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private wealth management

At Motilal Oswal Private Wealth Management we help synchronize three critical forces – Individuality of Needs, the Financial Environment and a variety of Advisory Solutions to choose from. We achieve harmony by skillfully developing the balance between these forces, through timely advice that helps grow, preserve and transmit wealth for future generations. Thus, in each key area of Private Wealth Management, Growth, Preservation and Transmission, we help to knit together a unified and holistic plan designed around your particular needs & objectives in an ethical manner. As of Sept 2017, we manage the wealth needs of over 2100 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.