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.

With this tool, we endeavor to provide a brief check up of your equities portfolio’s health. You can also compare your portfolio’s performance to Motilal Oswal AMC’s PMS Strategies performance.

There are 2 ways to use this tool as follows:

  • 1) Bulk upload:
    Here you have to enter the required details in the predefined MS Excel format as provided in the downloadable template. Please note, ISIN and Quantities are the mandatory fields to provide our analysis.
  • 2) Manual Update:
    Here you may type the name of the equities in your portfolio one after another along with the holding quantities. Please note, the system will provide suggestions as you enter the equity name. You may select the appropriate name.

At the end of the analysis, if you wish to speak to us for a detailed discussion on your portfolio, please feel free to fill up the form on the top of this page. We will get in touch with you within 2 working days time.

Be rest assured, none of the information entered by you pertaining to your portfolio will be stored anywhere, unless you wish to.