MOTILAL OSWAL Review 2023 – Offers? Brokerage, Demat & More

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Motilal Oswal is an esteemed full-service broker in India, recognized for its remarkable trading applications, portfolio management offerings, and expedient customer support. Being one of the oldest stock brokers in India, we have established ourselves as a trustworthy source of financial services. To learn more about our services, check out our comprehensive Motilal Oswal Review that covers brokerage charges, Demat account, margins, IPO, and more.

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motilal oswal review 2023,

Motilal Oswal Financial Services Ltd. (MOFSL) began as a small sub-broking unit in 1987, with only 2 people at the helm. Today, they are a team of over 10,500 individuals, driven by our commitment to customer-first values, ethical business practices, professionalism, research-based value investing, and cutting-edge technology.

Motilal Oswal Financial Services Ltd. (MOFSL) is a well-established financial services firm offering a wide range of financial products and services. These include Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency Broking, and Home Finance. Our clientele consists of retail customers (including High Net worth Individuals), mutual funds, foreign institutional investors, financial institutions, and corporate clients.

As of September 2022, they have a diversified client base of over 52,00,000 customers and operate through a vast network of 2500+ business locations spread across 550 cities and towns. Their business partners and they serve their customers with a customer-first attitude, ethical and transparent business practices, professionalism, research-based value investing, and cutting-edge technology. Their headquarters are in Mumbai.

MOFSL believe that research is the foundation of sound investment advice. That’s why they invest nearly 10% of their revenue in equity research and hire and train the best resources to become our advisors. Currently, they have 25+ research analysts covering over 250 companies across 20 sectors. Their research reports, which cover fundamental, technical, and derivatives perspectives, have gained significant media attention. Their focus on quality equity research has led to an increase in ratings and rankings across various categories in the AsiaMoney Brokers Poll over the years.

Why to open a Motilal Oswal demat account?

  • The Brokers has a network spread over 550 cities.
  • Broker is spread across 2500+ Business Locations operated by their Business Partners.
  • The Broker has a client base of over 52,00,000+ customers.
  • The Broker has over 35 years of experience.

What Services does Motilal Oswal offer to the customers?

  • Financial Services
  • Broking & Distribution
  • Asset Management
  • Private Wealth
  • Home Finance
  • Institutional Equities
  • Financial Equity
  • Investment Banking

In which segments can you invest at Motilal Oswal?

  • Equities
  • Derivatives
  • Commodities
  • Currency
  • Mutual Funds
  • IPO
  • Corporate Fixed Deposits
  • PMS(Portfolio Management Service)
  • Invest in US Equities
  • Small Cases
  • Margin Trading Facility
  • Bond

How to open an account at Motilal Oswal?

To open a trading account at Motilal Oswal, you can follow these steps:

  1. Visit the Motilal Oswal website or download their mobile app or go to the Motilal Oswal website and select ‘Open Demat Account’ located in the header section.
  2. Fill in the 1st online account opening form with your your name, email and mobile number.
  3. Once you have filled in the form, you will need to complete the OTP verification procedure of your Mobile Number.
  4. Next, you will be asked to fill in the details of birth, your PAN details, email address and submit your Bank account details.
  5. In 4 easy steps your account will get opened and soon the details of your demat account(login ID and password) will be sent your email address as well as to your mobile number.

Do Read : ICICI Direct – What it offers in 2023? Worth it?

How is the Online Account Opening Process at Motilal Oswal?

  • Hassle-free account opening with online registration in just 15 minutes.
  • Complete the process and enjoy seamless fund transfers through Net Banking or Debit Card.
  • With secure account opening and smart auto-filled KYC forms, you can easily track your application status anytime, anywhere.
  • Once your supporting documents are received, you can start trading within just a few minutes.

Can we open account at Motilal Oswal Offline?

Yes, Motilal Oswal has a wide network of local offices, including branches, sub-brokers, and franchisees, in over 500 cities across India. To open an account, simply visit one of these offices or give them a call. A sub-broker will then schedule a personal visit, provide a demo, and assist you with the account opening process.

