Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008, having its Registered Office at 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400025.
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.
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Motilal Oswal Dynamic Fund (Div-A) - 12.765Motilal Oswal Dynamic Fund (Div-Q) - 11.9572Motilal Oswal Dynamic Fund (G) - 13.5704Motilal Oswal Dynamic Fund-Dir (Div-A) - 13.0485Motilal Oswal Dynamic Fund-Dir (Div-Q) - 11.9486Motilal Oswal Dynamic Fund-Dir (G) - 14.2139Motilal Oswal Equity Hybrid Fund - Direct (G) - 12.3167Motilal Oswal Equity Hybrid Fund - Regular (G) - 11.9048Motilal Oswal Focused 25 Fund - Direct (D) - 18.5089Motilal Oswal Focused 25 Fund - Direct (G) - 26.9622Motilal Oswal Focused 25 Fund (D) - 16.7936Motilal Oswal Focused 25 Fund (G) - 24.372Motilal Oswal Large and Midcap Fund - Dir (D) - 10.3004Motilal Oswal Large and Midcap Fund - Dir (G) - 10.3004Motilal Oswal Large and Midcap Fund (D) - 10.1164Motilal Oswal Large and Midcap Fund (G) - 10.1163Motilal Oswal Liquid Fund - Direct (Div-D) RI - 10.0077Motilal Oswal Liquid Fund - Direct (Div-F) RI - 10.0043Motilal Oswal Liquid Fund - Direct (Div-M) - 10.0555Motilal Oswal Liquid Fund - Direct (Div-Q) - 10.0288Motilal Oswal Liquid Fund - Direct (Div-W) RI - 10.0058Motilal Oswal Liquid Fund - Direct (G) - 10.8986Motilal Oswal Liquid Fund - Regular (Div-D) RI - 10.0055Motilal Oswal Liquid Fund - Regular (Div-F) RI - 10.0042Motilal Oswal Liquid Fund - Regular (Div-M) - 10.0543Motilal Oswal Liquid Fund - Regular (Div-Q) - 10.0278Motilal Oswal Liquid Fund - Regular (Div-W) RI - 10.013Motilal Oswal Liquid Fund - Regular (G) - 10.8684Motilal Oswal Long Term Equity Fund (D) - 15.1281Motilal Oswal Long Term Equity Fund (G) - 17.0731Motilal Oswal Long Term Equity Fund -Dir (D) - 16.4383Motilal Oswal Long Term Equity Fund -Dir (G) - 18.4554Motilal Oswal Midcap 30 Fund (D) - 17.8095Motilal Oswal Midcap 30 Fund (G) - 24.9298Motilal Oswal Midcap 30 Fund-Dir (D) - 18.3103Motilal Oswal Midcap 30 Fund-Dir (G) - 27.0674Motilal Oswal Multi Asset Fund - Direct (G) - 10.161Motilal Oswal Multi Asset Fund (G) - 10.1269Motilal Oswal Multicap 35 Fund (D) - 22.9285Motilal Oswal Multicap 35 Fund (G) - 26.0253Motilal Oswal Multicap 35 Fund-Dir(D) - 23.0299Motilal Oswal Multicap 35 Fund-Dir(G) - 27.6894Motilal Oswal Nasdaq 100 FOF - Direct (G) - 18.2746Motilal Oswal Nasdaq 100 FOF - Regular (G) - 18.1362Motilal Oswal Nifty 50 Index Fund - Direct (G) - 9.855Motilal Oswal Nifty 50 Index Fund (G) - 9.8219Motilal Oswal Nifty 500 Fund - Direct (G) - 11.0275Motilal Oswal Nifty 500 Fund (G) - 10.9467Motilal Oswal Nifty Bank Index Fund - Direct (G) - 8.9337Motilal Oswal Nifty Bank Index Fund (G) - 8.8688Motilal Oswal Nifty Midcap 150 Index Fund (G) - 11.6057Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) - 11.6912Motilal Oswal Nifty Next 50 Index Fund - Dir (G) - 9.6219Motilal Oswal Nifty Next 50 Index Fund (G) - 9.5701Motilal Oswal Nifty Smallcap 250 Index Fund (G) - 11.3155Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) - 11.3993Motilal Oswal S&P 500 Index Fund - Direct (G) - 11.534Motilal Oswal S&P 500 Index Fund (G) - 11.4944Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 9.7128Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 9.7311Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 9.7197Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 9.8594Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 9.7236Motilal Oswal Ultra Short Term Fund - Dir (G) - 13.7622Motilal Oswal Ultra Short Term Fund (Div-D) - 9.7163Motilal Oswal Ultra Short Term Fund (Div-F) - 9.7267Motilal Oswal Ultra Short Term Fund (Div-M) - 9.7168Motilal Oswal Ultra Short Term Fund (Div-Q) - 9.8581Motilal Oswal Ultra Short Term Fund (Div-W) - 9.7197Motilal Oswal Ultra Short Term Fund (G) - 13.3826

