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.
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Motilal Oswal 5 Year G-Sec Fund of Fund (G) - 10.0277Motilal Oswal Asset Allocation Passive Fund of Fund – Aggressive (G) - 11.5825Motilal Oswal Asset Allocation Passive Fund of Fund – Aggressive-Dir (G) - 11.6214Motilal Oswal Asset Allocation Passive Fund of Fund – Conservative (G) - 11.0987Motilal Oswal Asset Allocation Passive Fund of Fund – Conservative-Dir(G) - 11.1404Motilal Oswal Dynamic Fund (Div-A) - 14.2282Motilal Oswal Dynamic Fund (Div-Q) - 12.345Motilal Oswal Dynamic Fund (G) - 15.7Motilal Oswal Dynamic Fund-Dir (Div-A) - 14.4666Motilal Oswal Dynamic Fund-Dir (Div-Q) - 12.5737Motilal Oswal Dynamic Fund-Dir (G) - 16.6457Motilal Oswal Equity Hybrid Fund - Direct (G) - 16.4498Motilal Oswal Equity Hybrid Fund - Regular (G) - 15.6495Motilal Oswal Flexi Cap Fund(D) - 27.1399Motilal Oswal Flexi Cap Fund(G) - 36.1049Motilal Oswal Flexi Cap Fund-Dir(D) - 27.2458Motilal Oswal Flexi Cap Fund-Dir(G) - 38.7521Motilal Oswal Focused 25 Fund - Direct (D) - 22.5303Motilal Oswal Focused 25 Fund - Direct (G) - 38.4866Motilal Oswal Focused 25 Fund (D) - 20.1758Motilal Oswal Focused 25 Fund (G) - 34.3763Motilal Oswal Large and Midcap Fund - Dir (D) - 17.1791Motilal Oswal Large and Midcap Fund - Dir (G) - 17.1936Motilal Oswal Large and Midcap Fund (D) - 16.5971Motilal Oswal Large and Midcap Fund (G) - 16.5971Motilal Oswal Liquid Fund - Direct (Div-D) RI - 10.0077Motilal Oswal Liquid Fund - Direct (Div-F) RI - 10.0043Motilal Oswal Liquid Fund - Direct (Div-M) - 10.0528Motilal Oswal Liquid Fund - Direct (Div-Q) - 10.026Motilal Oswal Liquid Fund - Direct (Div-W) RI - 10.0058Motilal Oswal Liquid Fund - Direct (G) - 11.2259Motilal Oswal Liquid Fund - Regular (Div-D) RI - 10.0055Motilal Oswal Liquid Fund - Regular (Div-F) RI - 10.0042Motilal Oswal Liquid Fund - Regular (Div-M) - 10.0515Motilal Oswal Liquid Fund - Regular (Div-Q) - 10.025Motilal Oswal Liquid Fund - Regular (Div-W) RI - 10.013Motilal Oswal Liquid Fund - Regular (G) - 11.178Motilal Oswal Long Term Equity Fund (D) - 21.2113Motilal Oswal Long Term Equity Fund (G) - 27.0014Motilal Oswal Long Term Equity Fund -Dir (D) - 25.3449Motilal Oswal Long Term Equity Fund -Dir (G) - 29.5712Motilal Oswal Midcap 30 Fund (D) - 26.462Motilal Oswal Midcap 30 Fund (G) - 43.3168Motilal Oswal Midcap 30 Fund-Dir (D) - 27.4366Motilal Oswal Midcap 30 Fund-Dir (G) - 47.6367Motilal Oswal Multi Asset Fund - Direct (G) - 11.0357Motilal Oswal Multi Asset Fund (G) - 10.8345Motilal Oswal Nasdaq 100 FOF - Direct (G) - 24.2465Motilal Oswal Nasdaq 100 FOF - Regular (G) - 23.9667Motilal Oswal Nifty 50 Index Fund - Direct (G) - 15.0498Motilal Oswal Nifty 50 Index Fund (G) - 14.9346Motilal Oswal Nifty 500 Fund - Direct (G) - 17.3864Motilal Oswal Nifty 500 Fund (G) - 17.1473Motilal Oswal Nifty Bank Index Fund - Direct (G) - 14.6152Motilal Oswal Nifty Bank Index Fund (G) - 14.4152Motilal Oswal Nifty Midcap 150 Index Fund (G) - 20.2464Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) - 20.5437Motilal Oswal Nifty Next 50 Index Fund - Dir (G) - 14.8476Motilal Oswal Nifty Next 50 Index Fund (G) - 14.6674Motilal Oswal Nifty Smallcap 250 Index Fund (G) - 20.7092Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) - 21.0056Motilal Oswal S&P 500 Index Fund - Direct (G) - 15.4219Motilal Oswal S&P 500 Index Fund (G) - 15.2694Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 10.0245Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 10.0484Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 10.0316Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 10.176Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 10.0357Motilal Oswal Ultra Short Term Fund - Dir (G) - 14.2037Motilal Oswal Ultra Short Term Fund (Div-D) - 9.9629Motilal Oswal Ultra Short Term Fund (Div-F) - 9.9737Motilal Oswal Ultra Short Term Fund (Div-M) - 9.9634Motilal Oswal Ultra Short Term Fund (Div-Q) - 10.1082Motilal Oswal Ultra Short Term Fund (Div-W) - 9.9665Motilal Oswal Ultra Short Term Fund (G) - 13.7219

