Motilal Oswal PMS – Review, Strategies, Returns, Charges & more

Motilal Oswal PMS or Portfolio Management Services is one of the best PMS services in the country. In this Article, We will have a detailed review of Motilal Oswal Portfolio Management Services, its Strategies, Commission Models, Yearly Returns & more.

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Motilal Oswal PMS – Ratings & Review by Top10StockBroker

Overview of Motilal Oswal Portfolio Management Services

Find details about Motilal Oswal PMS in the below table:

Motilal Oswal is one of the largest full-service stock brokers in India. The company was founded by Mr Ramdeo Agarwal & Mr Motilal Oswal in the year 1987. The broking house is headquartered in Mumbai, Maharashtra. Motilal Oswal is one of the few broking houses which is listed in the Stock Market.

One of the most renowned Business models of Motilal Oswal is their Portfolio Management Services. They are one of the largest players in PMS & known for their PMS performance. They have a wide list of fund managers who look after their PMS business.

Here, we will discuss Motilal Oswal PMS Review, their PMS Charges, PMS Returns & more.

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Types of Motilal Oswal PMS

The broking house provides both Discretionary & Non-Discretionary PMS. The majority of the Portfolio Management Clients use Discretionary where the entire PMS account is managed by Motilal Oswal’s Fund managers while some clients prefer to take on Consultancy & they make the final decision.

Motilal Oswal PMS Fund Managers Details

Find the below table to know about MOSL PMS Fund Manager:

The Motilal Oswal PMS Fund Managers hold more than Rs.8,000 cr. as AUM & handle more than 500 PMS clients. The minimum investment tenure for any client in Motilal Oswal PMS is 4 years & 3 months.

Manish Sonthalia (Director & CIO)

With 23 years of experience across equity fund management and research, Mr Manish is presently serving as the Director and CIO in Motilal Oswal Asset Management. The experience he held prior accounts from SKP Securities Ltd and Wealth Management Advisory Services Ltd, where he held the position of Vice President.

Shrey Loonker (Fund Manager)

With a Chartered Accountancy from ICAI Mumbai and CFA from CFA Institute as his Educational qualification, Shrey Loonker presently serves as the Senior Vice President – Fund Manager, PMS. The skills he has mastered is as a result of 14 long years of experience.

Firms he was previously associated with are Reliance Nippon Life Asset Management Ltd, Reliance Banking and Ernst & Young Pvt Ltd.

Susmit Patodia (Fund Manager)

Franklin Templeton, Accenture Consulting, and Edelweiss Capital are the firms Mr Susmit is associated with. Working with the mentioned firms, alongside Motilal, he has experience which sums up to 15 years in total.

He holds a PGDBM from IIM Bangalore, from the year 2005 and has made worthy contributions to the fund since February 2019.

Rakesh Tarway (Fund Manager)

Mr Rakesh has a Master’s in Management Studies from Jamnalal Bajaj Institute of Management Studies. As per the experience he holds, it is of 18 years in total in the equity markets. He has a keen eye for identifying emerging businesses in the segment of Small & Midcap.

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Motilal Oswal PMS Strategies

The below tables provide details about Motilal Oswal Portfolio Management Services Strategies:

As per the above table, Motilal Oswal provides multiple types of PMS strategies. They work on Large CAP Strategy, Diversified Strategy & Small-Midcap Strategy. All types of Investment strategies are available with them.

Some of the Strategies used by Motilal Oswal are:

BOP Investment Strategy

The BOP or the Business Opportunities investment strategy picks out equity and equity related to long-term capital appreciation goals.

The portfolio created here is of a minimum of 20 high-conviction concentrated stocks. The bottom-up approach of stock picking is chosen to pick up equities based on in-depth research from 3-4 years of stats.

Priority for the portfolio is from Consumer Discretionary, Private Banks and NBFC, Agriculture, Affordable Housing and GST Beneficiaries.

Motilal Oswal – Ethical

The ethical strategy of Motilal Oswal is for strong ethical investors. The investment is made only by the ethical route, keeping in view the religious, conscious sentiments and beliefs of the investors.

The investment follows a risk-sharing principle for the parties’ protection. Stocks selected for investment are the ones with a low debt ratio. The decisions made in this investment are made very cautiously, keeping the principles foremost.