What are the documents required at for opening account at Motilal Oswal?

To open the account at Motilal Oswal, just scan(or take the picture from mobile) the below mentioned documents and upload it at the required page:

  • Clear photocopy of PAN Card
  • Proof of Identity- Passport, PAN, Voter ID, Driving License etc.
  • Proof of Address- Voter ID, Driving License, Passport, Ration Card, Attested Photocopy of Bank Passbook/Bank Statement
  • Last 6 months Bank Statement with IFSC/MICR Code(if you wish to trade in options and futures)
  • Cancelled Cheque 2 Passport Size Photographs

What are the Charges of opening account at Motilal Oswal?

FREE!! It’s completely free of charge for opening account at Motilal Oswal.

Do we have to pay for any charges later at Motilal Oswal?

Motilal Oswal charges AMC (Account Maintenance Charge) after a year. The AMC for 1st year is mere 441 Rs. a year.

What are the trading platforms provided by Motilal Oswal?

Motilal Oswal is a financial services company based in India that offers a range of trading platforms to its customers. These platforms include:

Motilal Oswal Trading App

A mobile application that provides customers with

  • Real-time market updates, alerts, and news, along with advanced charting and trading tools.
  • Fingerprint Login Access to App
  • Realtime Portfolio Monitoring App
  • Easy Fund transfer from almost 60 banks

Motilal Oswal Desktop Application:

The desktop app from Motilal Oswal provides speedy trading, advanced features, and easy access to research data. Perfect for those seeking rapid execution without complications.

  • Enjoy fast order execution with a 1-second refresh rate
  • Next-gen charting features with over 40 technical indicators, and the ability to create multiple watchlists for stocks and derivatives.
  • Use Trade guide Signal, a trend guiding tool that automatically suggests buy/sell ideas based on pre-defined technical rules, and Tick-by-Tick Action
  • Monitor your portfolio’s health with review tools and access research advice and trading calls.
  • Take advantage of shortcut keys for quick trading.

Motilal Oswal Smart Watch App

The future of trading is here with advanced Motilal Oswal smartwatch trading app. Receive instant notifications on all important market updates and have quicker access to global indices, top gainers & losers.

  • Receive instant notifications on all important market updates
  • Quickly access global indices, top gainers & losers.
  • The ability to check your portfolio’s earning or losses
  • Check mark to market (MTM), and open positions, as well as knowing your margin in both cash and commodities segments. Never miss a beat.

Motilal Oswal Browser Based Trading Platform

For traders and investors who prefer browser-based applications, Motilal Oswal’s web portal application is the ideal trading platform:

  • With an instant snapshot of your account in a single view, you can quickly access cash balance, positions, order status, and portfolio performance across timelines.
  • Choose the mutual funds you want to buy or select from expert references for added flexibility.
  • Plus, stay on top of the market with detailed information on gainers/losers, most active stocks, top events, news, and more across various asset classes.

What are the brokerage charges of Motilal Oswal?

SegmentBrokerage Charge
Delivery Charges0.20%
Intraday & Futures0.02%
OptionsRs.20/lot
Commodity0.2%
Commodity OptionsRs.200/lot
CurrencyRs.20/lot
SegmentBrokerage Charge
Delivery Charges0.20%
Intraday & Futures0.02%
OptionsRs.20/lot
Commodity0.2%
Commodity OptionsRs.200/lot
CurrencyRs.20/lot

Margin Trading Facility at Motilal Oswal

A margin trading facility is a financial service provided by Motilal Oswal that enables investors to purchase or sell stocks with borrowed funds or by pledging your shares and getting up to 4x margin for trading on delivery basis. To access this facility, the investor just have to maintain a minimum required amount or need to have same value of shares in the account with the broker. The margin account acts as collateral for the borrowed funds, and the investor is charged interest on the borrowed amount.

  • For equity intraday purpose, investors get upto 20x margin in over 140 stocks.
  • For equity futures intraday, investors get up to 3x margin.
  • For equity options, investors get no exposure
  • For commodity futures intraday, 3x margin.

