Motilal Oswal

Motilal Oswal Group possess legacy in equities for over Three decade, Motilal Oswal AMC is chaired by Mr. Raamdeo Agrawal, one of the most honored and trusted name in the investing world, One of the pioneers of PMS business with over 14 years of PMS track record, Trusted by over 16,038 HNI investors and with over Rs. 37,413 Crs of AUM as on 30 April 2018, Presence across the length and breadth of India and also overseas, do not believe in “timing the market”, rather believe in “spending time in market”, practise long-term Buy and Hold investing style, BUY RIGHT : SIT TIGHT, QGLP - Quality denotes quality of the business and management, Growth denotes growth in earnings and sustained ROE(Return on Equity), Longevity denotes longevity and competitive advantage or economic moat of the business, Price denotes approach of buying a good business for a fair price rather than buying a fair business for a good price.

Fund Managers

Manish sonthalia

Director & CIO

Mr. Manish Sonthalia is CIO - Equities with Motilal Oswal Asset Management. Manish Sonthalia heads Equity Portfolio Management Services at Motilal Oswal Asset Management. Manish Sonthalia has more than 22 years of experience across equity fund management.Manish Sonthalia holds a Bachelor Degree in Commerce.

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Mr. Kunal Jadhwani

Fund Manager, PMS

Mr. Jadhwani has over 9 years of experience in Indian equities. He has worked in various capacities in functions like Corporate Planning, Portfolio Advisory and Fund Management at Motilal Oswal Financial Services in last 8 years.He has done Bachelors in Management Studies (Finance),PGDFRM,and is currently pursuing the CFA charter.

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Mr. Shrey Loonker

Senior Vice President - Fund Manager, PMS

Mr. Loonker, has done Chartered Accountancy from ICAI Mumbai and CFA from CFA Institute, USA.He has overall 13 years of experience.

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Strategy

IOP - Small & Mid Cap

The Strategy aims to generate long term capital appreciation by creating a focused portfolio of high growth stocks having the potential to grow more than the nominal GDP for next 5-7 years across and which are available at reasonable market prices.

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IOP V2 - Small & Mid Cap

The Strategy aims to deliver superior returns by investing in stocks from sectors that can benefit from India's emerging businesses.It aims to predominantly invest in Small and Midcap stocks with a focus on identifying potential winners. Focus on Sectors and Companies which promise a higher than average growth by focusing on four basic themes. Investment Process - QGLP(Quality of business, Quality of management/ Growth / Longevity / Price)

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NTDOP - Multi Cap

The Strategy aims to deliver superior returns by investing in stocks from sectors that can benefit from the Next Trillion Dollar GDP growth by focusing on different Multicap stocks. Investment process- QGLP(Quality of business, Quality of management/ Growth / Longevity / Price)

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VALUE - Large Cap

Value 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. Investment process- QGLP(Quality of business, Quality of management/ Growth / Longevity / Price)

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BOP - Multi Cap

The Strategy will invest in a high conviction concentrated portfolio across market capitalization which primarily focuses on Consumer Discretionary, Private Banks and NBFC, Agriculture, Affordable housing of minimum 20 stocks. The portfolio will be constructed based on in-depth research leading to bottom-up stock picking with a view of equities from 3 – 4 years perspective.

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