Focused Midcap Investment Strategy

Chosen companies for investment are the ones, which closely contribute to the growth of the nation. So, this investment strategy locates such businesses via value investing and aims to be a part of their growth journey using investing in them, for medium to long intervals.

This mid-cap strategy shortlists the stocks which are ranked between 101 – 400, in terms of market capitalization. Massive returns are fetched by making early investments in emerging businesses and growing along with them.

The strategy in concern is bottom-up, where high-quality companies are the target, which possess superior growth and sustainable competitive advantage.

Motilal Oswal IOP Investment Strategy

IOP or India Opportunity Portfolio Strategy objective is – long-term capital appreciation via creating a portfolio of high-growth stocks. Specifically speaking, the target companies possess a higher potential for growth than that of nominal GDP for the next 5-7 years but are presently offered at market prices.

Motilal Oswal IOP V2 Investment Strategy

The orientation of this strategy can be visualized as – a focus on small and mid-cap bottom-up approaches. Economic Moat or the growth potential of emerging businesses are pinpointed and investment is done on similar grounds.

The next possible leaders of industries are ascertained, and long-term wealth maximization is aimed to attain. The chosen portfolio is of 21 highly concentrated stocks, majorly from agriculture, IT and Pharmaceuticals.

Motilal Oswal – Multifactor Equity PMS

This portfolio strategy of Motilal strives to outperform the market over the investment cycle. Here, the number of stocks where the investment is made is 20-30.

The entity has vast research, development, and management expertise in equities and portfolios. They follow the popular investment factors while picking the stocks for the portfolio.

Motilal Oswal NTDOP Investment Strategy

NTDOP is the abbreviation of Next Trillion Dollar Opportunity. Here stocks from multiple sectors are handpicked, which play an active role in the making of the next Trillion GDP.

The primary facets of the strategy are long-term and bottom-up approaches. Also, companies which are most likely to earn 20-25% of their net worth going forward are chosen, the ones, which shall be benefitted from the next trillion dollar GDP growth, the most.

Motilal Oswal Value Investment Strategy

The objective this strategy is set to meet is Long term compounding effect benefit, from businesses efficiently run by high-profile business managers.

The core principles or philosophy of this strategy are Focus on Return on Net Worth, Margin of Safety, long-term investment, Bottom-Up approach and focused strategy construction.

Motilal Oswal PMS Returns / Performance

The below table provides details about Motilal Oswal Portfolio Management Services Returns:

The return rate of Motilal Oswal PMS is extremely good. The broking house can beat 10 years of Mutual Fund Returns.

This healthy rate of return makes Motilal Oswal one of the sorts after PMS houses in India.

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Motilal Oswal PMS Investment Plans

The below table will provide details about Motilal Oswal Portfolio Management investment slabs:

The table gives a good understanding of various Investment slabs available to Motilal Oswal’s PMS clients. For any PMS house, the minimum investment required for portfolio management services is Rs.25 Lakh.

Motilal Oswal PMS has Investment plans for all ranges. It has a Bronze plan which ranges between INR 25 Lakh to INR 50 Lakh. The Silver Plan ranges from Rs.50 Lakh to Rs.1 Crore. The Gold plan is between Rs.1 Crore & Rs.5 Crore while the Platinum plan is for clients with more than Rs.5 Crore investment.

Since the PMS house provides all types of plans, it has varied commission ranges & types as well. High investment leads to elite services & low commissions.

Motilal Oswal PMS Fee Structure or Commission Slabs

The below table shows the types of Motilal Oswal Portfolio Management Services Fees:

Motilal Oswal PMS Fees are categorized into 3 types:

Motilal Oswal PMS Prepaid Commission

In this case, the Management Fees or Commission is paid in advance, before the actual tenure starts. Since this is a prepaid model, here the commission charged is comparatively lower than other models.

The Prepaid Commission model of Motilal Oswal PMS is dependent on Investment Amount.

With an Investment range of Rs.25 Lakh – Rs.50 Lakh, the prepaid commission is 1.7% of the Investment. At the Investment Range of Rs.50 Lakh to Rs.1 Crore, the prepaid commission is 1.5% of the total investment.

