Motilal Oswal PMS Portfolio Management Services

Explore SEBI-registered PMS strategies, compare themes and focus areas, and connect with Wealth North for product information and onboarding steps.

View Strategies
SEBI Reg.
SEBI Registration No. INP000000670
AUM
₹13564 Cr+
As on 31 Jan 2026
Clients
13563
As on 31 Jan 2026
Source: SEBI Disclosure

Strategies by Motilal Oswal PMS

Explore strategies available via Wealth North. Click View Details to learn more.

Motilal Oswal Ethical Strategy-PMS

Motilal Oswal Asset Management Company

Equity Open Ended

Min Investment: ₹50 Lakhs

3Y CAGR
16.27%
5Y CAGR
N.A.
View Details

Motilal Oswal India Growth Strategy-PMS

Motilal Oswal Asset Management Company

Equity Open Ended

Min Investment: ₹50 Lakhs

3Y CAGR
N.A.
5Y CAGR
N.A.
View Details

Motilal Oswal Mid to Mega Strategy

Motilal Oswal Asset Management Company

Mid and Mega Cap

Min Investment: ₹50 Lakhs

3Y CAGR
25.69%
5Y CAGR
26.19%
View Details

Motilal Oswal-Value Migration Strategy

Motilal Oswal Asset Management Company

Multicap Equity

Min Investment: ₹50 Lakhs

3Y CAGR
24.98%
5Y CAGR
23.12%
View Details

Motilal Oswal Founders Portfolio-PMS

Motilal Oswal Asset Management Company

Open Ended Multicap Equity

Min Investment: ₹50 Lakhs

3Y CAGR
N.A.
5Y CAGR
N.A.
View Details

Next Trillion Dollar Opportunity Strategy

Motilal Oswal Asset Management Company

Multicap Equity

Min Investment: ₹50 Lakhs

3Y CAGR
14.34%
5Y CAGR
11.11%
View Details

Need help selecting the right PMS strategy?

Connect with Wealth North to review strategy details, minimums, documentation requirements, and onboarding steps.

Contact Wealth North Team

About Motilal Oswal PMS

Motilal Oswal Portfolio Management Services (PMS) is a SEBI-registered portfolio manager known for its research-driven investment philosophy and long-term wealth creation approach. The firm focuses on identifying high-quality businesses with sustainable competitive advantages and strong earnings visibility.

Motilal Oswal PMS strategies are typically structured for high-net-worth individuals (HNIs) and family offices seeking concentrated, conviction-led equity portfolios with direct ownership of securities in their demat accounts.

With a strong research framework and differentiated thematic strategies, Motilal Oswal PMS aims to generate superior risk-adjusted returns across market cycles. The PMS platform is regulated by SEBI and generally requires a minimum investment of ₹50 lakhs as per regulatory norms.

Key Details

SEBI Reg.
SEBI Registration No. INP000000670
Legal Name
Motilal Oswal Asset Management Company
Registration Date
16 Sep 2014
Website
Visit website
Email
amc@motilaloswal.com
Phone
+91-22-40548002
Registered Address
10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Prabhadevi,MUMBAI,,MAHARASHTRA,INDIA,400025

Key Personnel

Meet the investment professionals behind the strategy.

Vaibhav Agrawal
Vaibhav Agrawal
CIO & Fund Manager - PMS & AIF (Alternates)
Abhishek Anand
Abhishek Anand
PMS Manager
Dhaval Mukesh Mehta
Dhaval Mukesh Mehta
PMS Manager

Portfolio Management Services (PMS) – FAQs

PMS is a tailored investment solution where a professional portfolio manager constructs and manages your investments across equity, debt, or structured products based on your financial profile and goals.

As per SEBI, the minimum investment in PMS is ₹50 lakhs, either through funds or existing securities.