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Why Motilal Oswal Portfolio Management Services?

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21+ Years

Of Consistent Performance

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11,000+

Unique Investors

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15,000+ Crores

Of Asset Under Management

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3 Decades

Legacy in Equity

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PMS Strategies

SWIPE
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Motilal Oswal Value Migration Strategy

The Strategy aims to benefit from the long term compounding effect on investments done in good businesses run by great business managers for superior wealth creation.

Experienced Leadership & Management

Raamdeo Agrawal

Chairman

Performance

  • Next Trillion
    Dollar Opportunity

    NAV 124.98

    Date As on 31-10-2024

  • Value
    Migration Strategy

    NAV 594.40

    Date As on 31-10-2024

  • Business Opportunity
    Portfolio

    NAV 27.67

    Date As on 31-10-2024

Key Benefits

SWIPE

Transparency

Still have some questions about PMS?

What is Portfolio Management Services (PMS)?

Portfolio Management Service is a tailor made professional service offered to cater the investments objective of different investor classes. The Investment solutions provided by PMS cater to a niche segment of clients. The clients can be Individuals or Institutions entities with high net worth. In simple words, a portfolio management service provides professional management of your investments to create wealth.

Will it help me on my tax status?

We provide each client an audited tax statement of his portfolio annually. This can be used for calculating your tax liability and hence forth filing returns. However, we advice all our clients to consult their tax consultant before filing of their tax returns.