DIGITAL

BUSINESS
THE ONLY WAY

The world, as it stands, today is more of a connected network of fibre cables as more and more
people are now able to connect to the Internet and this phenomenon is growing at a blistering
pace. To give you an idea of the humongous impact of digitization, take a look at these numbers!

GLOBAL INDIAN INDIAN

INTERNET USERS INTERNET USERS MOBILE USER BASE
3.5 Billion 373 million as of 2016. 2nd largest
Expected growth = 5bn+ in 5 years Expected growth = 829 mn users by 2021 in the world!

One of the most important drivers for exponential adoption of internet in the world is the joy we get
in being informed at all times and thereby take control of our lifestyle impacting decisions/transac-
tions. Managing personal wealth/finances is also not left in isolation. The fact that 59% of the retail
turnover at NSE came from internet/mobile stands a testimony to the tectonic shift in the way
people are viewing personal wealth.

Why are we at Motilal Oswal so inclined towards Digitalization? To name a few…

GROWING CUSTOMER DEMANDS

30
HIGH MILLENNIAL POPULATION
50% of India is below 30 years of age today

HIGH COMPETITION
NEED FOR INNOVATIVE CHANNELS
COST EFFICIENCY

“ If your business is not on the internet,

then your business will be out of business
“
Bill Gates
With evolution of the digital era & increased competition, our industry has become a high volume
- low margin business. We at MOSL have also seen a shift in a way customers are transacting online.

Our sustained efforts have borne the fruit for our Branch Business over the past two years wherein
we have seen a

225% 866% 479%

growth in online jump in online shoot up in online
traded clients, turnover gross revenue.

As of this month 51% of our daily turnover comes from online mode and 40% of our clients’ trade
through mobile which constitutes 18% of MOSL revenue. These numbers speak volumes about the
dedication and discipline which we now follow as norm for online business.

Doing online business provides a huge head-room to the way all of us

run our respective Broking & Distribution set-ups. To summarize a few:

Achieve Scalability Standardized Service Focus and Bandwidth

that leverages business to ensures streamlined and to acquire more profitable
service a large client base quick data processing customers

Research also indicates that for an online dealer:

ONLINE CLIENT ONLINE MODE GIVES

GIVES 70% MORE 3X MORE SERVICING
REVENUE CAPABILITY

All these factors indicate that going online is the best way possible to take the quantum leap in
profitability and growth.

We at MOSL, have a goal and we chase it with a pigheaded discipline – “60% online”.

We go the extra mile across every possible avenue to bring our clients online, here’s how…

COMMON OBJECTIVE
From the Founders to the Advisors

INCENTIVE TRIGGERS TO DRIVE PERFORMANCE

Higher payout is linked to higher online revenue

APP SAVY SINCE DAY ZERO

Every client is made to go mobile upon account opening

MONITORING PROGRESS
Reviews at all levels are done on Daily, Weekly and Monthly to monitor progress

EDUCATING OUR CLIENTS

Client Education seminars held every quarter

EXTENSIVE CLIENT DATA ANALYSIS

Focused calling to familiarize and educate a client basis his behavioral traits

A DEDICATED ONLINE BUSINESS DEPARTMENT

Demarcated responsibility to drive clients online

While we illustrate the efforts taken for our direct clients, we are mindful of the fact that our Busi-
ness Partners (BA) bring a significant amount of annual turnover and client base. It would be worth-
while to briefly understand the range of tools, products and platforms available for YOU and YOUR
CLIENTS.
 HI-TECH PRODUCTS & PLATFORMS
We have customised platforms designed specifically for Investors and Traders!

MO Investor

All in one product Holistic portfolio Buy, store or sell

Algo-based disciplined
for future goals restructuring Gold digitally
investing for equity &
using MF with single click anytime, anywhere.
derivatives
execution

MO Trader

Lets you decode option Trend guiding tool

Gives you instant
payoff at different price which automatically
recommendations for
and volatility level generates buy/sell
option writing on stocks
trading ideas

For better and faster investment experience, we also have 15 Min^ Account Opening process,
which is 100% paperless and done through eKYC.

MONITORING, CONTROL & PROMOTIONS

We have carefully designed products and initiatives for YOUR BUSINESS in the form of very strong
control & monitoring systems designed to give you the visibility of your clients at every step of their
journey:

ONLINE MIS
Track online business LIVE via UpperMOSt portal

CUSTOMIZED MIS & SUPPORT FROM HO

To help you drive the business

DEDICATED ONLINE DESK

onlinequery@motilaloswal.com 022-30785302

NEW CLIENT CALLING

Creating awareness of online platforms

REGULAR FEEDBACK COLLECTION

Taking feedback from clients at regular intervals

CLIENT QUERY HANDLING

“Call To Trade” option within App

COMMUNICATION
Products & services communication to you and your clients

MOST GUIDE
Encyclopedia of all MO products & services

ONLINE APP DEMO VIDEOS

Videos in regional languages to get complete awareness

ADVISORY DASHBOARD
For right advice to right client at right time

Online Trading will forever change the way equity markets work in India. Make full use of the offer-
ings that we have for YOU and YOUR CLIENTS to make profitable growth.

We strongly believe that using the similar approach can bring about a sea change in harnessing the
potential that technology bring to the table in terms of higher client conversion, lower cost & bigger
client wallet share.

“ To get rich, you have to be making

money while you’re asleep
“
David Bailey

Motilal Oswal Securities Ltd. (MOSL) Member of NSE, BSE & MSE
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 distribu-
tor 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@moti-
laloswal.com, Contact No.:022-30801085. Business Partner is an authorized sub-broker Motilal Oswal Securities Ltd. ^Account would be open after all procedure
relating to IPV and client due diligence is completed. ^Accounts would be open by using esign and all proofs would be collected in soft form.
Investment in securities market are subject to market risk, read all the related documents carefully before investing.