Our Benefits:

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.

Benefits

  • India’s leading PMS Service Providers, with Assets under Management of appox Rs.1300 Crores.
  • Our Flagship “Value Strategy” has consistently outperformed the benchmark across market cycles over a 10 year period.
  • Motilal Oswal PMS has one of the largest active accounts (more than 4300) on PMS Platform.
  • Value Strategy’s performance is rated by internationally reputed agency Morningstar every quarter.
  • MOAMC - PMS has active clients in 138 different cities right from Agra to Vijaywada ; a testimony of strong acceptance of our PMS across the length & breadth of the country.
  • Value Strategy’s performance is rated by internationally reputed agency Morningstar* every quarter
  • We have thematic strategies themes ranging from large cap, small & mid cap, flexi cap, focused series etc. to suit the specific needs of our investors.

*Disclaimer :

©2012 Morningstar, Inc. All rights reserved. The data and analyses provided herein do not constitute investment advice offered by Morningstar and are provided only for informational purposes. It should not be construed as an offer or the solicitation of an offer, to buy or sell securities. Morningstar is not responsible for any error or omission in the data

*The above strategy returns are of a Model Client as on 31st May 2012. Returns of individual clients may differ depending on factors such as time of entry/exit/ additional inflows in the strategy. The above returns are calculated on NAV basis and based on closing market prices as on 30th April 2012. The stocks forming part of the existing portfolio under Value Strategy may or may not be bought for new client. Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Name of the PMS Strategy does not in any manner indicate its future prospects and returns.

Investments in Securities are 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 (PMS) will be achieved. Investors in the PMS Product are not being offered any guaranteed/assured returns. Past performance of the portfolio manager does not indicate the future performance for any of the strategies. The names of the portfolios do not in any manner indicate their prospects or return. The investments may not be suited to all categories of investors. Neither Motilal Oswal Asset Management Company Ltd. (MOAMC), nor any person connected with it, accepts any liability arising from the use of this material. The portfolio manager is not responsible for any loss or shortfall resulting from the operation of the strategy. Recipient shall understand that the aforementioned statements cannot disclose all the risks and characteristics.

Our Offering:

Portfolio Management Services (MOSt Portfolios)

We are one of the leading PMS service providers, with assets under management of approx Rs. 1300 crores and with a customer base of over 4,300. Our core principles are “value based investing”, aimed at providing long-term wealth creation for investors. Below are the flagship strategies of MOSt Portfolios, each with a different approach to managing investments:

  • Value Strategy: The Value 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.
  • Next Trillion Dollar Opportunity Strategy: The Next Trillion Dollar Opportunity Strategy aims to deliver superior returns by investing in focused themes which are part of the next Trillion Dollar GDP growth opportunity. It aims to predominantly invest in Small & Mid Cap stocks with a focus on Identifying Emerging Stocks/Sectors.
  • Bull`s Eye Strategy: Bull’s Eye PMS Strategy is designed to invest in stocks with short-medium term perspective. The investment philosophy is to find “Momentum in Value”. It follows an active process driven method of profit booking .The Strategy aims to buy stocks ahead of the window when positive corporate developments occur /when valuation gaps open up & sell when the target price of stock is reached or prices stagnate.
  • Focused 5- A Contra Strategy: The strategy aims to invest in fundamentally sound companies that can benefit from changes in a company’s valuation which reflects a significant change in the markets view of the company over an horizon of three years. The Contra Strategy focuses on investing in stocks that can benefit from growth in earnings, re-rating of business or higher valuation of assets.

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