Motilal Oswal Securities Ltd.

Premium investment vehicle with range of investment options

We have MOAMC discretionary Portfolio Management Service, which offers professional management of your investments with an aim to deliver consistent returns. It relieves you from all monitoring hassles with benefits like regular reviews, strong risk management flexibility and makes it an ideal investment avenue for high net worth investors.Key Benefits

• Strong and Active risk management
• Diversification of portfolio for adequately spreading equity related risks.
• Active and regular monthly review and portfolio rebalancing
• Experienced and Professional fund management team
• Flexibility to switch from one strategy to other
• Additional purchase facility & Partial Withdrawal facility
• Buy & Hold philosophy with focus on better post tax returns for the clients
• Stock selection based on Quality of Management / Cash Reserves / Return on Equity / Valuations at which the stock is available
• Value is the one of the PMS in the country with 14 year + track record launched in March 2003
• MOAMC Flagship "Value Strategy " has consistently outperformed the benchmark across market cycles over a 13 year period.
• MOAMC PMS has one of the largest active accounts (More than 20,624) on PMS platform.
• MOAMC - PMS has active clients in 148 different cities right from Agra to Vijaywada ; a testimony of strong acceptance of our PMS across the length & breadth of the country
• Focused Portfolio Investments for client.
• Clients will get 24 *7 access to his portfolio on the web. ( Transparency )
• Client will get CA Certified Tax statement end of every financial year

Derivatives do away with the need to invest a large amount of capital upfront and allowing you to benefit from market movements. This gives you greater liquidity than most other assets. They are an excellent avenue to help you leverage on anticipated market movements and an effective tool to hedge your risks, speculate and earn returns in a relatively shorter duration. You can trade in Futures - contracts or an agreement between two parties to either buy or sell a fixed quantity of assets at a particular time in the future for a fixed price OR Options - A similar contract, except the parties are not obligated to fulfill the terms of the agreement. These contracts are then traded in the market.
Derivatives do away with the need to invest a large amount of capital upfront and allowing you to benefit from market movements. This gives you greater liquidity than most other assets. They are an excellent avenue to help you leverage on anticipated market movements and an effective tool to hedge your risks, speculate and earn returns in a relatively shorter duration. You can trade in Futures - contracts or an agreement between two parties to either buy or sell a fixed quantity of assets at a particular time in the future for a fixed price OR Options - A similar contract, except the parties are not obligated to fulfill the terms of the agreement. These contracts are then traded in the market.
Whether you are an active trader who believes in making the most of market opportunities or a new trader seeking information on futures, options and derivative strategies, our dedicated research and advisory team is well equipped to help you make informed and well-timed decisions on the move. Our unique range of customized products, are designed to help you leverage your intraday and long term positions

Commodity trading brings a basket full of diverse avenues for investment, away from the traditional avenues of equity, bonds and real estate. Based on the historical data, adding commodities exposure to your existing portfolio helps you increase the returns while lowering the risk. Commodities have very little or negative correlation with other asset classesWe believe in providing you the best of services through our Value chain. With a compilation of the best of our research, advisory and products, we look to provide you the best customer experience through our advanced online trading platforms. Our aim is to deliver the customized solutions to ensure you have a superior trading experience.Our Products

• Option to trade across Bullion, Metals, Energy, Agro and other commodities in NCDEX and MCX.
• Unique Value Plus product - a leverage tool helpful for intraday traders having limited margins.
• Exposure of upto 3-4 times of available funds for Value Plus product.
• Real-time fund transfer facility to get instant limit or reduce risk percentage.
• Customized offering based on your profile -Investor, Trader, Hedger, Speculator or Arbitrage

A market that attracts about $5.2 trillion in daily volume, recognized as world 's largest market, accessible globally 24 hours a day - that is exactly what the Currency market is made up of! The advantage of small margin requirements and lower entry barriers makes it an important part of a retail investor 's portfolio. What 's more, you can trade in currencies through your existing equity account. Currency Derivatives are also very efficient risk management instruments offering benefits such as:

• HedgingProtect your foreign exchange exposure in business and hedge potential losses by taking appropriate positions
• InvestmentsTrade or invest on the short term movement of markets through Currency Futures, also take long term exposures to various currencies
• Arbitrage:Take advantage of currency exchange rates in different markets and different exchanges
• Leverage:Trade in the currency derivatives by just paying a margin of 3-4 % of the total value instead of the full traded value

Convenient way into the stock markets

Mutual funds are ideal for investors who want to invest in various kinds of schemes with different investment objectives but do not have sufficient time and expertise to pick winning stocks. Mutual funds give you the advantage of professional management, lower transaction costs, and diversification, liquidity and tax benefitsKey Benefits of investing in Mutual Funds :

• Diversification
• Professional management and well regulated
• Disciplined investment approach

• Low transaction costs
• Liquidity
• Tax benefits