Think Partnership, Think Motilal Oswal
Join a family of 8000+ Business Partners, 1500+ Investor Seminar & Valued-Added Training Sessions, Annual MOBIC event, 2,500+ Business Locations, 98% Indian pin codes covered and get benefits like
Solid Research & Solid Advice
Robust Backoffice & Operations Support
Cutting-Edge Technological Support
Comprehensive Business Development Support
Strong Mentorship by Industry Leaders
Diverse Product Range
86% of our partners are satisfied with MOFSL partnership
Setup your Franchisees
Features & Benefits of setting up franchisee
- 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
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
VIEW DETAILS
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
VIEW DETAILS
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
VIEW DETAILS
Success Stories Of Our Franchisee
carousel-video-item
carousel-video-item
carousel-video-item
/content/dam/mofsl-website-adobe/investor-relations/hedge-equities-kochi-interview-edit-final-t7.mp4
carousel-video-item
carousel-video-item
carousel-video-item
carousel-video-item
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.
5.1
87
1271 + million people have not yet invested in stocks
Following increase has been seen
-
4.5x
Number of demat accounts
-
2.0x
Retail Avg. daily turnover
-
4.0x
NSE Active Clients
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
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.
Our Remarkable Achievements
Great Place to Work India
MOFSL recognized as a Great Place to Work(2024-2025) by the Great Place to Work Institute, India.
Leadership Factories of India
MOFSL recognized as a Leadership Factory of India for 2023 by Great Managers Institute, India
Evergreen Financial Services Provider 2023
MOFSL won the Evergreen Financial Services Provider at the Navabharat BFSI Summit & Awards
Lifetime Achievement Award 2023
Mr. Motilal Oswal received the Award from Jain Chartered Accountants Federation for outstanding achievements in Equity Markets & the impact through
Motilal Oswal Financial Services Recognized In the 2023 Burgundy Private Hurun India 500 List
This achievement reflects our commitment to excellence and innovation in our industry.
Entrepreneurs Of The Year
Motilal Oswal & Raamdeo Agrawal recognized as most respected Financial Services Entrepreneurs of the Year 2023 by Hurun India
We Are There With You At Every Step We smartly address the core problems faced by our partners
FAQs
What are the benefits of becoming a sub-broker with Motilal Oswal?
By becoming our Franchise Sub-brokering Partner, you will gain access to our exclusive research reports and tools, along with strong back-office and operations support. Additionally, you will have the chance to build your reputation in the market by partnering with a brand that has been in the industry for 35+ years.
What are the eligibility criteria to become a sub-broker with Motilal Oswal?
To become a sub-broker with Motilal Oswal, you must:
- Be an Indian citizen
- Be at least 21 years old
- Have a graduate-level qualification
- Have completed NISM certification
- Be competent with basic computer skills
- Have basic communication skills
How to become a Motilal Oswal sub broker?
To become a sub-broker with Motilal Oswal, you will be required to obtain a registration certification from SEBI and enter into an agreement with Motilal Oswal. Alternatively, you can simply sign-up on our Partners page and our associates will contact you shortly.
What kind of support and training does Motilal Oswal provide to its sub-brokers?
- Trading platforms: Access to online or offline platforms to execute orders for clients, including mobile apps and web-based options for trading anytime, anywhere.
- Back-office support: Assistance with account opening, KYC verification, fund transfer, and settlement, saving you time and hassle.
- Training and development: Free participation in broker-conducted training programs to enhance your trading skills and stay updated on the latest industry trends and regulations.
What is the commission structure for sub-brokers at Motilal Oswal?
The commission structure for sub-brokers at Motilal Oswal is : Revenue sharing – 60%
How does Motilal Oswal help sub-brokers grow their business and client base?
Motilal Oswal offers the following benefits for brokers to grow their business and client base
- Strong Brand Presence
- Express Account Opening Services
- MO First - Business Intelligence App
- Dedicated Product Manager Support
- Robust Risk Management System
- Paathshala - Smart Training App
- Dedicated Sales Team for PMS, MFs, AIF, Insurance
- Support in Managing Investor Awareness Programs and client seminars
What tools and resources are available to sub-brokers for managing their operations?
1. Training and Education:
- Paathshala: A comprehensive training platform for all franchisees and their staff, providing deep insights into the business.
- Seminars and Webinars: Regular educational sessions led by management to keep franchise partners informed and supported.
- Unnati: An initiative by Motilal Oswal aimed at upskilling and enhancing industry knowledge among partner members.
2. Sales and Business Support:
- Dedicated Team: A specialized team led by Motilal Oswal to assist in selling high-net-worth investment products like PMS (Portfolio Management Services) and AIF (Alternative Investment Funds).
- Saksham: A support system designed to help partners recruit staff efficiently.
- FOCO (Franchisee-Owned Company-Operated): Implanting trained advisors at partners’ offices for client advisory services and business development.
3. Operations and Business Analysis:
- Product Subscription: Partners receive regular updates on available products and services.
- Periodic Business Analysis Reports: Detailed reports on Business Revenue, Turnover, and AUM (Assets Under Management) are provided in graphical and tabular formats.
- Opportunity Module: Assists partners in identifying areas for business upscaling.
4. Business Management Tools:
- CBOS: A comprehensive platform that provides operational support for business management.
- One Login, Multiple Access: A single login system allowing access to multiple platforms without the need to remember different credentials.
5. Client Portfolio and Reports:
- Client Information Access: Detailed client data, including personal information and trading history, are available for review.
- Reports Generation: Partners can generate reports on holdings, transactions, capital gains, dividends, and benchmark analysis for in-depth client assessments.
This suite of tools and resources is designed to support sub-brokers in running their operations smoothly and effectively.