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Portfolio Management Services (PMS) is a SEBI-regulated investment product where a registered Portfolio Manager takes discretionary investment decisions on your behalf — buying, holding, and selling securities in your individual Demat account. Unlike a mutual fund where thousands of investors share a pool, in PMS your portfolio is truly yours: you own each stock directly, you receive individual contract notes for every trade, and your portfolio is designed around your specific financial goals and risk appetite. Motilal Oswal Asset Management Company, one of India's most respected PMS managers, manages over ₹16,000 crore in PMS assets. Their approach is built on the QGLP framework — Quality businesses, Growth track record, Longevity of competitive advantage, and Price of entry — combined with their signature "Buy Right, Sit Tight" philosophy.
Walk into our Kolkata or Jaipur office — no appointment needed. We spend time understanding your financial goals, liquidity needs, tax situation, and risk comfort before recommending any strategy.
We explain each MOSL PMS strategy in plain language — NTDOP (multi-cap wealth creation), IOP (high-growth small & midcap), and VALUE (contrarian value approach) — so you can choose what fits your philosophy.
Open a dedicated PMS account with a unique Demat and linked bank account. The minimum investment is ₹50 lakhs as mandated by SEBI. The process is fully digital and completed in days.
Your designated fund manager at Motilal Oswal takes all investment decisions using the QGLP framework. You are not required to approve individual trades, but you receive full transparency on every transaction.
Monthly performance reports, quarterly strategy updates, and annual portfolio reviews are delivered digitally. You also get access to the MOSL PMS online portal to track your portfolio in real time.
Since 2008, Indexis Financial Services has helped investors in Kolkata navigate every major market cycle — the bull run of 2009–2014, the volatility of 2018–2019, the crash of March 2020, and the extraordinary recovery that followed. Over these years, a consistent pattern has emerged: investors who held concentrated, quality-focused portfolios through these cycles built substantially more wealth than those who reacted to short-term noise. That is the fundamental philosophy behind PMS — and it is why we actively recommend it to investors ready to commit meaningful capital for the long term. As an Authorised Person of Motilal Oswal Financial Services Ltd., we serve as your local, accountable point of contact for PMS onboarding, strategy selection, and ongoing relationship management. You are not dealing with a call centre. You are dealing with people who know your name.
Open Free Account NowOffered via Motilal Oswal Asset Management Company (SEBI Reg. No. INP000000670) | All strategies follow the QGLP framework | Min ₹50 Lakhs