5 Key reasons to hire a financial advisor

To invest in Mutual Funds or any other investment vehicle, one must have sufficient knowledge and understanding on how to invest and manage their portfolio. It is not a mammoth task to make investments and keep track of how the portfolio is progressing; but if one lacks the basic concept of investing then it can definitely not be in the best of the investor’s interest. To counter such roadblocks on your journey towards wealth creation, it is suggested to hire a financial advisor who could help you to maintain your fiscal fitness. Read 5 Key reasons to hire a Financial Advisor here;

It's your 'Choice' and that's made easy

Like mentioned above, it’s not hard to invest in Mutual Funds, but arriving at a fitting scheme from the plethora of offerings from more than 40 AMCs  and countless Mutual Fund schemes could be slightly hard for a novice to select from; especially then when the investor has little to no understanding on how the investments are to be done. It’s also tedious for a lone investor to visit all of them individually so the Financial Advisor offers the investor the variety of schemes from different AMCs the investor was looking for all under one umbrella, this is quite similar to visiting ten different footwear stores; while a ‘one-stop solution’ is to step into one anchor store where all brands are readily available. Here is where the financial advisor fulfils his foremost duty, i.e. to assist the investor or client to make a correct choice. For an investor, it is advisable to take time to select the right financial advisor, who would in return, facilitate his clients to make the right investment choices.

Strong 'Conviction' precede great actions

A Financial Advisor does not only possess a catalogue of schemes to choose from, but one who holds his conviction firmly to steer his client(s) in the right direction. Since there are countless equity schemes to plough one’s assets in, it’s the responsibility of the financial advisor to gauge the performance of the scheme in accordance with the clients/investors financial goals, risk appetite amongst other factors. His ability to assess the quality of a scheme and the compatibility of the scheme with the clients’ preferences rely strongly on his (financial advisors’) qualification, meticulous research, expertise & layers of experience that make him suitable for this role. He walks his client through the process behind the performance of any Mutual Fund scheme. A financial advisor’s role is similar to that of a doctor; because like the latter the financial advisor understands his clients requirements and queries, makes an assessment and it is his conviction that assist the investor to invest in the best scheme amongst many, just like the doctor who prescribes an appropriate remedy.

When needed, there is 'Counselling'

Besides facilitating the investor to make a selection or understanding the investors’ requirement, the financial advisor plays yet another role; and that is of a counsellor. Since an investor has made his mind to plough his assets and reap the best, it is the duty of the financial advisor to counsel his client till he achieves his financial goals. Also specifically during market correction, it is quite possible that an investor can distraughtly redeem his money, without even giving a clear and calm thought on his actions and result in deviating him from the path to achieve his financial goals. It is here where the role of the financial advisor is given utmost importance. In times of market fluctuation, or during a routine check of the portfolio, the financial advisor counsels the investor to remain calm, be unemotional, act logical, and stay invested in his quest to accomplish his financial mission.

To keep a track, it's all 'Consolidated'

A Financial Advisor does not limit his responsibilities of helping his client make right choices or paving the right path. Taking into account the initial phase of investing, it was quite complicated to select from the numerous mutual fund schemes and the endless list of AMCs and moreover, keeping a track of the transactions along with other details. Very importantly the advisor has to ensure that any transaction or transition is taken carefully and transparently.

The ease of 'Convenience'

It’s good to be well-versed and aware of the subjects you’re interested in. This could range from swimming, painting, working out in a gym etc. This could also be investing in Mutual Funds. Learning on your own is not wrong but quite often when we wish to learn something new, we tend to hire someone who could help us in learning it faster without making too many mistakes. This is the ease of convenience offered by a professional who right from the beginning till the end helps you achieve your goals, and this is applicable on the role of a Financial Advisor too, who helps make right investment decisions, helps you learn more about Mutual Funds, the investing space and other investment vehicles to enhance your knowledge.

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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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