Portfolio Management Services FAQ's

Knowledge CenterInvestment FAQsPortfolio Management Services
There are many benefits of availing Portfolio Management Services. Some of them are:
We provide each client an audited tax statement of his portfolio annually. This can be used for calculating your tax liability and hence forth filing returns. However, we advice all our clients to consult their tax consultant before filing of their tax returns.
As a part of our service offering and in an endeavor to provide complete transparency of the dealings in the clients PMS account, the following reports are emailed to the clients to their registered email id/ mailed to the correspondence address, which will enable the clients to track their portfolios. The reports are sent on a monthly basis before the 10thof the next month.
Motilal Oswal Asset Management Company Ltd provides discretionary Portfolio Management Services wherein the portfolio manager manages your portfolio without having to bother you with the day to day decisions. The portfolio manager takes all the investment decisions on your behalf.
We offer discretionary as well as non-discretionary portfolio management services. In our discretionary portfolio management service, the discretion to invest primarily lies with the portfolio manager. However at the time of giving us the portfolio you can give us list of securities,sectors, etc. which you do not/cannot invest in your portfolio due to reasons like conflict of interests, religious beliefs etc. and we will take care of your need.
In our PMS, we understand that you have given us your hard earned money and therefore we ensure that we answer every query. You can anytime request for an appointment/call and we will arrange a meeting/call with the fund management/Investment advisory team for discussion about portfolio spread and returns or any other query you may have regarding your portfolio.
Yes, you can withdraw your profit anytime you want, provided your portfolio‘s value does not fall below the prescribed limit of Rs. 25 Lacs, as per SEBI regulations.
You can give minimum Rs.50,000 as a Top Up (additional investment) in any of your strategy accounts.
Your PMS account will activate only after you deposit a minimum of Rs. 25 lacs in the account (combination of cash and stocks). To put in money, you can use one of the following ways:
You can use your current securities / shares to make investment in PMS Account, but these will have to be liquidated and the sale amount should be minimum Rs. 25,00, 000.
The Portfolio Management Services is open for all Indian nationals, resident or otherwise.NRIs will have to open a PIS Account as required under RBI guideline sin order to invest in the PMS scheme.
Yes, you can open a PMS account with a combination of cash and stocks. The initial portfolio of securities/ shares will be re-aligned as per the model portfolio
You can open a PMS account with us, if you are:
You can open a PMS account by emailing or calling us at our exclusive PMS desk. Once we receive your request one of our executives will get in touch with you shortly. You can call us on: 1800-200-6626 or email us at: pms@motilaloswal.com.
1. Amongst India’s one of the leading PMS Service Providers, with Assets under Management of approx Rs. 2700 Crores as on 31st December 2014.
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KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc), you need not undergo the same process again when you approach another intermediary