Benefits of MTF

  • Invest more with limited funds
  • Indefinite Holding Period
  • Improve the percentage return on the capital deployed
  • Attractive interest rate

Smallcases by Motilal Oswal

Smallcases are the ultimate tool for investors seeking to express their unique investment vision. These stock baskets perfectly capture your individual investment ideas and goals.

Why Motilal Oswal is Unique?

  • Smallcases offer a simple way to diversify and lower investment risk. By investing in a basket of multiple stocks, you can reduce the impact of volatility in any one stock.
  • Invest like a pro with smallcases – created by the most renowned financial experts in India and supported by in-depth research.
  • Smallcases offer investors complete control over their investments – with no lock-in periods, the ability to earn dividends, and full visibility into stock performance.

Open Demat Account at Motilal Oswal

Invest in US Equities by Motilal Oswal

No minimum Investment

Motilal Oswal offers a unique investment solution that is accessible to everyone. Whether you have a little or a lot to invest, you can get started with investing- as there is no minimum investment requirement.

Buy Fractional Stocks

Motilal Oswal gives investor the ability to purchase fractional shares of stocks, making it easier to invest in high-demanded shares like Google or Amazon. Buying and selling fractional shares through provides investors with greater flexibility and control over their investments.

Thematic Investments

Motilal Oswal’s thematic investments provide investors with preconfigured portfolios of high-growth stocks and global ETFs that are designed to align with specific themes or investment strategies. This allows investors to diversify their portfolio and potentially achieve higher returns.

Remittance Support

It’s remittance support process offers a simplified and efficient way for investors to transfer funds in US dollars, making it easy to invest in U.S. markets.

ZERO AMC

Motilal Oswal’s zero AMC policy means that investors won’t have to pay any annual maintenance charges for their portfolios, resulting in significant cost savings.

Create Account in Minutes

Motilal Oswal makes it simple for investors to get started with account creation taking just a few minutes, so they can start investing without delay.

Motilal Oswal IPO

Motilal Oswal clients can apply for IPOs in two ways:

  1. Online through their trading website
  2. Mobile App

The online IPO application process is faster, simpler, and easier than traditional methods. Investors can apply for IPOs at both BSE and NSE exchanges through this online platform.

To apply for an IPO online, customers need to first register for the online IPO product. If they are not registered, they can visit a local branch and submit an application form. After a successful registration process, customers can apply for IPOs online on the Motilal Oswal website or via the mobile trading app with just a few clicks.

Apply in IPO at Motilal Oswal Branches

  1. Customers at Motilal can opt to apply for an IPO in person at any branch. To do so, they will need to complete an ASBA application form and provide key details, such as their Bank Account Information, PAN Number, and Demat account information.
  2. Once a customer has finished their application at Motilal Oswal, they will receive an acknowledge slip with a reference number. From there, we take care of everything else, including securing the funds in their account and forwarding the application to the exchange.

Investing in primary IPO’s at BSE and NSE has been made secure, fast, and convenient with Motilal Oswal Online. Their platform ensures a hassle-free experience for all investors.

Motilal Oswal Online’s IPO section provides the following features:

  1. Place an Order – Allows customers to place bids on currently available IPOs.
  2. Check Order Status – Enables customers to track the status of their previously applied IPOs.
  3. Modify Order – Provides the option to modify the details of an IPO bid.
  4. Available Funds – Displays the available investment funds for IPOs.
  5. Money Transfer – Facilitates the transfer of funds from a bank account to the trading account.

Here are the steps that Motilal Oswal customers can follow to apply for an IPO through the website:

  1. Log in to the Motilal Oswal website.
  2. Go to the IPO section.
  3. Click on “Place an Order” to apply for an IPO.
  4. Accept the terms and conditions by clicking “I Agree.”
  5. Select the IPO you are interested in from the list of current offerings.
  6. Click the “Place Order” button next to the chosen IPO.
  7. On the IPO bidding page, check your available funds, beneficiary account number (demat account number), IPO name, and investor category (retail or non-institutional).
  8. Fill in the quantity and price, then click “Confirm Order.”
  9. On the Order Confirmation screen, click “Confirm Order” again.
  10. Allocate funds by clicking “Fund Hold & Release.”
  11. On the next screen, verify your personal information and click “Submit.”
  12. You will receive an acknowledgment with an internal reference number.

