Investment FAQs – Portfolio Management Services

• Account Performance Statement
• Holding Statement
• Transaction Statement
• Capital Movement Statement
• Corporate Action Statement
• Debit Note
• Client Information
• Taxable Gain/Loss statement

• Clients are provided with a login id and password which will enable 24*7access to the details of the investments on click of a button.
• Hard copy of the Account statement will be sent to the end-clients every six months.
• Audited reports certified by a CA will be sent to all clients annually after March-year end audit is completed.

Motilal Oswal Asset Management Company Ltd PMS is a discretionary service wherein the portfolio manager manages your portfolio without having to bother you with the day to day decisions.The portfolio manager takes all the investment decisions on your behalf.

However,we do a comprehensive reporting to maintain complete transparency in managing your portfolio. You will receive regular updates and a detailed report on your portfolio, allowing you to track its activity and performance.

For instance, upon opening of your account, you had initially invested Rs.50 lacs in Motilal Oswal AMC PMS and now you wish to increase your investment size in it, the additional amount:

(1) Should be minimum of Rs 50,000;

(2) Should be in multiples of Rs. 5,000.

Your PMS account will activate only after you deposit a minimum of Rs 25lacs in the account (combination of cash and stocks). To put in money, you can use one of the following ways:

• Cheque
  
  

Cheques will in the name of Motilal Oswal Asset Management Company Ltd. –PMS for all strategies. The strategy names will not be required to be mentioned on the cheques

• Bank Transfer

If you have banking facilities you can transfer funds in Indian Rupees to your PMS account by online transfer (RTGS/NEFT) or wire transfer.

You can open a PMS account with us, if you are:

• An Individual

• A Hindu Undivided Families

• An Association of Persons

• A Limited Companies

• An NRI, overseas company, firm, society or an overseas trust (subject to RBI approval)

You can open a PMS account by emailing or calling us at our exclusive PMS desk. Once we receive your request one of our executives will get in touch with you shortly. You can call us on: 1800-200-6626 or email us at: pms@motilaloswal.com. You can visit our Website: www.motilaloswal.com/assetmanagement

1. India’s leading PMS Service Providers, with Assets under Management of overRs.1300 crores as on 31st May 2012.

2. Value is the single biggest discretionary PMS strategy in the country with AUM of over Rs. 1000 crores as on 31^st May 2012clearly showing client’s trust in our product’s performance & services.

3. Our Flagship “Value Strategy” has consistently outperformed the benchmark across market cycles over a 9 year period.

4. Motilal Oswal PMS has one of the largest active customer base of 5000+ onPMS Platform as on 31^st May 2012 clearing showing strong trust developed with customers.

5. *1crore invested in Value PMS in March 2003  is worth Rs. 10.03crores as on 31^st  March 2012v/s. just 5.24 crores if it would have been invested in NIFTY.

6. MO PMS has active clients in 138 different cities right from Agra to Vijayawada; 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