Published on Saturday, February 2, 2019 by
Portfolio Management Services 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.
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 on 31st December 2018, the services are availed by over 41,078 HNI investors with over ₹15,390 crores of AUM (Asset Under Management).
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.
Motilal Oswal offers different types of PMS products to suit the varied requirements and objectives of the investors.
It is a flagship PMS product from the company. The 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
It 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 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.
It dynamically allocates the money between equity and fixed income instruments as per market conditions to reduce the volatility in a portfolio. The strategy is to use equity for capital appreciation and leverage fixed income debt instruments for capital protection.
You need a minimum of ₹25 lacs (combination of cash and stocks) to open an account. The minimum top-up amount in an account is ₹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 ₹25,00,000.
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.
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