By following these steps, customers can easily apply for IPOs through the Motilal Oswal website.

Motilal Oswal Research Reports

Motilal Oswal is a full-service stockbroker that offers a vast range of research reports. With over 30,000 reports covering 260 stocks across 21 sectors and 40 different types of reports, they provide a comprehensive analysis of the market.

Sector Reports

Sector reports provide detailed information on different sectors, including government policies and market dynamics. By reviewing these reports, you can gain insight into which stocks may be impacted both in the short and long-term at both fundamental and

Company Reports

Company reports analyze Indian exchange-listed companies’ fundamentals and the impact of state and national economic events on specific sectors and corresponding company stocks. It is prudent to review these reports regularly to stay informed.

Themantic Reports

Themantic reports are theme-based research outputs that cover updated events across industries and business domains, including analysis of companies that will be most impacted.

Market Analysis Reports

These daily reports, which include market round-ups and currency reports, offer valuable information for traders looking to make informed intraday trades. By providing insights into market trends and currency fluctuations, these reports can help traders make sound trading decisions throughout the day.

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Conclusion

Motilal Oswal is a stock broker that primarily caters to traders and investors. Whether you’re looking for short-term profits or long-term investments, this broker is definitely worth considering from a research perspective. However, there are some areas where more clarity is needed, particularly when it comes to pricing.

There have been reports that some of Motilal Oswal’s broker plans are unclear and customers have been charged with unknown fees. This is an issue that the broker needs to address and clarify to avoid any confusion or mistrust with their clients.

On the bright side, Motilal Oswal excels in customer service. Their dedication to providing excellent support to their clients puts them at a winning edge compared to other brokers in the market.

In conclusion, Motilal Oswal can be a suitable option for traders and investors, but potential clients should be aware of the pricing concerns. Nonetheless, their exceptional customer service should not be overlooked.

FAQ

Which types of commodities can I trade with a Commodity Trading Account at Motilal Oswal?

Commodities are classified into the four categories – bullion, metals, energy, and agriculture. When it comes to commodities trading in India, you can trade in the following. – Bullion – gold and silver – Metals – copper, zinc, aluminium, lead, steel, and nickel – Energy – crude oil and natural gas – Agriculture – cotton, cardamom, crude palm oil, mentha oil, rubber, kapas, chana, barley, bajra, wheat, guar seed, guar gum, castor seed, soybean, turmeric, coriander, moong, maize, paddy, jeera, mustard seeds, sesame seed, gur, and more.

Is there any limit to the quantity I can trade/hold in any given commodity using my commodity trading account at Motilal Oswal?

Yes. Commodity exchanges set maximum permissible limits on the quantity of a commodity that can be traded or held. This limit varies from one commodity to the other. Here’s one of the best commodity trading tips that you can use. When buying commodities, to know the maximum permissible limit for a given commodity, all that you need to do is visit the commodity exchange’s website and read through the contract details of the desired commodity.

What is Motilal Oswal?

Motilal Oswal is a financial services company that provides a range of investment services to customers. They offer services such as equity and commodity trading, portfolio management services, mutual fund investments, and more. The company was founded in 1987 and has been providing financial services for over three decades.

How long has Motilal Oswal been in business?

Motilal Oswal was founded in 1987, and has been providing financial services to customers for over three decades.

What kind of services does Motilal Oswal offer?

Motilal Oswal is a financial services company based in India that offers a wide range of services to its clients. Some of the key services offered by Motilal Oswal include:

  1. Equity trading: Motilal Oswal offers equity trading services to its clients, allowing them to buy and sell stocks listed on major Indian stock exchanges.
  2. Derivatives trading: The company also provides derivative trading services, which allow clients to trade in futures and options contracts.
  3. Commodity trading: Motilal Oswal offers commodity trading services, allowing clients to invest in a range of commodities including gold, silver, crude oil, and more.
  4. Mutual funds: The company provides mutual fund investment services, helping clients invest in a variety of mutual fund schemes across different categories.
  5. Portfolio management services: Motilal Oswal also offers portfolio management services, where its experts manage clients’ investment portfolios on their behalf.
  6. Investment banking: The company also provides investment banking services, helping clients with activities such as mergers and acquisitions, debt and equity financing, and more.
  7. Wealth management: Motilal Oswal offers wealth management services, helping clients with financial planning, estate planning, tax planning, and more.