For more than Rs.1 Crore investment to Rs.5 Crore investment, the Prepaid fee is 1.3% of the total investment. For over Rs.5 Crore Investment, the Management fee is 1.1% of the Investment.

Motilal Oswal PMS Volume% Commission

This type of Fees Structure is dependent entirely on the total number of transactions done by the Fund Manager. It also depends on the market & other aspects of investment. This kind of commission model generally leads to a high commission payout.

In the Volume commission model, the commission amount depends on the market situation & how loyal is the Fund Manager.

If the yearly transaction volume is between Rs.2.5 crore to Rs.5 crore, the Management fees charged are 0.2% of the total transaction volume. If it is between Rs.5 crore to Rs.10 crore, the fee is 0.18% of the total transaction amount.

Now, with high transaction volume, commission decreases i.e. with a transaction volume of Rs.10 crore to Rs.50 crore, the charges are 0.16% of the total volume. If the transaction volume goes beyond Rs.50 crore, the management fees charged are 0.14% of the total transaction volume.

Although the charges fixed are yearly, they are charged by Motilal Oswal on monthly basis.

Motilal Oswal PMS Profit Sharing% Commission

This is the most convenient model for any investor as the Management fees are paid only once the profit is realized. In this model generally, the percentage is very high & risk is low.

Profit Sharing model is the most convenient model for the client as it is entirely dependent on the performance of the portfolio. Generally, this model is provided by Motilal Oswal to only those clients who are already with them for over 3 years & have huge portfolios.

For a portfolio with a profit range between Rs.10 Lakh to Rs.50 Lakh, the profit sharing is 20%. If the profit range is Rs.50 Lakh to Rs.2.5 Crore, the Profit sharing is 18%.

For high-profit amounts like Rs.2.5 crore to Rs.5 crore, the profit sharing is 16% while for profits over Rs.5 crore, the sharing of profit is 14% to Motilal Oswal PMS team.

All the above commission models are customized based on the client’s requirements as well. Along with commission or Management Fees, there are various other charges levied by PMS houses like Upfront Fees, Brokerage, Depository Charges, Custodian Charges & Exit Load. We will discuss these charges below.

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Motilal Oswal PMS Charges

The below tables provide all details of Motilal Oswal Portfolio Management Services Charges:

This is a list of charges levied by Motilal Oswal PMS:

Management Fees – This is as per the commission model agreed upon between the client & PMS team.

Upfront Fees – An upfront fee is also charged by the Motilal Oswal PMS team. This charge is more like a prepaid value. This charge ranges between 1% – 2% of the Investment amount.

Brokerage Charges – Motilal PMS also charges brokerage on all transactions done by the Fund Manager. The charges are between 0.01% – 0.05% of the total transaction value.

Custodian Fee – The PMS house also charge custodian change from its clients. This charge is between 0.3% – 0.4% of Asset Value.

Depository Charges – The depository charges are between 0.15% – 0.2% of Asset Value.

Exit Load Fees – The exit load fees are charged by PMS house depending on the client withdrawal duration & amount that is withdrawn. If the withdrawal takes place within 1 year of portfolio creation the fee is 1.5% – 2% of the withdrawal amount. If the withdrawal happens post 1 year then for some cases withdrawal is free & for some cases, it is 0.05% of the withdrawal value.

Motilal Oswal PMS Benefits

Find the below table for a better understanding of Motilal Oswal Portfolio Management Services benefits:

Here are the various benefits of Motilal Oswal PMS:

• The PMS house provides a Top-up facility, the minimum top-up amount is Rs.2 Lakh
• Motilal Oswal PMS Login is available to all the clients where they can check all the reports, their detailed portfolio & all the investments.
• The PMS house provides Email Update & SMS Update regarding all transaction that is happening in the clients’ account.
• Motilal Oswal PMS provides a lot of flexibility to its clients like it provides flexible investment plans for all ranges of clients & flexible commission models for client satisfaction.
• The PMS house has massive experience in Portfolio Management Services, they have over 2 decades of experience in this sector.

