Unnati

Unnati is industry's first certificate course on Broking & Distribution business that transforms you into a skilled and knowledgeable Entrepreneur in just 8 weeks

The word "Unnati" is a sanskrit word, which means progress. And that is the aim of this programme. The Unnati programme addresses all your needs that includes knowledge, skill and bussiness ideas. This unique financial industry course gives you an opportunity to learn entrepreneurship with the right skills and technical know-how to start your own Broking and Distribution business. Knowledge which is not just theoretical but also practical with growth oriented ground reality acumen.

  • Get right knowledge with the right skills to run a successful Broking business

  • Start your business with expert hand-holding in booming Indian economy

  • Transform yourself in just 8 weeks

  • Unleash your growth potential and earn your true worth

Apply Right Now! Why Broking! Post programme opportunities

Programme Structure

Phase I - Web Based

  • Basics of broking, including different products available in Financial Markets, Equities, Commodities, Currency, Mutual Funds, IPOs, PMS
  • Macroeconomic and Financial Market indicators including variables like GDP, Inflation, Monetary policy, Unemployment, IIP, Company structure, Stock Exchange and Regulators
  • Broking and Financial Intermediary basics, including knowledge on Brokers, Sub- brokers, IFA, DP, Custodian and Registrar. This session will also cover brokerage and commissions
  • NISM module for Derivatives with mock test
  • NISM module For Mutual Fund with mock test
  • Basics of fundamental analysis including Cash flow, Balance sheet, EPS, PE Ratio, Market Cap, Book value, Peers group comparison, Sectors, Industry trends, Company management and history, Dividend payout, Debt to Equity ratio etc.
  • Technical & Fundamental research including chart indicators and explanation, technical calls and report reading
  • Investment Product knowledge on products like Porfolio Management Scheme, Mutual Funds, Bonds, FDs, Initial Public offer

Phase II - Class Room Sessions (Mumbai) - Domain Knowledge

  • Induction by MOSL Leaders
  • Advisory and other products like Velocity and Multi-cap
  • Session on investment products like Next Trillion Dollar Opportunity Fund, Value Portfolio Management Scheme, ACE etc
  • Technology Products of MOSL like Mobile Trading, Web Trading, TradeGuide Signal, Robo Wealth, Robo Advisory, Smart Watch, Platforms for business partners like UpperMOSt, CRM, e-KYC etc
  • RMS and Back office training on Risk Management (Margin shortage, Shortage report, Pure risk, Limit setting)

Phase III - Class Room Sessions (Mumbai) - Skill Enhancement

  • Referral for lead generation and reference creation
  • Grooming and social etiquettes like formal dressing, meeting etiquettes and social skills
  • Selling and negotiation skill
  • Soft-Skill training like presentations and telephone etiquettes
  • Book review

Phase IV - Hand holding & Ground level Coaching

  • Branch visit to understand the working and various functions of branch
  • Field visit along with branch sales team
  • Franchisee's office visit along with territory manager to understand working of franchisee

Who Should Join ?

  • Employees working in Broking Business
  • Employees working in Financial Service Industry
  • Financial Consultants
  • Independent Financial Advisor
  • Chartered Accountants
  • Small local Business Owners
  • Degree year and MBA students
  • Second and third generation business owners

Must Know

  • Course Structure

    8 week course which includes online, classroom and on-field training

  • Course Pedagogy

    Training : Classroom + Business Visits + Webinars + Book Sessions
    Evaluation : Online Exams + VIVA
    Specialized Certifications : NISM V/VIII + MOSE Certification

  • Fees

    Rs. 60,000 +18% GST

    If you register before 30th November 2018

  • Payment Details

    Motilal Oswal Capital Market Private Limited
    A/c. : 00600340031750
    IFSC Code : HDFC0000060

  • CashBack

    Get 100% Cashback of your fees once you become our Partner*

  • Eligibility

    Graduate or Higher

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: na@motilaloswal.com, Contact No.:022-71881085.

Customer having any query/feedback/ clarification may write to query@motilaloswal.com.In case of grievances for any of the services rendered by Motilal Oswal Financial Services Limited (MOFSL) write to grievances@motilaloswal.com, for DP to dpgrievances@motilaloswal.com
* 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: sc@motilaloswal.com, Contact No.:022-38281085.

Customer having any query/feedback/ clarification may write to query@motilaloswal.com. In case of grievances for Commodity Broking write to commoditygrievances@motilaloswal.com
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