Motilal Oswal PMS Services Review

Published on Saturday, February 2, 2019 by Chittorgarh.com Team | Modified on Thursday, December 5, 2019

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Motilal Oswal PMS Services Review

Portfolio Management Services (PMS) is one of the key offerings of Motilal Oswal Securities Limited. The investment solutions provided under PMS is created to suit the requirements of High Net Worth Individuals or Institutions. In this article, we will look at the Motilal Oswal PMS services, understand its features and benefits, etc.

About Motilal Oswal

Motilal Oswal is a full-service broker and financial services company. It has been in the business for over 3 decades and has a 10,00,000+ client base. The company provides brokerage services in Equity, Currency, Commodity, and Derivatives. In addition, it also offers services in Mutual Funds, IPOs, Insurance, and Fixed Income Products.

Motilal Oswal provides solid research and advisory services to its customers. The company has dedicated teams for large-cap, mid-cap and technical analysis. It spends as high as 10% of its revenue in equity research. The research team has published over 30,000 reports across 21 sectors.

Motilal Oswal PMS is widely recognized among HNI investors and has a strong track record of beating market returns. As of 31st December 2018, the services are availed by over 41,078 HNI investors with over Rs 15,390 crores of AUM (Asset Under Management).

What is Motilal Oswal PMS (Portfolio Management Services)?

Motilal Oswal PMS (Portfolio Management Service) is a tailor-made service wherein expert professionals from the company create an investment portfolio for you to invest. The portfolio is built as per your investment objectives and risk appetite. It is created using all available financial instruments like stocks, mutual funds, and debt instruments. The goal is to maximize returns and minimize risks. The service is available for individuals as well as institutions.


Key Features of Motilal Oswal PMS

  • Investment in companies with operating leverage than financial leverage
  • 'Spending time in market' philosophy rather than 'timing the market'
  • High growth potential stocks are picked to maximize returns
  • Long-term Buy and Hold investing style
  • No over-diversification
  • Monthly reporting on portfolio performance
  • Facility to partially withdraw your profit anytime. (provided the portfolio's value does not go below Rs 25 Lacs)
  • Anytime access to the portfolio
  • Professional Management and Complete Transparency
  • Personalized approach with a dedicated Relationship Manager

Types of PMS Products

Motilal Oswal offers different types of PMS products to suit the varied requirements and objectives of the investors.

    1. Motilal Oswal Value PMS

    It is a flagship PMS product from the company. The Motilal Oswal Value Strategy PMS comprises of only large-cap companies and is aimed at creating consistent and stable returns. There are 22 stocks in the portfolio currently. The strategy has consistently outperformed the benchmark across market cycles over a 14 year period.

    Motilal Oswal PMS Returns- Value Strategy

    The Motilal Oswal Value PMS Returns is provided in the table below:

    Returns (CAGR)

    1 Year

    24.8%

    2 Years

    5.6%

    3 Year

    9.4%

    5 Year

    9.4%

    10 Years

    13%

    2. Motial Oswal NTDOP (Next Trillion Dollar Opportunity)

    The Motilal Oswal NTDOP PMS comprises of multi-cap stocks. It is created around a theme of 'next trillion dollar GDP growth opportunity'. The focus is on investing in emerging businesses and sectors. It consists of 26 stocks currently.

    Motilal Oswal PMS Returns- NTDOP

    The Motilal Oswal NTDOP PMS Returns is provided in the table below

    Returns (CAGR)

    1 Year

    8.2%

    2 Years

    1.4%

    3 Year

    6.94%

    5 Year

    16.2%

    10 Years

    21.2%

    3. Motilal Oswal IOP (India Opportunities Portfolio)

    Motilal Oswal IOP PMS strategy is targeted towards long-term appreciation. The strategy is to create a focused portfolio of stocks with the potential to grow more than the nominal GDP for the next 5 to 7 years.

    Motilal Oswal PMS Returns- IOP

    The Motilal Oswal IOP PMS Returns is provided in the table below

    Returns (CAGR)

    1 Year

    -0.7%

    2 Years

    -13.3%

    3 Year

    -2.9%

    5 Year

    8.7%

    Since Inception

    10.9%

    4. Motilal Oswal IOP V2 (India Opportunities Portfolio)

    The Motilal Oswal IOP V2 strategy is designed to generate high returns by investing in sectors that can benefit from India's emerging businesses. The PMS invests majorly in midcap and smallcap stocks which promise higher than average growth.

    Motilal Oswal PMS Returns- IOP V2

    The Motilal Oswal IOP V2 PMS Returns is provided in the table below

    Returns (CAGR)

    1 Month

    4.3%

    3 Months

    9.5%

    6 Months

    -7.7%

    9 Months

    -0.2%

    1 Year

    -6.0%

    5. Motilal Oswal BOS (Business Opportunities Strategy)

    The Motilal Oswal Business Opportunities Strategy is designed to achieve long term capital appreciation investing in equity & equity related across market capitalization. It predominantly invests in emerging themes like affordable housing, GST and value migration from PSU banks to Private Sector Banks.

    Motilal Oswal PMS Returns- BOS

    The Motilal Oswal BOS PMS Returns is provided in the table below

    Returns (CAGR)

    1 Month

    4.9%

    3 Months

    18.9%

    6 Months

    14.7%

    9 Months

    21.3%

    1 Year

    28.1%

 



Frequently Asked Questions

  1. 1. What is the minimum investment amount for Motilal Oswal PMS?

    You need a minimum of Rs 25 lacs (a combination of cash and stocks) to open an account. The minimum top-up amount in an account is Rs 50,000. You can also use the securities/shares held in your Demat account currently to make the investment in PMS Account. The securities need to be liquidated and the total amount should be Rs 25,00,000.

     

  2. 2. Who can avail Motilal Oswal PMS?

    All Indian nationals, HUFs, an association of persons, limited companies and NRIs can avail the PMS services. NRIs need to open a PIS Account to invest in the PMS scheme.

     

  3. 3. How to open a portfolio management service account (PMS) with Motilal Oswal?

    Click on the below button to submit your contact information. A customer support executive will soon call you to take the process forward.

    Motilal Oswal PMS Account Enquiry

     

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3 Comments

S Das
3. S Das  Jan 15, 2021 07:33 I Like It. | Report Abuse Reply
If you are reading this message then consider yourself lucky. I had invested with them 3.5 years ago in IOP V1 pms and presently my Portfolio stands at -15%. There is no strategy, no communication, no regrets from the fund house. They are still eating away my money with their monthly account management charges. To summarize...Run and dont ever look back.
Sagar Shinde
2. Sagar Shinde  Oct 1, 2020 12:04 I Like It. | Report Abuse Reply
PMS performance of Motilal Oswal has been very poor since I invested in them 3 years ago.
Currently after 3 years my PMS portfolio value is -8%, ie. I am making a loss of 8%. With so much heavy initial loading and heft brokerage charges, They are are just doing pathetic. EVEN My personal portfolio of Mutual Finds and direct stock investments is about +10% .
I WOULD NEVER RECOMEND MOTILAL OSWAL PMS to anyone
Kapil Shah
1. Kapil Shah  Sep 23, 2019 23:27 I Like It. | Report Abuse Reply
Not happy with their performance..have losses of 25%








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