Think Partnership, Think Motilal Oswal

Join a family of 8000+ MOFSL partners and get benefits like

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Solid Research & Solid Advice
Robust Backoffice & ease of managing operation
Robust Backoffice & ease of managing operation
Comprehensive Business Development Initiatives
86% of our partners are satisfied with MOFSL partnership
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Partner With Us

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Setup your Franchisee
Features & Benefits of setting up franchisee
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  • Strong business development support
  • Training program for your staff
  • Migration support for your current customers
  • Robust Back-Office & ease of managing Operations
  • Mentorship from Senior Management
View Details
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Become an affiliated partner
Ways of affiliating with us
Become a Franchisee
  • Efficient back-office system and simplified operations management
  • Staff training program implementation
  • Assistance with migrating current customers
  • Guidance and mentorship provided by senior management
  • Comprehensive assistance for business development
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Become A Branch Business Partner
  • Manage business from MOFSL branch offices
  • Dedicated dealing & back office support from branches.
  • Use the branch Trading Terminals for your clients
  • Get access to solid research and advice for free
  • Mentorship from Senior Management
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Become An Independent Financial Advisor
  • Get access to various wealth management products and services
  • Access to ultra-modern technology
  • Exclusive sessions on new product launch
  • Mentorship from Senior Management
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Unlock The Potential Of Growth

Multi-product offerings for your clients

Equity
Invest in company shares to potentially benefit from growth and dividends, offering a stake in the success of well-established businesses.
Mutual Funds
Diversify your investments easily by pooling your money with others, managed by professionals to maximize potential returns.
AIF
Explore unique investment opportunities beyond traditional assets, potentially yielding higher returns for savvy investors.
Commodity
Trade in tangible assets like gold, oil, or agricultural products, adding diversity to your investment portfolio.
Portfolio Management Services (PMS)
Let experts handle your investments, tailoring strategies to meet your financial objectives and risk tolerance.
Insurance
Safeguard your future with financial protection against unforeseen events, providing peace of mind and security for you and your loved ones.
Currencies
Trade in different currencies, capitalizing on foreign exchange markets to take advantage of global economic trends.
Intelligent Advisory Portfolio (IAP)
A diverse array of pre-packaged equity products is designed for traders and investors who seek market involvement but lack the time to actively manage their portfolios.
Bonds
Invest in debt securities issued by governments or corporations, offering stable returns and a reliable income source for conservative investors.
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5.1
94.9
139+ million people have not yet invested in stocks
Following increase has been seen
  • 7x

    Number of demat accounts

  • 3x

    Retail Avg. daily turnover

  • 2x

    NSE Active Clients

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start now

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Expertise in Research & Advisory For Your Franchisee

In-depth reports of more than 230+ listed companies
Our research teams deliver insightful research reports daily to our customers
Famous “Wealth Creation Study” annual report by equity market stalwart and co-founder Mr. Raamdeo Agrawal
Insights on their current market and future trends
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MO First – A Business Intelligence Platform

Business Snapshot

Subscribe clients to various investment products (Intelligent Advisory Portfolios, Mutual Funds, Insurance, FDs, Bonds, PMS, IPOs, NFOs, Sensibull, TradeGuide Signal) via MO First App & Web.

Client Portfolio and Reports

Access detailed client info, including personal details and trades. Generate reports (Holdings, Transactions, Capital Gains, Dividends, Benchmarks) for thorough analysis.

Product Subscription

Receive periodic analysis reports on Business Revenue, Turnover, and AUM in graphical and tabular formats. The opportunity module aids partners in business upscaling.

CBOS

One Login Multiple Access Principle - No need to remember multiple login-passwords.

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Our Remarkable Achievements

Best Execution (India)
Inducted in at 10th CNBC TV18 Financial Advisor Awards 2019
Best Analyst for Thematic Strategy (India)
Inducted in at 10th CNBC TV18 Financial Advisor Awards 2019
Best Analyst for Technology Hardware
Inducted in at 10th CNBC TV18 Financial Advisor Awards 2019
Best Brokerage Transformation (India)
Inducted in at 10th CNBC TV18 Financial Advisor Awards 2019

GET STARTED NOW

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Success Stories Of Our Franchisee

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What is an Intelligent Advisory Portfolios?

Intelligent Advisory Portfolios (IAP) offer a hassle-free way to invest in equity markets without extensive research. Curated and monitored by Registered Investment Advisors (RIAs), these diverse, pre-packaged portfolios are ideal for both active and passive investors, adhering to strict rules to manage risk and returns.

Is IAP a good investment?

Yes. IAP is considered a good investment because it offers expertly curated, pre-packaged portfolios, easing investment-related stress. Additionally, IAP allows investors to invest in thematic portfolios that effectively manage risk and provide consistent returns over time.

What is the IAP product in Motilal Oswal?

IAPs are expertly curated, pre-packaged investment portfolios that enable investors to access equity markets without the need for extensive research or worrying about risk management. Registered Investment Advisors (RIAs) handle these aspects, monitoring the portfolios on behalf of investors.

What is the benefit of Intelligent Advisory Portfolios(IAP)?

Below stated are some of the benefits of investing in IAP

  • Range of options from ROBO-managed to advisor-driven investment portfolios
  • Choose between Dynamic or Static portfolios
  • Discretionary control over recommendations
  • Online investments
  • Flexible investment modes: Lump Sum or SIP
  • 24/7 portfolio tracking

How to apply for Intelligent Advisory Portfolios?

To start investing in IAP, an investor is required to open a DEMAT Account with Motilal Oswal, login to the app with provided credentials and choose - Intelligent Advisory Portfolio from the investment menu.
Become a Partner
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