navnish_hosur
New member
Project on PMS services by brokerage Agency.
Execitive Summary:
The stock markets by their very nature are volatile, and in cases it is not the lack of opportunities that cost the investor, but the abundance of choices that result in confusion and mistakes. Motilal Oswal combines excellent research insights with market experience to help investors own a portfolio to suit their needs. Accolades from prestigious publications like Asia Money, ranking us as ‘ Independent Research – Local Brokerage’ for the year 2006, bear testimony to this fact.
Distinct Products: Depending on investors risk appetite, investor may choose a Value Based Theme or a Momentum Based Theme. The former lays emphasis on capital preservation and capital growth while the latter focuses on healthy returns over a medium term.
Focused Investment Approach: Motilal Oswal adopt a unique investment approach to meet specific requirements of customer. In Value Theme, the idea is to invest in fundamentally strong companies where the intrinsic value is more than the current market price. In the case of Momentum Theme, the key lies in identifying momentum stocks that could deliver healthy returns in the medium term. Rational Stock Selection Process: In Value Theme the stock selection centres around investment ideas with a sufficient margin of safety so that even a mediocre sale fetches good returns. The Momentum Theme adopts a two-pronged selection strategy of identifying large and mid cap stocks that fit our pre-defined criteria.
Maximum Transparency / Convenience: Motilal Oswal provide investors with monthly transaction statements and portfolio statements detailing the gain/loss made. Furthermore, they also provide a CA certified statement of yearly gains/losses and dividend income to ease your Income tax work.
Different Fee structures: Investor may either opt for a fixed management fee or a combination of a lower fixed fee and sharing a percentage of the profits.
Motilal Oswal Products & Services:
You can avail of the following products/services through us:
• Equities/Derivatives.
• Mutual Funds.
• Systematic Investment Plans (SIPs).
• IPOs.
• Portfolio Management Services.
Portfolio Management Services:
In today's complex financial environment, investors have unique needs which are derived from their risk appetite and financial goals. But regardless of this, every investor seeks to maximize his returns on investments without capital erosion.
While there are many investment avenues such as fixed deposits, income funds, bonds, equities etc…. It is a proven fact that Equities as an asset class typically tend to outperform all other asset classes over the long run.
Investing in equities, require knowledge, time and a right mind-set. Equity as an asset class also requires constant monitoring may not be possible for you to give the necessary time, given your other commitments.
Motilal Oswal recognize this, and manages client’s investments professionally to achieve specific investment objectives, and not to forget, relieving them from the day to day hassles which investment require.
Motilal Oswal Securities Ltd brings with more than 2 decades of experience & expertise in equity research and stock broking. We are one of the leading portfolio service providers, with asset under management worth Rs. 590 Crores.
When clients invest through MOSt PMS, they can be assured of the best research being used for the investment decisions. Our equity research has been consistently ranked very highly in surveys conducted by leading international publications like “AsiaMoney” and “Institutional Investor”. They have been rated by AsiaMoney as “ Independent Research – Local Brokerage” for the year 2006.
Motilal Oswal currently offers the following schemes, with different approaches to managing client’s investments.
1. Value Portfolio
2. Bull’s Eye Portfolio
3. Next Trillion Dollar Opportunity Portfolio
1. Value Portfolio:
• Overview
Value Portfolio is meant for investors with a Long Term investment horizon in the Indian Equity Markets. Discovering an original investment idea involves deep and meticulous analysis to discover the hidden true values.
The portfolio’s investments philosophy revolves around finding value. As such, the investment philosophy is not dependent on the market trends but banks on the power of the intellect.
A business is prudently picked for investment after a thorough study of its underlying hidden long-term potential. To purchase a piece of great business at a fraction of its true value is the discipline.
The Fund manager, Mr. Raamdeo Agarwal conservatively picks 12 to 15 value stocks for a portfolio with a long-term investment philosophy, keeping the portfolio churn very low and high margin of safety. The aim of the theme is to maximizing post tax returns.
• Portfolio Objective
The Portfolio aims to deliver superior wealth creation by way of long term compounding effect, with investments in good businesses run by great business managers.
• Portfolio Characteristics
Value based stock selection
Investment Approach : “Buy & Hold”
Investments with Long term perspective
Aim to Maximize post tax return due to Low Churn
Focused portfolio construction
Capital preservation consciousness*
* No capital guarantee
• Investment Philosophy
Identify and purchase a piece of great business at a fraction of its true value.
Investments with a Long-term investment View. The fund manager strongly believes that “Money is made by Sitting”
Investments are identified by a Bottom up Approach. The aim is to identify potential long-term wealth creators by focusing on individual companies and their management bandwidth.
Margin of Safety
• Portfolio Tenure
Long Term (3 – 5 Years)
• Investor Profile
Investors who like to invest with a Long-term wealth creation view.
