Lopa Thakkar

Motilal Oswal Securities Ltd. (MOSL) is a diversified brokerage firm headquartered in Mumbai with an extensive network of branch offices throughout India. The firm is a subsidiary of Motilal Oswal Financial Services Ltd. (NSE: MOTILALOFS). MOSL provides research-based brokerage services that covers equity and derivatives. Their clients are international institutions from the US the UK, Hong Kong and Singapore, as well as corporations, high-net worth individuals and retail investors.

Pearl Financial is a financial services company based in Hamden, CT. The private company's team of professionals has years of experience in financial services and can help clients address their needs of today and for many years to come. The company offers personalized services that focus on clients' needs, wants, and long-term goals, with no sales, no commissions, no minimums, and no B.S. The company monitors clients' accounts regularly, seek to take advantage of tax-loss harvesting to save them money on their tax return, and manage their portfolio with an evidence-based approach backed by decades of academic research. The company offers retirement, investment, estate, insurance, tax, and lifestyle services, and their content is developed from sources believed to be providing accurate information.