PMS

Premium investment vehicle with range of investment options

We are authorized partner of Moti Lal Oswal Securities, MOAMC discretionary Portfolio Management Service, which offers professional management of your investments with an aim to deliver consistent returns. It relieves you from all monitoring hassles with benefits like regular reviews, strong risk management flexibility and makes it an ideal investment avenue for high net worth investors.

 Key Benefits

  •  Strong and Active risk management
  •  Diversification of portfolio for adequately spreading equity related risks.
  •  Active and regular monthly review and portfolio rebalancing
  •  Experienced and Professional fund management team
  •  Flexibility to switch from one strategy to other
  •  Additional purchase facility & Partial Withdrawal facility

Products we have for you:-

Value Strategy

The 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.

The Strategy has the investment style of buying Undervalued stock & Sell overvalued stocks, irrespective of index movements.

Next Trillion Dollar Opportunity

The NTDOP Aims to deliver superior returns by investing in focused themes which are part of the next trillion dollar GDP growth opportunity The Strategy endeavor to capitalize on the themes of consumerism, Banking & Financial Services & Infrastructure in the Indian Economy.

India Opportunities Portfolio Strategy 

The IOP will aim to capitalize on this growth by investing in companies which are expected to grow along with India and meet our unique investment philosophy of QGLP. 

The Strategy is a multicap strategy with exposure across market segments such as Large Cap, Midcap & Small cap to take the advantage of different market trends.

Why invest with us?

Buy & Hold philosophy with focus on better post tax returns for the clients

Stock selection based on Quality of Management / Cash Reserves / Return on Equity / Valuations at which the stock is available

Value is the one of the PMS in the country with 14 year + track record launched in March 2003

MOAMC Flagship "Value Strategy " has consistently outperformed the benchmark across market cycles over a 13 year period.

MOAMC PMS has one of the largest active accounts (More than 20,624) on PMS platform.

MOAMC - PMS has active clients in 148 different cities right from Agra to Vijaywada ; a testimony of strong acceptance of our PMS across the length & breadth of the country

Focused Portfolio Investments for client.

Clients will get 24 *7 access to his portfolio on the web. ( Transparency )

Client will get CA Certified Tax statement end of every financial year.