Motilal Oswal Portfolio Management Service PMS

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Motilal Oswal PMS Review

A PMS service of Motilal Oswal is offered through Motilal Oswal Asset Management Company Ltd. (MOAMC) which is a group company of MOSL. The company is the leading PMS service provider with Assets under Management of approx Rs.10,940 Crores. The broker offers discretionary Portfolio Management Services (PMS) to HNIs (High Net Worth Individuals) who seek customized solutions for their investment goals. The professional Portfolio Management team creates a customized portfolio to invest in Equities, Fixed income, Bonds, Debt, cash and structured products to meet the investor's unique needs. The investment decisions rest solely with the Portfolio Manager. The minimum investment in the PMS scheme is Rs 25 lakh. Currently, Motilal Oswal offers three products:

    1. Value Strategy:

    In this scheme, the investment is done in 15-20 high-quality Large-cap stocks. The Value Strategy aims to benefit from the long term compounding effect. The Strategy has the investment style of buying Undervalued stock & Sell overvalued stocks, irrespective of index movements.

    2. Next Trillion Dollar Opportunity (NTDOP):

    In this scheme, investment is done in focused themes which are part of the next trillion dollar GDP growth opportunity. The NTDOP aims to deliver superior returns. Strategic endeavor to capitalize on the themes of consumerism, Banking & Financial Services & Infrastructure in the Indian Economy.

    3. India Opportunities Portfolio Strategy:

    In this strategy, the investment is done in different market segments such as Large Cap, Midcap & Small cap to take advantage of different market trends. The IOP will aim to capitalize on this growth by investing in companies which are expected to grow along with India and meet our unique investment philosophy of QGLP.

Benefits of Motilal Oswal PMS Service

The Key benefits of choosing Motilal Oswal PMS service is:

  • Strong and Active risk management.
  • Diversification of portfolio for adequately spreading equity related risks.
  • Active and regular monthly review and portfolio rebalancing.
  • Experienced and Professional fund management team.
  • Flexibility to switch from one strategy to others.
  • Additional purchase facility & partial withdrawal facility.

Last updated on 30th Jul 2019

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FAQs

  1. How is Motilal Oswal PMS service?

    Motilal Oswal Group possesses legacy in equities for over 3 decades and one of the pioneers of PMS business with over 15 years of PMS track record. Trusted by over 41,078 HNI investors and with over Rs. 15,390 Crs of AUM as on 31st December 2018. The company has branches across the length and breadth of India.

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  2. What are the charges for Motilal Oswal PMS Service?

    The charges and fee structure is not disclosed over the web. One has to contact personally to the Motilal Oswal support team to know details about fees and charges for PMS service.

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  3. Can I check my portfolio with Motilal Oswal PMS?

    Yes, you can log in to motilaloswal.com and check your Motilal Oswal portfolio regularly. Clients get free monthly reports on their portfolio by email.

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  2019-02-08T03:27:41+00:00






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