Overall, Motilal Oswal provides a comprehensive range of financial services to its clients, catering to their various investment and financial needs.

How do I open an account with Motilal Oswal?

To open an account with Motilal Oswal, you can follow these steps:

  1. Visit the Motilal Oswal website and click on the “Open an Account” option.
  2. Select the type of account you want to open, such as a trading account or a demat account.
  3. Fill in the required details in the online application form, such as your name, address, contact details, and PAN number.
  4. Once you submit the application form, you will receive a call from a Motilal Oswal representative who will guide you through the account opening process.
  5. You will need to provide some documents to complete the account opening process. These documents typically include proof of identity (such as Aadhaar card, passport, or driving license), proof of address (such as utility bills or bank statements), and PAN card.
  6. Once your documents are verified, your account will be activated, and you will receive your account login credentials.

It is important to note that the account opening process may vary depending on the type of account you want to open and your location. You can also contact the Motilal Oswal customer support team for more information on the account opening process.

What types of accounts can I open with Motilal Oswal?

Motilal Oswal offers various types of accounts to cater to the different investment needs of its clients. Some of the types of accounts that you can open with Motilal Oswal are:

  1. Trading Account: A trading account is used for buying and selling securities such as stocks, derivatives, and commodities.
  2. Demat Account: A demat account is used for holding securities in an electronic format. It is mandatory to have a demat account to trade in stocks and other securities in India.
  3. Mutual Fund Account: A mutual fund account is used for investing in mutual funds. Motilal Oswal offers a range of mutual fund schemes across different categories.
  4. Portfolio Management Account: A portfolio management account is used for availing portfolio management services offered by Motilal Oswal. In this type of account, the experts of the company manage the investment portfolio on behalf of the client.
  5. Commodity Account: A commodity account is used for trading in commodities such as gold, silver, crude oil, and more.
  6. Wealth Management Account: A wealth management account is used for availing wealth management services offered by Motilal Oswal. These services include financial planning, estate planning, tax planning, and more.

The account opening process and the requirements may vary depending on the type of account you want to open. You can contact Motilal Oswal customer support for more information on the different types of accounts and their requirements.

Is Motilal Oswal safe?

Motilal Oswal is a well-established financial services company in India that offers various investment products and services such as stockbroking, mutual funds, and wealth management, among others. As a registered member of the Securities and Exchange Board of India (SEBI), it is subject to regulatory oversight and is required to comply with various rules and regulations to ensure the safety of its clients’ investments.

In terms of safety, Motilal Oswal has implemented various measures to safeguard its clients’ investments, such as secure online transactions, two-factor authentication, and encryption of sensitive data. Additionally, the company has a robust risk management framework and regularly conducts internal audits to identify and mitigate any potential risks.

Overall, while no investment is completely risk-free, Motilal Oswal is considered a reputable and trustworthy financial services provider in India. However, it is always important to conduct your own research and due diligence before making any investment decisions.

Does Motilal Oswal offer research and analysis services?

Yes, Motilal Oswal offers research and analysis services to its clients. The company has a team of experienced research analysts who provide insights and recommendations on various financial products such as stocks, mutual funds, and commodities, among others.

Motilal Oswal’s research and analysis services include fundamental analysis, technical analysis, and market updates. The company also provides regular reports and newsletters that cover market trends, investment opportunities, and company-specific analysis.

In addition to its in-house research team, Motilal Oswal also partners with leading global research firms to provide its clients with access to a wider range of research and analysis services.

Overall, Motilal Oswal’s research and analysis services are highly regarded in the industry and are considered a valuable resource for investors looking to make informed investment decisions.

