Motilal Oswal Wealth Management

 Among many different services, Motilal Oswal Wealth Management service is introduced to provide services for wealth management to big corporations, institutions as well as individuals who fall in the group of high net worth or ultra net worth categories.

The services are being introduced by the Motilal Oswal Private Wealth Management (MOPWM) that belongs to the well known and experienced financial services company, the Motilal Oswal group in the year 2007.

It has a team size of more than 200 members spread across 9 cities in India who cater to the wealth management requirements of more than 3000 high net worth families.

Overall, they handle assets of more than Rs. 15,000 crores. These figures are as of March 2020. They have also been awarded as the Best Boutique Wealth Manager for two years in a row.

Motilal Oswal Wealth Management Review

Motilal Oswal is the full-service stockbroker that has a separate firm for offering wealth management services.

Under this, it offers different products and services across different asset classes including equity, alternate, credit solutions, will making, property advisory, etc.

The team of Motilal Oswal Wealth Management uses their knowledge to come forward with a better understanding to display the correct shape of the wealth. Using the right strategies put forward with the winning portfolio of asset management.

In general, the winning portfolio of wealth management in Motilal Oswal consists of 3 parts:

• The strong team of 20+ members of the research and advisory team does analysis to identify the simple and well-researched products keeping you at the centralized position.
• Next to the proprietary 4C Fund Manager selects the fund manager from products identified.
• The wealth manager with great knowledge regularly interacts with you to offer you insights and ideas on wealth creation.

With the strong research points and support the research team always come forward with better plan and strategies that help you in creating and managing your wealth.

In all, the overall process help client to gain systematic advice, a flawless review mechanism process that helps in evaluating investments and other risk-adjusted returns.

The continuous approach of wealth managers comes with technological support and offers you the research reports that help in enhancing the experience of the customer.

Thus, the Motilal Oswal Research team provides different kinds of type of reports to its clients, which makes their trading happy and hassle-free.

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Motilal Oswal Wealth Management Products

Motilal Oswal team believes in managing the clients’ wealth by making a winning investment strategy covering different asset classes. They help in identifying the right opportunities to invest in different fund managers according to the specific requirements of their clients.

They also help in enhancing the knowledge of their clients about different strategies of wealth-creating and management by organizing various knowledge events. Motilal Oswal Wealth Management provides technological support to its clients in order to check their portfolios and research reports.

There are different categories of products through which Motilal Oswal Wealth Management manages their clients’ money. Some of them are being discussed below –

1) Professional Money Managers- This category consists of investments in mutual funds or alternative investment funds, etc.

2) Trading- This is a common and conventional method of making good returns from the capital invested. Trading can be done in equity, commodities, currency, etc.

3) Credit Solutions- This category consists of options like IPO financing, loans against property and mutual funds or shares, ESOP funding, etc.

4) Alternative assets- This category involves investments through private equity, real estate, and structured products, etc.

If you are interested in investing in Mutual funds, with Motilal Oswal Mutual Fund SIP you can have a systematic investment plan and invest according to your convenience.

Also, read Motilal Oswal Intraday Margin.

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Motilal Oswal Wealth Management Services

Motilal Oswal Wealth Management is into providing services to their clients which can also be categorized into different groups. Some of their common services are being listed below –

1) Investment banking services
2) Offshore advisory and solutions
3) Hedging and insurance advisory services

Other than these services, Motilal Oswal Wealth Management also provides ancillary services to their clients. These services consist of advisory on tax and legal issues.

The other specialized services of Motilal Oswal Wealth Management are listed below –

Family Office- Motilal Oswal Wealth Management team specialized for family office solutions provides personalized services for high net worth families in order to help them not only protecting the wealth but also grow it at a decent pace.

They help in planning about the inheritance people want to pass on to their chosen beneficiaries. The time and manner of the passing of the inheritance are planned in advance with the help of the Motilal Oswal Wealth Management team. At the same time, they also help the family in setting up a governance system based on their shared values.

Planning about Estate and Trust- Motilal Oswal Wealth Management team helps in organizing and structuring the family assets. This is done in 3 steps. 

The first step is to identify the aims and objectives of estate planning. The next step is to right tools to achieve those objectives. Some of the tools are business governance structures, Private Trust, Wills, etc. And the last and final step is to execute the formulated strategy properly and effectively.

Advisory Services Related to Property related Matters- Generally, the portfolios of HNIs and UHNIs have substantial investments in real estate or properties. Motilal Oswal Wealth Management team has good relationships with property developers & other institutions because of which their advisory services prove to be quite beneficial to their clients.

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Motilal Oswal Wealth Management Login

If a client decides to open an account with Motilal Oswal Wealth Management, they will be provided with a unique username or a client code along with a password to access the Motilal Oswal Terminal page.

This login information is to be used every time the account needs to be gained access to. This login information is highly confidential and needs to be kept private at all times.

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Open the Demat account for free to reap investment benefits

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Motilal Oswal Wealth Management Address

With branches spread in 9 cities, you can easily reach them to avail of their services. You can easily find Motilal Oswal near me branch. You can create your financial plan, removes financial stress, grab the personalized wealth management services, and of course the personalized solutions.

Here are the address details of the Motilal Oswal Private Wealth Management.

 

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Conclusion 

Motilal Oswal Wealth Management is a financial services company that helps HNIs and UHNIs, corporate and institutions not only in preserving their wealth but also grow it at a good rate. Motilal Oswal Wealth Management helps in various aspects of making investments in different asset classes.

The different aspects of wealth management include the formulation of a financial strategy keeping in mind the financial objectives, deciding upon the right mix of different financial instruments and asset classes, and implementing the financial strategy. Their specialized products and services should be carefully analyzed before deciding to take on their advisory services.

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