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World Class Research Broking

WorldClass Research Broking

At Motilal Oswal Institutional Equities, we offer a range of institutional broking services in the cash and derivatives segment, catering to over 650 Domestic (mutual funds, banks, financial institutions, insurance companies) and Foreign Institutional Investors (FIIs).

Our pioneering research franchise includes strategists, economists, forensic accountants and sector analysts; helping us to differentiate ourselves from other financial services providers and add greater value to our clients. This backed by our specialized Sales & Trading team, comprising top equity professionals, translates our research findings into actionable advice for clients, based on their specific needs.

Through our Corporate Access Group, 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.

Our 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 45+ member Research team 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. Institutional investors across the world are increasingly making ESG the central theme for all their investments and this is another area that Motilal Oswal Research covers extensively.

Our Research coverage is market-leading in terms of breadth and depth. Our products include Economic, Sector/Company and Thematic Research. We cover about 250+ companies across 20 sectors. With over 40 analyst roadshows in Offshore Geographies (2018) – we ensure that all our clients remain updated on the latest trends and ideas in India.

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, Ray of Hope, Corner Office, Expert Speak, Policy Maker and Sector Periodicals.

Our Sales & Trading team, comprising top equity professionals, has a clear understanding of our Research 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 October 2019, we have 742 institutions empanelled with us, globally.

Our specialized Trading desk for Cash Equities and Derivatives makes the market, offers liquidity and aids price discovery. Our Trading systems includes amongst other things – Sophisticated Algo suite, Direct Market Access and Smart Order Routing, and we offer support services such as Quantitative Analytical Research.

Highlights of our sales & trading team:

  • Dedicated team for clients across geographies (India, North America, Europe, Middle East, Far East) and expanding into newer geographies like Canada, Korea, Taiwan, Australia etc.
  • Highly experienced and rated sales professionals (passionate team that understands individual client’s style and needs)
  • Timely communication of actionable ideas (via Bloomberg, Email, IM, Phone)
  • Rapid turnaround of all your queries and periodic data products (Weekly Valuation Guide, Monthly AMC holdings, Quarterly Flows, Quarterly Shareholding Patterns)
  • Multiple, secure global order routing platforms
  • Broker not involved in order settlement process; handled by independent clearing house & local custodian
  • Internal compliance stress-tested for extreme volatility over two decades
  • Both the Sales and Trading teams have been consecutively voted as being in the TOP 3 in Asiamoney Polls (2017 / 2018)

With one of the largest teams in India, the Motilal Oswal CAG team is known to bring together global institutional investors and corporate/thought leaders through a variety of unique platforms viz. Investor Conferences, Road Shows, Customized Itineraries, Interactions with Domain Experts/Policy Makers, and Field Visits. Our Corporate Access services facilitate deeper understanding of businesses for institutional investors and aid value creation for companies.

Our Flagship event, the Annual Global Investor Conference (AGIC) is the largest Institutional Investor Conference in India. The 15th AGIC in 2019 saw top managements of over 200 leading Indian companies interact with more than 1000 investors from all over the world, translating into 6,500+ company-investor meetings.

Additionally, we organize several Theme, Sector and Region-based conferences throughout the year. Some such conferences in the past 5 years include MOBIZ, Financial Conclave, Textile Conference, Emerging Stars Conference, Make in India Conference. Besides, we also organize international conferences – Eureka, in London and the USA.

Our Corporate Access Offerings have consistently been rated as being the BEST, in Asiamoney Polls for the past 5 Years (2014/2015/2016/2017/2018).

Business Highlights
  • Over 740 institutional clients as of October 2019.
  • 15 member Sales Team covering India, North America, Europe, Middle East, Far East,Australia.
  • 45+ member Research team covering over 250 companies in over 20 sectors.
  • Largest Trading team with sophisticated trading systems and Algo suite, ably supported by a strong Risk Management and Middle Office Team.
  • Best in class Corporate Access with over 65 corporate roadshows, 80 client roadshows and 450+ customized Corporate Calls and Meetings in the last year alone (2018) apart from numerous other frontline offerings.
  • The 15th Edition of the Annual Motilal Oswal Global Investor Conference saw participation from over 200 leading companies, over 1000 investors from all over the world and 6,500+ company-investor meetings.
  • The 10th Edition of the Eureka Conference was hosted in London in Feb 2019.
  • Consistently recognized & rewarded in Broker’s poll across various categories – In 2018 alone, we were ranked Top 3 in Sales, Sales Trading and Best in Events/Conferences. 3 Category Awards in Asia Money 2018 – Semiconductors, Technology, Software Services.
people
  • Navin Agarwal Managing Director - MOFSL

    Navin Agarwal is the Managing 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 Managing Director & 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 MOFSL for over 16 years. Mr. Rajgarhia currently heads the Institutional Equities business.