PRESENTATION ON INVESTMENT AND PORTFOLIO

MANAGEMENT OF MOTILAL OSWAL FINANCIAL

SERVICES LTD

SUBMITTED BY:
KARTIK GOEL 19709001
DIKSHA AGARWAL 19709048
JAHNAVI RIYA 19709051
MUSKAN AGARWAL 19709058
INTRODUCTION TO MOTILAL OSWAL
PORTFOLIO MANAGEMENT
• Motilal Oswal is one of the largest service stock broker in India.

• The Company was founded by Mr Ramdeo Agarwal and Motilal Oswal in the
year 1987.

• Motilal Oswal is one of the few broking houses which is listed in Stock Market.

• One of the most reknowned Business model of Motilal Oswal is their Portfolio
Management Services.

• They are one of the largest players in PMS & known for their PMS performance.
The have wide list of fund managers who look after their PMS business.
Introduction to Motilal Oswal Financial
Services Ltd
• Motilal Oswal Financial Services Ltd (MOFS) is a financial services firm established in 1987. It is a
well-diversified, financial services company focused on wealth creation for all its customers like
institutional and retail clients, HNI and retail customers.
• It is founded by Mr. Motilal Oswal and Mr. Ramdev Agarwal and initially conducted business as a sub-
broking firm.
• MOFSL is the holding of Motilal Oswal Securities Ltd. (MOSL), Motilal Oswal Commodities Brokers
Pvt Ltd. (MOCBPL), Motilal Oswal Investment Advisors Pvt Ltd. (MOIAPL), and Motilal Oswal
Venture Capital Advisors Pvt Ltd. (MOVCPL).
• They present in three business segments which are transaction-based businesses, assets-based businesses,
and fund-based businesses.
• It is a well-established brand among retail and individual investors in India, with a presence in 2500+
business locations spread across 550 cities.
CORE PURPOSE

To be a well-respected and preferred global financial services organization

enabling wealth creation for all our customers.

VALUES :

Our core purpose is complemented by our organizational values Living these values,
helps us achieve the core purpose.

• Integrity
• Teamwork
• Meritocracy
• Passion and attitude
• Excellence in execution