In today's complex financial environment, investors have unique needs which are derived from their risk appetite and financial goals. But regardless of this, every investor seeks to maximize his returns on investments without capital erosion. While there are many investment avenues such as fixed deposits, income funds, bonds, equities etc… It is a proven fact that Equities as an asset class typically tend to outperform all other asset classes over the long run. Investing in equities, require knowledge, time and a right mind-set. Equity as an asset class also requires constant monitoring may not be possible for you to give the necessary time, given your other commitments. We recognize this, and manage your investments professionally to achieve specific investment objectives and not to forget, relieving you from the day to day hassles which investment require. Motilal Oswal Securities Ltd brings with more than 2 decades of experience & expertise in equity research and stock broking. We are one of the leading portfolio service providers, with asset under management worth Rs. 590 Crores. When you invest through our PMS, you can be assured of the best research being used for the investment decisions. Our equity research has been consistently ranked very highly in surveys conducted by leading international publications like “AsiaMoney” and “Institutional Investor”. We have been rated by AsiaMoney as “Most Independent Research – Local Brokerage” for the year 2006.

Our Portfolio Management Service is well suited for high-net worth customers:

Ø       Who are investing in Indian equities

Ø       Who desire create wealth over longer period

Ø       Who appreciate a higher level of service

After understanding your risk appetite and financial goal, we have created various Investment Strategies. We currently offer following schemes, with different approaches to managing your investments.

Ø       Value Strategy

Ø       Bull’s Eye Strategy

Ø       Next Trillion Dollar Opportunity Strategy (TDOS)

Ø       Focus Strategy - Series I

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 your to access details 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.