Motilal Oswal Financial Services’ arm - Motilal Oswal Private Wealth Management, has launched the country’s first Advisory Index and Dynamic Synthetic Index, which will be customized to individual clients based on their advisory mandate.
For the first time the clients will now have the ability to identify the true and effective value contributed by the advisor, in a manner that is transparent and acceptable to him while ensuring that their advisors align their approach and actions without any conflict of interest.
Advisory Index is a measure of the moving value of a client’s portfolio, across asset classes that captures the impact of all the critical components of advisory that fulfils clients’ goals and objectives while Dynamic Synthetic Index is a dynamic benchmark to be created based on changes made in model portfolios at asset allocation level or based on changes in instrument level.
Motilal Oswal Financial Services is a known brand among retail and institutional investors in India, with a presence in over 1533 business locations across over 487 cities.
