motilal oswal financial services ltd.

Motilal Oswal Financial Services Ltd. Presentation on Presented By Nishchal Shivhare Solid research . Solid advice

A Spectrum of Financial Services Wealth Management Institutional Equity Venture Capital Management Investment Banking Motilal Oswal Financial Services Ltd. End to end solution

Introduction Motilal Oswal Financial Services Ltd.(MOFSL) is a well diversified, financial services company focused on wealth creation for all its customers, such as institutional and corporate clients, HNI and retail customers. their services and product offerings include equity broking, commodity broking and venture capital management. 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). Mr. Motilal oswal and Mr. Raamdev agrawal laid the foundation for MOFSL and initially conducted business as a sub broking firm. Thus, began the expedition of building a professional organization with strong value system, to provide investment advice to investors. Today, Motilal Oswal Financial Services Ltd. Is a well-established brand among retail and individual investors in India, with a presence in 1,430 business locations spread across 432 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, we believe, helps us achieve our core purpose. Integrity : A company honoring commitment with highest ethical and business practices. Teamwork : Attaining collectively and collaboratively. Meritocracy : Performance differentiated, recognized and rewarded in an apolitical environment Passion & Attitude : High energy and self-motivation with a ‘Do it’ attitude and entrepreneurial spirit. Excellence in Execution : Time bound results within the framework of the company’s value system.

Key people

At Motilal Oswal Financial Services Ltd., their talented pool of people comprises of qualified and experienced professionals with an established track record. They believe that their management’s entrepreneurial spirit, strong technical expertise, leadership skills and insight into market/ customer needs provide them with a competitive strength which will help them implement their business strategies. Mr. Motilal Oswal Chairman and Managing Director Mr.Raamdeo Agrawal Non Executive Director Mr.Navin Agarwal Non-Executive Director

Key people

Business Structure Motilal Oswal Financial Services Ltd. Motilal Oswal Securities Ltd. Motilal Oswal Commodities Brokers Pvt. Ltd. Motilal Oswal Investment Advisors Pvt. Ltd. Motilal Oswal Venture Capital Pvt. Ltd.

Product of MOSL.

PMS (Portfolio Management Services)

DEMAT A/C

LIVERAGE

MUTUAL FUND

SIP (systematic investment plan)

IPO

Customer Needs

Taxation

Money saving

Smart investment

Children education

Children marriage

Wealth creation

Future pension

Health care

Right investment Growth Risk Bank deposits Private investment NSC, KVP,and Post Office deposit Debt fund, Mutual funds, SIPs Gold Equity market Insurance, ULIP

Work Profile

Open Demat A/C

Selling of PMS,SIP,Mutul Fund and Leverage

Float maintaining

Impart knowledge about securities market to client

promotion of mosl brands

Financial Snapshot FY 2004 FY 2005 FY 2006 FY 2007 5.93 16.10 40.31 117.29 Book Value 52.53 71.87 22.06 0.50 Total Debt 169.87 457.44 1,144.89 3,331.63 Net worth 152.58 440.15 1040.76 3,204.52 Res. & surplus 17.29 17.29 104.13 127.11 Share Capital 5.75 10.12 21.26 26.93 EPS* 163.41 287.57 603.90 765.01 Net profit 279.45 421.85 845.80 1,163.70 Optg profit 676.15 1,288.91 2,725.18 3,791.24 Total incomes 657.64 1,229.32 2,576.50 3,587.49 Sales (Rs. In Million) Financial Snapshot