Motilal Oswal PMS Customer Care

The below table provides details about Motilal Oswal PMS Client Support:

Motilal PMS Customer Care provides a lot of support to its clients like Direct Call support for resolving any type of query. The PMS house also provides Email & WhatsApp support to their clients.

Motilal Oswal PMS provides Relationship Manager support to all its clients. To high net worth clients with over Rs.1 Crore Asset value, they also provide a direct call to the fund manager facility between 3 to 7 times a month. Low Networth clients can connect with fund managers only 1-2 times a month.

The issue resolving TAT for Motilal Oswal PMS team is 7 working days.

Motilal Oswal PMS Conclusion

Motilal Oswal Portfolio Management Services is one of the best PMS solutions available in the country. They have a wide range of strategies which have given very good results for their clients.

Their flexible Investment Plans & Commission models do provide a lot of convenience to the clients. Their support system & services are extremely useful & well-structured.

If you are interested in starting PMS then Motilal Oswal should always be on top of your list.

Motilal Oswal PMS

How can I invest with Motilal Oswal PMS?

The method is completely quick and hassle-free for investing in Motilal Oswal PMS. If you open our website, you can find a fill-up form for Invest In MotilalOswalPMS. Complete the mandatory information such as your name, mobile number and city, select the critical service and then click the submit button. You will be directed to the further steps of investment in this way

Who is the current fund manager of Motilal Oswal PMS?

The PMS team at Motilal Oswal has several fund managers, but Mr Shrey Loonkar is one of the most prominent of them. Mr Loonkar has over 13 years of experience in the field of finance management. By profession, he is a CFA. More than Rs.8,000 cr of AUM, is owned by the Motilal Oswal PMS Fund Managers.

What is the approx AUM of Motilal Oswal PMS?

The managers of the Motilal Oswal PMS Fund own more than Rs.8,000 cr. More than 500 PMS customers as AUM & handles. The minimum investment period in Motilal Oswal PMS is 3 years & 3 months for any client.

Where can I check the return or performance of Motilal Oswal PMS?

We provide you with all the necessary information and facts within the article presented on our website. Therefore if you want to check on the return or performance of the Motilal Oswal PMS, all you need to do is access the article and you will find all the required within the given heads.

What are the different strategies used by Motilal Oswal PMS?

Several kinds of PMS strategies are supported by Motilal Oswal. They are working on the strategy of Large CAP, Diversified Strategy &Small-Mid-cap. They have all types of investment strategies available. In terms of market capitalisation, this mid-cap strategy shortlists stocks, that are ranked between 101 and 400. By making early investments in new companies and increasing along with them, massive returns are obtained.

Where to find the fee structure and commission rate of Motilal Oswal PMS?

You can find the fee structure and commission rate in the provided article. There are two separate heads with detailed information on both topics. You just have to scroll ahead and locate for yourself the information you are interested in seeking and you shall find it.

How to call or reach Motilal Oswal PMS customer care?

Including customer service support such as calls, email, WhatsApp and a few other podiums, Motilal Oswal PMS offers you. In the report, you have a section that provides you with information about what types of customer support services are available and the number of methods of using these services. First, a map of the available services is given, followed by specific steps for the services.

What are the benefits of investing with Motilal Oswal PMS?

Management fees are agreed upon by the consumer & PMS team according to the commission model.

• Motilal Oswal’s PMS team charges Upfront Fees, which is like a prepaid value.
• Brokerage commissions are paid on all transactions carried out by the manager of the fund.
• Custodian Fee The PMS house also charges adjustments from its customers to the custodian.
• Depository fees are between 0.15% and 0.2% of the asset value.
• Depending on the customer withdrawal period & sum that is withdrawn, exit load fees are paid by the PMS building.

What are the different charges involved with Motilal Oswal PMS?

One of the best PMS solutions available in the country is Motilal Oswal Portfolio Management Services. They have a wide variety of approaches that have given their customers very good results. Their flexible Investment Plans & Commission models provide clients with a lot of ease. Their support system & programmes are highly supportive & well coordinated.

Where can I find all the details about Motilal Oswal PMS?

The article contains all of the information about the Motilal Oswal portfolio management services. We have provided the data through charts, maps and graphs to make the work completely feasible and flexible for our clients. In this way, the consumer can conveniently find all the data they need across the product range.

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