Equity research and investment is the DNA of the organization for 35 years, running a common thread across businesses. Motilal Oswal and Raamdeo Agrawal set up Motilal Oswal Financial Services as a broking house in 1987. The mission statement for the founders was, ‘We help people make money in the stock markets.’ Every company has a genesis and this one had equity in its heart. At that time, India was a closed economy, with a GDP of USD 279 billion and there was no electronic trading facility in the country. Since then, the Indian economy and the firm’s journey have intertwined.
In 1996, post attending the Berkshire Hathaway conference in Omaha, the first Annual Wealth Creation Study was conducted. Thereafter, Wealth Creation Studies have been conducted by the Founder and Chairman Mr. Raamdeo Agrawal every year. These studies have contributed immensely to creation of the investment philosophy, honing it and reflecting on the mistakes made in investing. In fact, the investment philosophy of the house titled QGLP – Quality, Growth, Longevity and Price – came together as a part of one of these studies. 26 Annual Wealth Creation Studies have been published till date.
7 years into the wealth creation studies, learnings and research has emerged into an entity in 2003 where Motilal Oswal Asset Management Company (MOAMC) was launched. The goal of the MOAMC was to have limited products on the platform, so that research team can focus on the fund management and fund performance. The endeavor of the firm from day one was only performance and not asset mobilization. This can be highlighted by the fact that the 2 oldest running PMS’s (launched in 2003 and 2007 respectively) have outperformed the benchmark since inception.
- • Product Manufacturer
The latest articles from Motilal Oswal Asset Management
Quant Expert calls for Differentiated Investment Strategies for HNW Client Portfolios in India Sankaranarayanan Krishnan, Quant Fund Manager (PMS & AIF schemes) at Indian wealth firm Motilal Oswal Asset Management, gave a fascinating presentation at the Hubbis live India wealth forum in Mumbai on September 7. This is a short summary...
The latest videos from Motilal Oswal Asset Management
The latest events from Motilal Oswal Asset Management
INDIA WEALTH MANAGEMENT FORUM 2022 We were delighted to host our 10th annual event in India for the Private Wealth Management Community. Thanks to our Partners - Henley & Partners, Trident Trust, Edelweiss Wealth Management, Intellect Design Arena, Motilal Oswal Asset Management Panels and presentations covered these...
The latest event content from Motilal Oswal Asset Management
PRESENTATION SUMMARY - Why Indian investors await a market correction Speaking at Hubbis' Indian Wealth Management Forum 2017 in August – Aashish Somaiyaa of Motilal Oswal Asset Management Company wonders if market views define holdings or holdings define views.