Partner Portal (UpperMOSt)

Motilal Oswal’s Business Partner Portal is a one-of-its kind robust portal in the industry. As a Business Partner you can make use of this portal to manage your current business efficiently and grow your business effectively.

Quick Links

  • Quick Access of Monthly Business Analysis report (BAR)
  • Quick access of Daily MIS Report
  • Get information regarding your Month Wise & Year Wise Ranking with Best Business Partner details
  • View or download various Presentation/Videos regarding Technology & MOSL Products from knowledge center
  • Restructure your client's portfolio in just one click
  • Download Investment Product forms/Factsheets & much more

Today's Actionables

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  • Build strong relationships by sending Birthday e-Greetings to clients
  • Get client details which are available for Risk Selling
  • Instant & important business and operational notifications for your actionable
  • Reinvest your client's money through Product Maturity Reminders

Business Snapshot

  • Day/Week/Month & Yearly snapshot of your Revenue, AUM, Sales & Clients for Broking & Investment Product
  • Now Compare your business growth with previous corresponding period
  • Quick view of your Newly acquired, Inactive, Top Broking and Top Asset customers

Online Business Snapshot

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  • Improve your online business by using online business reports
  • Get MTD summary & Your Platform wise Weightage V/S National Average.
  • Track Platform Wise Client Trades, Turnover and Revenue
  • Check Mobile Actionable Insights and improve online business.

Partner Us