Motilal Oswal?s Business Partners? 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.
Track your AUM distribution across asset classes
Get your sales summary across investment products
Access your Business Analysis Report and weekly business snapshots
Reinvest your client?s money through Product Maturity Reminders
Know your business trend for last 6 months
Access our in-house research reports
Build strong relationships by sending Birthday e-Greetings to clients
Get updates of new product, technology upgrades etc.
Track your active & inactive clients
Know your happy customers
Review & restructure your client?s portfolio in just one click
View your client?s portfolio performance graph
Upload or update your client?s Non-MOSL transactions to get a holistic view
Track client?s holding, transaction and Profit & Loss Report for all products
Get a list of SIPs your clients have invested in
Asset Wise AUM Summary & detail report
View asset wise summary with AUM amount and total AUM % Across all asset classes at a glance. You can also access the detailed report at the click of a button.
On the click of a button, get access to the revenue report of the products invested in your clients scheme wise and get an overview of the transactions such as brokerage type, commission amt, payment date and so on.
Stay updated on who are your most active clients on the basis of its volume. Additionally, detect your inactive clients as per their last transaction date product wise and reach out to activate them with the contact details available.
Get to know who are your satisfied customers along with their total gain and AUM. You can also view the detailed information of every client like their realized & unrealized gain and also the contact details.
Motilal Oswal Financial Services Limited. (MOFSL)* Member of NSE, BSE, MCX, NCDEX - CIN no.: L67190MH2005PLC153397
Registered Office Address: Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai-400025; Tel No.: 022 - 71934200/71934263;Website www.motilaloswal.com. Correspondence Office Address: Palm Spring Centre, 2nd Floor, Palm Court Complex, New Link Road, Malad (West), Mumbai- 400 064. Tel No: 022 7188 1000. Registration Nos.: Motilal Oswal Financial Services Ltd. (MOFSL)*: INZ000158836 (BSE/NSE/MCX/NCDEX);CDSL and NSDL: IN-DP-16-2015; Research Analyst: INH000000412. AMFI: ARN 146822; Investment Adviser: INA000007100;PMS: INP000006712;Insurance Corporate Agent: CA0579 .Motilal Oswal Asset Management Company Ltd. (MOAMC): PMS (Registration No.: INP000000670); PMS and Mutual Funds are offered through MOAMC which is group company of MOFSL. Motilal Oswal Wealth Management Ltd. (MOWML): PMS (Registration No.: INP000004409) is offered through MOWML, which is a group company of MOFSL. Motilal Oswal Financial Services Ltd. is a distributor of Mutual Funds, PMS, Fixed Deposit, Bond, NCDs and IPOs. *Real Estate is offered through Motilal Oswal Real Estate Investment Advisors II Pvt. Ltd. which is a group company of MOFSL. *Private Equity is offered through Motilal Oswal Private Equity Investment Advisors Pvt. Ltd which is a group company of MOFSL. *Research & Advisory services is backed by proper research. Please read the Risk Disclosure Document prescribed by the Stock Exchanges carefully before investing. There is no assurance or guarantee of the returns. Investment in securities market are subject to market risk, read all the related documents carefully before investing. Details of Compliance Officer: Name: Neeraj Agarwal, Email ID: email@example.com, Contact No.:022-71881085.
Customer having any query/feedback/ clarification may write to firstname.lastname@example.org. In case of grievances for Securities Broking write to email@example.com, for DP to firstname.lastname@example.org * Motilal Oswal Securities Limited ("MOSL") has been amalgamated with Motilal Oswal Financial Services Limited ("MOFSL") w.e.f. August 21, 2018, pursuant to the order dated July 30, 2018 issued by Hon'ble National Company Law Tribunal, Mumbai Bench.
Motilal Oswal Commodities Broker Pvt. Ltd. - Member of MCX, NCDEX- CIN U65990MH1991PTC060928
Regd office : Motilal Oswal Tower , Rahimtullah Sayani Road , Opposite Parel ST Depot , Prabhadevi, Mumbai -400025; Tel No.:022 3980 4263. Correspondence Address: Palm Spring Centre, 2nd Floor, Palm Court Complex, New Link Road, Malad (West), Mumbai- 400 064. Tel No: 022 -3080 1000. Registration Numbers: MCX 29500, NCDEX -NCDEX-CO-04-00114. FMC Unique membership code : MCX : MCX/TCM/CORP/0725, NCDEX: NCDEX/TCM/CORP/0033. Website: www.motilaloswal.com
Investment in Commodities is subject to market risk and there is no assurance or guarantee of the returns. Please read the Risks Disclosure Document and Do's & Don'ts prescribed by the commodity Exchanges carefully before investing. Details of Compliance Officer: Name: Ms Sharmilee Chitale, Email ID: email@example.com, Contact No.:022-38281085.
Customer having any query/feedback/ clarification may write to firstname.lastname@example.org. In case of grievances for Commodity Broking write to email@example.com