Motilal Oswal Financial Services Limited: Company Overview
Chapter 1

Company Overview - Motilal Oswal Financial Services Limited


Aug 21, 2025

Company Overview - Motilal Oswal Financial Services Limited

Key Highlights

  • Strong market position in the equity broking business.
  • Expanding presence across financial services segments, supporting diversity in business risk profile.
  • Reported for FY25, the company had an AUM of INR 4,078.58 crore and a Net worth of INR 7116.87 crore.
  • Healthy capital adequacy ratio of 40.80% and net NPA of 0.40% as in FY25

Overview

Incorporated in 2005, MOFSL serves as the holding company of the Motilal Oswal Group, which is among India’s leading providers of capital market-related services. The company, through its subsidiaries, provides broking and distribution services, asset, wealth and portfolio management services, private equity and housing finance.

MOFSL is a financial services company. Its offerings include Wealth Management, Capital Markets (Institutional broking & Investment banking), Asset & Wealth Management (Asset Management, Private Equity & Wealth Management), Housing Finance & Equity based treasury investments. MOFSL employs 13,300+ employees serving to 94 Lakh clients via distribution reach in 550+ cities. MOFSL has Assets Under Advice of Rs. 5.7 Lakh Crores.

 

Management


Mr. Motilal Oswal (Managing Director & CEO)

Motilal Oswal is the Managing Director and CEO of Motilal Oswal Financial Services Ltd. (MOFSL). He is a Chartered Accountant and started the business along with co-promoter, Raamdeo Agrawal in 1987.

Mr. Oswal has served on the Governing Board of the BSE, Indian Merchant’s Chamber (IMC) and has also served on various committees of BSE, NSE, SEBI and CDSL. He is the President of the Jain International Trade Organisation (JITO) and has been awarded the Rashtriya Samman Patra by the Government of India for being amongst the highest income taxpayers in the country.


Mrs. Shalibhadra Shah (Chief Financial Officer)

Shalibhadra Shah is Group Chief Financial Officer of Motilal Oswal Financial Services Ltd.

He is a qualified Chartered Accountant from Institute of Chartered Accountants of India and Graduated from R.A. Podar College of Commerce & Economics. He joined MOFSL in 2006. Prior to joining MOFSL, he was leading the Taxation Role at an eminent CA Firm.


Mr. Niren Srivastava (Chief Human Resource Officer)

Niren Srivastava is the Group Chief Human Resources Officer at Motilal Oswal Financial Services Ltd. (MOFSL), bringing two decades of expertise in the Financial Services industry. With a strong background in HR, Niren has excelled in various areas including HR Business Partnership, Strategic Workforce Planning, Rewards Systems and Wellness led Employee Engagement. He has held leadership positions at various business verticals in the financial services business of Aditya Birla Group, where he successfully implemented HR initiatives. At ABG, he led important HR portfolios across both legacy and start-up businesses and was recognized for his contributions at the financial services & group level as one of role models and distinguished achievers.


Key Financials- FY25:


All figures in INR crore

Particular

Amount

AUM

4078.58 

Cash & Bank Balances

8654.36

Borrowings

8715.59

Total Assets

22320.91 

Revenue

5478.33

Profit After Tax

1391.33

PAT Margin

25.40 %

Total Net worth

7116.87

Return on Equity

21.35 %

NNPA

0.40 %

NIM

7.30 %

CRAR

40.80 %

 

Lenders

The prominent lenders in Motilal Oswal Financial Services Limited are:


 
Debt:

Indian Bank

The South Indian Bank

Citi Bank

Aditya Birla Finance Limited

Bajaj Finance Limited

 

Equity:

Motilal Oswal Family Trust

Motilal Gopilal Oswal

Ramdeo Ramgopa1 Agrawal


Explore corporate bonds below for Motilal Oswal Financial Services Limited

Instrument Name ISIN Id Credit Rating Min. Investment Nature of security YTM Tenure
(in Months)
Motilal Oswal Financial Services Limited

INE338I07172

ICRA "AA" ₹ 1,01,425 Listed (Senior Secured) 8.90% 85


Above mentioned corporate bond details are as of Date: 20.08.2025.

Disclaimer:


Investments in debt securities/municipal debt securities/securitized debt instruments are subject to risks including delay and/or default in payment. Read all the offer-related documents carefully.

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