A revolutionary investment tool that brings the best of Financial Planning at fingertips using Robo Advisory

Mumbai, 26 July 2017: Leading broking house of the country, Motilal Oswal Securities Limited (MOSL) has announced the launch of fully automated and personalized financial planning tool TIP (Target Investment Plan) that uses Robo-Advisory to understand client’s requirements and future goals and accordingly make calculated suggestions regarding the right investment portfolio suited for them.

TIP is an innovative product in the broking industry that offers end to end solutions, from goal profiling, recommendations, registration, investment, tracking and portfolio re-balancing. 

The main differentiator of this product is that it also allows the user to opt for TIP (dynamic investment plan) instead of the regular SIP plans. Unlike SIP, TIP also considers market volatility while investing for the goals. Hence TIP arrives at the monthly investment amount as per the market conditions. 

On the launch of TIP, Mr. Ajay Menon, CEO- Broking & Distribution, MOSL explained its versatility, “Nowadays, investors are more evolved and knowledgeable. They seek simplified financial solutions from anywhere, anytime. TIP is built upon MOSL’s commitment towards differentiated and superior user experience which uses Artificial intelligence to provide a personalized guidance, and I am confident it will be an extremely useful tool for users in planning for their major life goals.”

Explaining its UI Mr. Arun Chaudhary, Head, Online & Direct Retail, MOSL said, “This tool can be accessed from Motilal Oswal’s mobile and web platforms 24X7. TIP will ensure users are able to achieve their desired target within the time frame set by them. For example, if user invests Rs. 5,000 every month, and the value of that investment appreciates to Rs. 5,500 the next month, the system would deduct only Rs. 4,500 from the clients account. If it depreciates to Rs. 4,900, it will invest Rs. Rs. 5,100.”

This tool is for mutual funds and can be accessed from Motilal Oswal’s mobile and web platforms 24X7. The real time tracking feature of the tool available on Mobile and Web will allow users to track the progress of each goal and scheme aligned to it. The tool will also provide automated re-balancing suggestions while keeping track of the goal progress.

About Motilal Oswal Securities 

Motilal Oswal Securities is a group company of Motilal Oswal Financial Service Limited which started as a stock broking company and has blossomed into well diversified firm offering a range of financial products and broking services in equity, commodities & currencies. It has a diversified client base that includes retail customers (including High Net worth Individuals), mutual funds, foreign institutional investors, financial institutions and corporate clients. MOSL’s core purpose is to be well respected and preferred global financial services organization enabling wealth creation for customers. Research is the solid foundation on which Motilal Oswal Securities, advice is based on. MOSL’s research has received wide media coverage and consistently won awards, showcasing company's strong research capabilities. This includes being awarded 'Best Performing National Financial Advisor - Equity Broker' for six years at the UTI-CNBC TV18 Financial Advisor Awards.

For more information please contact: 

Rohini Kute

Head - Corporate Communications, MOSL

Ph - +91 22 3010 2340 / +91 98201 96838
Paradigm Shift Public Relations

Alpesh Nakrani

Ph-   +91 22 2281 3797 / +91 98691 21167

DISCLAIMER:

Motilal Oswal Securities Ltd. (MOSL) Member of NSE, BSE & MSE - CIN no.: U65990MH1994PLC079418

Registered Office Address: Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai-400025; Tel No.: 022-3980 4263; www.motilaloswal.com. Correspondence Address: Palm Spring Centre, 2nd Floor, Palm Court Complex, New Link Road, Malad (West), Mumbai- 400 064. Tel No: 022 3080 1000. Registration Nos.: NSE (Cash): INB231041238; NSE (F&O): INF231041238; NSE (CD): INE231041238; BSE(Cash): INB011041257; BSE(F&O): INF011041257; BSE(CD); MSE(Cash): INB261041231; MSE(F&O): INF261041231; MSE(CD): INE261041231; CDSL: IN-DP-16-2015; NSDL: IN-DP-NSDL-152-2000; Research Analyst: INH000000412. AMFI: ARN 17397. Investment Adviser: INA000007100. Motilal Oswal Asset Management Company Ltd. (MOAMC): PMS (Registration No.: INP000000670); PMS and Mutual Funds are offered through MOAMC which is group company of MOSL. Motilal Oswal Wealth Management Ltd. (MOWML): PMS (Registration No.: INP000004409) is offered through MOWML which is a group company of MOSL. *Motilal Oswal Securities Ltd. is a distributor of Mutual Funds, PMS, Fixed Deposit, Bond, NCDs and IPOs. *Commodities are offered through Motilal Oswal Commodities Broker Pvt. Ltd. which is a group company of MOSL. *Real Estate is offered through Motilal Oswal Real Estate Investment Advisors II Pvt. Ltd. which is a group company of MOFSL. *Private Equity is offered through Motilal Oswal Private Equity Investment Advisors Pvt. Ltd which is a group company of MOFSL. *Research & Advisory services is backed by proper research and does not pertain to purchase or sale of any particular commodity. Please read the Risk Disclosure Document prescribed by the Stock Exchanges carefully before investing. There is no assurance or guarantee of the returns. Details of Compliance Officer: Name: Neeraj Agarwal, Email ID: na@motilaloswal.com, Contact No.:022- 30801085.

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