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Motilal Oswal Financial Advisors Ltd

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30 YEARS

Of Wealth Creation

69,561 CR +

Depository Assets

10,00,000

Customer Base

2,200 +

Locations

Awarded India’s Best Performing Equity Broker

4-times in a row by UTI-CNBC TV18 National Financial Advisory Awards

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6-time winner of Best Performing Equity Broker (National) by UTI-CNBC TV18 Financial Advisor Awards

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10,00,000 customers with Rs. 69,561 Cr. plus depository assets

Industry Leader

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30 years of wealth creation driven by the philosophy of Solid Research, Solid Advice

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PAN India coverage across 2,200+ locations in over 500+ cities

Solid Research

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India 's Best Market Analyst Award for IT & FMCG sector by Zee Business

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30,000+ research reports across 260+ companies and 21+ sectors

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Dedicated large cap, mid cap & technical research teams

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Daily, weekly, monthly, quarterly & yearly reports across asset class

Solid Advice

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Advice across Equity, Derivatives, Commodity, Currency and Mutual Funds

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Available across all devices - Mobile, Tablet, Desktop and Web

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Customized actionable strategies to suit investment styles & risk profiles

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Advanced tools & strategies for various time horizons ranging from hours, days, weeks months and years

Solid Technology

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Powerful, fast & secure technology across all platforms - Mobile, Tablet, Desktop and Web

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Trade, Invest, Track, Review through a single login

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Award winning Research & Solid Advice across all asset classes

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LIVE streaming quotes and technical charts to help you make the right decision

Products & Services

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One-stop financial superstore to get access to a range of products & services

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Option to trade across exchanges - BSE, NSE, NCDEX, MCX, MSEI

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All products backed by our customized solid research & advice

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Robust trading platforms, highly skilled dedicated advisors and Call & Trade desk

Operational Efficiency

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India 's first broker to offer 15 min, 100 % paperless trading and demat account

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Instant day account activation on receipt of application

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Dedicated customer service team with a 6-hour query resolution TAT

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Customer centric Risk Management System and real-time payouts

Portfolio Management Services

Why PMS?

Premium investment vehicle with range of investment options

We have MOAMC discretionary Portfolio Management Service, which offers professional management of your investments with an aim to deliver consistent returns. It relieves you from all monitoring hassles with benefits like regular reviews, strong risk management flexibility and makes it an ideal investment avenue for high net worth investors.

Key Benefits

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Strong and Active risk management

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Diversification of portfolio for adequately spreading equity related risks.

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Experienced and Professional fund management team

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Flexibility to switch from one strategy to other

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Additional purchase facility & Partial Withdrawal facility

Why invest with us?

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Buy & Hold philosophy with focus on better post tax returns for the clients

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Stock selection based on Quality of Management / Cash Reserves / Return on Equity / Valuations at which the stock is available

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Value is the one of the PMS in the country with 14 year + track record launched in March 2003

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MOAMC Flagship "Value Strategy " has consistently outperformed the benchmark across market cycles over a 13 year period.

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MOAMC PMS has one of the largest active accounts (More than 20,624) on PMS platform.

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MOAMC - PMS has active clients in 148 different cities right from Agra to Vijaywada ; a testimony of strong acceptance of our PMS across the length & breadth of the country

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Focused Portfolio Investments for client.

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Clients will get 24 *7 access to his portfolio on the web. ( Transparency )

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Client will get CA Certified Tax statement end of every financial year

More Reasons to invest with us the Industry Edge

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Amongst India 's leading PMS service providers, with Assets under Management of approx Rs.10,940 Crores.

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Our Flagship "Value Strategy " has consistently outperformed the benchmark across market cycles over a 14 year period

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Value Strategy 's performance is rated by internationally reputed agency Morningstar every quarter

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Monthly PMS Communique and performance reports delivered plus event-based interaction with fund management team

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Dedicated Relationship Managers for your account and centralized team of service coordinators for hassle-free servicing (on select a/c 's)

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Local Servicing from large network of branches across India

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24 X 7 access to your portfolio on the web

PMS

Value Strategy

The Value Strategy aims to benefit from the long term compounding effect on investments done in good businesses, run by great business managers for superior wealth creation.The Strategy has the investment style of buying Undervalued stock & Sell overvalued stocks, irrespective of index movements.

ASK India 2025 Equity Fund

What exactly do we understand by an MIP or a monthly income plan? The MIP mutual fund is a form of hybrid fund which is predominantly invested in debt and less in equity. The larger exposure to debt is intended to give stabi

Next Trillion Dollar Opportunity

The NTDOP Aims to deliver superior returns by investing in focused themes which are part of the next trillion dollar GDP growth opportunity The Strategy endeavor to capitalize on the themes of consumerism, Banking & Financial Services & Infrastructure in the Indian Economy.

Motilal Oswal Focused Multicap Opportunites Fund

When you read something like Optimal Portfolio, the first thing that would strike you will be a highly esoteric financial concept that is out of bounds to the understanding of most people. However, that is not necessarily th…

India Opportunities Portfolio Strategy

The IOP will aim to capitalize on this growth by investing in companies which are expected to grow along with India and meet our unique investment philosophy of QGLP. The Strategy is a multicap strategy with exposure across market segments such as Large Cap, Midcap & Small cap to take the advantage of different market trends.

Invesco Dawn PMS

The world’s largest pension fund of Japan which manages $1.3 trillion has recently decided to make a major shift towards ESG investing. What does ESG stand for? Ethical, Social, Governance (ESG) investing is picking up in a …

Value Strategy

Investment Objective

Value strategy aims to benefit from the long term compounding effect on investments done in good businesses, run by great business managers for superior wealth creation.

NTDOP Strategy

Investment Objective

The Strategy aims to deliver superior returns by investing in stocks from sectors that can benefit from the Next Trillion Dollar GDP growth by focusing on different Multicap stocks

IOPV2 Strategy

Investment Objective

Value strategy aims to benefit from the long term compounding effect on investments done in good businesses, run by great business managers for superior wealth creation.

IOP Strategy

Investment Objective

The Strategy aims to generate long term capital appreciation by creating a focused portfolio of high growth stocks having the potential to grow more than the nominal GDP for next 5-7 years across and which are available at reasonable market prices.

Learn From Market Leaders

You may reach out to us at Sanguine Capital Faridabad branch office to experience the best of services offered by Motilal Oswal.

Open Your Account -Where you want !

Dont Worry If you don’t have Demat A/c. Open with us Now!.