Relationships Built on Trust.
Decisions Built on Knowledge.
Motilal Oswal Private Wealth brings together over four decades of the Motilal Oswal Group's research-led expertise and an integrated ecosystem spanning Wealth Management, Investment Banking, Asset Management, Institutional Equities, Private Equity, Private Credit and Philanthropy.
With an open architecture framework and deep understanding of your unique needs, we go beyond wealth management, transforming ambitions into lasting legacy.
- ₹47,190 Cr +
- Market Capitalization
- ₹9,600 Cr +
- Parent + Promoter Investment (MOFSL manufactured products)
- 80% +
- Promoter and Employee holding
Data as of Q4 FY2026.
- Promoter and Employee holding
Our Proposition
Private wealth. And beyond.
Motilal Oswal Private Wealth understands that your ambitions extend beyond managing investments. They include building your business, growing your wealth, planning succession and creating an enduring legacy.
While private wealth management takes care of your investment needs, business growth and legacy planning require more.
Motilal Oswal Private Wealth brings together over four decades of the Motilal Oswal Group's research-led expertise and an integrated ecosystem spanning Wealth Management, Investment Banking, Asset Management, Institutional Equities, Private Equity, Private Credit and Philanthropy.
This breadth of experience has enabled us to develop expertise not only in private wealth management, but also in helping businesses raise capital, unlock value, access public markets and build enduring legacies. Our conviction in this expertise is reflected in our own investments. As a group, we are among the largest investors in our own investment strategies.
We combine this expertise with unbiased advice and bespoke solutions from India and around the world—for Private Wealth. And Beyond.
Ideas Backed by Research and Process
Good advice is only as strong as the research behind it. Our 70+ member product, research and advisory team curates solutions built around each client's needs — backed by a proprietary 4C Fund Manager Framework to identify exceptional managers and an Investment Committee that ensures every recommendation is grounded in rigorous analysis.
Customer Centric Approach
Building and preserving generational wealth demands more than piecemeal solutions — it requires a comprehensive, institutionalised approach. With over 38 years of expertise, our Relationship Managers bring deep knowledge and the autonomy to craft strategies that are genuinely tailored to your needs. Backed by rigorous research, an open architecture framework and tools that go from advanced portfolio technology to exclusive knowledge-sharing events, we ensure every aspect of your wealth journey is handled with the same level of care and conviction.
Infinite Possibilities.
Enduring Relationships.
Just as your fingerprints are uniquely yours, so are your aspirations. Each reflects the dreams you hold dear, the values you live by, and the enduring relationships that shape your journey. At Motilal Oswal Private Wealth, we understand your unique needs and walk alongside you every step of the way to enrich your life by unlocking a world of infinite possibilities. With our knowledge-first philosophy, an open architecture framework and the power of group synergy, we craft custom bespoke solutions that ensures your wealth grows in harmony with your vision.
Ideas backed by Research and Process
Good advice is only as strong as the research behind it. Our 70+ member product, research and advisory team curates solutions built around each client's needs — backed by a proprietary 4C Fund Manager Framework to identify exceptional managers and an Investment Committee that ensures every recommendation is grounded in rigorous analysis.
Customer Centric Approach
Building and preserving generational wealth demands more than piecemeal solutions — it requires a comprehensive, institutionalised approach. With over 38 years of expertise, our Relationship Managers bring deep knowledge and the autonomy to craft strategies that are genuinely tailored to your needs. Backed by rigorous research, an open architecture framework and tools that go from advanced portfolio technology to exclusive knowledge-sharing events, we ensure every aspect of your wealth journey is handled with the same level of care and conviction.
4C Manager Selection Framework
The pursuit of alpha is best guided by discipline and frameworks, not prediction and noise. Our selection process is built on a robust and disciplined 4C Manager Selection Framework that goes beyond performance numbers helping us identify fund managers and strategies with repeatable processes, strong governance, and the ability to perform across market cycles, ensuring every portfolio is anchored in quality, discipline, and long-term alignment.
