Portfolio Management Services (PMS)

As you become richer, it’s natural for you to wish for above-average returns from your savings. For HNIs (High Networth Individuals), PMS is an ideal investment solution. 

Some reasons to invest in PMS through us

  • Motilal Oswal is amongst India ‘s leading PMS service providers, with Assets under Management of approx Rs.10,940 Crores.
  • It’s Flagship “Value Strategy ” has consistently outperformed the benchmark across market cycles over a 14 year period
  • MOSL follows the Buy & Hold philosophy with focus on better post tax returns for you
  • The Portfolio Manager selects stocks based on Quality of Management / Cash Reserves / Return on Equity / Valuations at which the stock is available
  • You have the flexibility to switch from one strategy to other
  • You can make additional purchases later too
  • If you need some funds, you are offered a partial withdrawal facility
  • Read the rest of the reasons here

Motilal Oswal’s PMS Products

      • Value Strategy Buys undervalued stock & sells overvalued stocks, irrespective of index movements.
      • Next Trillion Dollar Opportunity (NTDO) Endeavors to capitalize on the themes of consumerism, Banking & Financial Services & Infrastructure in the Indian Economy.
      • India Opportunities Portfolio Strategy (IOP) is a multicap strategy with exposure across market segments such as Large Cap, Midcap & Small cap to take the advantage of different market trends.
Disclaimer: Each of the products and their advantages mentioned on the website are provided by Motilal Oswal. We, as sub brokers of Motilal Oswal, forward them to you.