Motilal Oswal AMC

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

Director & CIO, PMS

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. Shrey Loonker

Fund Manager, PMS

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.

Mr Susmit Patodia

Fund Manager

Susmit Patodia has total work experience of 15 years out of which 13 are in the Equity markets. He has worked with Franklin Templeton, Accenture Consulting, Edelweiss Capital and for the last 9 years at Motilal Oswal. He completed his PGDBM from IIM Bangalore in 2005. He is co-managing the fund since Feb 2019

Strategy

MOTILAL OSWAL - BOP - MULTI CAP

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)

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Motilal Oswal - Focused Midcap - MID CAP

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MOTILAL OSWAL - IOP - SMALL & MID CAP

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)

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MOTILAL OSWAL - IOP V2 - SMALL & MID CAP

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)

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MOTILAL OSWAL - NTDOP - MULTI CAP

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)

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MOTILAL OSWAL - VALUE - LARGE CAP

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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