Motilal Oswal Financial Advisors Ltd
30 YEARS
Of Wealth Creation
69,561 CR +
10,00,000
2,200 +
Awarded India’s Best Performing Equity Broker
4-times in a row by UTI-CNBC TV18 National Financial Advisory Awards
6-time winner of Best Performing Equity Broker (National) by UTI-CNBC TV18 Financial Advisor Awards
10,00,000 customers with Rs. 69,561 Cr. plus depository assets
Industry Leader
30 years of wealth creation driven by the philosophy of Solid Research, Solid Advice
PAN India coverage across 2,200+ locations in over 500+ cities
Solid Research
India 's Best Market Analyst Award for IT & FMCG sector by Zee Business
30,000+ research reports across 260+ companies and 21+ sectors
Dedicated large cap, mid cap & technical research teams
Daily, weekly, monthly, quarterly & yearly reports across asset class
Solid Advice
Advice across Equity, Derivatives, Commodity, Currency and Mutual Funds
Available across all devices - Mobile, Tablet, Desktop and Web
Customized actionable strategies to suit investment styles & risk profiles
Advanced tools & strategies for various time horizons ranging from hours, days, weeks months and years
Solid Technology
Powerful, fast & secure technology across all platforms - Mobile, Tablet, Desktop and Web
Trade, Invest, Track, Review through a single login
Award winning Research & Solid Advice across all asset classes
LIVE streaming quotes and technical charts to help you make the right decision
Products & Services
One-stop financial superstore to get access to a range of products & services
Option to trade across exchanges - BSE, NSE, NCDEX, MCX, MSEI
All products backed by our customized solid research & advice
Robust trading platforms, highly skilled dedicated advisors and Call & Trade desk
Operational Efficiency
India 's first broker to offer 15 min, 100 % paperless trading and demat account
Instant day account activation on receipt of application
Dedicated customer service team with a 6-hour query resolution TAT
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
Strong and Active risk management
Diversification of portfolio for adequately spreading equity related risks.
Experienced and Professional fund management team
Flexibility to switch from one strategy to other
Additional purchase facility & Partial Withdrawal facility
Why invest with us?
Buy & Hold philosophy with focus on better post tax returns for the clients
Stock selection based on Quality of Management / Cash Reserves / Return on Equity / Valuations at which the stock is available
Value is the one of the PMS in the country with 14 year + track record launched in March 2003
MOAMC Flagship "Value Strategy " has consistently outperformed the benchmark across market cycles over a 13 year period.
MOAMC PMS has one of the largest active accounts (More than 20,624) on PMS platform.
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
Focused Portfolio Investments for client.
Clients will get 24 *7 access to his portfolio on the web. ( Transparency )
Client will get CA Certified Tax statement end of every financial year
More Reasons to invest with us the Industry Edge
Amongst India 's leading PMS service providers, with Assets under Management of approx Rs.10,940 Crores.
Our Flagship "Value Strategy " has consistently outperformed the benchmark across market cycles over a 14 year period
Value Strategy 's performance is rated by internationally reputed agency Morningstar every quarter
Monthly PMS Communique and performance reports delivered plus event-based interaction with fund management team
Dedicated Relationship Managers for your account and centralized team of service coordinators for hassle-free servicing (on select a/c 's)
Local Servicing from large network of branches across India
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
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
India Opportunities Portfolio Strategy
Invesco Dawn PMS
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!.