Can I invest in international markets through Motilal Oswal?

Yes, you can invest in international markets through Motilal Oswal. The company offers various investment products that allow clients to invest in global markets and diversify their portfolios.

One way to invest in international markets through Motilal Oswal is through its international mutual fund offerings. The company offers mutual funds that invest in global markets, such as the Motilal Oswal Nasdaq 100 Fund of Fund, which invests in the Nasdaq 100 index of the US market.

Motilal Oswal also offers a global trading platform, MO Trader, that allows clients to trade in international markets such as the US, UK, Hong Kong, and Singapore stock exchanges, among others. Through this platform, clients can invest in stocks, futures, options, and other derivatives in international markets.

Overall, Motilal Oswal provides various options for investors to access and invest in international markets.

Does Motilal Oswal have a mobile app?

Yes, Motilal Oswal has a mobile app called “MO Investor” that is available for both Android and iOS devices. The app provides clients with access to a range of investment products and services offered by Motilal Oswal, including stockbroking, mutual funds, and wealth management.

With the MO Investor app, clients can track their investments, view their portfolio, trade in stocks and derivatives, and invest in mutual funds, among other features. The app also provides real-time market updates, research reports, and market news to help clients make informed investment decisions.

In addition to the MO Investor app, Motilal Oswal also offers a trading app called “MO Trader” that is designed for active traders and provides advanced trading features and tools.

Overall, the MO Investor app is a convenient and user-friendly way for clients to access Motilal Oswal’s investment products and services on-the-go.

Which currency pairs can be traded in India?

Currently, you can trade in the derivative contracts of the following currency pairs – USD-INR, EUR-INR, GBP-INR, JPY-INR, EUR-USD, GBP-USD, and JPY-USD.

Do I need to open a demat account for online currency trading?

Currently, you can only trade in currency derivative contracts like futures and options. And since these contracts expire each month with no physical delivery involved, you don’t need to open a demat account for the same; instead, a trading account is all that you need.

How can I trade currency in India?

To be able to trade in currency derivative contracts, you will need to first open a trading account. Once you’ve gained access to the trading portal of the stock broker, you can then trade in the currency pairs of your choice.

How do I start Forex trading online at Motilal Oswal?

Unlike stocks or commodities, forex trading is done in pairs, where you will have to buy one currency and sell another. Some of the currency pairs that you can currently trade in are USD-INR, EUR-INR, GBP-INR, JPY-INR, EUR-USD, GBP-USD, and JPY-USD. Once you’ve opened a trading account with a stock broker, all that you need to do is log into the trading platform and pick a currency pair of your choice and start trading in its derivative contract.

What is the margin required while trading Forex online?

The margin requirements for trading in forex varies from one currency pair to another. That said, the margin required to trade in currency derivative contracts is generally very low and affordable.

What is the lot size in Forex trading?

The lot size for forex trading varies according to the currency pair. For instance, all the cross-currency pairs such as EUR-USD, GBP-USD, and USD-JPY have a lot size of 1,000. Similarly, the INR pairs such as USD-INR, EUR-INR, and GBP-INR also have a lot size of 1,000. The JPY-INR pair, however, has a lot size of 1,00,000.

How is smallcases different from stocks?

Investing in a basket of stocks gives you diversification benefits that minimize stock-specific risk. Instead of picking stocks, you can invest in ideas you believe in with research-backed portfolios that are tied to relatable themes.

What are the fees involved for smallcases at Motilal Oswal?

smallcases are free and there are no extra charges for your investments. Brokerage & other statutory fees are applicable as usual for all orders placed.

How do I track my smallcases?

When you invest in a smallcase, the index value is set to 100 on the day of investment – this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.

Can I add or remove stocks myself?

With smallcases, you have complete flexiblity over your investments, so you can add or remove stocks anytime with the ‘manage’ option. However, please ensure that you don’t sell any smallcase stocks directly on the trading platform.

Are there any lock in periods?

There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.

Can I do SIP at Motilal Oswal?

