4 steps to successful investing - motilal oswal...

4StepstoSuccessfulInvesting

2012

Team Business Solutions & Innovation

Team Business Solutions & InnovationTeam Business Solutions & Innovation

IdeaDashboard3.0A d i i i bl R hAward‐winningactionableResearch…


Idea Dashboard 3.0


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


• 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

y

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


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.


LiteLiteSimple,powerfuland feature‐rich…Desktop|Mobile|CallNTrade|DealerDesk


Why Go Lite?


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...


Access Lite-Mobile with Lite-Desktop login/password | Lite-Web coming soon

MyMotilalOswalAll i i lAllyourinvestmentsinoneplace…


Why My Motilal Oswal?


What You Want | When You Want | How You WantWhat You Want | When You Want | How You Want


Only CustomersCustomers & Guests

Consolidated Portfolio ViewEquity Back Office ReportsPMS Back Office Reports

Equity Market updates Commodity Market UpdatesMarket News & Charts

y

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



Watch lists


Set Alerts

PortfolioRestructuringR i & f liReview&restructureyourportfolio…


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


Portfolios for Trading & Investment ideasAvailable to both Customers and Guests of MOSL

Upload & Restructure OR Restructure your MOSL portfolio

AboutUs…


About MOFSL…


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


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


InSummary…


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.


4 steps to successful investing - motilal oswal...

Documents