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institutional equities
World Class Research Broking

At Motilal Oswal Securities Ltd (MOSL), we offer Institutional Broking services in the Cash and Derivatives segments. Our clients include the who’s who among Domestic Institutional Investors (mutual funds, banks, financial institutions, insurance companies) and Foreign Institutional Investors (FIIs). We also have a Corporate Broking desk that caters to the specialized broking needs of ultra high net worth clients.

Highly-rated Research, strong Corporate Access, and efficient Sales & Trading support are the cornerstones of our Institutional Broking services.

How we add value

‘Solid Research Solid Advice’ and ‘Knowledge First’ are not merely marketing slogans, but business mantras that run in our organization’s DNA. Our research focus enables us to differentiate ourselves from other financial services providers and add greater value to our clients.

  • Research
  • Sales & Trading
  • Corporate Access

Our pioneering Research franchise includes strategists, economists, forensic accountants and sector analysts. This enables us to provide insightful top-down macro views on Indian equity markets and the eco-political environment as well as bottom-up insights on companies, ground realities and accounting perspectives.

Our Research coverage is market-leading in terms of breadth and depth. Our products include Economic, Sector/Company and Thematic Research. We cover about 251 companies across 20 sectors, and 30 commodities.

We offer one of the widest arrays of Research Products on Indian markets. In addition to timely updates on companies and thematic insights on sectors, we have unique offerings such as – Ground Reality, EcoScope, InSites, Travelog, Wall of Worry, Ray of Hope, Corner Office, Expert Speak, Policy Maker and Sector Periodicals.

Our 35-member strong Research team consistently receives industry awards and accolades.

Our Sales & Trading team, comprising top equity professionals, has a clear understanding of our Research Products and translates our findings into actionable advice for clients, based on their specific needs. Our clients include mutual funds, pension funds, hedge funds, insurance companies and other financial institutions around the world. As of March 2016, we have 572 institutions empanelled with us, globally.

Our specialized Trading desk for Cash Equities and Derivatives makes the market, offers liquidity and aids price discovery. Our sophisticated systems include Direct Market Access and Smart Order Routing, and we offer Support Services such as Quantitative Analytical Support.

Highlights of our sales & trading team:

  • Dedicated team for clients across geographies (North America, Europe, UK, Middle East, Far East, India)
  • Highly experienced sales professionals (passionate team that understands individual client’s style and needs)
  • Consistently rated among the best (Won best overall India salesperson ratings)
  • Timely communication of actionable ideas (via Bloomberg, email, IM, phone)
  • Rapid turnaround of all your queries and periodic data products (WIN – Week In Nutshell, Weekly Valuation Guide, Monthly AMC holdings, Quarterly Flows, Quarterly Shareholding Patterns)
  • Multiple, secure global order routing platforms (Bloomberg, Fidessa, Marco Polo, NY FIX, TNS)
  • Zero counter-party risk
  • Broker not involved in order settlement process; handled by independent clearing house & local custodian; Internal compliance stress-tested for extreme volatility over two decades

Our Corporate Access offerings include comprehensive advisory services and logistical support to institutional investors and corporates. Our services facilitate deeper understanding of businesses for institutional investors and aid value creation for companies. We bring together global institutional investors and corporate/thought leaders through a variety of unique forums and platforms viz. Investor Conferences, Road Shows, Customized Itineraries, Macro inputs through interactions with Domain Experts and Policy Makers, and Field Visits.

Motilal Oswal Annual Global Investor Conferences (AGIC) are among the biggest in India. In our 11th AGIC in 2015, the top managements of over 100 leading Indian companies interacted with more than 600 investors from all over the world, translating into 4,000+ company-investor meetings.

Additionally, we organize several Theme, Sector and Region-based conferences throughout the year. Some such conferences in 2014 included Financial Conclave, Textile Conference, Emerging Stars Conference, Travel, Tourism and Leisure Conference, Make in India Conference. Besides, we also organize international conferences – Eureka, in London and the USA.

Our interactions with corporate clients include ongoing consultations on market trends and perception, in-depth intelligence on prospective investors, and potential IR opportunities including non-deal roadshows.

Business Highlights
  • Over 620 institutional clients
  • Research covering over 225 companies in over 20 sectors
  • The 12th Annual Motilal Oswal Global Investor Conference held in Mumbai in Sep 2016. This conference is over one of the largest events formats of its kind in this industry with over 125 leading companies interacted with more than 500 investors from all over the world, translating into 4,000+ company-investor meetings
  • Motilal Oswal Wealth Creation Study now in its 20th year, was conducted on “Mid-to-Mega: The Power of Industry Leadership in Wealth Creation”, in line with the Group’s long-standing motto of “Knowledge First”
  • Awarded the `Best Broking House - Institutional Segment` at Dun & Bradstreet Broking Awards 2015
  • We were ranked the Best in Events/Conferences, ranked amongst Top-2 for Overall Sales Services and Best Roadshows/Company Visits and amongst the Top-3 in Best Local Brokerage, Best Execution and Sales Trading Visits at the AsiaMoney Awards 2015
  • We were ranked in Top 3 for ‘Best in Events/Conferences’ & ‘Most Improved Broker’ Categories in AsiaMoney Awards 2016
  • 11 Awards at the ‘Research Bytes Investor Communication Awards 2015’ which includes ‘Favourite Research House, Head of research, Consumer Staples, Industrials, Utilities, Consumer Directory, Financial, Materials, Energy and Multi Sector
Our achievements
  • Best Local Brokerage (India) for Trading & Execution by Trade Asia Poll 2014
  • Best Domestic Brokerage for Events, Conferences, Roadshows & Company Visits – AsiaMoney Brokers Poll 2013
  • Best Market Analyst Award for the category, Equity-Auto – Zee Business India’s Best Market Analyst Awards – 2011, 2012, and 2013
  • We organize several Theme, Sector and Region-based conferences throughout the year. Some such conferences in 2015 included Financial Deep Dive, Textile Conference, Emerging Stars Conference, Travel, Tourism and Leisure Conference, Make in India Conference. Besides, we also organize international conferences – Eureka, in London and the USA.
people
  • Navin Agarwal Director - MOFSL

    Navin Agarwal is the Director of Motilal Oswal Financial Services Ltd.

    He is a member of the Institute of Chartered Accountants of India, Institute of Cost and Works Accountants of India, Institute of Company Secretaries of India.

    He has an experience of 13 years in capital markets. He started his career as a Senior Analyst in 1994 and joined Motilal Oswal Securities in 2000. He has co-authored a book on stock markets "India`s Money Monarchs".

  • Rajat Rajgarhia CEO - Institutional Equities

    Rajat Rajgarhia started his career with his family run broking business in equities. Post completing his CA and MBA, he joined Indiainfoline for a short stint in the research function.

    He joined Motilal Oswal in 2001 as a research analyst. Mr. Rajgarhia then went on to head the research team and now has been associated with MOSL for over 16 years. Mr Rajgarhia currently heads the Institutional Equities business.