Once you have invested in a smallcase, you can safeguard your investments from market volatility by starting SIP to invest more regularly. When your SIP instalment is due, you can confirm investing more in 2 clicks.

What is the minimum investment in Motilal Oswal PMS?

In the case of Motilal Oswal PMS, the minimum amount of investment is Rs.50 lakhs.

Is there a limit to what I can invest in Portfolio Management Services?

If you wish to invest in PMS, there’s no maximum limit to the investment that you can make. However, there are minimum investment limits that you would need to satisfy to be able to invest in the PMS stock market.

Is Portfolio Management Services a good investment?

PMS investment is a good option for individuals and corporate entities with a high net-worth. Since it is managed professionally by experienced portfolio managers, you don’t have to worry about constantly monitoring your investments to ensure that it delivers consistent returns. That’s not all. If you wish to invest in PMS, you also get to enjoy active and regular reviews, good risk management, ample diversification for risk reduction, and quality stock selection. All of this makes PMS a very good investment avenue.

What are the Benefits of Portfolio Management Services?

  • The management of an investor’s investments are conducted by industry professionals.
  • An investor’s portfolio is exposed to investment research and diversification advantages.
  • Portfolio Management Services build their USP on the fact of customisation for unique investors and their financial objectives. Investments are made, keeping the investor and risk tolerance plus goals are given due consideration.
  • PMS is under the purview of certain regulations in its operations and accountability. As far as investors go, this implies high standards of quality and safety in managing funds.
  • If you invest with a PMS, you get the perk of dynamic rebalancing of your portfolio on a regular basis. Fund managers’ roles include optimally investing in the best securities to give investors lucrative returns. Therefore, they look for better opportunities to reallocate capital where it will be most rewarding.

How is Portfolio Management Services taxed?

The profits that you gain from using Portfolio Management Services are assumed to be capital gains. And so, the tax treatment of portfolio management schemes will be in line with the taxation rules for capital gains, which is 15% for short-term capital gains and 10% for long-term capital gains.

Is Motilal Oswal good for trading?

Motilal Oswal is a well-known and reputable brokerage firm in India that offers various trading services, including equity, commodity, currency, and derivatives trading. The company has a robust research team that provides insightful analysis and reports to help traders make informed decisions.

Overall, Motilal Oswal is considered a reliable broker with a good reputation in the industry. They have won several awards for their services, including the Best Performing Equity Broker in India award by CNBC TV18 in 2020.

However, whether Motilal Oswal is good for trading ultimately depends on your individual needs and preferences as a trader. It’s important to do your own research and compare different brokers based on factors such as fees, trading platforms, customer support, and the types of securities available for trading before making a decision.

What is Motilal Oswal famous for?

Motilal Oswal is a well-known Indian financial services company that offers a wide range of financial products and services. The company is famous for its brokerage services, including equity, commodity, currency, and derivatives trading, which it provides to both retail and institutional investors.

Apart from its brokerage services, Motilal Oswal is also famous for its research capabilities. The company has a dedicated research team that provides insightful analysis and reports on various sectors and companies. They are also known for their annual wealth creation study, which is a widely followed report on the top wealth creating companies in India.

Motilal Oswal is also involved in other financial services such as wealth management, asset management, investment banking, and private equity. Overall, the company is renowned for its quality services, customer-centric approach, and a strong focus on research and innovation.

Is Motilal Oswal good for Beginners?

Motilal Oswal has a user-friendly platform, which makes it easy for beginners to navigate and understand the investment process. They also provide research reports and investment advice, which can be helpful for beginners who may not have the knowledge or experience to analyze the market themselves.

Motilal Oswal is a well-known stockbroking company in India, and it offers various investment services like equity trading, commodity trading, mutual funds, etc. It can be a good option for beginners who are looking to invest in the stock market.

However, like any other investment platform, it is important for beginners to do their own research and understand the risks involved before investing. It is also advisable to start with a small investment amount and gradually increase it as you gain more experience and knowledge.

Overall, Motilal Oswal can be a good option for beginners, but it is important to be cautious and well-informed while investing in the stock market.

Motilal Oswal Customer Care Number?

082912 02544

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