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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.

History


Motilal Oswal Securities Ltd. (MOSL) was founded in 1987 as a small sub-broking unit, with just two people running the show. Focus on customer-first-attitude, ethical and transparent business practices, respect for professionalism, research-based value investing and implementation of cutting-edge technology has enabled it to blossom into an almost 2000 member team.

Business


MOSL is a well diversified financial services firm offering a range of financial products and services such as Wealth Management, Broking & Distribution, Commodity Broking, Portfolio Management Services, Institutional Equities, Private Equity, Investment Banking Services and Principal Strategies.

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).

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, for details please follow below link:

http://www.motilaloswal.com/AssetManagement/AboutUs/People/

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 81/82, Bajaj Bhavan, Nariman Point, Mumbai 400021. 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, for details please follow below link:

http://www.motilaloswal.com/AssetManagement/AboutUs/People/