• Bull’s Eye Portfolio
• Overview
Bull’s Eye PMS Portfolio under is designed to invest in stocks with short-medium term perspective, for a minimum 15-20% move. The investment philosophy is to find “Momentum in Value”. It follows an active process driven method of profit booking and is parked temporarily in the safety of liquid mutual funds/ exchanges traded liquid funds till further opportunities are identified.
The stock selection lays greater emphasis on companies which good corporate governance and excellent management track record. It would participate in emerging sector and turn around stories so as to participate and capture sharp rallies.
• Portfolio Objective
The Scheme aims to deliver superior returns in Low to medium term by investing in fundamentally strong stocks with momentum approach, coupled with active profit booking.
• Portfolio Characteristics
Investment Approach : “Momentum in Value”
Investments with Short-Medium term perspective.
Regular Profit Booking
Ability to sit on cash
• Investment Philosophy
Investment in Momentum Sectors
Identifying the right Sector and right Company with a scalable business managed by competent managers. To look out for companies with transparency, execution capability and Management Bandwidth.
Investments in market Leaders, who have the Vision to make it big.
• Investment Strategy
The investments timing is event based and doe not take help of technicals. Buying when the stock is just ripe to begin its big move upwards or vise versa.
The investments are done with a predefined price targets and portfolio follows an active process of Profit Booking.
In absence of investment opportunities, funds are temporarily parked in the safety of liquid mutual funds or exchange traded Liquid fund.
• Portfolio Tenure
Medium Term 1 Years.
• Investor Profile
Investors who like to invest in value stocks and capitalize on the periodic upside by an active process of profit booking.
• Next Trillion Dollar Opportunity Portfolio
• Overview
The portfolio is designed to invest in themes /stocks in the small and mid cap segment which are going to be a part the “NEXT TRILLION DOLLAR GDP GROWTH”. The Portfolio would target to invest in Small & Mid Cap Opportunities which have the potential of delivering above-average growth over the next 2-3 years.
The investment philosophy is to invest in stocks which are available at reasonable valuations and promise more than average growth. The portfolio would aim to identify emerging themes. The Portfolio would attempt to identify emerging themes early and exit when these when they are fairly discounted.
MOSt firmly believes that markets rewards consistent growth over a period of time and only after critical size has been achieved by the company. For any stock to get recognized by the Market and get a desired Valuation one has to wait for the right “Trigger Point”. Perception Re-rating happens due to:
Increased Sales volume
Consistent Growth
Better Margins
Growing stakeholders confidence
• Portfolio Objective
The Product aims to deliver superior returns by investing in Small & Mid cap ideas that are part of the next Trillion Dollar GDP growth opportunity.
• Portfolio Characteristics
Investments in Small and Mid-cap Stocks
Bottom Up Stock Picking Approach
Focused Theme Portfolio
Investment Horizon - Long term (2 to 3 Yrs)
Benchmark: - CNX Mid Cap
Buy and Hold Philosophy – low portfolio churn
Open Ended Portfolio with Exit Fee
Quarterly Disclosure Of Portfolio
• Investment Philosophy & Strategy
High Growth Story
Sector and Companies which promise a higher than average growth
Reasonable Valuation
Invest in high growth companies at reasonable price / value
Emerging Themes
Focus on Identifying Emerging Stocks / Sectors
Buy & Hold Strategy
The Portfolio shall focus on above philosophies and hold them till it realizes it true market potential.
Wealth is created by sitting.
• Portfolio Tenure
Long Term (3 Years)
• Investor Profile
Investors who would like to invest in opportunities with a long term view in high growth, undervalued stocks in emerging themes.
Benefits of Portfolio Management Service
Professional Management
The service offers professional management of client’s equity investments with an aim to deliver consistent return with an eye on risk. .
Risk Control
Well defined investment philosophy & strategy acts as a guiding principle in defining the investment universe. MOSt have a very robust portfolio management software that enables the entire construction, monitoring and the risk management processes.
Convenience
Our Portfolio Management Service relieves you from all the administrative hassles of your investments. We provide periodic reports on the performance and other aspects of your investments.
Constant Portfolio Tracking
MOSt understands the dynamics of equity as an asset class, so they track client’s investments continuously to maximize the returns.
Transparency
Clients will get account statements and performance reports on a monthly basis. That’s not all; web access will enable them to track all information relating to their investment on daily basis. A password protected web login, will enable them to access details their investment on click of a button.
The following portfolio reports are accessible online:
• Performance Statements
• Portfolio Holding Reports
• Transactions Statements
• Capital Gain / Loss Statements
Dedicated Relationship Manager
The Relationship manager will help you carefully understand your financial goals and advise the right product mix. The relationship managers, the one point contact will bestow personalized service and ensure that you receive periodic updates, and account performance reports.
