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World Class Research Broking

WorldClass Research Broking

At Motilal Oswal Institutional Equities, we offer a range of institutional broking services in the cash and derivatives segment, catering to over 820 Domestic (mutual funds, banks, financial institutions, insurance companies) and Foreign Institutional Investors (FIIs).

Our pioneering research franchise includes strategists, economists, forensic accountants and sector analysts; helping us differentiates ourselves from other financial services providers and adds a greater value to our clients. A specialized Sales & Trading team, comprising of top equity professionals, translates our research findings into actionable advice for clients, based on their specific needs.

Through our Corporate Access Group, we bring together global institutional investors and corporate/thought leaders through a variety of unique forums and platforms viz. Investor Conferences, Road Shows, Customized Itineraries, Macro inputs through interactions with Domain Experts and Policy Makers and Field Visits.

Our highly-rated Research, strong Corporate Access, and efficient Sales & Trading support are the cornerstones of our Institutional Broking services.

How we add value
‘Solid Research Solid Advice’ and ‘Knowledge First’ are not merely marketing slogans, but business mantras that run in our organization’s DNA. Our research focus enables us to differentiate ourselves from other financial services providers and add greater value to our clients.
  • Research
  • Sales & Trading
  • Corporate Access

Our 45+ member Research team includes strategists, economists, forensic accountants and sector analysts. This enables us to provide insightful top-down macro views on Indian equity markets and the eco-political environment as well as bottom-up insights on companies, ground realities and accounting perspectives. Institutional investors across the world are increasingly making ESG the central theme for all their investments and this is another area that Motilal Oswal Research covers extensively.


Our Research coverage is market-leading in terms of breadth and depth. Our products include Economic, Sector/Company and Thematic Research. We cover about 250+ companies across 20 sectors. With over 40 analyst roadshows in Offshore Geographies (2018) – we ensure that all our clients remain updated on the latest trends and ideas in India.


We offer one of the widest arrays of Research Products on Indian markets. In addition to timely updates on companies and thematic insights on sectors, we have unique offerings such as – Ground Reality, EcoScope, InSites, Ray of Hope, Corner Office, Expert Speak, Policy Maker and Sector Periodicals.

Our Sales & Trading team, comprising top equity professionals, has a clear understanding of our Research and translates our findings into actionable advice for clients, based on their specific needs. Our clients include mutual funds, pension funds, hedge funds, insurance companies and other financial institutions around the world. As of October 2019, we have 742 institutions empanelled with us, globally.

Our specialized Trading desk for Cash Equities and Derivatives makes the market, offers liquidity and aids price discovery. Our Trading systems includes amongst other things – Sophisticated Algo suite, Direct Market Access and Smart Order Routing, and we offer support services such as Quantitative Analytical Research.

Highlights of our sales & trading team:

  • Dedicated team for clients across geographies (India, North America, Europe, Middle East, Far East) and expanding into newer geographies like Canada, Korea, Taiwan, Australia etc.

  • Highly experienced and rated sales professionals (passionate team that understands individual client’s style and needs)

  • Timely communication of actionable ideas (via Bloomberg, Email, IM, Phone)

  • Rapid turnaround of all your queries and periodic data products (Weekly Valuation Guide, Monthly AMC holdings, Quarterly Flows, Quarterly Shareholding Patterns)

  • Multiple, secure global order routing platforms

  • Broker not involved in order settlement process; handled by independent clearing house & local custodian

  • Internal compliance stress-tested for extreme volatility over two decades

  • Both the Sales and Trading teams have been consecutively voted as being in the TOP 3 in Asiamoney Polls (2017 / 2018)

With one of the largest teams in India, the Motilal Oswal CAG team is known to bring together global institutional investors and corporate/thought leaders through a variety of unique platforms viz. Investor Conferences, Road Shows, Customized Itineraries, Interactions with Domain Experts/Policy Makers, and Field Visits. Our Corporate Access services facilitate deeper understanding of businesses for institutional investors and aid value creation for companies.


Our Flagship event, the Annual Global Investor Conference (AGIC) is the largest Institutional Investor Conference in India. The 15th AGIC in 2019 saw top managements of over 200 leading Indian companies interact with more than 1000 investors from all over the world, translating into 6,500+ company-investor meetings.


Additionally, we organize several Theme, Sector and Region-based conferences throughout the year. Some such conferences in the past 5 years include MOBIZ, Financial Conclave, Textile Conference, Emerging Stars Conference, Make in India Conference. Besides, we also organize international conferences – Eureka, in London and the USA.


Our Corporate Access Offerings have consistently been rated as being the BEST, in Asiamoney Polls for the over 5 Years (2014/2015/2016/2017/2018).

Business Highlights
    • Over 870 institutional clients as of 30th Sept 2024.

    • Focus driven differentiated research products with 280+ companies covering 24 sectors, valuing 70% of India’s market capitalisation.

    • One of the largest Trading team with sophisticated trading systems and also suitably supported by a strong Risk Management and Middle Office Team.

    • Consistently ranked among the top brokers at Asia Money Poll over the last two decades.

people
  • Rajat Rajgarhia Whole-Time Director & CEO- Institutional Equities

    Rajat Rajgarhia started his career with his family run broking business in equities. Post completing his CA and MBA, he joined Indiainfoline for a short stint in the research function.


    He joined Motilal Oswal in 2001 as a research analyst. Mr. Rajgarhia then went on to head the research team and now has been associated with MOFSL for over 16 years. Mr. Rajgarhia currently heads the Institutional Equities business.


    Rajat Rajgarhia is the Whole-time Director & CEO- Institutional Equities Business of Motilal Oswal Financial Services Limited. (MOFSL)

  • Gautam Duggad Head of Research – Institutional Equities

    Gautam Duggad joined Motilal Oswal in 2012 as a Consumer Analyst. In Dec’15, he was elevated as Head of Research – Institutional Equities. Gautam also dons the hat of a Strategist. He is a Chemical engineer from UICT – erstwhile UDCT and then did his MBA from IIM Calcutta – 2005 batch. An FMCG specialist, he started his career as Key Account Manager at P&G, post which he moved to Equity research. He has over 13 years of experience in Indian Equities. At Motilal Oswal Securities, he spearheads a team of 40 analysts covering 17 sectors and 220+ stocks.