4 Steps to Successful Investing 2012
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Team Business Solutions & Innovation
Idea Dashboard 3.0
A Award‐winning actionable Research… d i i i bl R h
Team Business Solutions & Innovation
Idea Dashboard 3.0
Award-winning actionable Research on Positional, Intraday, Options, etc. Team Business Solutions & Innovation
Why Idea Dashboard? MOSL Advisory • Intraday, Positional (Index & Stock), Options & Long‐term ideas
Integrated News & Views Integrated News & Views • Stock Reco – Stock of the day, MOSL Research, Recommendations, etc.
• Msg View – Market Outlook for the day, global market updates, etc.
Interactive features • • • •
Drag & Drop – Customize your view as per your needs Expand & Collapse – See the panels that matter to you the most Upto 25 calls in each panel for a consolidated view and faster action Sh Share the Research – th R h Copy‐paste calls and share via Email and SMS C t ll d h i E il d SMS
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Advisory Products
Investment Ideas Months/Years
MOSt Value MOSt 3x3
Momentum Calls Intraday BTST / STBT
Hours
Options’ Strategies Hedging/ Deployment
Delivery Ideas MOSt Velocity
W k Weeks
Positional Calls Stocks Nift / BankNifty Nifty/ B kNift Gold / Silver
D Days
Disciplined Trading System Participate&inInnovation both sides of the Market | Follow StopLoss | Intelligent system-based Trade signals Team Business Solutions
Few Hours to Few Days: Trading Ideas Momentum Calls Intraday y • Structured technical calls provided through the day • Margin Plus product to provide higher leverage
For Intraday traders not willing to carry over positions
BTST / STBT • Structured technical calls provided about one hour prior to the session closing time y Plus p provided for maximum advantage g • Delivery
For traders who want to take advantage of shortterm overnight moves
Positional Calls NPTS / Hedged NPTS / Options NPTS / SPTS / BNPTS • Structured fundamental and technical calls • Technical chart-based calls for vested futures and options positions in index or fundamentally sound stocks
For F&O p participants p willing g to take advantage of technical movements in stocks and indices
NPTS – Nifty Positional Trading System, SPTS – Stock Positional Trading System, BNPTS – Bank Nifty Positional Trading System
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Few Weeks to Few Years: Ideas MOSt Velocity (Few Weeks) A model advisory portfolio for delivery trades with a systematic approach for Few Weeks
MOSt Value (Long-term Investments) • Fundamental research-backed investment calls • Mid cap research for companies in growth phase
Loans Against Shares (LAS through NBFC)* Loans Against Shares* option is available to facilitate your investments in select stocks Loan Against Shares is offered independently through Motilal Oswal Financial Services Ltd.
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For delivery based busy investors looking for sound trades for shorter duration
For investors having more than one year investment horizon
Lite
Simple, powerful and feature‐rich… Desktop | Mobile | Call N Trade | Dealer Desk
Team Business Solutions & Innovation
Why Go Lite?
Team Business Solutions & Innovation
Why Go Lite? Lite-Desktop
Lite-Mobile
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Self-trading 24x7 online platform
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Online Trading Access for Equity, FNO, IPO & Mutual Fund
Buy/Sell/Modify/Cancel orders in real-time
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Live-Quotes
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Real-time Stock Advice + Live Rates
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No Download / App required
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Margin Plus – Upto 20 times g in 100 scrips p leverage
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Works on most GPRS/3G handsets
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Position sync with Desktop/Dealer
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Real-time Research & Advice
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Market watch, Market Depth and more...
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Online Funds’ Transfer from 46+ enlisted banks
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Award winning Research & Advisory Award-winning services integrated, and more…
Access Lite-Mobile Lite Mobile with Lite-Desktop Lite Desktop login/password | Lite-Web coming soon
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My Motilal Oswal
All All your investments in one place… i i l
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Why My Motilal Oswal?
What You Want | When You Want | How You Want Team Business Solutions & Innovation
Why My Motilal Oswal?
Customers & Guests ¾ ¾ ¾ ¾ ¾ ¾ ¾ ¾ ¾
Equity Market updates Commodity Market Updates Market News & Charts Alerts Watch Lists Research Reports q y / Commodity y / MF Quotes Equity IPO / MF News Portfolio Restructuring service
Only y Customers ¾ ¾ ¾ ¾ ¾ ¾ ¾
Consolidated Portfolio View Equity Back Office Reports PMS Back Office Reports MF Back Office Reports Depository Reports Contract Notes and STT Reports Quick links to Account details
24x7 access to your Portfolio | Integrated Backoffice | Customized Alerts Research Reports | Watch lists | Portfolio Restructuring | Single Sign On
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Why My Motilal Oswal? Watch lists
Set Alerts Team Business Solutions & Innovation
Portfolio Restructuring
R i & Review & restructure your portfolio… f li
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Why Portfolio Restructuring? Portfolio Review Report Comparison of your portfolio with industry benchmarks Analyze your Equity & MF investments by capitalization / sector / assett class l / top t gainers & losers, etc. Integrated Research recommendations on your holdings
Available to both Customers and Guests of MOSL Upload & Restructure OR Restructure your MOSL portfolio Team Business Solutions & Innovation
Integrated with Model Portfolios for Trading & Investment ideas
About Us…
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About MOFSL…
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About Motilal Oswal Securities… Data as on Dec 2011
● Pan-India network in 555 cities across 1,563 locations (b (branches h and d franchisees) f hi ) ● Total base of 730,000+ customers (including 650,000+ retail) Supported by… Robust real-time Risk Management g to manage g risks in changing g g markets Powerful, feature-rich Trading platforms: Web | Desktop | Mobile | Call N Trade Centralized Backoffice in Mumbai connected to all locations via 1,000+ VSATs Multiple M lti l cross-sell ll opportunities t iti with ith customer t segments t across the th spectrum t Customer connect via Investor seminars & Partner Education programs
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About MOFSL…
Knowledge First
Motilal Oswal Financial Services Limited BSE: 532892 ● NSE: MOTILALOFS ● Bloomberg:MOFS:IN ● Reuters: MOFS.BO
www.motilaloswal.com
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In Summary…
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Team Business Solutions & Innovation
Disclaimer
Motilal Oswal Financial Services Ltd : Reg. Office: Palm Spring Centre, 2nd Floor, Palm Court Complex, p , New Link Road,, Malad (West), ( ), Mumbai 400 064. For more information: Call: +91 22 30896680 | SMS: MOSLINFO to 575753 Email:
[email protected] | Website: www.motilaloswal.com Security business is offered through Motilal Oswal Securities Limited which is a group company of MOFSL MOFSL. Motilal Oswal Securities Ltd. (MOSL) Member of NSE and BSE. Reg. Office: Palm Spring Centre, 2nd Floor, Palm Court Complex, New Link Road, Malad (West), Mumbai 400 064. Tel: 022 3080 1000 Registration Nos.: NSE (Cash) : INB231041238 ; NSE (F&O) : INF231041238 ; BSE (Cash) : INB011041257 ; BSE(F&O) : INF011041257 ; CDSL : IN-DP-CDSL-09-99 ; NSDL : IN-DP-NSDL-152-2000 ; AMFI :ARN 17397 ; MOSL is a distributor of Mutual Funds and IPOs. PMS : INP000000670; PMS is offered through Motilal Oswal Asset Management Company (MOAMC) which is a group company of MOFSL.
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