MOSt Equity Advisory Group
In keeping with its tradition of personalized service, Motilal Oswal Securities Limited set up MOSt EAG to provide customized and integrated equity solutions to High Net worth Investors like you.
Equity Research is an inherent strength of MOSt. We believe in picking investment opportunities where the underlying value is higher than the market price. Our trading ideas are based on technical, news flow and events where risk reward ratio is favorable.
Most EAG team has highly trained equity professionals, who act as your Equity Advisor. Most Equity Advisor proactively helps you take informed equity investment decisions and build a healthy portfolio.
Benefits
MOSt EAG team has highly trained equity professionals, who act as your Equity Advisor. MOSt Equity Advisor proactively helps you take informed equity investment decisions and build a healthy portfolio. The Equity Advisor keep a close watch on the performance of each stock in your portfolio and suggest changes as and when there is a significant trend reversal or deterioration in a company's performance. This is to help you reach your investment goal. The Equity Advisor doesn’t stop at just that, he goes a step further to ensure that your trades are settled and stocks credited in your Demat account in a timely manner. This allows us to give you a convenient single window service and your RM becomes the single point contact for all equities related matters. Our Equity Advisor at MOSt gets his investment and trading ideas from our Research and Strategist desk.
Our Equity offerings are as follows :
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Source |
Product Offerings |
Business locations |
MOSL services its High Net Worth (HNI) investor and retail investors through business locations spread across the country |
E Broking |
For people who are self directed and understand the nuances of the market we have the internet |
EAG Process
Client Profiling: MOSt Equity Advisor determines each EAG client's profile before deciding the ideal asset allocation. Profiling takes into consideration issues like your attitude towards risk, investment horizon, life stage, and return expectation and investment objectives.
Investments & Trading: MOSt Equity Advisor are experts in providing value based investment solutions as well as advising you in positional trading, as per your profile.
Portfolio Tracking Software: Your equity portfolio is continuously monitored using Portfolio Tracking Software.
Integrated Approach : We use integrated approach in our investment strategy using a combination of cash, derivatives and other leverage products to help you reach your investment goal.
Minimum requirements and fees structure : Portfolio size should be 25 lakhs plus and fees structure varies from case to case.
Normal Fees : Delivery base 0.50%, Trading 0.10 %, Derivatives 0.10%.
Our Company is a member of the National Stock Exchange and Bombay Stock Exchange, which provides equity and derivative trades execution through off line and on line channels for the customers.