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, Unifi PMS came into the existence back in the year 2001 and today, it has an in-house research team that works cohesively with its investor clients. Depending on the client requirement, this PMS house works on either Unifi High Yield Fund or Unifi Green fund investment strategy towards bringing corresponding returns to the business.
Although the returns are around average, the commissions charged are not that high either.
While comparison Motilal Oswal PMS Vs Unifi 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
Value strategy, Next Trillion-Dollar opportunity, India opportunities portfolio strategy
Exit within a Year: 1% to 2% Exit After a Year: 0.05%
Exit within a Year: 0.75%-1.15% Exit After a Year: No Charges
Old Name in the Business Strong Returns Resonable Charges Quick Customer Support
Flexible Commission Model Experienced Team Innovative Investment Strategies
Room to add more financial products
Returns can be Improved
Hopefully, with this Motilal Oswal PMS Vs Unifi 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.