Motilal oswal company over view and financial statement

2. • YUGANDHARA CHAUHAN
• NEHA TIWARI
• RUSHABH SHAH
• SAKSHI DOKANIA
• MEGHA PADIA
• RAHULAGARWAL
• RITESH PATEL

3. INTRODUCTION
Motilal Oswal Financial Services Ltd is a diversified financial service firm
which offers a wide range of financial products and services.
Motilal Oswal, is an Indian businessman. He is the Chairman and
Managing Director of Motilal Oswal Financial Services Ltd (MOFSL)
which he co-founded with Raamdeo Agrawal in 1987
The company tied up with State Bank of India and Punjab National
Bank in 2006 and 2007 to offer online trading to its customers.

4. Services offered:
•Wealth Management
•Retail Broking
•Distributional commodity broking
•Asset management
•Private equity
•Investment banking services
•Institutional broking

5. DIRECTORS:
 Mr. Motilal Oswal -MD and CEO
 Mr. Raamdeo Agarwal (Director 2013-2015)
 Mr. Balkumar Agarwal ( Independent Director 2011-2015)
 Mr. Navin Agarwal (Director 2011-2012)
 Mr. Vivek Paranjape ( Independent Director 2011-2014)
 Mr. Praveen Tripathi (Independent Director 2012-2014)
 Mr. Ashok Jain (Whole Time Director)
 Mr. Samrat Sanyal ( Company Secretary)
 Mr. Sameer Kamath ( Chief Financial Officer)
 Mr. Madhav Balkuty ( Individual Director)

6. AUDITOR
M/s Haribhakti and company chartered accountants.
BANKERS
 Citi Bank
 HDFC Bank
 Standard chartered Bank
 ICICI Bank
 HSBC
 Yes Bank
 Axis Bank
 Indusland Bank

7. REGISTERED OFFICE
Motilal Oswal tower,
Rahimtulla Sayani Road,
Opposite Parel St. Depot,
Prabhadevi ,
Mumbai – 400025
KEY EXECUTIVES
 Motilal Oswal – Chairman and Managing Director
 Navin Agarwal – Managing Director
 Raamdeo Agarwal – Joint Managing Director
 Sameer Kamat - Associate Director
 Sudhir Dhar – HR and Administrative Head
 Ramnik Chabra - Asscociate Head

8.  KEY CUSTOMERS
BOMBAY STOCK EXCHANGE
NATIONAL STOCK EXCHANGE
 REGISTRARS AND TRANSFER AGENTS
Karvy computershares Pvt. Ltd.
Karvy registry house ,
House no. 8-2-596, avenue4, street no. 1,
Banjara hills Hyderabad – 500034
SEBI Registration No. INR 000000221
THE COMPANY IS LISTED UNDER BSE AND NSE.
Company has no institutional share holder

9. As at 31st March 2011 As at 31st March 2012
SR No. Description No. of Shares % to Capital No. of Shares % to Capital
Promoters and
Promoter
Group.
99887250 69.16 101839987 70.18
Mutual Fund
and Financial
Institution.
17431089 12.07 16631066 11.46
NRI’s/OCB’s 9543174 6.61 9117329 6.28
Body
Corporates
567663 0.39 469532 0.32
Public 9113726 6.31 9119747 6.28
Directors 7804010 5.41 7804010 5.38
Others 72325 0.05 141198 0.10
Total’s 144419229 100 145122869 100

10. As at 31st March 2013 As at 31st March 2014 As at 31st March 2015
No. of Shares % to Capital No. of Shares % to Capital No. of Shares % to Capital
102091848 70.29 102430692 74.14 102307930 72.99
16191617 11.15 16139598 11.68 20026584 14.29
7220738 4.97 534501 0.37 516404 0.37
2494668 1.70 2607260 1.89 1116363 0.80
9375747 6.46 8610724 5.87 8282544 5.90
7804010 5.37 7804010 5.37 78040108 5.57
77148 0.06 39046 0.03 108840 0.08
145235776 100 138165831 100 140162675 100

11. INDIVIDUAL CONTRIBUTION
 Megha Padia:
Who are the directors? Who are the control groups
Where is the registered office located?
 Sakshi Dokania:
Who is the owner?
Who are the bankers?
 Neha Tiwari:
Shareholding pattern.
 Yugandhara Chauhan:
Registrar and Transfer Agents.

12. CONTINUED
 Rushabh Shah:
Key Executives & Key Customers.
 Rahul Agarwal:
Is Business Export Oriented?
Introduction?
 Ritesh Patel:
Are the Shares listed?
Introduction
The PowerPoint presentation was made in presence
of all group members.

13. SOURCES OF DATA
 www.bseindia.com
 www.motilaloswal.com
Learning
 Co-ordination
 Do not keep things for last moment
 Internet issues
 Time Management