Motilal Oswal Financial Services Ltd (MOFS) offers diversified financial services, which include retail broking and distribution, institutional broking, private equity, wealth management, asset management, investment banking and housing finance. It is a research driven organization with over 800,000 customers and a pan India network which is spread over 1,700 locations across 500 cities (Data as on Dec 2014).
Motilal Oswal Asset Management (Mauritius) Pvt.Ltd is a wholly owned subsidiary of Motilal Oswal Asset Management Company, established in January 2015 with an aim to provide asset management services to international long term investors.
Mr.Raamdeo Agrawal is a chairman of Motilal Oswal Asset Management Company Limited and also the Co-founder and Joint Managing Director of Motilal Oswal Financial Services Ltd. Mr. Agrawal is the key driving force behind the strong research capability and has been instrumental in setting up the investment management philosophy of the Company. He has an extensive experience of more than 3 decades in the equity market and has also authored ‘The Art of Wealth Creation’ book.Based on our 12 year track record of managing third party capital, we have recently setup the India Zen Fund which is a Mauritius domiciled specialized India equity fund . It is a mid- cap strategy which focuses on quality companies with enduring moats having a market capitalization between USD 100 million to USD 3.5 billion.
It concentrates on emerging themes which are part of the next trillion dollar opportunity for the Indian economy; companies with high growth story at reasonable valuation and ample liquidity. The fund is focused on generating absolute risk adjusted returns that are based on bottom up fundamental company analysis.
It follows a long only, value driven approach and private equity style diligence. Our Investment Philosophy follows our self coined acronym of QGLP (Quality , Growth , Longevity , Price) formed over 19 years of our flagship Wealth Creation Study by our Chairman – Mr. Raamdeo Agrawal and the fund’s advisory board is made up of veteran investment professionals.
Our Investment Philosophy's key differentiators include:
- Buy & Hold strategy aimed at long term growth & compounding with a low churn
- A focused, high conviction portfolio construct targeting optimal diversification over 15-20 companies The fund is targeted towards global long term investors like pension funds, endowments, family offices that are looking for steady returns over a longer period of time in order to create wealth consistently for their end investors.
Motilal Oswal Asset Management Co Ltd, India is the investment advisor to India Zen Fund.
For further information, please email us at email@example.com