MO Investor

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Financial fitness platform for Investors

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
  • Plan, invest & track all your financial goals through Target Investment Plan (TIP)
  • 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 to Experience the Web Platform

Demo Video Demo Presentation

Key Features

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)

Target Investment Plan (TIP)

  • Guides you where to invest, how to invest and how long to invest based on your needs and goals
  • Dynamically changes investment amount as per market conditions
  • Online tracking on your goals with rebalancing suggestions

ACE- Advice on combination of Equities

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(Coming Soon): 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.

Simplified and Feature Rich Mutual Fund selection

  • 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

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

Place / Bulk Order

  • 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.

Motilal Oswal Securities Ltd. (MOSL) Member of NSE, BSE & MSE - CIN no.: U65990MH1994PLC079418

Registered Office Address: Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai-400025; Tel No.: 022-3980 4263; www.motilaloswal.com. Correspondence Address: Palm Spring Centre, 2nd Floor, Palm Court Complex, New Link Road, Malad (West), Mumbai- 400 064. Tel No: 022 3080 1000. Registration Nos.: NSE (Cash): INB231041238; NSE (F&O): INF231041238; NSE (CD): INE231041238; BSE(Cash): INB011041257; BSE(F&O): INF011041257; BSE(CD); MSE(Cash): INB261041231; MSE(F&O): INF261041231; MSE(CD): INE261041231; CDSL: IN-DP-16-2015; NSDL: IN-DP-NSDL-152-2000; Research Analyst: INH000000412. AMFI: ARN 17397. Investment Adviser: INA000007100. Motilal Oswal Asset Management Company Ltd. (MOAMC): PMS (Registration No.: INP000000670); PMS and Mutual Funds are offered through MOAMC which is group company of MOSL. Motilal Oswal Wealth Management Ltd. (MOWML): PMS (Registration No.: INP000004409) is offered through MOWML which is a group company of MOSL. *Motilal Oswal Securities Ltd. is a distributor of Mutual Funds, PMS, Fixed Deposit, Bond, NCDs and IPOs. *Commodities are offered through Motilal Oswal Commodities Broker Pvt. Ltd. which is a group company of MOSL. *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 and does not pertain to purchase or sale of any particular commodity. Please read the Risk Disclosure Document prescribed by the Stock Exchanges carefully before investing. There is no assurance or guarantee of the returns. Details of Compliance Officer: Name: Neeraj Agarwal, Email ID:na@motilaloswal.com, Contact No.:022-30801085.

Investment in securities market are subject to market risk, read all the related documents carefully before investing.

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, for Commodity Broking to commoditygrievances@motilaloswal.com
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