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Sneha Burud ASW

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Dr. D. Y.

Patil Institute of Management and Research

Report on ANANDI SOAP ORGANIZATION


Submitted To:- Prof.Ripal Madhani

Name:-Sumangala Suryakant Mankari

Roll No.:-172
Div.:-‘C’ (MBA-I)

Company Profile
Sector: Financials
Industry: Asset Management
Sub-Industry: Wealth Management
Motilal Oswal Securities Limited provides financial services. The Company offers private wealth
and asset management, retail broking and distribution, investment banking, private equity,
principal strategies, and home finance. Motilal Oswal Securities serves customers in India.

Corporate Information
Address:
Queens Mansion, 2nd Floor
44 AK Naik Marg, Khadi Bhandar
Fort Mumbia, 400001
India
Phone: 91-22-398-25012
Fax: 91-222-288-5038
Web url: www.motilaloswal.com

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The Investor (JLL)

Key Executives
Motilal Gopilal Oswal
Chairman/Managing Director
Raamdeo Ramgopal Agrawal
Joint Managing Director
Navin Agarwal
CEO:Institutional Equities
Sudhir Dhar
Associate Dir/Head HR & Admin
Ramnik Chhabra
Associate Dir/Head Marketing

Board Members

CHAIRMAN/MANAGING COMPANY
DIRECTOR

Motilal Oswal : Motilal Oswal


Financial Services
Ltd

EXECUTIVE DIRECTOR : COMPANY

Harsh Joshi : Motilal Oswal


Securities Ltd

BOARD MEMBERS : COMPANY

Ramesh Agarwal : Carborundum


Universal Ltd

Ajay Menon : Motilal Oswal


Financial Services
Ltd

Introduction:-

The company was formed in 1987 by Motilal Oswal and Ramdeo Agrawal after they acquired
membership on The BSE.[1] Motilal Oswal was elected director and joined the Governing Board
of the Bombay Stock Exchange in 1998.
Motilal Oswal Securities is a Depository Participant of NSDL and a Depository Participant
of Central Depository Services Limited (CDSIL)[2] in 2000. The company started offering
Derivatives products and advisory services on both BSE as well as NSE in 2001[3]
In 2006 the company entered private equity and investment banking.[3] In the same year, Motilal
Oswal group acquired South Indian brokerage firm – Peninsular Capital Markets.[4] The
company tied up with State Bank of India and Punjab National Bank[5]in 2006 and 2007 to offer
online trading to its customers. 2008 saw the company create one of India's
largest Equity[6] Dealing & Advisory rooms, spread over 26,000 sq ft (2,400 m2) in Malad,
Mumbai.
In January 2010, Motilal Oswal Financial Services (through its subsidiary Motilal Oswal
Securities Ltd.) received the final certificate of registration approval from Securities and
Exchange Board of India (SEBI) to set up a mutual fund business in the country.
MOAMC is a 100% subsidiary of Motilal Oswal Securities Limited. It provides Investment
Management and Advisory Services to investors based within and outside India and having
Portfolio Management Services business, ETFs and Mutual Funds. Motilal Oswal Asset
Management Company Ltd., one of the fastest growing Asset Management Companies in India
and has recently crossed the $1 billion in equity Assets Under Management (AUM) mark in June
2015.[7]
Aspire Home Finance Corporation Limited (AHFCL) is a professionally managed housing
finance company. AHFCL is a subsidiary of Motilal Oswal Securities Limited (MOSL) which is
a part of Motilal Oswal Financial Services Limited (MOFSL).

Product And Services of the Organization


Equities

Long-Term Wealth Creation


Equities as an asset class provide you the dual advantage of protecting your wealth from inflation
along with enhancing your purchasing power. The key to successful equity investments lies in
investing with a long-term perspective and keeping away from day-to-day uncertainties.
Historical Data proves that equity as an asset class has performed better than any other asset
class over the years.

Derivatives

Take The Benefits Of Equity One Step Further


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.

Commodities

Diversify Your Portfolio For Minimizing Risks


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 classes

Currencies

World 's Largest Market - Driven By Fundamentals


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.

Mutual Funds
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 benefits

Portfolio Management Services

Premium Investment Vehicle With Range Of Investment Options


Portfolio Management Service 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

IPOs

Participate Early In Growth Stories


The primary market provides investor 's opportunities to buy shares at a reasonable price prior to
its listing price. Additionally retail investors also enjoy discounted rates while applying for IPO
's. Holding on to the shares also provide an opportunity to participate in the future success of
these companies

Insurance

Risk & Financial Protection


Our family is our priority and we all want to see them happy, safe, protected and cushioned for
any eventuality. Insurance is all about risk and financial protection. Bearing a financial loss alone
can be major drain on your resources, insurance helps you circumvent that. It is an essential tool
to save you from potential losses faced from unexpected instances

Fixed Income

Regular Income For Low Risk Appetite Investors


Debt products are low risk and reasonably safe and consistent investment options. It 's a
preferred option for investors seeking fixed regular income with liquidity
SWOT Analysis
SWOT Analysis of Motilal Oswal Financial Services with USP, Competition, STP
(Segmentation, Targeting, Positioning) - Marketing Analysis

Motilal Oswal Financial Services

Parent Company Motilal Oswal Ltd.

Category Brokerage Houses, Consumer Financial Services

Sector Banking & Financial Services

Tagline/ Slogan Solid research solid advice; Knowledge First

USP Research is the foundation of their business

Motilal Oswal Financial Services STP

Segment Brokerage

Target Group Urban and Rural Investors

Positioning Complete Investment and Stock trading Solutions

Motilal Oswal Financial Services SWOT Analysis

Below is the Strengths, Weaknesses, Opportunities & Threats (SWOT) A


Motilal Oswal Financial Services :
1. Wide range of financial products and focus on premium traders
2. Emphasis is on efficient execution of trades
3. Strong private equity operations
4. Have over 1500 offices in India
5. Financial products and services such as Wealth Management, Broking
Commodity Broking, Portfolio Management Services, Institutional Equit
Strengths Equity, Investment Banking Service
1. Less penetration in developing cities
Weaknesses 2. Lack of advertising causes low awareness amongst investors

1. Growing rural market


Opportunities 2. Earning Urban Youth looking for investments

1. Stringent Economic measures by Government and RBI


Threats 2. Entry of foreign finance firms in Indian Market

Motilal Oswal Financial Services Competition

Below are the 3 main Motilal Oswal Financial Services competitors :


1. Sharekhan
2. Indiabulls
Competitors 3. Angel Broking

The brandguide table above concludes the Motilal Oswal Financial Services SWOT analysis
along with its marketing and brand parameters. Similar analysis has also been done for the
competitors of the company belonging to the same category, sector or industry.

Conclusion:-

The Motilal Oswal is one of the highest investment organization. It have Equities, derivatives,
commodities, currencies, mutual fundportfolio management services,IPOs, Insurance fixed
Income. company entered private equity and investment banking. It provides Investment
Management and Advisory Services to investors based within and outside India and having
Portfolio Management Services business

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