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private wealth

Our Private Wealth business was instituted in the year 2007 to cater to Corporates/ Institutions, High Net Worth and Ultra High Net worth Individuals. We use knowledge to identify the right mix of Fund Managers across asset classes to ensure a winning portfolio. Our offering includes products and services across platforms and asset classes from equity, alternate, credit solutions, estate planning, will making, property advisory to family office.


When it comes to managing wealth, options come in various shapes and sizes. Only knowledge helps to identify the correct shape. At Motilal Oswal Private Wealth (MOPW), we use knowledge to identify the right mix of Fund Managers across asset classes to ensure that a winning portfolio.

For further details write to us at privatewealth@motilaloswal.com

 

Call us on 022-38464711/7045355679/9819592229

The process of winning portfolios consists of 3 parts:


  • Our strong product research and advisory team identifies simple and well researched products keeping client at the center of every recommendation.

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

  • Regular knowledge interactions through Wealth Managers empowered with the science and art of investing. In addition to these interactions, we also provide client with new insights and ideas on wealth creation through our exclusive knowledge events.


In addition to these interactions, you also experience new insights and ideas on wealth creation through our exclusive knowledge events.

Business Highlights

    • AUM of over Rs. 1,57,000 Crores as of 30th Sept 2024.

    • Team of 585 trained Wealth Managers serving 13,448 HNI & UHNI Customers.

    • Bolstered leadership team with Mr. Anupam Guha and Mr. Akash Hariani joining to strengthen Ultra HNI and Family Office offerings.

    • Honoured with "Best Wealth Manager - India" at The Asset Triple A Private Capital Awards 2024.

    • Awarded as “Outstanding RM Training and Development Programme - Highly Commended” award at Private Banker International Global Wealth Awards 2023.

people
  • Ashish Shanker Managing Director & CEO

    Ashish Shanker has completed the Senior Leadership Program at Harvard Business School and is an HBS alumni. A Business Management graduate of the University of Bangalore in India, he began his capital market career as a research executive for a leading regional brokerage firm. Subsequently, he worked in the asset management industry for over six years and the last 12 years in advisory, research, and product roles across wealth management platforms, including head of an investment advisory at Standard Chartered Private Bank and Senior Director at Sarasin Alpen, India. He has won several accolades during his stint at these organizations.


    Ashish Shanker enjoys reading, playing table tennis, and listening to music outside of his professional duties. He has represented Maharashtra and Bangalore University in Table Tennis at the countrys highest level and won several championships.

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Motilal Oswal Financial Services Limited. (MOFSL) Member of NSE, BSE, MCX, NCDEX - CIN no.: L67190MH2005PLC153397

Registered Office Address: Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai-400025; Tel No.: 022 - 71934200 / 71934263;Website www.motilaloswal.com. Correspondence Office Address: Palm Spring Centre, 2nd Floor, Palm Court Complex, New Link Road, Malad (West), Mumbai- 400 064. Tel No: 022 7188 1000. Registration Nos.: Motilal Oswal Financial Services Ltd. (MOFSL)*: INZ000158836 (BSE/NSE/MCX/NCDEX);CDSL and NSDL: IN-DP-16-2015; Research Analyst: INH000000412. AMFI: ARN 146822;Insurance Corporate Agent: CA0579 .Motilal Oswal Asset Management Company Ltd. (MOAMC): PMS (Registration No.: INP000000670); PMS and Mutual Funds are offered through MOAMC which is group company of MOFSL. Motilal Oswal Wealth Management Ltd. (MOWML): PMS (Registration No.: INP000004409) is offered through MOWML, which is a group company of MOFSL. Motilal Oswal Financial Services Ltd. is a distributor of Mutual Funds, PMS, Fixed Deposit, Bond, NCDs, Insurance Products, Investment advisor and IPOs.etc. *Research & Advisory services is backed by proper research. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Please read the Risk Disclosure Document prescribed by the Stock Exchanges carefully before investing. There is no assurance or guarantee of the returns. #Such representations are not indicative of future results. Investment in securities market are subject to market risk, read all the related documents carefully before investing. Investments in debt securities/ municipal debt securities/ securitised debt instruments are subject to risks including delay and/ or default in payment. Read all the offer related documents carefully. Details of Compliance Officer: Name: Neeraj Agarwal, Email ID: na@motilaloswal.com, Contact No.:022-40548085. Customer having any query/feedback/ clarification may write to query@motilaloswal.com. In case of grievances for services like Stock Broking, Research Analyst or any other services rendered by Motilal Oswal Financial Services Limited (MOFSL) write to grievances@motilaloswal.com, for DP to dpgrievances@motilaloswal.com

“Attention Investors
1. Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020.
2. Update your mobile number & email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge.
3. Pay 20% upfront margin of the transaction value to trade in cash market segment.
4. Investors may please refer to the Exchange's Frequently Asked Questions (FAQs) issued vide circular reference NSE/INSP/45191 dated July 31, 2020 and NSE/INSP/45534 and BSE vide notice no. 20200731-7 dated July 31, 2020 and 20200831-45 dated August 31, 2020 dated August 31, 2020 and other guidelines issued from time to time in this regard.
5. Check your Securities /MF/ Bonds in the consolidated account statement issued by NSDL/CDSL every month.
Issued in the interest of Investors"

This is to inform that, many instances were reported by general public where fraudsters are cheating general public by misusing our brand name Motilal Oswal. The fraudsters are luring the general public to transfer them money by falsely committing attractive brokerage / investment schemes of share market and/or Mutual Funds and/or personal loan facilities. Though we have filed complaint with police for the safety of your money we request you to not fall prey to such fraudsters. You can check about our products and services by visiting our website www.motilaloswal.com. You can also write to us at query@motilaloswal.com, to know more about products and services.

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