM Report, Running SIP Report, Online Report, etc.
Subscribe to Investment Products like Intelligent Advisory Portfolios, Me-Gold, Sensibull and TradeGuide Signal (TGS) on behalf of your clients on UpperMOSt App & Web
No need to remember multiple login-passwords. 15+ applications accessible from a single window
3 Click Mutual Fund SIP
See best performing schemes with expert rankings and reviews
Create up to 10 position across segments in 1 screen
Success stories of MO Partner's
Mihir Investments began with small client base of 50 in Sep 2004 & has steadily grown its Broking Business to 300 clients with AUM of 50 Cr in Direct Equity, PMS and MF. Manoj Desai(CA) was firmly supported by Mukti Desai(MBA), since a decade in this business.Strong believer in Ramdeojis principle of "Buy Right & Sit Tight", they have used MO platforms,research & products to build their business.
Amit Jain walked into Motilal Oswal for interview, he was asked about his dream & wished to start his own business.So instead of being assessed as employee,he was explained about the MO Business Partner Platform.On hearing great services offered to business partners, he instantly signed up as an Entrepreneur!He has converted his annual CTC into monthly revenues & hired staff to grow his business.