Motilal Oswal PMS Vs Unifi PMS

PMS Comparisons

Motilal Oswal PMS Vs Unifi PMS (Portfolio Management Services) is one of those comparisons you might be looking for in case you are really serious about getting Portfolio management services for your capital.

Well, you have landed at the right spot!

In this detailed comparison, we will be talking about some of the specific areas you must be looking at and considering before making the final call about which financial house you want to end up with.

To give you a background, Motilal Oswal PMS is known to provide reasonable returns, comes with a strong management team and has customized portfolio management strategies to offer depending on the client requirements.

At the same time, Unifi PMS came into the existence back in the year 2001 and today, it has an in-house research team that works cohesively with its investor clients. Depending on the client requirement, this PMS house works on either Unifi High Yield Fund or Unifi Green fund investment strategy towards bringing corresponding returns to the business.

Although the returns are around average, the commissions charged are not that high either.

While comparison Motilal Oswal PMS Vs Unifi PMS at length, we will be looking at the following areas:

Company Background
PMS Strategies
Yearly Returns Expectations
Commission% across Models
Other/Hidden Charges
Features
Pros/Cons

This comparison will certainly help you to take an objective decision and not get biased by what sales team of each of these businesses has to say.



OVERVIEW
Incorporated In the Year	1987	2001
Founders	Mr Ramdeo Agrawal and Mr Motilal Oswal	Sarath Reddy
Company Type	Private	Private
CRUCIAL CONSIDERATIONS
PMS Strategies	Value strategy, Next Trillion-Dollar opportunity, India opportunities portfolio strategy	Unifi High-yield fund Unifi Green fund
Commission Models	Prepaid commission, Volume-based commission, Profit sharing commission	Prepaid commission, Volume-based commission, Profit sharing commission
Investment Plans	Bronze (₹25L – ₹50L) Silver (₹50L – ₹1 Cr) Gold (₹1Cr – ₹5 Cr) Platinum (₹5 Cr & above)	Bronze (₹25L – ₹50L) Silver (₹50L – ₹1 Cr) Gold (₹1Cr – ₹5 Cr) Platinum (₹5 Cr & above)
Customer Support TAT for Issue Resolution	7 Business Days	14 Business Days
Active Clients	20,624	7,000+
ADB Rating (out of 10)	8.5	7.6
RETURNS
3 Years	13%	9%
5 Years	12%	10.5%
7 Years	17%	12%
10 Years	20%	13%
More than 10 Years	25%	13.5%
Prepaid Model Commission (% of Investment)
₹25L - 50L	1.7	1.55
₹50L - 1CR	1.5	1.45
₹1CR - 5CR	1.3	1.25
₹5CR & above	1.1	1.05
Volume-based commission (% of Volume)
₹25L - 50L	0.20	0.155
₹50L - 1CR	0.18	0.145
₹1CR - 5CR	0.16	0.125
₹5CR & above	0.14	0.105
Profit sharing based (% of Profit)
₹2.5L - 5L	20	23
₹5L - 10L	18	21
₹10L - 50L	16	18
₹50L & above	14	15
Other Charges
Upfront Fees	1%-2% based on Asset value	0.85%-1.45%
Brokerage	0.01%-0.05%	0.006%-0.016%
Depository Charge	0.15%-0.20% of asset value	0.08%-0.15%
Custodian Charge	0.3%-0.4%	0.15%-0.25%
Exit Load Fee	Exit within a Year: 1% to 2% Exit After a Year: 0.05%	Exit within a Year: 0.75%-1.15% Exit After a Year: No Charges
FEATURES
Team Background
Returns
Offerings Range
Charges
Customer Support
Pros	Old Name in the Business Strong Returns Resonable Charges Quick Customer Support	Flexible Commission Model Experienced Team Innovative Investment Strategies
Cons	Room to add more financial products	Returns can be Improved

Hopefully, with this Motilal Oswal PMS Vs Unifi PMS comparison, you were able to figure out the PMS that suits you better than the rest. If in case you need assistance in PMS provider selection, let us help you in taking the next steps forward: