In this detailed comparison, we will be talking about some of the specific areas you must be looking at and considering before making the final call about which financial house you want to end up with.
To give you a background, Motilal Oswal PMS is known to provide reasonable returns, comes with a strong management team and has customized portfolio management strategies to offer depending on the client requirements.
At the same time, Karvy PMS is known to use fundamental techniques for stock evaluations, offers PMS at reasonable charges and has no lock-in period.
While comparison Motilal Oswal PMS Vs Karvy PMS at length, we will be looking at the following areas:
Yearly Returns Expectations
Commission% across Models
This comparison will certainly help you to take an objective decision and not get biased by what sales team of each of these businesses has to say.
Incorporated In the Year
Mr Ramdeo Agrawal and Mr Motilal Oswal
Phani Sekhar Phonangi
Value strategy, Next Trillion-Dollar opportunity, India opportunities portfolio strategy
Large cap strategies, Small-Mid cap Strategies, Diversified strategies
Exit within a Year: 1% to 2% Exit After a Year: 0.05%
Old Name in the Business Strong Returns Resonable Charges Quick Customer Support
Personalized investment solutions Robust Research Multiple Investment Schemes Reasonable Charges
Room to add more financial products
Mid-Term Returns Can be Improved
Hopefully, with this Motilal Oswal PMS Vs Karvy PMS comparison, you were able to figure out the PMS that suits you better than the rest. If in case you need assistance in PMS provider selection, let us help you in taking the next steps forward:
If you have any doubts or queries, feel free to let us know in the comments section below and we will try to assist as much as we can.