Motilal Oswal Mutual Fund
Overview:
Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company established on November 14, 2008, under the Companies Act, 1956. With its registered office in Mumbai, it serves as the designated Investment Manager for Motilal Oswal Mutual Fund, following the Investment Management Agreement (IMA) dated May 21, 2009.
Regulatory Compliance:
MOAMC is registered with SEBI under the SEBI (Portfolio Managers) Regulations, 1993, as a Portfolio Manager (Registration No. INP000000670). The company ensures that its portfolio management services do not conflict with the mutual fund operations.
Business Activities:
In addition to managing mutual funds, MOAMC may engage in advisory services for offshore funds, financial consultancy, and research exchange, provided these activities align with SEBI regulations and do not conflict with mutual fund operations.
Leadership:
The Board of Directors of MOAMC comprises distinguished professionals with diverse experience, enhancing the company's governance and strategic direction.
Motilal Oswal Mutual Fund
Reach and Clientele:
Motilal Oswal Mutual Fund is one of India's prominent asset management companies, with active operations in over 600 locations nationwide. It serves more than 900,000 clients and operates from over 2,400 offices, offering a diversified portfolio of financial services.
Investment Offerings:
As of now, Motilal Oswal Mutual Fund manages 34 schemes, which include:
- Equity Schemes: 14
- Debt Schemes: 5
- Hybrid Schemes: 5
The fund boasts a net Assets Under Management (AuM) of INR 45,993.97 crores.
Trustee and Sponsor Information
Motilal Oswal Trustee Company Limited (MOTCL):
Incorporated on November 14, 2008, MOTCL acts as the trustee for Motilal Oswal Mutual Funds, ensuring compliance with SEBI regulations and overseeing the operations of the AMC.
Motilal Oswal Financial Services Limited (MOFSL):
The sponsor of Motilal Oswal Mutual Funds, MOFSL is a diversified financial services provider headquartered in Mumbai. Established in May 2005, it offers a range of services, including retail brokerage, private wealth management, investment banking, and institutional asset management. With a clientele of around 900,000, many of whom are High Net Worth individuals, MOFSL plays a significant role in India's financial landscape.
Historical Milestones
- First Mutual Fund Launch: MOAMC launched its inaugural mutual fund in 2010, coinciding with MOFSL surpassing INR 1,000 crore in net worth.
- NASDAQ Bell Ringing: MOAMC became the first AMC to ring the NASDAQ Stock Market opening bell in 2011.
- PMS Milestone: In 2016, MOAMC crossed the $1 billion mark in PMS assets and equity mutual funds.
- International Expansion: Later in 2016, the company expanded globally with the launch of the Motilal Oswal India Fund (MOIF).
- Remarkable Growth: By the end of 2016, MOAMC achieved $2.5 billion in equity assets, showcasing 150% growth in just a year.
With its commitment to excellence in asset management and innovative financial solutions, MOAMC continues to strengthen its position in the Indian mutual fund industry.
Step by Step Guide to invest in
Motilal Oswal Mutual Fund
How to Invest in Motilal Oswal Mutual Funds online with Miles Wealth?
Investing in Motilal Oswal Mutual Funds through Miles Wealth is a simple, quick, and secure process, designed to give you full control over your investment decisions. Whether you prefer to explore curated fund recommendations tailored to your risk profile and financial goals, or select funds from a wide range of options, the process is straightforward.
Here's a step-by-step guide to get started:
Step 1: Download the Miles Wealth App
Start by downloading the Miles Wealth app. If you're an existing user, simply log in. New users can complete a quick and seamless registration process to create their account.
Step 2: Complete Your KYC
KYC (Know Your Customer) is a one-time, mandatory requirement to start investing. It is a fast, easy and online process that typically takes around 5 minutes. Keep your PAN card, Aadhaar card, bank account details, and Digilocker credentials handy to ensure smooth completion.
Step 3: Set Up Nominee Information
Add nominee details and allocate percentages. If you are assigning just one nominee, allocate 100%. If there are multiple nominees, distribute the percentage allocation accordingly.
Step 4: Browse or Search for Mutual Funds
You can either search for a specific mutual fund or explore our personalized collections, which are curated based on your risk tolerance and financial objectives. If you prefer, you can modify the recommendations and invest in any fund or AMC of your choice.
Step 5: Choose Investment Type (SIP or One-Time)
Decide whether to invest through a Systematic Investment Plan (SIP) or as a one-time investment. Enter your desired investment amount. For SIPs, choose the date for monthly debits from your bank account. To make the process even easier, we recommend setting up an e-mandate for automatic monthly investments.
Step 6: Review and Confirm Your Investment
Before finalizing, review your investment details, then confirm the order and make the payment. That's it! You have successfully invested.
Step 7: Track Your Portfolio
Once your investment is confirmed, it will reflect in your Miles Wealth account within 3-4 working days. You can track the performance of your portfolio and manage your investments directly from the app.
Need Assistance?
If you encounter any issues or have questions, our support team is ready to help. Simply drop us an email at support@mileswealth.in, and we'll get back to you promptly.
Why Choose Miles Wealth?
- Personalised Investing: We suggest funds that match your financial goals and risk level, making investing easy and personal.
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- Regular Funds: We are AMFI Registered Mutual Fund Distributor, and we offer regular funds that align with your risk tolerance to help you achieve the best possible portfolio returns.
P.S. We earn only 0.5%-0.75% annually on the AUM we manage - so it's not expensive.
Your journey to wealth creation is just a few clicks away. Start investing with confidence today!
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Best Fund Managers at
Motilal Oswal Mutual Fund
Fund Manager
Ajay Khandelwal
Atul Mehra
Rakesh Shetty
Niket Shah
Rouhak Shah
Santosh Singh
Sunil Sawant
Swapnil P Mayekar
Years with AMC
0.8
0.7
1.9
6.6
2.2
2.8
0.3
5.2
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