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 16 years of PMS track record, 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.
Mr.
Manish Sonthalia serves as the Chief Investment Officer - Equities with Motilal
Oswal Asset Management. Manish Sonthalia heads Equity Portfolio Management
Services at the same. He has more than 22 years of experience across equity
fund management and research covering Indian markets. Before joining Motilal
Oswal, he served as a Vice President of SKP Securities Ltd and Wealth
Management Advisory Services Ltd until 2004.
Manish Sonthalia holds a Bachelor Degree in
Commerce from St Xavier’s College, Kolkata and is a member at The Institute of
Cost & Works Account of India, The Institute of Chartered Accountants of
India and The Institute of Company Secretaries of India. He has completed his
Masters of Business Administration in Finance from IISWBM. He has authored many
research papers, articles and has been interviewed by leading media channels
like NekkeiJapan, Newsweek UK, and CNBC TV 18 India, ET Now India, Bloomberg TV
India and others.
Mr. Rakesh Tarway has more than 18 years of experience in equity markets, with focus in identifying emerging businesses in the Small & Midcap segment. Earlier he has worked as Head of Research at Motilal Oswal Securities and Reliance Securities. Rakesh has Masters in Management Studies from Jamnalal Bajaj institute of Management Studies (JBIMS).
Mr
Shrey Loonker currently serves as the Senior Vice President – Fund Manager, PMS
at Motilal Oswal. He has done Chartered Accountancy from ICAI Mumbai in 2005 and
CFA from CFA Institute, USA in 2009. He has an overall 13 years of experience. He
was associated with Reliance Nippon Life Asset Management Ltd, in his last role;
Reliance Banking as Fund Manager for 11 Years and with Ernst & Young Pvt
Ltd, India in Global Taxation Advisory Services for 2 years.
BOP Strategy will invest in a high conviction concentrated portfolio of minimum 20 stocks. High Conviction portfolio which will invest across market capitalization and will primarily focus on Consumer Discretionary, Private Banks and NBFC, Agriculture, Affordable housing , GST Beneficiaries. . Investment Philosophy-Buy Right Sit Tight & QGLP (Quality of business, Quality of management/ Growth / Longevity / Price)
To Know the Strategy Performance Click Here ...IOP 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. Investment Philosophy-Buy Right Sit Tight & QGLP (Quality of business, Quality of management/ Growth / Longevity / Price)
To Know the Strategy Performance Click Here ...IOP V2 Strategy aims to deliver superior returns by participating in India Investment and consumption Growth Story by investing around 25 stocks. Key themes are Affordable housing, Unorganized to Organized, Rural Economy, and Value Migration. Investment Philosophy-Buy Right Sit Tight & QGLP (Quality of business, Quality of management/ Growth / Longevity / Price)
To Know the Strategy Performance Click Here ...NTDOP 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 with Mid cap and Large cap biased. Investment Philosophy-Buy Right Sit Tight & QGLP (Quality of business, Quality of management/ Growth / Longevity / Price)
To Know the Strategy Performance Click Here ...Value strategy Portfolio consists of around 20 stocks large cap biased and 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 Philosophy-Buy Right Sit Tight & QGLP (Quality of business, Quality of management/ Growth / Longevity / Price)
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