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 services


Motilal Oswal PMS – Customer Ratings & Review

PMS Ratings
Returns Performance4.1 / 5
Services3.9 / 5
Charges3.5 / 5
Experience4.3 / 5
Strategies4.2 / 5
Client Support4.0 / 5
Overall Ratings4.1 / 5
Star Ratings★★★★★

Overview of Motilal Oswal Portfolio Management Services

Find details about Motilal Oswal PMS in the below table:

Overview
Company TypePublic
Registered LocationMumbai, Maharashtra
FounderRamdeo Agarwal, Motilal Oswal
Yr. of Establishment1987

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
    DiscretionaryYes
    Non-DiscretionaryYes

    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
    NameManish Sonthalia (Director & CIO)
    Experience22 Years
    Highest QualificationMBA
    AUM (in Cr.)Approx Rs.8,000 Cr.
    Number of Clients500+
    Investment TenureMinimum 3 yr. 3 mnt

    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.

    Manish Sonthalia (Director & CIO)

    With 22 years of experience from across equity fund management and research, Mr. Manish is presently serving as the Director and CIO in Motilal Oswal Asset Management. Experience he held prior account 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 Manger, PMS. The skills he has mastered is as a result of the 13 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, Edelweiss Capital are the firms Mr. Susmit is associated with. Working with the mentioned firms, alongside Motilal, he has an 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 master in Management studies from Jamnalal Bajaj Institute of management Studies. As per the experience he holds, it is of 18 years in total from 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

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

    Strategies
    MID CAPFocused Midcap ***
    MULTI CAPBOP ***
    LARGE CAPValue***
    SMALL CAPIOP V2***
    MULTI CAPNTDOP***
    SMALL CAPIOP***

    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 Services

    Focused Midcap Investment Strategy

    Chosen companies for investment are the one, 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 by means of investing in them, for medium to long intervals.

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

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

    BOP Investment Strategy

    The BOP or the Business Opportunities investment strategy picks out equity and equity related with long term capital appreciation goal.

    Portfolio created here is of minimum 20 high conviction concentrated stocks. Bottom-up approach of stock picking is chosen to pick up equities on the basis of in-depth research from 3-4 years stats.

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

    Motilal Oswal Value Investment Strategy

    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 terms investment, Bottom Up approach and focused strategy construction.

    Motilal Oswal IOP V2 Investment Strategy

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

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

    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 into the making of the next Trillion GDP.

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

    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 posses a higher potential of growth to that of nominal GDP for next 5-7 years, but are presently offered at market prices.


    Motilal Oswal PMS Returns / Performance

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

    CategoryMID CAPMULTI CAPLARGE CAPSMALL CAPMULTI CAPSMALL CAP
    StrategyFocused Midcap ***BOP ***Value***IOP V2***NTDOP***IOP***
    Return (CAGR)1M7.04%3.65%2.45%6.91%4.82%4.23%
    3M32.83%15.06%15.88%33.22%20.28%26.63%
    6M15.20%-3.58%-5.72%6.67%-5.69%-13.48%
    1YNA4.49%3.28%15.28%2.36%-3.13%
    2YNA1.24%-0.18%-6.32%-7.46%-11.19%
    3YNANA1.82%NA-0.45%-9.91%
    5YNANA5.26%NA6.97%3.66%
    SI19.54%1.92%20.71%-4.42%14.25%9.34%
    InceptionDec, 2019Jan, 2018Mar, 2003Feb, 2018Dec, 2007Feb, 2010

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

    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 CommissionYes
    Volume% CommissionYes
    Profit Sharing% CommissionYes

    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 – 50L1.7% of Investment
    Investment  – 50L – 1 Cr.1.5% of Investment
    Investment – 1 Cr. – 5 Cr.1.3% of Investment
    Investment – 5 Cr. Plus1.1% 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 invest


    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. Plus0.14% 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 – 50L20% 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. Plus14% 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 FeesAs per commission model
    Upfront Fees1% – 2% of Asset Value
    Brokerage Charges0.01% – 0.05% of Total Transaction Value
    Custodian Charges0.3% – 0.4% of Asset Value
    Depository Charges0.15% – 0.2% of Asset Value
    Exit Load – within 12 months1.5% – 2% of Withdrawal Value
    Exit Load – post 12 monthsFree or 0.05% of Withdrawal Value

    These are 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 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.

    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.

    Custodian Fee – The PMS house also charge custodian change from its clients. This charges 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 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 FacilityYes
    Back office ReportsYes
    Email UpdateYes
    SMS UpdateYes
    Watsapp UpdateNo
    Portfolio ViewYes
    Detailed ViewYes
    Flexible Commission ModelYes
    Flexible Investment PlansYes
    Massive ExperienceYes

    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 SupportYes
    Email SupportYes
    Chat SupportNo
    Watsapp SupportYes
    Relationship Manager SupportYes
    Call to Fund ManagerYes – 1 – 7 times a month
    Issue Resolving TAT7 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 then Motilal Oswal should always be on top of your list.

    motilal oswal pms offers


    Motilal Oswal PMS

    Ques – How can I invest with Motilal Oswal PMS?

    Answer – 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, and select the critical service and then click the submit button. You will be directed to the further steps of investment in this way

    Ques – Who is the current fund manager of Motilal Oswal PMS?

    Answer – The PMS team at Motilal Oswal has a number of 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.

    Ques – What is the approx AUM of  Motilal Oswal PMS?

    Answer – 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.

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

    Answer – We provide you with all the necessary information and facts within the article present in 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 to the article and you will find all the required within the given heads.

    Ques – What are the different strategies used by Motilal Oswal PMS?

    Answer – 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.

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

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

    Ques – How to call or reach Motilal Oswal PMS customer care?

    Answer – Including customer service support such as call, 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 amount or methods of using these services. First a map of the available services is given, followed by specific steps for the services.

    Ques – What are the benefits of investing with Motilal Oswal PMS?

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

    • Motilal Oswal 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.

    Ques – What are the different charges involved with Motilal Oswal PMS?

    Answer – 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.

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

    Answer – 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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