Ready-Made Investment Portfolios And Investment Products - Motilal Oswal

READYMADE SOLUTIONS

Investments are important because in today's world, just earning money is not enough. Since there are so many types of investment vehicles, it is normal for an investor to get overwhelmed. Hence we have brought you a range of readymade products to help with your investments

ADVANTAGES OF MOTILAL OSWAL

  • Professional managementProfessional management
  • Guided AdvisoryGuided Advisory
  • Personalised InsightsPersonalised Insights
  • Professional managementRobust Platforms
  • Solid StrategiesSolid Strategies

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FundTech

An intelligent portfolio created by Robo Advisory with a combination of fundamental and technical parameters which is suitable for active investors who want to invest in companies with positive financial trend subject to thresholds of Quality and Valuation

  • Minimum Investment amount required to invest in IAP Fundtech is Rs. 2,50,000
PRODUCT FEATURES
  • QUANT MODEL RUN ON  ENTIRE LISTED UNIVERSEQuant model run on entire listed universe
  • CONCENTRATED DYNAMIC MULTICAP PORTFOLIO Concentrated dynamic multicap Portfolio
  • ACTIVE REVIEW  FOR  REBALANCEActive review for rebalance

Portfolio Restructure

Portfolio Restructure is an innovative algorithm based wealth manager that gives personalized insights on your portfolio and recommends a holistic asset allocation mix that is best suited for your profile. The new asset allocation will be designed to lower your risk and increase the returns vs. your current portfolio. Whats more, all the recommendations can be executed in just one click!

  • Minimum portfolio value required Rs.10,000
PRODUCT FEATURES
  • Personalised Portfolio InsightsPersonalised Portfolio Insights
  • One click executionOne click execution
  • Recommendations across Equity, MF and PMSRecommendations across Equity, MF & PMS
  • Available in 4 languagesAvailable in 4 languages

Portfolio Management Services

PMS or Portfolio Management Service is a professional service where qualified and experienced portfolio managers backed by a research team manage equity portfolios on behalf of clients instead of clients managing it themselves

  • Minimum Investment amount required to invest in Portfolio Management Services Rs.50,00,000
PRODUCT FEATURES
  • Focused portfolio consisting of 25-30Focused portfolio consisting of 25-30
  • Low churningLow churning
  • Better TransparencyBetter Transparency
  • One of the longest running strategiesOne of the longest running strategies

NS Industry Champ

Portfolio comprising leaders (top-3 players) of their respective industry and stocks which are showing growth in value characteristics with expected higher return ratio

  • Minimum Investment amount required to invest in Industry Champ is ₹5,00,000
PRODUCT FEATURES
  • FOCUSED ON INDUSTRY LEADERS BACKED BY QUALITY MANAGEMENTFocused on industry leaders backed by quality management
  • FUNDAMENTAL FRAMEWORK Fundamental framework
  • UNIQUE RISK MANAGEMENT Unique risk management

NS Midcap & Smallcap

Portfolio comprising of Mid & Small cap stocks, which have potential to grow. Identified with a bottom up fundamental approach which covers information mining, financial modelling, investment thesis, active & rigorius tracking for changes in the earnings & quality outlook

  • Minimum Investment amount required to invest in Mid & Small Cap is ₹5,00,000
PRODUCT FEATURES
  • MID & SMALL CAP FOCUSED STRATGEYMid & Smallcap focused strategy
  • FUNDAMENTAL FRAMEWORK Fundamental framework
  • TACTICAL ALLOCATION & UNIQUE RISK MANAGEMENTTactical allocation & Unique risk management

Prime

Prime Portfolio is a concentrated portfolio that blends tactical bets with long term winners and provides investor advantage with a mix of long term compounders as well as special company/sectoral picks.

  • Minimum Investment amount required to invest in Prime ₹ 1,00,000
PRODUCT FEATURES
  • UNIQUE COMBINATION OF LONG TERM  PICKS & TACTICAL BETSUnique combination of long term picks & tactical bets
  • FUNDAMENTAL FRAMEWORK Fundamental framework
  • DIVERSIFIED MULTICAP OFFERINGDiversified multicap offering

Zodiac

An intelligent portfolio of 12 Nifty Stocks dynamically created by a combination of fundamental screening and a quant model.

  • Minimum Investment amount required to invest in Zodiac ₹ 2,50,000
PRODUCT FEATURES
  • FUNDAMENTAL SCREENING WITH QUANT MODELFundamental screening of quant model
  • NIFTY FOCUSSED STRATGEYNifty focused strategy
  • ACTIVE REVIEW  FOR  REBALANCEActive review for rebalance

NS 5Tx5T

Thematic Portfolio created with multiple themes which have potential to grow based on opportunities created as Indian Economy move to 5 Trillion dollar.

  • Minimum Investment amount required to invest in NS 5Tx5T ₹10,00,000
PRODUCT FEATURES
  • COMBINATION OF MULTIPLE THEMES Combination of multiple themes
  • FUNDAMENTAL & QUANTITAIVE  FRAMEWORK Fundamental & quantitative framework
  • UNIQUE RISK MANAGEMENT Unique risk management

Alpha Bluechip

Alpha Bluechip is an unconstrained, concentrated portfolio of best-in-class companies across different sectors and market capitalizations. A high quality growth portfolio which intends to generate superior risk adjusted returns.

  • Minimum Investment amount required to invest in Alpha Bluechip ₹ 5,00,000
PRODUCT FEATURES
  • FOCUSSED ON COMPANIES WITH BUSINESS MOAT HAVING COMPETITVE EDGEFocused on companies with business moat having competitive edge
  • FUNDAMENTAL FRAMEWORK Fundamental framework

OpenQ MNC

Portfolio of Top stocks from Multi-National Companies (MNC) universe designed for passive long term investing created basis Quantitative method & proprietary filters.

  • Minimum Investment amount required to invest in OpenQ MNC ₹ 2,50,000
PRODUCT FEATURES
  • SMART BETA PRODUCT RUN VIA QUANT MODEL smart beta product run via quant model
  • MNC FOCUSED STRATGEYMNC focused strategy
  • ACTIVE REVIEW  FOR  REBALANCEActive review for rebalance
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