About Us

Motilal Oswal Financial Services Limited -Corporate Agent (Composite - IRDAI Registration no- CA0579)

Who
We
Are

Motilal Oswal Financial Services (MOFSL), is a well-diversified financial services company focused on wealth creation through knowledge. We are a multi-faceted financial services company with a presence in over 550 cities through 2500+ business locations; ably managed by a team of over 10,500 employees.

This network of business locations coupled with people across business units and a diverse range of financial expertise works synergistically to provide a host of products and services across Retail and Institutional Broking, Private Wealth, Investment Banking, Private Equity, Asset Management, Insurance intermediary & Corporate agency and Home Finance.

All these businesses are headquartered in a single location at Motilal Oswal Tower, Gokhale Sayani Road, Prabhadevi, Mumbai to provide sharing and synergy of knowledge under one roof.

Our Vision

To be a well-respected and preferred global financial services organisation enabling wealth creation for all our customers.

Our Values

Integrity, Team work, Meritocracy, Passion & Attitude and Excellence in execution.

Motilal Oswal Financial Services Limited details in short –

Share Price at NSE - ₹ 665.70 as on 1st Dec 2022 closing

No of MOFSL Offices - 100+

Total Client base - 30 Lakh Plus

Asset under advisory - ₹ 3.2 Lakhs Crore

MOFSL Verticals and Products marketing

1. Capital Markets

  • Retail Broking & Distribution
  • Depository Participant
  • Research Analyst
  • Institutional Equity
  • Investment Banking

2. Asset Management

  • Asset Management
  • Private Equity
  • Private Wealth

3. Insurance intermediary Corporate Agent (Composite - IRDAI Registration no-CA0579)

  • Life insurance
  • General Insurance
  • Health Insurance

4. Home Finance

5. Fund Based Business

  • PE funds

Customer reach – Customer growth Story

  • We serve ~3.2 million registered customers
  • Our Private wealth team serves 4700+ HNI & UHNI Customers
  • Home Finance team has assisted to 47,500+ customers.

Our Digital Presence

Social Media – Customers reach us over Facebook, Twitter, Instagram, LinkedIn, Telegram, YouTube and Quora.

Digital Foot prints - We have our own website and trading apps like: MO Investor, MO Trader App and Research 360 platforms for distribution and services of our products.

Effectiveness of email campaign - 99% email delivery rate with 13% open rate.

Website reach – Avg. traffic on website is 20-21 Lakh/month, Avg. leads 5-6K monthly, conversion is avg. 19%/month.

Our Human Capital Value

Key People

Ajay Menon

Managing Director & CEO, Broking & Distribution

Harsh Joshi

Executive Director, Head-Ifa & Investment Products (Bod)

Our Key Strength - Data Research & Advisory

Over 30 years of equity experience, stock market analysis & research reports. We provide in depth information on positions, margin and your overall holdings with our equity research reports. With real-time and consolidated views. Presence of 31000+ Research reports, 260+ Stocks covered, 21+Sectors covered and over 40 Report types.

Experience based & knowledge based Insurance solicitation and wide choice selection option from the number of products. We have IRDA Licenced and trained Specified persons pan India to solicit the policies.

We do risk analysis, gap analysis, plan design, predictive modelling and data management, Insurance advisory reports to our customers based on analytics of existing insurance portfolio and providing advisory on well researched plans across the spectrum of Life, General and Health Insurance.

Our Financials – Market share, Revenue Growth, Profitability

Motilal Oswal share has a market capitalization of ₹ 9,891.82 Cr.

Net increase of ₹ 37,378 Lakhs YOY for year ended 31 March 2022.

With profit of ₹ 86,413 Lakhs for year ended 31 March 2022.