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- Governance Class
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- G
- Skin in the game
High in Integrity, Credibility & Transparency
Years of practice & experience of market cycles to take high conviction calls
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- Experience Capability
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- E
- Capability of the Manager, Investment & Research Team
Efficiency of Client Support, Operations & back-office team
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- Track Record Consistency
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- T
- Emphasis on consistent performance rather than point to point
Consistency in philosophy and not swaying as per market fads
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- Style Clarity
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- S
- Clearly defined Investment Style & Investment Framework
Remaining 'True to mandate'
Our Journey
A Legacy Woven Over 3 Decades
1987
Started as a sub-broker outfit as Prudential Portfolio Services
1990-95
Started Retail & Institutional Equities
2006
Capital raised through Private Equity to enter into IB, PE and WM
2007
Went public with 26.4x oversubscription
2010
AMC launched maiden mutual fund offering
2014
Entered into Affordable Housing Finance Business and started deploying free cash flows into Treasury Investments
2018
Crossed 1 Million customers in wealth management
2024
Assets under Advice (AuA) crossed ₹4 Tn with 10,000+ employees
Q4 FY26
Recorded the highest ever Quarterly Operating PAT of ₹611 Crores / $64.2 Million USD with total customer count of 1.53 Crores+
Awards & Accolades
2018 & 2019
Best Boutique Wealth Manager India
The Asset Triple A Awards
2020
Excellence in Designing Learning Content Award
Transformance Forum Awards
Best Boutique Wealth Manager India
The Asset Triple A Awards
2021
Outstanding Wealth Management Tech Initiatives Back Office
Private Banker Intl Global Wealth Awards
Best Wealth Manager India – Highly Commended
The Asset Triple A Capital Awards
2022
Best Digital Private Bank India
Asiamoney Private Banking Awards
Outstanding Private Bank for Growth Strategy
Private Banker Intl Global Wealth Awards
Best Wealth Manager India
The Asset Triple A Private Capital Awards
2023 & 2024
Best Wealth Manager – India
The Asset Triple A Private Capital Awards
Outstanding RM Training & Development Programme – Highly Commended
Private Banker Intl Global Wealth Awards
2025 & 2026
Outstanding RM Training Programme – Winner
Private Banker Intl Global Wealth Awards
Best Wealth Manager – India
The Asset Triple A Private Capital Awards
Our leadership team
Board Members
Mr. Raamdeo Agrawal
Chairman, MOFSL
Mr. Raamdeo Agrawal is the man behind the strong research capabilities at Motilal Oswal Financial Services Ltd. He is a Chartered Accountant and the Chairman of Motilal Oswal Financial Services Limited (MOFSL). A keen believer and practitioner of the QGLP philosophy, his wealth creation insights and decades-rich experience have played a pivotal role in MOFSL, transforming it from a small stock broking firm to a well-diversified financial services company.
Mr. Agrawal is an Associate of Institute of Chartered Accountants of India and also a member of the National Committee on Capital Markets of the Confederation of Indian Industry. He has received the "Rashtriya Samman Patra" awarded by the Government of India for being amongst the highest Income Taxpayers in the country for a period of 5 years from FY95–FY99. He was also conferred with the ‘Special contribution to Indian Capital Market Award’ by Zee Business in 2011.
Mr. Agrawal has been authoring the annual Motilal Oswal Wealth Creation Study since 1996. In 1986, he wrote the book ‘Corporate Numbers Game’, along with co-author, Ram K Piparia. He has featured on `Wizards of Dalal Street on CNBC TV18` and also compiled a book of investing insights called ‘Wealth Creation Thoughts’.
Mr. Navin Agarwal
Group Managing Director, MOFSL
Managing Director Mr. Navin Agarwal is the Managing Director and Chief Executive Officer of Motilal Oswal Asset Management Company Limited (MOAMC). Prior to joining MOAMC, he was Managing Director of Motilal Oswal Financial Services Limited. He started his career as an Analyst in 1994, went on to be Head of Research and managed Portfolios till 2000. He joined Motilal Oswal Group in 2000 and has been responsible for building as well as running various businesses over the last two decades.
He is a part of the Executive Board that drives business strategy and reviews for all businesses besides capital allocation of the group. Mr. Navin Agarwal is affiliated with prestigious organizations like Institute of Chartered Accountants of India, Institute of Cost and Works Accountant of India, Institute of Company Secretaries of India and CFA Institute, Virginia.
Mr. Motilal Oswal
MD & CEO, MOFSL
Mr. Motilal Oswal has authored two books of quotations on ‘The Essence of Business & Management’ and ‘The Essence of Life’.
Motilal Oswal is the Founder and CEO of Motilal Oswal Financial Services Ltd. (MOFSL). He is a Chartered Accountant and started the business with co-founder Raamdeo Agrawal in 1987.
Under their leadership, MOFSL group has grown from a small sub-brokerage unit with zero capital to India's leading and well-respected Financial Services Company. With more than 37 years of experience, MOFSL group has diversified into seven business model such as Distribution & Broking, Institutional Equities, Investment Banking, Asset Management, Private Wealth, Private Equity and Home Finance.
