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

Motilal Oswal PMS or Portfolio Management Services is one of the best PMS service 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.

Find detailed review of Motilal Oswal PMS here:


Motilal Oswal PMS – Customer Ratings & Review

Motilal Oswal 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 ★★★★★

Overview of Motilal Oswal Portfolio Management Services

Find details about Motilal Oswal PMS in the below table:

Overview
Company Type Public
Registered Location Mumbai, Maharashtra
Founder Ramdeo Agarwal, Motilal Oswal
Yr. of Establishment 1987

Motilal Oswal PMS

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 headquartered in Mumbai, Maharashtra. Motilal Oswal is one of the few broking houses which is listed in Stock Market.

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

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


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Types of Motilal Oswal PMS

Types of PMS
Discretionary Yes
Non-Discretionary Yes

The broking house provides both Discretionary & Non-Discretionary PMS. Majority of the Portfolio Management Clients uses 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 below table to know about MOSL PMS Fund Manager:

Fund Manager’s Details
Name Mr. Shrey Loonkar
Experience 13 Years
Highest Qualification CFA
AUM (in Cr.) Approx Rs.8,000 Cr.
Number of Clients 500+
Investment Tenure Minimum 3 yr. 3 mnt

Motilal Oswal’s PMS Team has multiple Fund Managers but one of the most prolific of them is Mr. Shrey Loonkar. Mr. Loonkar has more than 13 years of experience in the finance management sector. He is a CFA by profession.

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


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Motilal Oswal PMS Strategies

Below tables provide details about Motilal Oswal Portfolio Management Services Strategies:

Strategies
Large Cap Strategy Yes
Diversified Strategy Yes
Small – Midcap Strategy Yes

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 available with them.

Some of the Strategies used by Motilal Oswal are:

Motilal Oswal Portfolio Management ServicesMotilal Oswal Value Strategy

The value strategy of Motilal Oswal is majorly concentrated on Large Cap stocks. There are around 20 Large Cap stocks available in this portfolio. The value strategy gives strength & stable growth to portfolio.

Next Trillion Dollar Opportunity Strategy

This Strategy is concentrated with diversified portfolio of around 25 stocks. It contains large cap, high risk & return & dynamic stocks. This help a portfolio to grow at a very decent pace.

Indian Opportunity Portfolio Strategy

This strategy consist of 20 stocks of mid cap & small cap stocks. It will give a major booth when required & can also take down the portfolio. It is majorly high risk & high return portfolio. This strategy has a new version aswell known as Indian Opportunity Portfolio V2 Strategy.


Motilal Oswal PMS Returns / Performance

Below table provides details about Motilal Oswal Portfolio Management Services Returns:

Returns (in CAGR)
3 Year 13%
5 Year 12%
7 Year 17%
10 Year 20%
11 Year Plus 25%

The return rate of Motilal Oswal PMS is extremely good. The broking house is able to beat 10 years Mutual Fund Returns. Motilal Oswal PMS Performance for 3 Year is around 13%, for 5 year is 12%, for 7 year is 17%, for 10 year it is 20% & for 11 plus years it is around 25% CAGR.

This healthy rate of return makes Motilal Oswal one of the sort after PMS house in India.


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Motilal Oswal PMS Investment Plans

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

Investment Plans
Bronze (25L – 50L) Yes
Silver (50L – 1 Cr.) Yes
Gold (1 Cr. – 5 Cr.) Yes
Platinum (5 Cr. Plus) Yes

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 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 aswell. High investment leads to elite services & low commission.


Motilal Oswal PMS Fee Structure or Commission Slabs

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

Commission / Fee Structure
Prepaid Commission Yes
Volume% Commission Yes
Profit Sharing% Commission Yes

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 a prepaid model, here the commission charged is comparatively lower than other models.

