Why Motilal Oswal Portfolio Management Services?
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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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 OpportunityCAGR 76.22
Date As on 28-02-2023
Value
StrategyCAGR 296.16
Date As on 28-02-2023
India Opportunity
Portfolio StrategyCAGR 23.77
Date As on 28-02-2023
Key Benefits
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.
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Investment in securities is subject to market and other risks, and there is no assurance or guarantee that the objectives of any of the strategies of the Portfolio Management Services will be achieved. Please read Disclosure document carefully.