PRESENTATION FOR KEY

STAKEHOLDERS OF MOTILAL
OSWAL
-Siddhant Kothari
 ABOUT THE COMPANY

Motilal Oswal Securities Ltd.(MOSL) was founded in 1987 as a

small sub-broking unit.
Today MOSL is a well diversified financial services company
that has an outreach in Private wealth Management, Retail
broking and distribution, Institutional broking, Asset
management, Investment banking, Private equity, commodity
broking, currency broking and Home finance.
Headquartered in Mumbai, MOSL is spread in more than 600
cities in India with a diverse client base of over 850,00
registered customers which range from foreign institutional
investors, HNIs, mutual funds and corporate clients.
 MY ROLE

During my month long internship in the wealth management

department, I learnt about estate planning, SIPs (systematic
Investment Plans), the stock market, funds and securities.
I learnt about the 4 different asset classes that exist and to
create a diversified portfolio by investing a fixed percentage in
each of these asset classes.
I did further research into the different types of funds, and
evaluated a the ideal funds the HNIs should invest in.
I also further researched into the securities market and learnt
about all the different types of bonds and evaluated the pros
and cons of the bonds.
 OBSTACLES

During my internship what I noticed was that clients at times

could have a lack of knowledge about the different types of
investment opportunities.
Knowledge is vital in this industry as one cannot base their
investment decisions simply on trust.
The finance industry in India is getting more and more
competitive. MOSL faces competition from small lenders and
private equity firms.
 POSSIBLE IMPROVEMENTS

To provide clients with vital investment knowledge, I believe

that MOSL could launch a guide to investment handbook
which will provide investors with knowledge on the different
investment opportunities.
This investment handbook could bridge this gap and create a
more complete investment experience.
To face competition, I believe that MOSL should continue to
maintain close and strong ties with its customers. Good
customer relations could help them get an edge over their
competitors.
I also feel MOSL should continue to diversify into different
financial avenues to build a truly diversified group.