Motilal Oswal PMS

Introduction

 Motilal Oswal is one of the largest Full service stock broker in India.
 The company was founded by Mr. Ramdeo Agarwal & Mr. Motilal Oswal in the year 1987.
 The broking house headquartar in Mumbai.
 One of the most reknowned Business model of Motilal Oswal is their Portfolio Management
Services. i.e. PMS
Motilal Oswal PMS Benefits :

 Top-up Facility
 Back office Reports
 Email Update
 SMS Update
 Portfolio View
 Detailed View
 Flexible Commission Model
 Flexible Investment Plans
Motilal Oswal PMS Fund Managers Details

Fund Manager’s Details

Manish Sonthalia
Name
(Director & CIO)

Experience 22 Years

Highest Qualification MBA

AUM (in Cr.) Approx Rs.8,000 Cr.

Number of Clients 500+

Investment Period Minimum 3 yr. 3 mnt

Motilal Oswal PMS Investment Plan

Bronze (25L – 50L)

Silver (50L – 1 Cr.)
Gold (1 Cr. – 5 Cr.)
Platinum (5 Cr. Plus)
Motilal Oswal PMS Profit Sharing

Profit % (Yearly)
10L – 50L 20%
50L – 2.5 Cr. 18%
2.5 Cr. – 5.0 Cr. 16%
5.0 Cr. Plus 14%
Motilal Oswal PMS – Customer Ratings & Review

PMS Ratings
Returns Performance 4.1 / 5
Services 3.9 / 5
Charges 3.5 / 5
Experience 4.3 / 5
Strategies 4.2 / 5
Client Support 4.0 / 5
Overall Ratings 4.1 / 5
Star Ratings ★★★★★
Thank You…!