SEBI Reg. Investment Advisor

Download App

Help Center Pricing

Recent:

Motilal Oswal Financial Services informs about disclosure

Motilal Oswal Financial Services Ltd. | Finance - Stock Broking | BFSI | BSE: 532892 | NSE: MOTILALOFS

19 Sep 2025 Evaluate

Motilal Oswal Financial Services has informed that the Securities and Exchange Board of India (SEBI) has carried out an investigation to ascertain as to whether the trades of an entity (i.e. Big Client) was front run by certain entities i.e. Chaturvedi Group during the period January 1, 2022 to December 8, 2023. Pursuant to the aforesaid investigation and Show Cause Notice (SCN) issued by the SEBI under SEBI (Procedure for Holding Inquiry and Imposing Penalties) Rules, 1995 read with Section 11B & other provisions of the SEBI Act, 1992 (as amended from time to time), the Company has proposed to resolve the instant proceedings through the settlement mechanism. In this regard and pursuant to the provisions of Regulation 30 read with Para A of Part A of Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (Listing Regulations) (as amended from time to time), we wish to inform the Exchanges that the aforesaid SCN issued by SEBI has been settled through its order dated September 18, 2025 wherein the Company has paid the settlement amount of Rs.34,85,000. The relevant details of the said SEBI Order are given in the Annexure. It is also pertinent to mention here that this SEBI settlement order pertains to certain lapses in record maintenance by one of its Authorised Person (AP) i.e. Om Securities while executing trades of Chaturvedi Group entities. Consequently, the Company had to opt for the settlement route. There is no admission of guilt, and the matter stands resolved. We wish to further inform that the Company has already taken necessary corrective steps to address the said observations and has sensitised all the APs to ensure adherence to all the applicable rules and regulations in true spirit. Further informed that the aforesaid Order has no material impact on financial, operation or other activities of the Company. It is also important to mention that the SEBI has stated in the aforesaid Order that SEBI shall not initiate any other enforcement action against the Company for the violations as alleged in SCN.

The above information is a part of company’s filings submitted to BSE.

Motilal Oswal Fin Share Price

757.10 -21.75 (-2.79%)

13-Apr-2026 16:59 View Price Chart

Peers

Company Name	CMP
Motilal Oswal Fin	757.10
Angel One	280.70
IIFL Capital Service	282.55
Nuvama Wealth	1296.30
Share India Sec.	143.10
View more..

About MoneyWorks4Me

MoneyWorks4Me is a SEBI-registered Investment Adviser (IA) dedicated to helping investors build long-term wealth through transparent, research-driven, conflict-free guidance. Founded in 2008, we started our journey as a Research Analyst (RA), providing deep fundamental analysis, intrinsic value insights, and long-term investing frameworks for Indian equities. In 2017, we transitioned to a full-fledged SEBI-registered Investment Adviser, strengthening our commitment to acting as a fiduciary—always putting the investor’s interest first.

Our Vision

To become India’s most trusted, research-powered fiduciary advisory platform—where every investor, regardless of experience, can make calm, confident, and well-reasoned investment decisions.

What Makes MoneyWorks4Me Different

Fiduciary-first advisory model.
As SEBI-registered IAs, we are legally and ethically bound to act in the best interests of our clients. We do not sell or distribute any financial products. This ensures our guidance is 100% unbiased and conflict-free.
Deep fundamental research + robust valuation discipline.
Built on more than 15 years of equity research, our framework combines quality assessment, intrinsic value estimation, and a sensible margin-of-safety approach.
Process—not predictions.
We don’t rely on guesswork or market timing. Instead, we focus on asset allocation, risk management, and long-term compounding.
Technology + Human Intelligence.
We believe a combination of both is essential for investing success. We constantly innovate and upgrade in-house tools, financial X-rays, and portfolio analytics so that our team of analysts and advisors are equipped with the best.
Partner with Clients.
We follow a DIWM (Do-It-With-Me) approach where we partner clients in setting goals, financial planning, educating on our investing process and share decision-enabling resources transparently with our clients who retain control on execution.

Our Approach: Ensuring compounding work its magic on client portfolio.

MoneyWorks4Me ensures this through:

Investing in stocks, mutual funds, debt, and gold
Quality-at-Reasonable-Price way of investing in stocks
Constructing Direct Stock Portfolios with Core, Booster, and Amplifier stocks
A Mutual Fund Portfolio that delivers consistent out-performance and meaningful diversification (low overlap)
Periodic review and rebalancing
Clear Buy-Sell-Hold, and Position-sizing frameworks

PROPRIETARY FRAMEWORK

Portfolio
Architecture >
Stock Picking.

Stop managing a collection of "tips." Access the ABC Framework to build a portfolio that survives cycles and compounds wealth.

Core for Stability

Booster for Alpha

Amplifier for Exponential Wealth

Build a Stress-Tested Portfolio.

Our Sapphire Advisory uses the ABC Concept to ensure you never have to panic during a market correction.

Core Stocks

STABILITY

Booster Stocks

GROWTH

Amplifier Stocks

ASYMMETRY

● Conflict-Free ● SEBI Registered ● 15Y+ Track Record

Access Sapphire ABC Strategy →

Limited Capacity for New Fiduciary Partners

Motilal Oswal Financial Services informs about disclosure

MoneyWorks4Me Premium

Follow us at

MoneyWorks4Me

About MoneyWorks4Me

Our Vision

What Makes MoneyWorks4Me Different

Our Approach: Ensuring compounding work its magic on client portfolio.

Name of the IA registered with SEBI:	The Alchemists Ark Pvt. Ltd.
Logo:
Trade/Brand Name of IA:	MoneyWorks4Me Investment Advisers
Brand Logo:
SEBI Registration Number:	INA000013323 Validity – May 16, 2019 – Perpetual
Registration:	Non-Individual
BSE Enlistment No:	1187
Address:	B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045
Compliance officer Details:	Name: Shrikant Jagtap Email: shrikant.jagtap@moneyworks4me.com Telephone: +919860359463 Address: Same as IA
Grievance Officer Details:	Name: Mukta Vaze Email: mukta.vaze@moneyworks4me.com Telephone: +91 98609 19463 Address: Same as IA
Principal Officer Details:	Name: Atharva Bhide Email: atharva.bhide@moneyworks4me.com Telephone: +91 91758 99463 Address: Same as IA
Standard Warning:	Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Disclaimer:	Registration granted by SEBI, enlistment with exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.