Our Products
Mutual Funds (MF)
- Diversified investments across equity, debt, hybrid, gold, and silver schemes
- Limited Period SIPs, SWPs, and lump-sum options for flexible investing
- Portfolio projection and periodic performance reviews
- Use SIPs as a disciplined investment approach towards various financial goals, including retirement objectives.
- Mutual fund options across different investment objectives, risk profiles and time horizons.
Intelligent Model Portfolio (IMP)
- Ideal For: ₹2.5 lakhs and above
- Zero subscription or research cost – brokerage-only model
- Expert-driven, disciplined investment strategies
- Transparent and digital-first experience for seamless access
- acked by Motilal Oswal’s trusted research and insights
- Curated portfolios designed for smarter, long-term equity investing
Portfolio Management Services (PMS)
- Ideal For: ₹50 lakhs and above (as per SEBI norms)
- Professionally managed portfolios aligned with wealth objectives
- Custom asset allocation based on risk and return expectations
- Discretionary and advisory portfolio options available
- Access to institutional-grade market research and analysis
- Focus on disciplined, long-term wealth creation
Alternative Investment Funds (AIF)
- Ideal For: ₹1 crore and above (as per SEBI norms)
- Access to niche and alternative investment opportunities
- Managed by experts under regulated SEBI-compliant structures
- Designed for investors seeking higher return potential
- Diversified strategies across asset classes and sectors
- Emphasis on transparency and prudent risk management
Specialized Investment Fund (SIF)
- Ideal For: ₹10 lakhs and above (as per SEBI norms)
- Bridges the gap between Mutual Funds and PMS categories
- SIFs are regulated under the applicable SEBI framework and are subject to market and investment risks.
- Ideal for investors seeking structured and diversified exposure
- Designed to provide access to differentiated investment strategies, subject to applicable eligibility requirements and risks.
- Offers investment strategies with different risk, return and income characteristics, depending on the respective SIF strategy.
Commodities
- Ideal For: Investors seeking portfolio diversification
- Investment options in gold, silver, and other key commodities
- Commodity exposure may provide diversification and may behave differently from other asset classes under different market conditions.
- May provide diversification within an appropriately constructed portfolio, depending on market conditions.
- Access to commodity-related investment products offered through the relevant regulated platform/provider.
- Ideal for investors aiming for balance and risk mitigation
Fixed Deposits (FD)
- Ideal For: Conservative investors seeking safety and steady returns
- Interest is payable as per the applicable bank FD terms.
- Offered through reputed banks and NBFCs
- Flexible tenure options to match liquidity needs
- Ideal for short- and medium-term financial goals
- Supported by a transparent investment and servicing process.
Broking Services
- Ideal For: Active investors and market participants
- Seamless trading in equity, derivatives, and debt instruments
- Supported by market information and research available through the relevant broking platform/provider.
- Transparent brokerage and reliable client servicing
- Advanced trading tools and real-time support
- Designed to empower informed and confident investing