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Financial fitness platform for Investors

personal financial planning platform
Key Benefits:
  • Get Single view of your financial health from Comprehensive Portfolio Snapshot
  • Get Quote page with complete information about the company searched by you
  • Feature Rich Mutual Fund page with snapshot of your holdings , ongoing SIP's and Maturing SIP's & much more
  • Use ACE (Advise on Combination of Equities) offering you Algo based investment strategy with exclusive basket of growth oriented stocks
  • Robo Wealth 24*7 wealth manager that provides you with right asset allocation as per your identified risk profile
  • Optimised place order page for quick order placement & bulk order functionality to execute multiple orders in one go
  • MO genie the 24 x 7 chat bot for your instant query resolution
Open an Account Now to experience Investor Platform or Download the App

Demo Video Demo Presentation

Key Features

Wealth management application

Robo Wealth

  • Suggests the right asset allocation mix based on your risk profile
  • Provides restructuring recommendations that can be customized as per your preferences
  • Get glimpse on the positives and negatives of your portfolio
  • All our recommendations can be executed in a single click
  • Available in multiple languages (English, Hindi, Gujarati & Tamil)

ACE- Advice on combination of Equities

trading on equity application

Maintaining your financial health requires expertise. Get it with ACE! A product that offers you professional investment strategies for long term wealth creation with real time monitoring on your web and app

  • ACE Cash: ACE Cash is an algo based portfolio which aims to deliver superior returns by investing in an exclusive basket of growth oriented stocks
  • ACE Derivatives: ACE Derivatives is a pre-packaged algo based portfolio ideal for investors who are looking to have higher exposure and generate favorable returns with an investment horizon of 1-3 years

Me-Gold

  • 100% online with zero paperwork in just 3 clicks
  • Vault your gold in 100% insured facility by MMTC PAMP
  • Anytime buy and sell feature
  • No making charges, pay only when you want it delivered
digital gold online

Simplified and Feature Rich Mutual Fund selection

mutual fund return calculator
  • The mutual fund section provides additional tools and information for an enhanced investment experience
  • Get a snapshot of your holdings, ongoing SIP's & maturing SIP's
  • Access tools like fund scanners and fund comparison have been incorporated to help you in making the right choice of investment

Stock Scanners

  • The stock scanner tool will help you identify stocks that match your strategy
  • Assists in making an informed investment decisions
  • Provide the top rated scrips based on pre-defined criteria's like year's top performers, top revenue companies, highest yielding stocks to name a few
technical analysis of stocks

Comprehensive Portfolio Snapshot and Analysis

  • Get single view of your financial health from holdings, asset and sector allocation along with short term and long term gain/loss
  • View detailed personalized insights on your portfolio, review its negative and positive points
  • Get alternatives that can improve your financial well-being

Get Quote

The page provides comprehensive information about the company searched by you

  • Evaluation based on quality, valuation and financial trends
  • Stock performance v/s index and industry peers
  • Information on key ratios, Financials, Corporate action
  • Recommendations, news and much more
stock analysis of company

Place / Bulk Order

Share trading service
  • Streamlined place order page with information about available limits for faster execution
  • Get option to execute multiple orders in a single click

Other Features

  • MO Chat Bot: MO genie - the 24*7 chat bot service is a solution to all your financial & trading related queries
  • Detailed historical charts: View multiple type of charts with intervals ranging from 1 minute to 5 years with 9 technical indicators
  • Alerts: Set and manage alerts on stock through My Alerts feature by defining category of alerts on your portfolio
  • Funds transfer: Make instant fund transfers from your bank account to your trading account and vice versa with the flexibility of choosing from more than 60+ affiliated banks
portfolio management software

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 Securities Broking write to grievances@motilaloswal.com, for DP to dpgrievances@motilaloswal.com

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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