Why Motilal Oswal Portfolio Management Services?

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16+ years

of consistent performance

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42000+

investors

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16K+ crores

of assets under managment

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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

Raamdeo Agrawal is the Co-Founder and Joint Managing Director of Motilal Oswal Financial Services Limited (MOFSL). As Chairman of Motilal Oswal Asset Management Company, he has been instrumental in evolving the investment management philosophy and framework.

Performance

  • Next Trillion
    Dollar Opportunity

    NAV 106.41

    Date As on 31-01-2024

  • Value
    Migration Strategy

    NAV 459.19

    Date As on 31-01-2024

  • Business Opportunity
    Portfolio

    NAV 21.59

    Date As on 31-01-2024

Key Benefits

SWIPE

Transparency

in portfolio holdings, transactions, and expenses.

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.