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private wealth management

Winning Portfolios Powered by Knowledge

Our Private Wealth Management business was instituted in the year 2007 to cater 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 that you have 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 a family office.


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:

  • Our 20+ member strong product research and advisory team identifies simple and well researched products keeping you at the center of every recommendation.
  • Our proprietary 4C Fund Manager process selects winning fund managers from products identified
  • 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.

Business Highlights
  • AUM of over 18,100 Crores.
  • Team of over 130 trained Wealth Managers
  • Presence in Mumbai, Kolkata, Delhi, Pune, Ahmedabad, Bengaluru, Hyderabad, Chennai, Chandigarh & Jaipur
  • Awarded as Best Boutique Wealth Manager - India for 2nd consecutive year at The Asset Triple A Private Banking, Wealth Management, Investment and ETF Awards 2018
people
  • Virendra Somwanshi Managing Director & CEO - MOPWM

    Mr. Virendra Somwanshi leads the Wealth Management business at MOFSL. He brings along with him over 22 years of vast experience across the financial services sector. An MBA from Symbiosis Institute of Business Management, Virendra has done BE in Mechanical Engineering from Government College of Engineering.

     

    His last stint was with BOB Capital Market as “Head – Wealth Management & Equities” for a span of 2.5 years in which he has built the industry’s first scaled-up wealth management business segregating advisory and distribution in two different legal vehicles.

     

    Before BoB Capital Market, Virendra has worked for more than 17 years at Citi, in which he has a long & successful record of scaling up the Retail Banking and Wealth Management franchise in India. In his last role with Citi, he was the Country Head of Citi Wealth Advisors and short duration with the Regional Wealth team, Singapore. He also served as a Director of Board of Citigroup Global Markets India Pvt. Ltd, as the head of the Managing Committee of Citi Wealth Advisors.

     

    Apart from work, Virendra is an avid Full Marathon runner and is shortly participating in the New York 2019 Full Marathon.