Official Motilal Oswal Partner

Bespoke Wealth Portfolios.

Expert-led Portfolio Management Services (PMS) utilizing the legendary QGLP investment framework. Built for India's leading wealth creators.

Direct Equity Ownership

Stocks are held in your individual Demat account, not a pooled fund.

Active Alpha Management

Dynamic rebalancing to capture market opportunities faster than Mutual Funds.

Our Core Philosophy

The QGLP Framework

Motilal Oswal's time-tested philosophy focuses on Quality, Growth, Longevity, and Price. We don't just buy stocks; we buy world-class businesses at a discount.

Q

Quality

Quality of business and management integrity.

G

Growth

Earnings growth that translates to price alpha.

L

Longevity

Sustainable competitive advantage (Moat).

P

Price

Favorable valuation to ensure safety margin.

Why High Alpha?

"In the long run, stock prices follow earnings growth. Our PMS identifies high-quality companies whose earnings are expected to grow faster than the industry average."

Investment Thesis

Growth Focused

Your Journey

Seamless Integration

01

Consultation

Personal risk profiling and strategy selection based on goals.

02

Documentation

Paperless e-KYC and digital signing via Aadhaar/PAN.

03

Funding

Transfer cash or stocks (Minimum ₹50 Lakhs initial value).

04

Portfolio Launch

Immediate deployment of capital into the chosen QGLP strategy.

Model Strategies

High-Performance Engines

Value Strategy

Aims to achieve capital appreciation by investing in large-cap stocks that are undervalued compared to their intrinsic worth.

Large Cap Focus
Flagship Strategy

NTDOP

"Next Trillion Dollar Opportunity" - Focused on capturing the consumption-led growth of India across sectors.

Multi-Cap Growth

IOP Strategy

India Opportunity Portfolio focuses on high-conviction mid-cap stocks to generate extreme long-term alpha.

Mid & Small Cap

Institutional Safety

Transparency is our Default.

Unlike pooled assets, PMS gives you 100% clarity. You see every buy/sell trade and can monitor individual company weightages in real-time via our dedicated app.

  • SEBI Registered (INP000000670)
  • Independent Custodian & Fund Accounting
  • Discretionary & Non-Discretionary options
Real-time Portal

Monitor gains & corporate actions daily.

Audit Reports

Monthly portfolio and performance statements.

Investor Education

The Fine Print

What is the minimum investment for PMS?
As per SEBI guidelines, the minimum entry for PMS is ₹50 Lakhs. You can invest via fresh cash or by transferring your existing stock portfolio (subject to strategy alignment).
How are performance fees calculated?
Fees typically consist of a fixed management fee (approx 2% p.a.) or a performance-based fee with a hurdle rate. We provide a customized fee schedule before you sign the agreement.
How is PMS different from a Mutual Fund?
In a Mutual Fund, you own 'units'. In PMS, you own the actual stocks. PMS can have a concentrated portfolio (15-25 stocks), whereas Mutual Funds are often overly diversified.

Build your family's Equity Legacy.

Secure institutional-grade asset management today. Our team is ready to walk you through the QGLP framework and performance numbers.

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