Author(s): Pavithra J, Gunjan Sharma, Jyotika Bahl, Swati Ojha and Prasanta Chatterjee Biswas
This study explores the organizational structure and financial analysis of Motilal Oswal Financial Services Ltd., with a practical application through two sectoral case studies: Vodafone Idea Ltd. (telecommunications) and Mahindra & Mahindra Ltd. (automobile). The research focuses on understanding the internal functioning of Motilal Oswal’s advisory services, emphasizing the role of departmental coordination and communication in delivering efficient client solutions. The study uses both fundamental and technical analysis to evaluate the financial performance of the selected companies. Vodafone Idea Ltd. shows significant financial stress, with negative shareholder funds, high debt-to-equity ratio, and continuous net losses. Despite improved operating margins, the company’s liabilities outweigh assets, indicating potential insolvency risks. On the other hand, Mahindra & Mahindra Ltd. reflects strong financial health, marked by consistent sales growth, improved operating margins, and a solid asset base. Its lower debt levels and increasing reserves signal sound financial management and investor confidence. From a technical standpoint, Vodafone Idea shows short-term uptrend potential, while Mahindra & Mahindra displays bullish reversal patterns, supporting long-term investment prospects. The findings highlight the impact of internal organizational effectiveness on financial advisory services and portfolio strategy. For Motilal Oswal, maintaining a client-centric structure supported by strong interdepartmental communication enhances strategic agility. The internship offered valuable insights into real-world financial evaluation and organizational dynamics, contributing to practical understanding and career preparedness in financial services.