Managing investments in equities requires time, knowledge, experience and constant monitoring of stock market. Given the unpredictable nature of the equity market it requires solid experience and strong research to make the right decision in the right direction at the right time. That's where the expert comes in.
Motilal Oswal Asset Management Company (MOAMC) is part of the Motilal Oswal Group and a 100% subsidiary of Motilal Oswal Securities Ltd. The Board of Directors of MOAMC comprises of eminent personalities with varied experience including Mr. Raamdeo Agarwal, who is the co-founder of the Group. Mr. Nitin Rakesh, CEO, has rich and varied experience of more than 15 years. His focus has been on investment management and operations and has worked in multiple areas including asset management, transaction processing, offshore fund structuring and venture capital.
The PMS business was under MOSL since inception in 2003 till October 2010, when the PMS business was moved to the AMC with the objective of consolidating all Assets Based and Investment Management Based businesses under one legal entity.
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 are one of the leading PMS Service Providers, with Assets under Management of Rs.13 billion (as on December 2010) with a customer base of 5,450 and a 4 member fund team managing funds across a number of strategies as given below. Our core principles are “value based investing” aimed at providing long term wealth creation for investors.
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Our Portfolio Management Service is well suited for high-net worth customers:
Ø Who are investing in Indian equities
Ø Who desire to create wealth over longer period
Ø Who appreciate a higher level of service
Professional Management:
The service offers professional management of your equity investments with an aim to deliver consistent return with an eye on risk.
Risk Control:
Well defined investment philosophy & strategy acts as a guiding principle in defining the investment universe. We have a very robust portfolio management software that enables the entire construction, monitoring and the risk management processes.
Convenience:
Our Portfolio Management Service relieves you from all the administrative hassles of your investments. We provide periodic reports on the performance and other aspects of your investments.
Constant Portfolio Tracking:
We understand the dynamics of equity as an asset class, so we track your investments continuously to maximize the returns.
Transparency:
You will get account statements and performance reports on a monthly basis. That’s not all; web access will enable you to track all information relating to your investment on daily basis. A password protected web login, will enable you to access details of your investment on click of a button. The following portfolio reports are accessible online:
Ø Performance Statements
Ø Portfolio Holding Reports
Ø Transactions Statements
Ø Capital Gain/Loss Statements
Dedicated Relationship Manager:
Your Relationship manager will help you carefully understand your financial goals and advise you the right product mix. The relationship managers, the one point contact will bestow personalized service and ensure that you receive periodic updates and account performance reports.