Amit Pal

Equity advisor at Motilal Oswal || NISM Series 8 || BFM

Role: Equity Advisor at Motilal Oswal Financial Services Ltd
Location: Thane, MH, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Amit Pal

Recent graduate with a Bachelor\'s in Financial Markets, driven by a passion for equity research, investment analysis, and the world of finance. Currently an Equity Advisor at Motilal Oswal, I apply both quantitative and qualitative research to provide actionable insights for clients and optimize portfolio performance. certified, with experience in investment banking simulations and practical exposure to capital markets, financial modelling, and valuation. Dedicated to continuous learning, I excel at market research, financial statement analysis, and collaborating with teams to solve complex investment problems. Eager to leverage my analytical mindset, communication skills, and academic background for entry-level roles in equity research, venture capital, or investment banking. Ready to contribute to top financial institutions by identifying opportunities and driving success in a dynamic environment.

Experience

Equity Advisor
Motilal Oswal Financial Services Ltd
Nov 2024 — Present · Thane, IN
Provided tailored investment recommendations to clients based on thorough analysis of equity markets and individual client profiles.Conducted detailed financial analysis of client portfolios.Managed client relationships, ensuring clear communication and addressing client inquiries promptly.Executed trades on behalf of clients, adhering to regulatory guidelines and internal compliance procedures.Cross selling third party product

Education

Mulund College Of Commerce
Bachelor of Commerce
2021 — 2024

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@motilaloswalgroup.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

Current company

Motilal Oswal Financial Services Ltd

Financial Services · 15K employees · Founded 1987 · Mumbai, Maharashtra, India

Motilal Oswal Financial Services Ltd. (MOFSL) was founded in 1987 as a small sub-broking unit, with just 2 people running the show. Focus on a customer-first attitude, ethical and transparent business practices, respect for professionalism, research-based value investing, and implementation of cutting-edge technology has enabled us to blossom into a 12,000+ member team. Today we are a well-diversified financial services firm offering a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency Broking, and Home Finance. We have a diversified client base that includes retail customers (including High Net worth Individuals), mutual funds, foreign institutional investors, financial institutions, and corporate clients. We are headquartered in Mumbai and, as of September 2022, had a network spread over 550 cities and towns comprising 2500+ Business Locations operated by our Business Partners, us, and 5.2 Million+ customers. Research is the solid foundation on which MOFSL advice is based. Almost 10% of revenue is invested in equity research, and we hire and train the best resources to become our advisors. At present we have 25+ research analysts researching over 250 companies across 20 sectors. From a fundamental, technical, and derivatives research perspective, Motilal Oswal’s research reports have received wide coverage in the media. Our consistent efforts towards quality equity research have reflected in an increase in the ratings and rankings across various categories in the AsiaMoney Brokers Poll over the years. We have also been awarded the Best Performing Equity Broker (National) at the CNBC TV18 Financial Advisor Awards for five years in a row & got inducted into the ‘Hall of Fame’ at the 10th Financial Advisory Awards 2019. SEBI Registration Details - http://bit.ly/4ek37zO

motilaloswalgroup.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

About Amit Pal

Experience

Equity Advisor

Education

Mulund College Of Commerce

Find verified contacts for anyone on LinkedIn