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private wealth management

When it comes to managing wealth, options come in various shapes and sizes. Only knowledge helps to identify the correct shape, your portfolio should take for it to grow. At Motilal Oswal Private Wealth Management, we use knowledge to identify the right mix of Fund Managers across asset classes to ensure that you have a winning portfolio.


The process of winning portfolios consists of 3 parts:

1.Our 20+ member strong product research and advisory team identifies simple and well researched products keeping you at the center of every recommendation

2.Our proprietary 4C Fund Manager process selects winning fund managers from products identified

3.Regular knowledge interaction through Wealth Managers, empowered with the science and art of investing. In addition to these interactions, you also experience new insights and ideas on wealth creation through our exclusive knowledge events.

As of Sept 2017, we manage the wealth needs of over 2300 HNI families through a 145+ member team across 9 cities with assets under advisory of over Rs. 12,900 Crore.

 

Our holistic view to private wealth management coupled with a product agnostic approach and transparency helps us provide a responsible advisory experience.

Our Advisory Approach - A comprehensive 5-step process to serve your financial needs

Our Value Proposition - From personalized advice to exceptional experience

Business Highlights
  • AUM of over 12,900 Crores
  • Presence in Mumbai, Kolkata, Delhi, Pune, Ahmedabad, Bengaluru, Hyderabad & Chennai
  • Launched India's first Advisory Index which will help clients track the value addition by an advisor objectively - an Industry First
people
  • Vijay Goel CEO, MOPWM

    Vijay Goel started his career as a management trainee with Birla Global Finance. He spent 11 years with Aditya Birla Group Financial Services where he worked with Birla Global Finance, Birla Mutual Fund and Birla Sun Life Distribution Company.

    He was the head of insurance distribution from 2002 to 2004. He then moved to head the PCG and Direct Retail group of Birla Sun Life Distribution.

    Vijay also had a short stint with Dawnay Day AV Financial Services as Sr. Vice President and Jt Country Head for Distribution and Equity Broking.

    He is a qualified Chartered Accountant (Rank holder) and also a Cost Accountant.

    Vijay joined MOFSL in 2007 and heads the Private Wealth Management business of MOFSL.