ROBO ADVISORY PRODUCTS

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THINK EQUITY THINK MOTILAL OSWAL 30 FOR 30 EQUITY EXPERTS YEARS ROBO ADVISORY PRODUCTS Your Automated Trading Universe! 30 FOR 30 EQUITY EXPERTS YEARS Mo lal Oswal Securi es Ltd.

: U65990MH1994PLC079418 Registered Office Address: Mo lal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai-400025; Tel No.: 022-3980 4263; www.mo laloswal.com.

1 THINK EQUITY THINK MOTILAL OSWAL 30 FOR 30 EQUITY EXPERTS YEARS ROBO ADVISORY PRODUCTS Your Automated Trading Universe! 30 FOR 30 EQUITY EXPERTS YEARS Mo lal Oswal Securi es Ltd. (MOSL) Member of NSE, BSE & MSEI Mo lal Oswal Securi es Ltd. (MOSL) Member of NSE, BSE & MSEI - CIN no.: U65990MH1994PLC Registered Office Address: Mo lal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai ; Tel No.: ; laloswal.com. Correspondence Address: Palm Spring Centre, 2nd Floor, Palm Court Complex, New Link Road, Malad (West), Mumbai Tel No: Registra on Nos.: NSE (Cash): INB ; NSE (F&O): INF ; NSE (CD): INE ; BSE(Cash): INB ; BSE(F&O): INF ; BSE(CD); MSEI(Cash): INB ; MSEI(F&O): INF ; MSEI(CD): INE ; CDSL: IN-DP ; NSDL: IN-DP-NSDL ; Research Analyst: INH AMFI: ARN Investment Adviser: INA Mo lal Oswal Asset Management Company Ltd. (MOAMC): PMS (Registra on No.: INP ); PMS and Mutual Funds are offered through MOAMC which is group company of MOSL. Mo lal Oswal Wealth Management Ltd. (MOWML): PMS (Registra on No.: INP ) is offered through MOWML which is a group company of MOSL. *Mo lal Oswal Securi es Ltd. is a distributor of Mutual Funds, PMS, Fixed Deposit, Bond, NCDs, Insurance and IPOs. *Commodi es are offered through Mo lal Oswal Commodi es Broker Pvt. Ltd. which is a group company of MOSL. *Real Estate is offered through Mo lal Oswal Real Estate Investment Advisors II Pvt. Ltd. which is a group company of MOFSL. *Private Equity is offered through Mo lal Oswal Private Equity Investment Advisors Pvt. Ltd which is a group company of MOFSL. *Research & Advisory services is backed by proper research and does not pertain to purchase or sale of any par cular commodity. Please read the Risk Disclosure Document prescribed by the Stock Exchanges carefully before inves ng. There is no assurance or guarantee of the returns. Details of Compliance Officer: Name: Neeraj Agarwal, ID: na@mo laloswal.com, Contact No.: Investment in securi es market are subject to market risk, read all the related documents carefully before inves ng.

2 03 Content CONTENT About Robo Advisory Op on dcoder Op on Writer Robo Wealth TradeGuide Signal

05 About Robo Advisory About Robo Advisory Imagine a investing journey where your investment decisions are not guided by emotions, greed or fear but are guided by unbiased Artificially Intelligent

3 05 About Robo Advisory About Robo Advisory Imagine a investing journey where your investment decisions are not guided by emotions, greed or fear but are guided by unbiased Artificially Intelligent tools. A world where your machine is making a million permutations and combinations every second and is giving you high quality investment ideas. Sound like a sci-fi movie isn't it? Not anymore! Motilal Oswal presents Robo Advisory Products. Robo-advisory is a class of financial advisers that provide financial and investment advice or portfolio management with minimal human intervention. Robo-advisory is the investment advisory service managed by software-based platforms that use algorithms made with our 30 years of experience. Our Robo Advisory products provide digital financial advice based on mathematical rules or algorithms. These algorithms are executed by software and thus financial advice do not require a human advisor. Our Robo products utilize our high-tech algorithm to automatically allocate, manage and optimize your assets. The future of Investing is already here. Go on, explore our Robo Advisory Products.

07 Option dc der Option dcoder? Just by looking at your Option positions, its difficult to answer... 1. When will you make or lose money?

That s why they say Options are complicated, We say it is a complex but exact science in a random world of Equities Answer to the

The tool not only decodes your payoff at different price levels and volatility but also provides risk assessment and management through

4 07 Option dc der Option dcoder? Just by looking at your Option positions, its difficult to answer When will you make or lose money? 2. What s the quantum? 3. What happens if Volatility goes up? That s why they say Options are complicated, We say it is a complex but exact science in a random world of Equities Answer to the complexity: Option dcoder, which helps in Dynamically Monitoring and Managing Option Portfolio like Pro- Option Trader. The tool not only decodes your payoff at different price levels and volatility but also provides risk assessment and management through parameters like market volatility, delta, theta, vega, and gamma Let our dcoder answer your questions... Simulate positions to see possible impacts Risk Assessment Execute Trades to get your Desired Pay-off Decodes payoff Monitor your positions

09 Option W`iter Option Writer Op on Writer does instant analysis and tells you whether to Write Op ons or not, as it may be sensible not to Sell Op ons some me.

