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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

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.

Contact your Financial Advisor to know more about the scheme. PMS is made via private placement only. Investment in securities are subject to market and other risks. Achievement of stated objectives are also subject to market risk. The scheme does not guarantee either of the above. Please read the Private Placement Memorandum carefully before investing.

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