Portfolio Management Services

Why PMS?

Premium investment vehicle with range of investment options

We have MOAMC discretionary Portfolio Management Service, which offers professional management of your investments with an aim to deliver consistent returns. It relieves you from all monitoring hassles with benefits like regular reviews, strong risk management flexibility and makes it an ideal investment avenue for high net worth investors.

• Buy & Hold philosophy with focus on better post tax returns for the clients
• Stock selection based on Quality of Management / Cash Reserves / Return on Equity / Valuations at which the stock is available
• Value is the one of the PMS in the country with 16 year + track record launched in March 2003
• MOAMC Flagship "Value Strategy " has consistently outperformed the benchmark across market cycles over a 16 year period.
• MOAMC PMS has one of the largest active accounts (A total of 10,165) on PMS platform.
• MOAMC - PMS has active clients in 148 different cities right from Agra to Vijaywada ; a testimony of strong acceptance of our PMS
• Focused Portfolio Investments for client.
• Clients will get 24 *7 access to his portfolio on the web. ( Transparency )
• Client will get CA Certified Tax statement end of every financial year

• Amongst India 's leading PMS service providers, with Assets under Management of approx Rs. 14,814 Crores.
• Our Flagship "Value Strategy " has consistently outperformed the benchmark across market cycles over a 16 year period
• Value Strategy 's performance is rated by internationally reputed agency Morningstar every quarter
• Monthly PMS Communique and performance reports delivered plus event-based interaction with fund management team
• Dedicated Relationship Managers for your account and centralized team of service coordinators for hassle-free servicing (on select a/c 's)
• Local Servicing from large network of branches across India
• 24 X 7 access to your portfolio on the web