Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008, having its Registered Office at 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400025.
Motilal Oswal Asset Management Company Ltd. has been appointed as the Investment Manager to Motilal Oswal Mutual Fund by the Trustee vide Investment Management Agreement (IMA) dated May 21, 2009, executed between Motilal Oswal Trustee Company Ltd. and Motilal Oswal Asset Management Company Ltd.
Motilal Oswal Dynamic Fund (Div-A) - 11.6727Motilal Oswal Dynamic Fund (Div-Q) - 11.6601Motilal Oswal Dynamic Fund (G) - 11.9382Motilal Oswal Dynamic Fund-Dir (Div-A) - 11.8798Motilal Oswal Dynamic Fund-Dir (Div-Q) - 11.8962Motilal Oswal Dynamic Fund-Dir (G) - 12.1464Motilal Oswal Focused 25 Fund - Direct (D) - 18.398Motilal Oswal Focused 25 Fund - Direct (G) - 21.8636Motilal Oswal Focused 25 Fund (D) - 17.0953Motilal Oswal Focused 25 Fund (G) - 20.4143Motilal Oswal Long Term Equity Fund (D) - 16.0923Motilal Oswal Long Term Equity Fund (G) - 17.698Motilal Oswal Long Term Equity Fund -Dir (D) - 16.8838Motilal Oswal Long Term Equity Fund -Dir (G) - 18.499Motilal Oswal Midcap 30 Fund (D) - 21.5627Motilal Oswal Midcap 30 Fund (G) - 24.6016Motilal Oswal Midcap 30 Fund-Dir (D) - 22.7551Motilal Oswal Midcap 30 Fund-Dir (G) - 25.8883Motilal Oswal Multicap 35 Fund (D) - 25.6351Motilal Oswal Multicap 35 Fund (G) - 25.9619Motilal Oswal Multicap 35 Fund-Dir(D) - 26.6347Motilal Oswal Multicap 35 Fund-Dir(G) - 26.9631Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 10.0008Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 10.0141Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 10.0419Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 10.1496Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 10.0166Motilal Oswal Ultra Short Term Fund - Dir (G) - 13.7258Motilal Oswal Ultra Short Term Fund (Div-D) - 10.011Motilal Oswal Ultra Short Term Fund (Div-F) - 10.0117Motilal Oswal Ultra Short Term Fund (Div-M) - 10.0422Motilal Oswal Ultra Short Term Fund (Div-Q) - 10.1506Motilal Oswal Ultra Short Term Fund (Div-W) - 10.0166Motilal Oswal Ultra Short Term Fund (G) - 13.3813

5 key ideas for wealth creation in equity

Wealth creation is everyone’s dream but not everyone can successfully do it. While various investment gurus have various ideas for wealth creation, we have tried to mention a practical few. Let’s be clear, there is no formula for certainty of wealth creation in equity. One needs to develop strategies, implement ideas and perform a whole lot of research that goes without saying. Let us discuss 5 key ideas for wealth creation in equity.

Set practical financial goals

Equity investment

Depending on your risk appetite set your financial goals. Understand and draw difference between your needs and wants clearly. Where to invest your hard earned money? How long to invest for? What is the potential of growth? etc. Investing in equity has changed lives. Some have made fortunes while some have lost.


Equity Mutual Fund

You would not want to buy anything which is of sub-standard quality, would you? Research is the strongest support for your investments; or should we say “wiser investments”! People often say that investment in equities is nothing less than gambling. They say so because they often come across the term “Tip”. The golden rule about investing in equities is that there is no place for “Tips” because these tips are nothing more than word of mouth without any backing of data. On the other hand, research makes investing in equity less of a gambling game and more of knowledge based wealth creation medium. It is necessary to research about the quality stocks that have shown growth in the past and at the same time have potential to deliver with similar consistency for times to come. Invest not only your money but also your time in learning these companies.

Focused Portfolio

Focused Portfolio

Once you have researched thoroughly and identified quality stocks, the next step is to invest in appropriate quantity. Avoid investing in too many stocks that may scatter your attention. You don’t need 100 stocks in your portfolio; only a few good names can do the trick. Managing big portfolios is quiet difficult as you practically can’t keep a tab on each stock in a bigger portfolio. There is a notion that the large number of stocks reduces the risk. However, there are studies which show that after about 20 - 25 stocks the risk tends to be constant. So invest in a few quality stocks that keep your portfolio simple to manage.

Long term

Long term wealth creation, Equity investment

If you are investing in equity, it’s advisable to invest for a longer time. Buy the right stocks and hold them across market cycle. Investing in equities is not only about quality stock picks but also requires patience to see your money grow. Remember the quote by Charlie Munger; ‘Big money is not in buying or selling, it’s in waiting’.


Reconstructing portfolio, Portfolio, Equity

It may happen that your risk appetite may change or you may face an unforeseen circumstance while you are still invested. At such times you may choose to effectively reconstruct your portfolio so as to benefit from the risk reward equation. Churning your portfolio time to time isn’t a good recommendation. However, you may opt to reconstruct your portfolio according to your changed risk appetite only if it is necessary.

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Disclaimer:The information herein alone is not sufficient and should not be used for the development or implementation of an investment strategy and shall not constitute as an investment advice. MOAMC shall not be liable for any direct or indirect loss arising from the use of any information contained in this document. Readers shall be fully responsible for any decision taken on the basis of this document. Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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