For his work and contribution to the capital markets, Mr. Oswal has been felicitated with several awards and accolades including:
- The Government of India awarded 'Rashtriya Samman Patra' for being amongst the highest income taxpayers in the country for five years from FY95–FY99.- 'Excellent Business Achiever in Financial Services Award' by the Institute of Chartered Accountants of India.
- 'Samaj Ratna' Award at the hands of Her Excellency President Smt. Pratibhatai Patil in Rashtrapati Bhavan.- 'Special Contribution award to Indian Capital Markets Award' by Zee Business.
- 'The Hall of Fame for Excellence in Franchising' by Franchising World Magazine.
- 'Champion of Arthshastra' by the Rotary Club.
- 'Management Excellence Award' by Prestige Institute of Management and Research, Indore.
- 'Lions Life Time Achievement Award' by the Lions Club International.
- Rated amongst the top most 'Famous Chartered Accountants' by Topcafirms.com.
- Hindu Business Line has rated him amongst the 'Top 6 Men Who Defined the Markets'.
-'The Outstanding Institution Builder' conferred by The All India Management Association (AIMA)
He has also authored three books of quotations and motivational stories on 'The Essence of Business & Management', 'The Essence of Life' and 'Tales of Wisdom'. In addition, he has also published thousands of insightful articles in Magazines and Newspapers.
Key People at MOPW
Ashish Shanker
MD & CEO
Motilal Oswal Private Wealth
Ashish Shanker is an alumni of the Harvard Business School and a Business Management graduate from the University of Bangalore in India. He began his capital market career as a research executive for a leading brokerage firm. Subsequently, he worked in the asset management industry for over six years and the last 17 years in private wealth management across organisations such as Standard Chartered, Bank Sarasin in sales, investment advisory, research, and product roles. He has won several accolades during his stint at these organisations. He is the architect of the investment platform at Motilal Oswal Private Wealth and is responsible for creating our highly acclaimed 4C framework for selecting fund managers as well as the Delphi platform of solutions. He is a regular invitee on leading business channels and has authored several articles in leading economic dailies.
Anupam Guha
Managing Director,
MOFSL
Anupam Guha is a distinguished leader in private wealth management with over two and a half decades of experience advising Family Offices and UHNIs. As the Managing Director at MOFSL, he plays a pivotal role in shaping the firm's long-term strategy and strengthening its position as a leading wealth management platform. Renowned for building and scaling high-performing teams, he combines product development and advisory innovation with deep insight into HNI and UHNI client needs to deliver superior outcomes.
Anupam has previously led ICICI Securities as the Business Head for Private Wealth Management, Assets, NRI Services, and the Equity Relationship Group (PCG). He also headed Investment Advisory and Portfolio Management Services. His 24-year tenure at ICICI Group included key leadership roles at ICICI Bank and ICICI Securities, as well as international experience in the Middle East - strengthening his global perspective on wealth creation and portfolio strategy.
Anupam blends industry insight with a forward looking approach to technology and advisory excellence. His disciplined mindset and passion for ultra-marathon running reflects in his commitment to delivering differentiated value to clients and building a world-class wealth management ecosystem.
Akash Hariani
Joint Managing Director
Motilal Oswal Private Wealth
A highly respected leader in the wealth management industry, Akash Hariani brings over 25 years of deep expertise in advising Family Offices and Ultra High Net Worth Individuals (UHNIs). Prior to joining Motilal Oswal Private Wealth, he spent 21 years at Kotak Mahindra Bank, where he played a pivotal role in building and scaling bespoke wealth management solutions tailored to the complex needs of UHNI clients, while also driving client engagement and business growth.
Akash began his professional journey at TCFC Securities and later held a key leadership role at Avendus Wealth Management's Multi-Family Office as Executive Director. There, he was instrumental in strengthening the multi-generational family wealth vertical and enhancing long-term advisory capabilities.
With extensive experience across UHNI and Family Office ecosystems, Akash has earned a strong reputation for strategic insight, trusted counsel, and execution excellence. In his current role, he is instrumental in shaping and accelerating the growth strategy of Motilal Oswal Private Wealth, both in India and internationally.
Sandipan Roy
Chief Investment Officer
Motilal Oswal Private Wealth
Sandipan Roy is currently the Chief Investment Officer at Motilal Oswal Private Wealth in Mumbai, bringing over 2 decades of experience to the role. As CIO, he oversees the product development, research, portfolio management and advisory functions for the Private Wealth business. Sandipan holds a degree in Mechanical Engineering and a PGDM from IIM Kozhikode.
With the rich experience in the investment industry, Sandipan is a recognised expert in product structuring, portfolio management, business development, research and advisory. He has worked in various capacities with Credit Suisse, ICICI Securities, UTI MF, ING Investment Management and Cognizant Technology Solutions in his career.
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