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Motilal Oswal Ethical Strategy

Motilal Oswal Asset Management Company Limited

About Company

MOFSL was founded in 1987 with 2 employees as a sub-broking unit with their main focus of customer-first attitude, ethical and transparent business practices, and many more. Today Motilal is a diverse firm that is working on a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency Broking, Home Finance, etc. Motilal has clients of retail customers, mutual funds, foreign institutional investors, financial institutions, corporate clients, etc. They have more than 44,00,000+ customers across the globe. They make every decision with solid research at present they have 25+ research analysts researching over 250 companies across 20 sectors.

Why Ethical

  • Risk sharing principle protects parties and, in turn, society from questionable social and financial practices
  • Overall debt ratio is capped and interest-bearing transactions are limited under the guidelines

 

ESG Investing Parallels

  • Strategy draws multiple parallels with ESG Investing due to its foundation of promoting social responsibility by promoting stewardship, social responsibility, and value creation
  • Additional layer of balance sheet screening and low leverage

 

For Investors

  • Strategy well positioned to cater to community investment guidelines, e.g., Muslims & Jains
  • Segments which have a negative societal opinion are naturally avoided (tobacco, alcohol, pork, gambling, inappropriate media etc.)
  • Socially responsible and governance-conscious investors as part of ESG Investing

The 4 P’s

 

Philosophy

India’s only fund house with a documented investment philosophy carefully honed by 25 consecutive years of Wealth Creation Studies

 

Professionals

a 12-member-strong Research Team & a 25 member Investment Team with a wealth of investing experience

 

Process

Continuously evolving through insights and a knowledge-based culture – 25 frameworks developed that provide an investment edge

 

Performance

17-year legacy of identifying Multi-baggers (Vision to See +Courage to Buy +Patience to Hold) across mandates

Market Cap Breakup

 

Large cap

30%

Mid-cap

29%

Small cap

40%

Total Long Equity Exposure

99%

 

Your Portfolio’s Best Decisions Start Here

Every smart outcome begins with a smart choice. At AltPort, your portfolio is built on choices that are researched, reasoned, and ready for market shifts. If you want investing that feels grounded and structured, we’re here.

 

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AltPort Fund Insights

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Fund Manager

Raamdeo Agrawal

Chairman and One of India’s Most Respected Investing Minds Equity investing is complex. A checklist is an excellent tool to bring discipline to the process. The 25 questions here and the 25 related frameworks are a good starting point for an investor to create their own checklist over time. Time is a friend of good companies and enemy of bad companies. In 25 years, successful companies grow to unimaginable levels in sales, profits and market cap. Stock returns are slaves of earnings power and growth. In the very long run, valuations matter less. Over 50% of current market cap is made up of listings post 1995.

Prateek Agrawal

Prateek Agrawal

Mr Prateek Agrawal is responsible for Business and Investment Strategy during his job at Motilal Oswal Asset Management.  He has a rich experience of over 28 years in fund management and equity research. He joins MOAMC from ASK Investment Managers, where he served as the Business Head and Chief Investment Officer. Prior to that, he worked with Bol AXA Mutual Fund and BNP Paribas Mutual Fund as Head of Equity and Head of Research at SBI Capital Markets.

Featured Presentations

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Startup as an Investment Asset Class | AIF & PMS Experts India | Finvolve Ventures Private Limited

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Interaction with @Shankar Sharma and Devina Mehra | First Global on Ask the Expert Show

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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.

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