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 management
Guided Advisory
Personalised Insights
Robust Platforms
Solid Strategies
Open Demat Account
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
PRODUCT FEATURES
Quant model run on entire listed universe
Concentrated dynamic multicap Portfolio
Active 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!
PRODUCT FEATURES
Personalised Portfolio Insights
One click execution
Recommendations across Equity, MF & PMS
Available 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
PRODUCT FEATURES
Focused portfolio consisting of 25-30
Low churning
Better Transparency
One 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
PRODUCT FEATURES
Focused on industry leaders backed by quality management
Fundamental framework
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
PRODUCT FEATURES
Mid & Smallcap focused strategy
Fundamental framework
Tactical 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.
PRODUCT FEATURES
Unique combination of long term picks & tactical bets
Fundamental framework
Diversified multicap offering
Zodiac
An intelligent portfolio of 12 Nifty Stocks dynamically created by a combination of fundamental screening and a quant model.
PRODUCT FEATURES
Fundamental screening of quant model
Nifty focused strategy
Active 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.
PRODUCT FEATURES
Combination of multiple themes
Fundamental & quantitative framework
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.
PRODUCT FEATURES
Focused on companies with business moat having competitive edge
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.
PRODUCT FEATURES
smart beta product run via quant model
MNC focused strategy
Active review for rebalance
