4StepstoSuccessfulInvesting
2012
Team Business Solutions & Innovation
Team Business Solutions & InnovationTeam Business Solutions & Innovation
IdeaDashboard3.0A d i i i bl R hAward‐winningactionableResearch…
Team Business Solutions & Innovation
Idea Dashboard 3.0
Team Business Solutions & Innovation
Award-winning actionable Research on Positional, Intraday, Options, etc.
Why Idea Dashboard?
MOSLAdvisory• Intraday,Positional(Index&Stock),Options&Long‐termideas
Integrated News & ViewsIntegratedNews&Views• StockReco– Stockoftheday,MOSLResearch,Recommendations,etc.• MsgView– MarketOutlookfortheday,globalmarketupdates,etc.
Interactivefeatures• Drag&Drop– Customizeyourviewasperyourneeds• Expand&Collapse– Seethepanelsthatmattertoyouthemost• Upto25callsineachpanelforaconsolidatedviewandfasteractionSh th R h C t ll d h i E il d SMS
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• SharetheResearch– Copy‐pastecallsandshareviaEmailandSMS
Advisory Products
Momentum Calls
Intraday
Investment Ideas
MOSt ValueHoursMonths/Years BTST / STBTMOSt 3x3 HoursMonths/Years
Options’Options’ Strategies
Hedging/Deployment
Positional Calls
StocksNift / B kNift
Delivery Ideas
MOSt VelocityDW k Nifty/ BankNifty
Gold / SilverDaysWeeks
Team Business Solutions & InnovationDisciplined Trading System
Participate in both sides of the Market | Follow StopLoss | Intelligent system-based Trade signals
Few Hours to Few Days: Trading Ideas
Intraday For Intraday traders
Momentum Calls
• Structured technical calls provided through the day • Margin Plus product to provide higher leverage
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BTST / STBT
For Intraday traders not willing to carry over positions
BTST / STBT• Structured technical calls provided about one hour
prior to the session closing time • Delivery Plus provided for maximum advantage
For traders who want to take advantage of short-term overnight moves y p g
Positional CallsNPTS / Hedged NPTS / Options NPTS / SPTS / BNPTS For F&O participants willing
• Structured fundamental and technical calls• Technical chart-based calls for vested futures and options
positions in index or fundamentally sound stocks
p p gto take advantage of technical movements in stocks and indices
Team Business Solutions & Innovation
NPTS – Nifty Positional Trading System, SPTS – Stock Positional Trading System, BNPTS – Bank Nifty Positional Trading System
Few Weeks to Few Years: Ideas
MOSt Velocity (Few Weeks) For delivery based busy investors looking
A model advisory portfolio for delivery trades with a systematic approach for Few Weeks
busy investors looking for sound trades for shorter duration
MOSt Value (Long-term Investments)
• Fundamental research-backed investment calls • Mid cap research for companies in growth phase
For investors having more than one year investment horizon
Loans Against Shares (LAS through NBFC)*
Mid cap research for companies in growth phase
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.
Team Business Solutions & Innovation
LiteLiteSimple,powerfuland feature‐rich…Desktop|Mobile|CallNTrade|DealerDesk
Team Business Solutions & Innovation
Why Go Lite?
Team Business Solutions & Innovation
Why Go Lite?
Lite-Desktop Lite-Mobile
Self-trading 24x7 online platform
Online Trading Access for Equity, FNO, IPO & Mutual Fund
Buy/Sell/Modify/Cancel orders in real-time
Live-Quotes
Real-time Stock Advice + Live Rates
Margin Plus – Upto 20 times leverage in 100 scrips
No Download / App required
Works on most GPRS/3G handsets
Position sync with Desktop/Dealerg p
Online Funds’ Transfer from 46+ enlisted banks
Award-winning Research & Advisory
Position sync with Desktop/Dealer
Real-time Research & Advice
Market watch, Market DepthAward winning Research & Advisory services integrated, and more…
Access Lite Mobile with Lite Desktop login/password | Lite-Web coming soon
and more...
Team Business Solutions & Innovation
Access Lite-Mobile with Lite-Desktop login/password | Lite-Web coming soon
MyMotilalOswalAll i i lAllyourinvestmentsinoneplace…
Team Business Solutions & Innovation
Why My Motilal Oswal?
Team Business Solutions & Innovation
What You Want | When You Want | How You WantWhat You Want | When You Want | How You Want
Why My Motilal Oswal?
Only CustomersCustomers & Guests
Consolidated Portfolio ViewEquity Back Office ReportsPMS Back Office Reports
Equity Market updates Commodity Market UpdatesMarket News & Charts
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MF Back Office ReportsDepository ReportsContract Notes and STT ReportsQuick links to Account details
AlertsWatch ListsResearch ReportsEquity / Commodity / MF Quotes q y yIPO / MF News Portfolio Restructuring service
24x7 access to your Portfolio | Integrated Backoffice | Customized Alerts Research Reports | Watch lists | Portfolio Restructuring | Single Sign On 24x7 access to your Portfolio | Integrated Backoffice | Customized Alerts Research Reports | Watch lists | Portfolio Restructuring | Single Sign On
Team Business Solutions & Innovation
Why My Motilal Oswal?
Watch lists
Team Business Solutions & Innovation
Set Alerts
PortfolioRestructuringR i & f liReview&restructureyourportfolio…
Team Business Solutions & Innovation
Why Portfolio Restructuring?
Portfolio Review Report
Comparison of your portfolio with industry benchmarks
Analyze your Equity & MF investments by capitalization / sector /
t l / tasset class / top gainers & losers, etc.
Integrated Research recommendations onrecommendations on your holdings
Integrated with Model Portfolios for Trading
Team Business Solutions & Innovation
Portfolios for Trading & Investment ideasAvailable to both Customers and Guests of MOSL
Upload & Restructure OR Restructure your MOSL portfolio
AboutUs…
Team Business Solutions & Innovation
About MOFSL…
Team Business Solutions & Innovation
About Motilal Oswal Securities…
● Pan-India network in 555 cities across 1,563 locations(b h d f hi )
Data as on Dec 2011
(branches and franchisees)
● Total base of 730,000+ customers (including 650,000+ retail)
Supported by…
Robust real-time Risk Management to manage risks in changing marketsg g g g
Powerful, feature-rich Trading platforms: Web | Desktop | Mobile | Call N Trade
Centralized Backoffice in Mumbai connected to all locations via 1,000+ VSATs
M lti l ll t iti ith t t th tMultiple cross-sell opportunities with customer segments across the spectrum
Customer connect via Investor seminars & Partner Education programs
Team Business Solutions & Innovation
About MOFSL…
Knowledge FirstKnowledge First
Motilal Oswal Financial Services LimitedMotilal Oswal Financial Services LimitedBSE:532892● NSE:MOTILALOFS● Bloomberg:MOFS:IN● Reuters:MOFS.BO
www.motilaloswal.com
Team Business Solutions & Innovation
InSummary…
Team Business Solutions & Innovation
Team Business Solutions & InnovationTeam Business Solutions & Innovation
Disclaimer
Motilal Oswal Financial Services Ltd : Reg. Office: Palm Spring Centre, 2nd Floor, Palm Court Complex, New Link Road, Malad (West), Mumbai 400 064. p , , ( ),For more information: Call: +91 22 30896680 | SMS: MOSL<space>INFO to 575753 Email: [email protected] | Website: www.motilaloswal.com
Security business is offered through Motilal Oswal Securities Limited which is a group company of MOFSLcompany of 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 1000Registration 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.
Team Business Solutions & Innovation