Presentation on

Motilal Oswal Financial Services Ltd.

Solid research. Solid advice

Presented By
Nishchal Shivhare

A Spectrum of Financial Services

Wealth Management Institutional Equity Venture Capital Management Investment Banking Motilal Oswal Financial Services Ltd.

End to end solution

Introduction
Motilal Oswal Financial Services Ltd.(MOFSL) is a well diversified, financial services company focused on wealth creation for all its customers, such as institutional and corporate clients, HNI and retail customers. their services and product offerings include equity broking, commodity broking and venture capital management.

MOFSL is the holding of Motilal Oswal Securities Ltd.(MOSL), Motilal Oswal Commodities Brokers Pvt Ltd.(MOCBPL), Motilal Oswal Investment Advisors Pvt Ltd. (MOIAPL), and Motilal Oswal Venture Capital Advisors Pvt Ltd. (MOVCPL).

Mr. Motilal oswal and Mr. Raamdev agrawal laid the foundation for MOFSL and initially conducted business as a sub broking firm. Thus, began the expedition of building a professional organization with strong value system, to provide investment advice to investors. Today, Motilal Oswal Financial Services Ltd. Is a well-established brand among retail and individual investors in India, with a presence in 1,430 business locations spread across 432 cities.

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

Values
our core purpose is complemented by our organizational values. Living these values, we believe, helps us achieve our core purpose. Integrity : A company honoring commitment with highest ethical and business practices. Teamwork: Attaining collectively and collaboratively. Meritocracy: Performance differentiated, recognized and rewarded in an apolitical environment Passion & Attitude: High energy and self-motivation with a Do it attitude and entrepreneurial spirit. Excellence in Execution: Time bound results within the framework of the companys value system.

Key people
At Motilal Oswal Financial Services Ltd., their talented pool of people comprises of qualified and experienced professionals with an established track record. They believe that their managements entrepreneurial spirit, strong technical expertise, leadership skills and insight into market/ customer needs provide them with a competitive strength which will help them implement their business strategies.

Mr. Motilal Oswal

Chairman and Managing Director

Mr.Raamdeo Agrawal
Non Executive Director

Mr.Navin Agarwal
Non-Executive Director

Key people

Business Structure
Motilal Oswal Financial Services Ltd.

Motilal Oswal Securities Ltd.

Motilal Oswal Commodities Brokers Pvt. Ltd.

Motilal Oswal Investment Advisors Pvt. Ltd.

Motilal Oswal Venture Capital Pvt. Ltd.

Product of MOSL.
PMS (Portfolio Management Services) DEMAT A/C LIVERAGE MUTUAL FUND SIP (systematic investment plan) IPO

Customer Needs
Taxation Money saving Smart investment Children education Children marriage Wealth creation Future pension Health care

Right investment
Equity market

Gold Debt fund, Mutual funds, SIPs Insurance, ULIP NSC, KVP,and Post Office deposit Private investment Bank deposits

Growth

Risk

Work Profile
Open Demat A/C Selling of PMS,SIP,Mutul Fund and Leverage Float maintaining Impart knowledge about securities market to client promotion of mosl brands

Financial Snapshot
Financial Snapshot
FY 2007
Sales Total incomes Optg profit Net profit EPS* Share Capital Res. & surplus Net worth Total Debt Book Value 3,587.49 3,791.24 1,163.70 765.01 26.93 127.11 3,204.52 3,331.63 0.50 117.29

(Rs. In Million)
FY 2006
2,576.50 2,725.18 845.80 603.90 21.26 104.13 1040.76 1,144.89 22.06 40.31

FY 2005
1,229.32 1,288.91 421.85 287.57 10.12 17.29 440.15 457.44 71.87 16.10

FY 2004
657.64 676.15 279.45 163.41 5.75 17.29 152.58 169.87 52.53 5.93

Business competitors
Kotak Securities ICICI Securities HDFC Securities India bulls Enam SSKI India Infoline IL & FS Investment Edelweiss DSP Merill Lynch JM Financial JP Morgan etc

Product Promotion Activities

Contact person
Mr. Hemal Raval

Business Development Officer Motilal Oswal Financial Services Ltd. (Pune) E-mail hemalraval@motilaloswal.com contact no:- 9764441314
Mr.Veneet Jain Business associate Officer E-mail: jainfinancial@moslindia.com Contact No:- 09425551560