Prepaid Commission (Yearly)
Investment – 25L – 50L 1.7% of Investment
Investment  – 50L – 1 Cr. 1.5% of Investment
Investment – 1 Cr. – 5 Cr. 1.3% of Investment
Investment – 5 Cr. Plus 1.1% of Investment

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

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

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


Motilal Oswal PMS Volume% Commission

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

Volume% Commission (Yearly)
Transaction Volume – 2.5 cr. – 5.0 cr. 0.2% of Total Transaction Volume
Transaction Volume   – 5.0 cr. – 10.0 Cr. 0.18% of Total Transaction Volume
Transaction Volume  – 10.0 Cr. – 50.0 Cr. 0.16% of Total Transaction Volume
Transaction Volume  – 50 Cr. Plus 0.14% of Total Transaction Volume

In 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 is 0.2% of total transaction volume. If it is between Rs.5 crore to Rs.10 crore, the fees is 0.18% of total transaction amount.

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

Although, the charges fixed are yearly, but they are charges 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 is paid only once the profit is realized. In this model generally percentage is very high & risk is low.

Profit Sharing% Commission (Yearly)
Profit Amount – 10L – 50L 20% of Profit
Profit Amount – 50L – 2.5 Cr. 18% of Profit
Profit Amount – 2.5 Cr. – 5.0 Cr. 16% of Profit
Profit Amount – 5.0 Cr. Plus 14% of Profit

Profit Sharing model is the most convenient model for the client as it is entirely dependent on 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 portfolio with 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 amount like Rs.2.5 crore to Rs.5 crore, the profit sharing is 16% while for profit over Rs.5 crore, the sharing of profit is 14% to motilal oswal pms team.

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


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Motilal Oswal PMS Charges

Below tables provides all details of Motilal Oswal Portfolio Management Services Charges:

Charges
Management Fees As per commission model
Upfront Fees 1% – 2% of Asset Value
Brokerage Charges 0.01% – 0.05% of Total Transaction Value
Custodian Charges 0.3% – 0.4% of Asset Value
Depository Charges 0.15% – 0.2% of Asset Value
Exit Load – within 12 months 1.5% – 2% of Withdrawal Value
Exit Load – post 12 months Free or 0.05% of Withdrawal Value

These are list of charges levied by Motilal Oswal PMS:

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

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

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

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

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

Motilal Oswal PMS Exit Load Fees – The exit load fees is 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 fees is 1.5% – 2% of withdrawal amount. If the withdrawal happens post 1 year then for some cases withdrawal is free & for some cases it is 0.05% of withdrawal value.


Motilal Oswal PMS Benefits

Find below tabled for better understanding of Motilal Oswal Portfolio Management Services benefits:

Benefits / Advantages
Top-up Facility Yes
Back office Reports Yes
Email Update Yes
SMS Update Yes
Watsapp Update No
Portfolio View Yes
Detailed View Yes
Flexible Commission Model Yes
Flexible Investment Plans Yes
Massive Experience Yes

Here are the various benefits of Motilal Oswal PMS:

  • The PMS house provides Top-up facility, 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 inn clients account.
  • Motilal Oswal PMS provides as lot of flexibility to its clients, like it provides flexible investment plans for all range of clients & flexible commission models for clients satisfaction.
  • The PMS house has massive experience in Portfolio Management Services, they have over 2 decade of experience in this sector.

Motilal Oswal PMS Customer Care

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

Customer Care / Client Support
Call Support Yes
Email Support Yes
Chat Support No
Watsapp Support Yes
Relationship Manager Support Yes
Call to Fund Manager Yes – 1 – 7 times a month
Issue Resolving TAT 7 working days

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

Motilal Oswal PMS provides Relationship Manager support to all its clients. To high networth client with over Rs.1 Crore Asset value, they also provide direct call to fund manager facility between 3 to 7 times in a month. Low Networth clients can connect with fund manager only 1-2 times in 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 solution available in the country. They have wide range of strategies which has 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 thern Motilal Oswal should always be on top of your list.


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Fill Your Details Here
  1. Invest in PMSBecome Sub BrokerOpen Demat Account


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