Our PMS Strategies

Motilal Oswal Value Migration Strategy

The Strategy aims to benefit from the long term compounding effect on investments done in good businesses run by great business managers for superior wealth creation.

Motilal Oswal Next Trillion Dollar Opportunity

The Strategy aims to deliver superior returns by investing in stocks from sectors that can benefit from the Next Trillion Dollar GDP growth. It aims to predominantly invest in Small and Mid Cap with a focus on identifying potential winners that would participate in successive phases of GDP growth.

Motilal Oswal Business Opportunity Portfolio

The Strategy aims to achieve long term capital appreciation by primarily investing in equity & equity related across market capitalization.

Motilal Oswal Mid to Mega Strategy

The Strategy aims to achieve long term capital appreciation by primarily investing in equity & equity related across market capitalization.

Motilal Oswal Founders Portfolio

The fund predominantly aims to invest in Indian businesses where the founders' stake would be more than 26%. The fund aims to invest in businesses whose owners have a long horizon and have displayed quality of governance and adaptability through optimal usage and distribution of capital.