Investment

India is one of the most attractive global investment destination. We offer a range of premium investment products to NRIs/OCIs through Motilal Oswal DMAT account.

Motilal Oswal Financial Services (MOFSL) is a well-diversified financial services company focused on wealth creation, the company was founded in 1987. Today, company has presence in over 550 cities through 2500+ business locations.

About MOFSL - https://www.motilaloswalgroup.com/Our-Businesses/Financial-Services

Popular Investment Plans for NRIs

Portfolio Management Service (PMS)
Intelligent Advisory Portfolios (IAP)

Portfolio Management Service (PMS)

PMS is an ideal investment avenue for High Net worth Individuals and NRIs who wants to grow their wealth by investing in high quality businesses

About PMS

Concentrated equity portfolio of 15 to 30 stocks managed by top fund managers
Proven track record of consistent Alpha over benchmark
Strong and active risk management
Professional Management and transparency
Low Portfolio Churn

We offer PMS strategies from the leading PMS houses in India (through Motilal Oswal distribution Framework)

Motilal Oswal AMC
ASK Investment Managers
Marcellus Investment Managers
Narnolia AMC
Alchemy Capital
Invesco
White Oak Capital Management

You can choose from range of large cap, multi cap, mid cap and small cap PMS strategies depending on your risk appetite.

ASK India Entrepreneur Portfolio (IEP) {Multi Cap portfolio of 23 stocks}

Approach for stock selection:

Identifies businesses with more than 25% promoter/family holding ensuring skin in the game
Businesses with minimum 20 to 25% earnings growth over the next 3 to 5 years and minimum ROCE of 25%
Condition of minimum PBT of INR 100 Cr (USD 14 mn)
Subjective evaluation on management quality, their integrity, vision, past track record, execution, capital allocations and distribution skills, corporate governance standards

ASK IEP Performance Track Record - Data as on Jun 30, 2022 - Rs. 1 Cr invested in ASK IEP in Jan 2010 is now worth Rs. 7.13 cr. v/s Rs. 3.19 cr. in BSE 500

Downloads

ASK IEP Strategy

Narnolia PMS

Motilal Oswal Next Trillion Dollar Opportunity Portfolio (NTDOP)

White Oak India Pioneers Equity Portfolio

Intelligent Advisory Portfolios (IAP)

Suitable for individuals who want to create wealth by investing in high quality stocks recommended by SEBI Registered Investment Advisors (RIAs). SEBI is a securities market regulator in India

About IAP