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Asset Management Company

Motilal Oswal Asset Management Company Ltd. (AMC) is a limited company incorporated under the Companies Act, 1956 on November 14, 2008, having its Registered Office at Palm Spring Centre, 2nd Floor, Palm Court Complex, New Link Road, Malad(W), Mumbai – 400064. Motilal Oswal Asset Management Company Ltd. has been appointed as the Investment Manager to Motilal Oswal Mutual Fund by the Trustee vide Investment Management Agreement (IMA) dated May 21, 2009, executed between Motilal Oswal Trustee Company Ltd. and Motilal Oswal Asset Management Company Ltd.

The Board of Directors of the Asset Management Company comprises eminent personalities with varied experience.


Trustee

Motilal Oswal Trustee Company Limited (“Trustee Company”) was incorporated on November 14, 2008 under the Companies Act, 1956 and is the Trustee to Motilal Oswal Mutual Fund vide Trust deed executed between the Sponsor i.e. Motilal Oswal Securities Limited and Trustee Company.

The Trustee ensures that the transactions entered into by the AMC are in accordance with the SEBI Regulations and will also review the activities carried on by the AMC.

The Board of Directors of the Motilal Oswal Trustee Company Limited comprises eminent personalities with varied experience.


Sponsor

Motilal Oswal Mutual Fund is sponsored by Motilal Oswal Securities Limited (previously Passionate Investment Management Private Limited). The Sponsor is the Settlor of the Mutual Fund Trust. The Settlor has entrusted a sum of Rs.1,00,000/- to the Trustee as the initial contribution towards the corpus of the Mutual Fund.


Promoters

MOSL was promoted by Mr. Motilal Oswal and Mr. Raamdeo Agrawal. The directors of MOSL are Mr. Motilal Oswal, Mr. Raamdeo Agrawal, Mr. Ajay Menon and Mr. Ramesh Agarwal (Independent Director).


Philosophy
At Motilal Oswal Asset Management Company, we believe in creating superior investment products that revolve around sound investing principles and leverage on the engrained principles of Knowledge First and Innovation. Our endeavour is to constantly evolve and develop investment solutions that embrace our two core philosophies of being Focused & Disciplined. We will continue to challenge ourselves to break the conventional mould and develop new ways of wealth creation for our investors.


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Motilal Oswal Securities Ltd. (MOSL) Member of NSE, BSE and MCX-SX
Reg. Office: Palm Spring Centre, 2nd Floor, Palm Court Complex, New Link Road, Malad (West), Mumbai 400 064. Tel: 022 3080 1000

Customer having any query / feedback / clarification may write to query@motilaloswal.com
In case of grievances for Securities Broking write to grievances@motilaloswal.com, for DP to dpgrievances@motilaloswal.com, for Commodity Broking to commoditygrievances@motilaloswal.com and for NBFC to lasgrievances@motilaloswal.com

Registration Nos.: NSE (Cash) : INB231041238 ; NSE (F&O) : INF231041238 ; NSE (CD) INE231041238 , BSE (Cash) : INB011041257 ; BSE(F&O) : INF011041257 ; MCX-SX (Cash) INB261041231;MCX-SX (F&O) INF261041231; MCX-SX (CD) INE261041231 ;CDSL : IN-DP-CDSL-09-99 ; NSDL : IN-DP-NSDL-152-2000 ; AMFI :ARN 17397 *PMS : INP000000670; *PMS & Mutual funds are offered through Motilal Oswal Asset Management Company (MOAMC) which is group company of MOFSL. PMS Regn No. INP000004409 is offered through Motilal Oswal Wealth Management Pvt. Ltd (MOWMPL) which is group company of MOFSL *Motilal Oswal Commodities Broker Pvt Ltd (MOCBPL) member of MCX, NCDEX and NSEL. MCX Member ID 29500, NCDEX – NCDEX-CO-04-00114, NCDEX Spot Exchange Limited 10014 & National Spot Exchange Ltd (NSEL): 13730. FMC Unique membership code: MCX: MCX/TCM/CORP/0725, NCDEX: NCDEX/TCM/CORP/0033,. Commodity Services are offered through MOCBPL which is a group company of MOFSL. Motilal Oswal Securities Ltd is a Distributor of Mutual Fund, IPOs and Insurance Product. *Investment in securities is subject to market risk.
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