Motilal Oswal Group possess legacy in equities for over Three decade, Motilal Oswal AMC is chaired by Mr. Raamdeo Agrawal, one of the most honored and trusted name in the investing world, One of the pioneers of PMS business with over 16 years of PMS track record, presence across the length and breadth of India and also overseas, do not believe in “timing the market”, rather believe in “spending time in market”, practise long-term Buy and Hold investing style, BUY RIGHT : SIT TIGHT, QGLP - Quality denotes quality of the business and management, Growth denotes growth in earnings and sustained ROE(Return on Equity), Longevity denotes longevity and competitive advantage or economic moat of the business, Price denotes approach of buying a good business for a fair price rather than buying a fair business for a good price.

Atul has over 12 years of experience in equity research and fundmanagement specializing in mid and smallcap space, with over 7 years with Motilal Oswal Group. Before joining Motilal Oswal, he was associated with Edelweiss Capital. Atul is a Chartered Financial Analyst (CFA) from CFA Institute, USA and a Masters in Commerce.

Atul Mehra

Dr Bijon Pani, Ph.D. has over 12 years’ experience in quantitative investment management both globally and in India. He manages the quant strategies in AIF and PMS and also heads the quant research. He has previously worked at NJ AMC, IDFC AMC, Barclays Capital and Eden Financial. He was also a visiting faculty at XLRI Jamshedpur. Bijon has a Ph.D in Finance with specialization in factor investing from EDHEC, France. He also has a MS in Finance from London Business School and MSc in Comupter Science from Oxford University

Bijon Pani

Dhaval Mehta brings 14+ years of experience in equity research and portfolio management Prior to joining MOAMC, Dhaval was working with Aditya Birla Sunlife AMC as portfolio Manager, where he used to manage over ~3700 Crs AUM and has been delivered stellar performance across the investment cycles Prior to Aditya Birla Sunlife AMC, he has worked with ASk investment Managers, Emkay Global Financial Services, Ventura Securities and Infosys.

Dhaval Mehta

Vaibhav Agrawal is currently managing ~10,000 crs AUM at Motilal Oswal Asset Management across alternate products.  He has also managed a proprietary PMS and has over a decade of experience in stock picking and generating index-beating returns. He has worked as a ratings analyst at CRISIL and investment analyst at Motilal Oswal Asset Management.  He holds a Bachelors in Computer Science from the University of Pennsylvania and an MBA from London Business School.

Vaibhav Agrawal

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Catching businesses at the inflection point.

Motilal Oswal Mid to Mega Strategy is Motilal Oswal Asset Management's Mid and Small Cap PMS strategy built on the belief that returns are created by investing in businesses at an inflection point in their growth journey, where sustained earnings growth, industry leadership and scalable business models enable a transition from mid cap to large cap status.

The strategy's edge lies in identifying the transition phase itself, businesses combining industry tailwinds, leadership potential and value migration that can support a shift from mid cap to large cap, rather than simply offering broad mid cap market exposure.

Investing in the transition, not the destination

Assessed through MOAMC's QGLP framework, quality, growth, longevity and profitability, with particular emphasis on management competence, scalability and leadership position within the industry, not just headline growth numbers.

Longevity and leadership get their own weight

Positioned specifically for a phase where mid and small cap valuations have become more demanding after their recent rebound, betting on finding businesses still early in their transition rather than those that have already re-rated.

Built for a market where mid caps have already re-rated

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Backing the people who built it.

Motilal Oswal Founders Strategy is Motilal Oswal Asset Management's PMS strategy built around investing in founder led businesses, based on the belief that aligned ownership, long term capital allocation and entrepreneurial decision making are key drivers of sustained wealth creation.

The investible universe is restricted to businesses where promoter driven ownership runs at least 26%, with meaningful founder or management alignment, before any other screen is applied.

Ownership as the starting filter, with a defined bar

Portfolio construction is organised around six structural themes, China Plus One and Make in India, Financialisation, Tech and Tech Services, Urbanisation, Healthcare Ecosystem and Premiumisation.

Six themes, one filter

Return dispersion has increased across sectors and market caps, and the market continues to favour businesses with consistent earnings and disciplined capital allocation. The founder-led ownership screen is positioned to identify these across the market cap spectrum, rather than being confined to one segment.

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