Who we are
Your partners across generations
Motilal Oswal Private Wealth is your partner in creating, preserving and transitioning family wealth, and shaping enduring legacies. Backed by over four decades of the Motilal Oswal Group's research-led expertise and integrated ecosystem, we partner with you through every stage of your journey.
From business growth and liquidity events to wealth creation, preservation, succession and beyond; with bespoke advice, an open architecture approach and solutions tailored to your evolving needs.
- ₹47,190 Cr +
- Market Capitalization
- ₹9,600 Cr +
- Parent + Promoter Investment (MOFSL manufactured products)
- ₹9,400 Cr +
- Total Group Revenue
- 80% +
- Promoter and Employee holding
Data as of Q4 FY2026.
- Promoter and Employee holding
The entire Motilal Oswal ecosystem, synchronised around your financial journey
Private Wealth
440+ experienced private wealth advisors, supported by research-led insights, serve some of India's foremost promoters, businesses and affluent families
₹ 1.97 Lakh Cr
AUM
Who we serve
For every dimension of wealth
From wealth creation to legacy preservation, we craft bespoke solutions that ensure your wealth grows in harmony with your vision
Business Owners
What you have built deserves more than management-it deserves thoughtful preservation, sustained growth, and continuity.
We ensure its value endures and evolves over time.
Corporate Leaders
Your financial journey is shaped by ambition and purpose. We help anchor your wealth to your long-term vision.
Global Indian Families
For ambitions that know no borders we bring it all together, seamlessly.
Celebrities & Professionals
Your success opens doors to unique financial possibilities. We manage your wealth with the same care and confidentiality your profile demands.
Family Offices
Managing wealth across generations requires thoughtful stewardship. We provide bespoke solutions to preserve your legacy.
Treasuries
Surplus capital is an opportunity. We help you deploy it with discipline, ensuring liquidity never comes at the cost of returns.
Bespoke solutions for all your financial needs
Bringing every aspect of your wealth together
From managing your legacy to growing your personal wealth and scaling your business we bring together solutions to preserve, grow, and transition wealth seamlessly
How we serve you
Flexible mandates. Customised engagement
Adaptability is at the core of our partnership. Choose the level of discretion and advisory support that best reflects your investment philosophy and goals
- Execution Services
- Investment Advisory
- Non-Discretionary Mandate Solutions
- Discretionary Mandate Solutions
Key Differentiators
Best-in-Class Investment Solutions and Advisory
Best-in-class asset management and customised solutions, powered by our proprietary 4C framework.
Key Differentiators
Cutting-Edge Research
Industry-leading insights from the renowned Alpha Strategist report and by our Co-founder Mr. Raamdeo Agrawal's nearly three-decade Wealth Creation Study.
Key Differentiators
Comprehensive Platform
A financial platform leveraging group-wide synergies to fulfil all your financial requirements.
Key Differentiators
Ownership & Skin in the Game
₹9,600 crores+ invested across Motilal Oswal Financial Services manufactured products.
Key Differentiators
Unique Investment Ideas
Exclusive investment opportunities sourced through our proprietary deal origination and group-wide resources.
A new community of visionaries is rising
Driven by curiosity, conviction, and the courage to build beyond boundaries.
A new community of visionaries is rising
Driven by curiosity, conviction, and the courage to build beyond boundaries.
A new community of visionaries is rising
Driven by curiosity, conviction, and the courage to build beyond boundaries.
See your wealth in motion
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- Our flagship monthly report for institutional views on market trends, asset allocation, and timely investment strategies.
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Clearing Skies
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Alpha Strategist August 2026
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The clouds over Indian equities are beginning to lift. As the global AI trade becomes less one-directional, a return of FII flows, greater currency
stability and resilient earnings are creating a more constructive setup for India.
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30th Wealth Creation Study
A definitive annual study decoding long-term wealth creators across the Indian economy.
Motilal Oswal 30th Annual Wealth Creation Study
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- Expect Financials and Technology sectors to spearhead Wealth Creation for quite some time in the future.
- Value migration from Atoms to Bits is inevitable.
- Replicability, friction-free delivery and near-zero marginal cost make Bits companies highly scalable
Insights Beyond Markets/ Curated Blogs
Learn with Motilal Oswal
Podcast
Ashish Shanker, MD & CEO – Motilal Oswal Private Wealth with CNBC TV18
Exclusive dialogues with our PWM leaders on preserving, growing, and transitioning wealth.
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- 2 min watch
- Feb 28, 2026
Blog
The Road Less Travelled: 8 Steps for making a Will
We should try and use this as an opportunity to assess our estate plans.
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- 2 min watch
- Feb 28, 2026
Video
CNBC TV18 Election Budget 2019- Ashish Shanker, Head-Investment
This edition explores global rate shifts, resilient domestic growth, and evolving sector leadership...
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- 2 min watch
- Feb 28, 2026