Execitive Summary:
The stock markets by their very nature are volatile, and in cases it is not the lack of opportunities that cost the investor, but the abundance of choices that result in confusion and mistakes. Motilal Oswal combines excellent research insights with market experience to help investors own a portfolio to suit their needs. Accolades from prestigious publications like Asia Money, ranking us as ‘ Independent Research – Local Brokerage’ for the year 2006, bear testimony to this fact.
Distinct Products: Depending on investors risk appetite, investor may choose a Value Based Theme or a Momentum Based Theme. The former lays emphasis on capital preservation and capital growth while the latter focuses on healthy returns over a medium term.
Focused Investment Approach: Motilal Oswal adopt a unique investment approach to meet specific requirements of customer. In Value Theme, the idea is to invest in fundamentally strong companies where the intrinsic value is more than the current market price. In the case of Momentum Theme, the key lies in identifying momentum stocks that could deliver healthy returns in the medium term. Rational Stock Selection Process: In Value Theme the stock selection centres around investment ideas with a sufficient margin of safety so that even a mediocre sale fetches good returns. The Momentum Theme adopts a two-pronged selection strategy of identifying large and mid cap stocks that fit our pre-defined criteria.
Maximum Transparency / Convenience: Motilal Oswal provide investors with monthly transaction statements and portfolio statements detailing the gain/loss made. Furthermore, they also provide a CA certified statement of yearly gains/losses and dividend income to ease your Income tax work.
Different Fee structures: Investor may either opt for a fixed management fee or a combination of a lower fixed fee and sharing a percentage of the profits.
Motilal Oswal Products & Services:
You can avail of the following products/services through us:
• Equities/Derivatives.
• Mutual Funds.
• Systematic Investment Plans (SIPs).
• IPOs.
• Portfolio Management Services.
Portfolio Management Services:
In today's complex financial environment, investors have unique needs which are derived from their risk appetite and financial goals. But regardless of this, every investor seeks to maximize his returns on investments without capital erosion.
While there are many investment avenues such as fixed deposits, income funds, bonds, equities etc…. It is a proven fact that Equities as an asset class typically tend to outperform all other asset classes over the long run.
Investing in equities, require knowledge, time and a right mind-set. Equity as an asset class also requires constant monitoring may not be possible for you to give the necessary time, given your other commitments.
Motilal Oswal recognize this, and manages client’s investments professionally to achieve specific investment objectives, and not to forget, relieving them from the day to day hassles which investment require.
Motilal Oswal Securities Ltd brings with more than 2 decades of experience & expertise in equity research and stock broking. We are one of the leading portfolio service providers, with asset under management worth Rs. 590 Crores.
When clients invest through MOSt PMS, they can be assured of the best research being used for the investment decisions. Our equity research has been consistently ranked very highly in surveys conducted by leading international publications like “AsiaMoney” and “Institutional Investor”. They have been rated by AsiaMoney as “ Independent Research – Local Brokerage” for the year 2006.
Motilal Oswal currently offers the following schemes, with different approaches to managing client’s investments.
1. Value Portfolio
2. Bull’s Eye Portfolio
3. Next Trillion Dollar Opportunity Portfolio
1. Value Portfolio:
• Overview
Value Portfolio is meant for investors with a Long Term investment horizon in the Indian Equity Markets. Discovering an original investment idea involves deep and meticulous analysis to discover the hidden true values.
The portfolio’s investments philosophy revolves around finding value. As such, the investment philosophy is not dependent on the market trends but banks on the power of the intellect.
A business is prudently picked for investment after a thorough study of its underlying hidden long-term potential. To purchase a piece of great business at a fraction of its true value is the discipline.
The Fund manager, Mr. Raamdeo Agarwal conservatively picks 12 to 15 value stocks for a portfolio with a long-term investment philosophy, keeping the portfolio churn very low and high margin of safety. The aim of the theme is to maximizing post tax returns.
• Portfolio Objective
The Portfolio aims to deliver superior wealth creation by way of long term compounding effect, with investments in good businesses run by great business managers.
• Portfolio Characteristics
Value based stock selection
Investment Approach : “Buy & Hold”
Investments with Long term perspective
Aim to Maximize post tax return due to Low Churn
Focused portfolio construction
Capital preservation consciousness*
* No capital guarantee
• Investment Philosophy
Identify and purchase a piece of great business at a fraction of its true value.
Investments with a Long-term investment View. The fund manager strongly believes that “Money is made by Sitting”
Investments are identified by a Bottom up Approach. The aim is to identify potential long-term wealth creators by focusing on individual companies and their management bandwidth.
Margin of Safety
• Portfolio Tenure
Long Term (3 – 5 Years)
• Investor Profile
Investors who like to invest with a Long-term wealth creation view.
