Mr. Motilal Oswal is the Managing Director & 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.

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 Organization (JITO) and has been awarded the Rashtriya Samman Patra by the Government of India for being amongst the highest income tax payers in the country for a period of 5 years.

For his work and contribution to the capital markets, Mr. Oswal has been felicitated with several awards and accolades including:

• ‘Excellent Business Achiever in Financial Services’ Award by the Institute of Chartered Accountant of India
• ‘Rajasthan Ratna Manav Seva’ Award by Manav Seva Trust
• ‘Special Contribution award to Indian Capital Markets’ Award by Zee Business
• The Hall of Fame for Excellence in Franchising’ by Franchising World Magazine
• ‘Champion of Arthshastra’ by the Rotary Club
• ‘Durgadevi Saraf Puraskar’ by Marwadi Sammelan for extraordinary contributions in the field of Trade & Industry
• Samaj Ratna’ Award at the hands of Her Excellency President Smt. Pratibhatai Patil in Rashtrapati Bhawan

Mr. Oswal has authored two books of quotations on ‘The Essence of Business & Management’ and ‘The Essence of Life’.

Mr. Vijay Kumar Goel has over 24 years of experience in financial services. He is a rank holder Chartered Accountant and also a qualified cost accountant. He started his career as a management trainee with Birla Global Finance. He spent 11 years with Aditya Birla Group Financial Services where he worked with Birla Global Finance, Birla Mutual Fund and Birla Sun Life Distribution Company. He was the head of insurance distribution and mutual fund sales from 2002 to 2004. He then moved to lead the PCG and Direct Retail group of Birla Sun Life Distribution. Before joining MOFSL in 2006, he was working with Dawnay Day AV Financial Services as Sr. Vice President and Jt. Country Head for Distribution and Equity Broking. Mr. Goel has earlier served MOFSL group as MD & CEO of Broking & Distribution Business. He is also currently leading the Private Wealth Management Business of MOFSL group as MD & CEO.

Mr. Navin Agarwal is the Managing Director of Motilal Oswal Financial Services Limited. He is responsible for the Institutional Broking & Investment Banking Businesses and has been instrumental in building a market leading position in the Institutional Broking business. Under his leadership, the firm has been rated as The Best Indian Brokerage House by Asiamoney. Leveraging on the dominant

positioning in institutional business, he has also been instrumental in building an Institutional Derivatives business when derivative products were introduced in the Indian markets. As a member of the board, Mr Agarwal believes in leveraging the core strengths of a strong brand, a vast distribution network and unmatched research capabilities and has been closely involved in strategizing and reviewing all the other business of the MOFSL.

He started his career as a Senior Analyst with Insight Asset Management in 1994. In the year 1996, he was appointed the Head of Research & subsequently took up the additional responsibility of Portfolio Management in 1998. Mr. Navin Agarwal is affiliated with prestigious organizations like Institute of Chartered Accountants of India, Institute of Cost and Works Accountant of India, Institute of Company Secretaries of India and CFA Institute, Virginia.

He has also co-authored a Book ‘India’s Money Monarchs’ featuring interactions with India’s leading investment managers. His hobbies are reading and travelling.

Mr. Raamdeo Agrawal is a Chartered Accountant and the Chairman of Motilal Oswal Financial Services Limited (MOFSL). He is the man behind the strong research capabilities at Motilal Oswal Financial Services Ltd. A keen believer and practitioner of the QGLP philosophy, his wealth creation insights and decades-rich experience have played a pivotal role in MOFSL, transforming it from a small stock broking firm to a well-diversified financial services company.

Mr. Agrawal is an Associate of Institute of Chartered Accountants of India and also a member of the National Committee on Capital Markets of the Confederation of Indian Industry. He has received the “Rashtriya Samman Patra” awarded by the Government of India for being amongst the highest Income Tax payers in the country for a period of 5 years from FY95–FY99. He was also conferred with the ‘Special contribution to Indian Capital Market Award’ by Zee Business in 2011.

Mr. Agrawal has been authoring the annual Motilal Oswal Wealth Creation Study since 1996. In 1986, he wrote the book ‘Corporate Numbers Game’, along with co-author, Ram K Piparia. He has featured on `Wizards of Dalal Street on CNBC TV 18` and also compiled a book of investing insights called ‘Wealth Creation Thoughts’.

Shalibhadra Shah is the Chief Financial Officer of Motilal Oswal Home Finance Limited. He is qualified Chartered Accountant from Institute of Chartered Accountants of India and Graduated from R.A. Podar College of Commerce & Economics. Prior to joining, he was leading the Taxation Role at an eminent CA Firm. Shalibhadra is a Finance professional with 17 years of experience spanning the entire gamut of Finance, Accounts, Taxation & Compliance. Besides being a Finance professional, Shalibhadra spends his spare time in Spiritual Development, Music & Enhancing Knowledge on Taxation.

Mr. Goyal is having an experience of 25+ years in operations. He is been associated with Motilal Oswal group for 11 years. He has worked with Karvy, Birla and UTI. He joined MOHF in 2017.