Solutions for the frequent questions asked

WMS Topics

Definition

1) What is "WM"?

Wealth management means diversifying clients investment under one channel . The list of products available Motilal Oswal like Equity, Derivative, MF,PMS, PE, Bonds,etc.

2) What products are offered?

The list of products available Motilal Oswal like Equity, Derivative, MF,PMS, PE, Bonds,etc.

3) Where can you view the reports?

The reports can be viewed on MOWML portal

4) Who can get access to WM Portal system view?

Theclient who has an account with Motilal Oswal can view the WMS system with the help of user ID & password.

5) How can you access WM system of Motilal Oswal?

Ans: Wealth management can be accessed by logging onto the following site       https://pwm.motilaloswal.com//Pages/Login.aspx , Every client has given WMS Unique client ID (UCID) and  password due to security reason, this would be mailed by client separately.

6) What is an advantage of WMS?

Advantages of WMS

1) Show the all portfolio in one view.

2) Show the portfolio of client on online with gain and loss.

3) Show the buying & selling price whichever is all trading transaction.

7) How has create the WMS login id?

The WMS login id has to be created on the basis of pan card, product code & branch code.

8) How WMS system advantage to a business partner?

In this System business partner (Exclusive Franchisee) can map his wealth client in his WMS login ID, So that franchisee can view his client data in his login ID. It will help to reduce their time.

9) What is the facility when client forget the password?

In WMS system client having a facility to create and change his own password for security.

10) What type of report provide to client from WMS?

WMS  given the report to client by scrip wise, Settlement wise and date wise.

11) What is the extra facility provide from WMS?

1) There is also added online trading option facility to the client.

2) Client also having a facility to modify Non MOSl portfolio by his own in WMS        system.

12) What is the facility to client assist in WMS?

If clients having any query and requirement they can informed to his Financial Advisor and Customer Care Executive.