Overview

About us Overview

Asset Management Company

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008, having its Registered Office at 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400025. Motilal Oswal Asset Management Company Ltd. has been appointed as the Investment Manager to Motilal Oswal Mutual Fund by the Trustee vide Investment Management Agreement (IMA) dated May 21, 2009, executed between Motilal Oswal Trustee Company Ltd. and Motilal Oswal Asset Management Company Ltd.

The AMC is also registered with SEBI under SEBI (Portfolio Managers) Regulations, 1993 as Portfolio Manager vide Registration No. INP000000670. There is no conflict of interest between the activity of managing the schemes of Motilal Oswal Mutual Fund and the activity of Portfolio Management Services.

Apart from the above-mentioned activities, the AMC may undertake any other business activities including activities in the nature of management and advisory services to offshore funds, financial consultancy and exchange of research on commercial basis etc, subject to receipt of necessary regulatory approvals and approval of Trustees. The AMC shall ensure that such activities are not in conflict with the activities of the mutual fund.

The Board of Directors of the Asset Management Company comprises eminent personalities with varied experience.


Trustee

Motilal Oswal Trustee Company Limited (Trustee Company) was incorporated on November 14, 2008 under the Companies Act, 1956 and is the Trustee to Motilal Oswal Mutual Fund vide Trust deed executed between the Sponsor i.e. Motilal Oswal Securities Limited and Trustee Company.

The Trustee in accordance with the SEBI (MF) Regulations will review the activities carried on by the AMC.

The Board of Directors of Motilal Oswal Trustee Company Limited comprises eminent personalities with varied experience.

Sponsor

Motilal Oswal Asset Management Company Ltd. is promoted by Motilal Oswal Financial Services Limited (MOFSL).

MOFSL is a public limited company listed on BSE and NSE. MOFSL was registered as a Systemically Important Non-Banking Finance Company registered with the Reserve Bank of India (“RBI”). However, it has made an application to RBI on April 27, 2018 for voluntary surrender of its Certificate of Registration (CoR).

Pursuant to Amalgamation of Motilal Oswal Securities Limited with Motilal Oswal Financial Services Limited and their respective Shareholders (Scheme) being effective from August 21, 2018, MOFSL carries on the business of MOSL with effect from August 21, 2018.  Hence, MOFSL will become a stock broker and will executes stock trades on behalf of its clients which include retail customers (including high net worth individuals), mutual funds, foreign institutional investors, financial institutions and corporate clients. Besides stock broking, it will also offer a bouquet of financial products and services to its client base.

It will become a member of BSE Limited (BSE), National Stock Exchange of India Limited (NSE), Multi Commodity Exchange of India Limited (MCX) and National Commodity & Derivatives Exchange Limited (NCDEX). It will be registered with the SEBI as a broker, depository participant, research analyst and investment advisor and with various other bodies / agencies like IRDA, AMFI, CERSAI, KRA agencies (CVL, Dotex, NDML, CAMS and Karvy) etc.

Further, MOFSL, along with its subsidiaries, offers a diversified range of financial products and services such as loan against shares, investment activities, private wealth management, broking and distribution, asset management business, housing finance, institutional equities, private equity and investment banking. The registered office of MOFSL is at Motilal Oswal Tower, Rahimtullah Sayani road, Opposite Parel ST Depot, Prabhadevi, Mumbai – 400025. The directors of MOFSL are Mr. Motilal Oswal, Mr. Raamdeo Agrawal,  Mr. Ajay Menon, Mr. Praveen Tripathi, Mr. Vivek

Paranjpe, Ms. Rekha Shah and Ms. Sharda Agarwal.



KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc), you need not undergo the same process again when you approach another intermediary