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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 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 Management, we use knowledge to identify the right mix of Fund Managers across asset classes to ensure that 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 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 20,010 Crores as of September 2020.
  • Team of over 131 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.
people
  • Ashish Shanker Deputy Managing Director

    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.