• Bull’s Eye Portfolio
• Overview
Bull’s Eye PMS Portfolio under is designed to invest in stocks with short-medium term perspective, for a minimum 15-20% move. The investment philosophy is to find “Momentum in Value”. It follows an active process driven method of profit booking and is parked temporarily in the safety of liquid mutual funds/ exchanges traded liquid funds till further opportunities are identified.
The stock selection lays greater emphasis on companies which good corporate governance and excellent management track record. It would participate in emerging sector and turn around stories so as to participate and capture sharp rallies.
• Portfolio Objective
The Scheme aims to deliver superior returns in Low to medium term by investing in fundamentally strong stocks with momentum approach, coupled with active profit booking.
• Portfolio Characteristics
Investment Approach : “Momentum in Value”
Investments with Short-Medium term perspective.
Regular Profit Booking
Ability to sit on cash
• Investment Philosophy
Investment in Momentum Sectors
Identifying the right Sector and right Company with a scalable business managed by competent managers. To look out for companies with transparency, execution capability and Management Bandwidth.
Investments in market Leaders, who have the Vision to make it big.
• Investment Strategy
The investments timing is event based and doe not take help of technicals. Buying when the stock is just ripe to begin its big move upwards or vise versa.
The investments are done with a predefined price targets and portfolio follows an active process of Profit Booking.
In absence of investment opportunities, funds are temporarily parked in the safety of liquid mutual funds or exchange traded Liquid fund.
• Portfolio Tenure
Medium Term 1 Years.
• Investor Profile
Investors who like to invest in value stocks and capitalize on the periodic upside by an active process of profit booking.
• Next Trillion Dollar Opportunity Portfolio
• Overview
The portfolio is designed to invest in themes /stocks in the small and mid cap segment which are going to be a part the “NEXT TRILLION DOLLAR GDP GROWTH”. The Portfolio would target to invest in Small & Mid Cap Opportunities which have the potential of delivering above-average growth over the next 2-3 years.
The investment philosophy is to invest in stocks which are available at reasonable valuations and promise more than average growth. The portfolio would aim to identify emerging themes. The Portfolio would attempt to identify emerging themes early and exit when these when they are fairly discounted.
MOSt firmly believes that markets rewards consistent growth over a period of time and only after critical size has been achieved by the company. For any stock to get recognized by the Market and get a desired Valuation one has to wait for the right “Trigger Point”. Perception Re-rating happens due to:
Increased Sales volume
Consistent Growth
Better Margins
Growing stakeholders confidence
• Portfolio Objective
The Product aims to deliver superior returns by investing in Small & Mid cap ideas that are part of the next Trillion Dollar GDP growth opportunity.
• Portfolio Characteristics
Investments in Small and Mid-cap Stocks
Bottom Up Stock Picking Approach
Focused Theme Portfolio
Investment Horizon - Long term (2 to 3 Yrs)
Benchmark: - CNX Mid Cap
Buy and Hold Philosophy – low portfolio churn
Open Ended Portfolio with Exit Fee
Quarterly Disclosure Of Portfolio
• Investment Philosophy & Strategy
High Growth Story
Sector and Companies which promise a higher than average growth
Reasonable Valuation
Invest in high growth companies at reasonable price / value
Emerging Themes
Focus on Identifying Emerging Stocks / Sectors
Buy & Hold Strategy
The Portfolio shall focus on above philosophies and hold them till it realizes it true market potential.
Wealth is created by sitting.
• Portfolio Tenure
Long Term (3 Years)
• Investor Profile
Investors who would like to invest in opportunities with a long term view in high growth, undervalued stocks in emerging themes.
Benefits of Portfolio Management Service
Professional Management
The service offers professional management of client’s equity investments with an aim to deliver consistent return with an eye on risk. .
Risk Control
Well defined investment philosophy & strategy acts as a guiding principle in defining the investment universe. MOSt have a very robust portfolio management software that enables the entire construction, monitoring and the risk management processes.
Convenience
Our Portfolio Management Service relieves you from all the administrative hassles of your investments. We provide periodic reports on the performance and other aspects of your investments.
Constant Portfolio Tracking
MOSt understands the dynamics of equity as an asset class, so they track client’s investments continuously to maximize the returns.
Transparency
Clients will get account statements and performance reports on a monthly basis. That’s not all; web access will enable them to track all information relating to their investment on daily basis. A password protected web login, will enable them to access details their investment on click of a button.
The following portfolio reports are accessible online:
• Performance Statements
• Portfolio Holding Reports
• Transactions Statements
• Capital Gain / Loss Statements
Dedicated Relationship Manager
The Relationship manager will help you carefully understand your financial goals and advise the right product mix. The relationship managers, the one point contact will bestow personalized service and ensure that you receive periodic updates, and account performance reports.