Project Report on Motilal Oswal Finance Ltd

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NR Post Graduate Institute of Business Management
Gujarat Technological University
Master of Business Administration Program
Summer Internship Report
“STUDY ON PORTFOLIO MANAGEMENT SERVICES STRATEGIES AND INVESTORS AWARENESS AND PREFRENCE FOR IT”

At

Motilal Oswal Securities Ltd.

:Submitted By:
JAYDEEPSINGH RAO
Batch 2009-2011
Roll no # 00977

A
RESEARCH PROPOSAL
On

“STUDY ON PORTFOLIO MANAGEMENT SERVICES STRATEGIES AND INVESTORS AWARENESS AND PREFRENCE FOR IT”

In Partial Fulfillment of the Project Study in Masters of Business Administration Programme of Gujarat Technological University

Submitted to:
N.R.Institute of business management

Submitted by: Project Guide: JAYDEEPSINGH RAO PROF. NISHSTHA ASRANI BATCH 2009-2011 PROF. NEHA PATEL

Introduction PMS:

In today's complex financial environment, investors have unique needs which are derived from their risk appetite and financial goals. But regardless of this, every investor seeks to maximize his returns on investments without capital erosion. While there are many investment avenues such as fixed deposits, income funds, bonds, equities etc… It is a proven fact that Equities as an asset class typically tend to outperform all other asset classes over the long run. Investing in equities, require knowledge, time and a right mind-set. Equity as an asset class also requires constant monitoring may not be possible for you to give the necessary time, given your other commitments. We recognize this, and manage your investments professionally to achieve specific investment objectives and not to forget, relieving you from the day to day hassles which investment require. Motilal Oswal Securities Ltd brings with more than 2 decades of experience & expertise in equity research and stock broking. We are one of the leading portfolio service providers, with asset under management worth Rs. 590 Crores. When you invest through our PMS, you can be assured of the best research being used for the investment decisions. Our equity research has been consistently ranked very highly in surveys conducted by leading international publications like “Asia Money” and “Institutional Investor”.

COMPANY PROFILE

Introduction:

Motilal Oswal Securities Ltd. (MOSL) was founded in 1987 as a small sub-broking unit, with just two people running the show. Focus on customer-first-attitude, ethical and transparent business practices, respect for professionalism, research-based value investing and implementation of cutting-edge technology has enabled us to blossom into an almost 2000 member team. Today we are a well diversified financial services firm offering a range of financial products and services such as Wealth Management , Broking & Distribution , Commodity Broking, Portfolio Management Services , Institutional Equities, Private Equity , Investment Banking Services  and Principal Strategies.  We have a diversified client base that includes retail customers (including High Net worth Individuals), mutual funds , foreign institutional investors, financial institutions and corporate clients. We are headquartered in Mumbai and as of March 31st, 2010, had a network spread over 584 cities and towns comprising 1,397 Business Locations operated by our Business Partners and us. As at March 31st, 2010 we had 6,21,215 registered customers.

Markets and Network:...
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