Professional Documents
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158.5 148.3
FY04 FY 05 FY 06 FY 07 FY 08 Q1 FY09
Customer Base Retail
For Equity Broking
India Infoline 5500 75000 150000 438864 495636
Motilal Oswal 31000 60000 159091 238421 331398 357632
Business Locations
India Infoline 80 152 568 758 838
Motilal Oswal 211 375 720 1200 1339
Kotak 500 660 813 867
India Bulls 79 400 651
Q2 FY09
549629
557905
886
Percentage Share of Top 'N' Securities / Brokers - Year-wise
5 10 25 50 100
Scrips
Nov-08 27 41 66 83 94
Oct-08 27 41 65 82 92
Sep-08 24 36 59 78 90
Aug-08 20 32 55 74 87
Jul-08 21 35 59 77 89
Jun-08 21 32 56 75 88
May-08 16 27 50 70 85
Apr-08 18 30 52 70 85
2007-2008 16 27 45 61 77
2006-2007 17 25 43 62 77
2005-2006 22 31 46 59 73
2004-2005 26 42 58 72 84
2003-2004 31 45 64 79 91
2002-2003 41 55 78 89 95
2001-2002 44 63 82 92 96
2000-2001 52 73 89 95 97
1999-2000 40 59 82 89 94
1998-1999 53 67 85 92 96
1997-1998 73 85 92 96 98
1996-1997 85 92 96 97 98
1995-1996 83 87 91 94 96
1994-1995 (Nov.-Mar.) 49 56 69 81 91
Brokers
5 10 25 50 100
Nov-08 13 23 43 62 76
Oct-08 13 24 45 64 78
Sep-08 13 24 45 62 77
Aug-08 14 24 43 60 76
Jul-08 13 24 45 62 76
Jun-08 13 25 46 63 76
May-08 14 25 45 62 76
Apr-08 14 25 45 62 76
2007-2008 15 26 45 60 74
2006-2007 15 24 43 57 71
2005-2006 15 23 38 53 68
2004-2005 14 20 35 49 65
2003-2004 12 17 30 44 61
2002-2003 10 16 29 42 59
2001-2002 7 12 24 36 53
2000-2001 8 13 23 34 49
1999-2000 8 13 23 34 50
1998-1999 8 12 21 32 47
1997-1998 6 11 19 29 44
1996-1997 6 10 20 31 46
1995-1996 11 17 29 42 59
1994-1995 (Nov.-Mar.) 18
Segments
INDIVIDUALS WITH INVESTIBLE SURPLUS
Segment Investible Surplus Annual No of House Holds
in US $ Growth % 2007
Ultra - High Net Worth Individuals. $ 30 Mln.and Above 12 6000
Super - High Net Worth Individuals $ 10 Mln to $ 30 Mln. 16 20000
High Networth $ 1 - $ 10 Mln 20 130000
Super Affluent $ 1.25 Lac - $ 10 Lacs 12 200000
Mass Affluent $ 25000 to $ 125000 18 800000
Mass Market $ 5000 to $ 25000 27 12,000,000
Source: Mosl Annual Report, Celent LLC
Note: Investible surplus does not include investments in land, fixed deposits, anmd gold silver.
Motilal Oswal Financial Services (MOFSL) the listed NBFC does following:
Subsidiaries MOFSL `s Holding Business
nt and
Retail &
1 Motilal Oswal Securities Ltd. 99.95% Distribution.
NSE
Membershi
2 Motilal Oswal Capital Markets Pvt.Lt. 100 p.
3 Motilal Oswal Commodity Brokers Pvt 97.55 Commdotity Broking
4 Motilal Oswal Venture Capital Advisors
Pvt. Ltd. 85 Private Equity
5 Motilal Oswal Investment Advisors Pv 75 Investment Banking
Business Streams
Wealth Management and Retail & Distribution
Strength Product and Services
461699 clients Equity (cash & derivative) and
commodity broking
340843 DP accounts PMS
Divided clients in 3 categories: Distribution of Financial Products
Mass Retail, Mass Affluent & HNI & Financing
separated offerings.
Selling Mutual Funds and IPOs Depository Services
Strength of Company
1 Abilty to raise finance at competitive rates
2 Large and diverse distribution
network - 1430 business locations
in 432 brokerage
online cities. Alsoservices
tied up with SBI retail broking clients.
to their
3 Strong Research Team - 27 people
covering 27 sectors and 210
4 comp.5 person
Strong Sales covering
Team
5 High Brand Recognition
6 Experienced top management
7 Risk managements: Business is
exposed to credit, interest rate,
liquidity and operational risk.
8 Constituted AssetsControl
Adequate Internal LiabiltySystem:
Pacific Region.
age net annual return is 25% - 27%, compared to avg net return in USA & Europe 13-15%
requirement of capital.