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Description

Motilal Oswal Financial Services Ltd. (MOFSL) began its journey in 1987 as a modest sub-broking firm. Our commitment to a customer-centric philosophy, adherence to ethical and transparent business practices, respect for professionalism, reliance on research-driven value investing, and the adoption of advanced technology have contributed to our growth into a robust team of over 8,500 professionals. Presently, we stand as a comprehensive financial services organization, providing a wide array of offerings including private wealth management, retail broking and distribution, institutional broking, asset management, investment banking, private equity, commodity broking, currency broking, and home finance. Our clientele is varied and encompasses retail customers, including High Net Worth Individuals, mutual funds, foreign institutional investors, financial institutions, and corporate entities. The foundation of our advisory services is built on extensive research, which ensures that our clients receive informed and strategic guidance. By continuously evolving and adapting to market changes, we strive to meet the diverse needs of our clients effectively.

Description

Smallcases represent contemporary investment solutions grounded in easily understandable concepts. These innovative products are developed by top finance professionals in India and are supported by comprehensive research. They offer full customization options, allowing you to modify your smallcase constituents at any time or even design a completely new smallcase tailored to your preferences. You can explore various smallcases categorized by different types, risk levels, and investment strategies, utilizing the core-satellite approach to enhance your portfolio. Each smallcase is meticulously created and overseen by SEBI-licensed research analysts and investment advisors, ensuring professional management. You can effortlessly track and manage your investments with real-time index values that account for corporate actions and dividends. To foster a disciplined investment strategy, consider starting a systematic investment plan (SIP) on your smallcase, whether weekly, monthly, or quarterly. Embrace the role of your own fund manager by curating a smallcase of up to 50 stocks that reflect your unique investment ideas and goals. This empowers you to take control of your financial future while benefiting from the insights of seasoned experts.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Motilal Oswal

Founded

1987

Country

India

Website

www.motilaloswal.com

Vendor Details

Company Name

smallcase

Founded

2015

Country

India

Website

www.smallcase.com

Product Features

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