5 09 Option W`iter Option Writer Op on Writer does instant analysis and tells you whether to Write Op ons or not, as it may be sensible not to Sell Op ons some me. It detects the trend & helps you in strike selec on, as some mes it may be wise to Write Higher Call and nearer Put or vice versa based on the trend. Option Writer Client Name Client Code Op on Type Both Confidence 90 Select Expiry Current P P P P DP Holding Net Future Net Op on Watch List P Spreads Monthly Yield % Submit Manage Watchlist Scrip Name Strike Price Buy/Sell % Higher/Lower Quan ty BID ASK LTP Order Price Monthly Yield Market Lot BANKNIFTY 29-Oct-2015 CE S 3.71 % % 25 BANKNIFTY 29-Oct-2015 CE B 4.28 % % 25 BANKNIFTY 29-Oct-2015 PE S % % 25 BANKNIFTY 29-Oct-2015 PE B % % 25 NIFTY 29-Oct-2015 CE 8450 S 3.83% % 25 NIFTY 29-Oct-2015 CE 8500 B 4.45 % % 25 NIFTY 29-Oct-2015 PE 7700 S % % 25 NIFTY 29-Oct-2015 PE 1650 B -6 % % 25 Please note:- Scrip s highlighted in red have high impact cost (illiquid) Execute Reset Disclaimer Product Features î Gives op on to choose Wri ng preferences like Call/ Put, Wri ng Aggression, Expiry î Chooses the exposure to Write Op ons against (DP Holding, Futures, Long Op ons, All) î Want to Write without exposure? Do it by crea ng a Watch list î Manages Risk using Spreads î Select & execute all the ideas that you like on a Click.

1 1 Robo Wealth Robo Wealth Robo Wealth is an innova ve algorithm based wealth manager that gives personalized insights on your por olio and recommends a holis c asset alloca on mix that is best

6 1 1 Robo Wealth Robo Wealth Robo Wealth is an innova ve algorithm based wealth manager that gives personalized insights on your por olio and recommends a holis c asset alloca on mix that is best suited for your profile. The new asset alloca on will be designed to lower your risk and increase the returns vs. your current por olio. What s more, all the recommenda ons can be executed in just one click! This first-of-its-kind fully automated product has been developed to keep your por olio's health in the best shape at all mes. Key Features Opportunity for lowering risk and increasing return in each asset class Holis c asset alloca on model as per your iden fied risk profile Flexibility to remove asset class, stocks or schemes Personalized insights on what is good and bad on your por olio Mul language tool available in English, Hindi, Gujara and Tamil

7 Cutting-edge features JUDGMENT & DECISION MAKING 1 3 Robo Wealth PROFICIENT LEARNING The advanced model will con nuously keep monitoring your transac ons and build your investment profile to ensure your por olio recommenda ons are in line with your financial objec ves. Since the recommenda ons are based on an algorithm, it eliminates any kind of emo onal bias which makes it an ideal fund manager. The inven ve technology provides the holis c asset alloca on in one click, without any addi onal cost. It also details out the recommenda ons on each holding and suggests what to buy more, add new, hold or completely sell/reduce. SYSTEMATIC ANALYSIS FLEXIBILITY The platform is designed in English, Hindi, Gujarati and Tamil to give you a comprehensive view on your overall portfolio across asset classes. It also provides a detailed analysis on the positive/negative areas of your portfolio along with highlighting the sectors, stocks or schemes having over/under diversification, holdings in our sell recommendation & much more. You have the freedom and flexibility to remove any particular holding or scheme suggested by Robo Wealth. The smart tool will then recalculate and provide new recommendations depending on the newly filtered data. Though the final decision relies on you, you just have to click on execute and everything will be allocated as per recommendations.

15 TradeGuide Signal TradeGuide Signal Mo lal Oswal's TradeGuide Signal is an innova ve trend guiding tool which automa c-ally generates ac onable Buy / Sell trading ideas for all asset classes -

8 15 TradeGuide Signal TradeGuide Signal Mo lal Oswal's TradeGuide Signal is an innova ve trend guiding tool which automa c-ally generates ac onable Buy / Sell trading ideas for all asset classes - Equity, Currency and Commodity for different types of traders i.e. Posi onal, Intraday & Swing. This is first-of-its-kind, ar ficially intelligent and predic ve trading engine for traders that is powered by the combined strength of machine learning, cu ng-edge technology and deep industry insights. TGS works on Rule Based trading strategies which makes use of advanced algorithms to back-test the predic ve power of the widest possible universe of trading variables. Finding out Trading opportuni es and ac ng on them in a mely manner requires immense efforts in terms of tracking, analyzing and deciding. With a deluge of data and informa on flow it makes the task even more complicated and humungous.but now, with the all new TradeGuide Signal, your efforts stand out-sourced. All the data analysis and decision making will be done at the frac on of a second by the system in an emo onless and disciplined manner. Steps to become a Successful Trader Step 01 Traders Test Know your Trading Style Performance Tracker Analyze stocks based on its past performance Step 02 Step 03 Stock Stock Selection Select best performing stocks Trading Planner Plan before you Trade Step 04 Step 05 Signal Tracker Real me tracking of Trades TGS Market Trendicator Live market Trend & Sector Heatmap Step 06

Keep Your Trading On Track!

Keep Your Trading On Track! Business Associate Details To subscribe TradeGuide Signal Contact Call: 022 30896601/33124956/67316133 Email: tradeguide@mo laloswal.com Website: www.mo laloswal.com TRADEG