Dual benefit of professional PMS and Risk Control for Barclays customers

Mumbai, Maharashtra -- (SBWIRE) -- 08/22/2011 -- Barclays Bank PLC today announced its tie-up with Motilal Oswal Asset Management Company Limited (MOAMC) to bring to its customers, the MOAMC's Value Strategy PMS. By availing of the offering, Barclays customers can now enjoy dual benefit of professional portfolio management services and risk control.

Value Strategy PMS strives to deliver higher returns by maximising gains from long term compounding effect which is done through investments in thriving businesses managed by prominent professionals. With close to 800 crores Assets under Management, Value Strategy PMS is not only one of the large AUM strategies in the market, but it also has a consistent track record of outstanding performance over the past eight years.

Commenting on the development, Suvrat Saigal, Consumer Banking Director, Barclays Corporate (India) said, "The investment offering would help Barclays customers leverage the experience of one of the best equity fund management teams in the Industry. In the current volatile market scenario, this will also give customers a reason to focus on the long term benefits of Investing. At Barclays, our constant endeavour is to consistently bring to our customers, the very best products. We are confident that this offering, which has a proven track record, will add stars to our customers' investment portfolio."

Adding to this, Nitin Rakesh, CEO & MD, Motilal Oswal Asset Management Company Limited said, "At MOAMC, we believe in providing a focussed & disciplined approach to investing. Value PMS is one such strategy that targets long term wealth creation through a "best ideas" buy-and-hold approach. Barclays has one of the best Wealth management services in the world today. They brought their global expertise to India recently but have already made their presence felt in India. We value our partnership with Barclays & believe this launch marks just the beginning of our relationship with them".

http://www.barclays.co.uk/PersonalBanking/P1242557947640

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Motilal Oswal hosted the first of its series of seminars under its investors education initiative called Investor Ki Kahani Usi Ki Zubani.

Mumbai, Maharashtra -- (SBWIRE) -- 07/07/2011 -- Motilal Oswal hosted the first of its series of seminars under its investors education initiative called Investor Ki Kahani Usi Ki Zubani. The seminar, held on July 2, 2011 at BSE in Mumbai, saw a colossal turnout with more than 600 investors attending the session. The seminar started with Opening Remarks by Mr. Motilal Oswal, CMD, Motilal Oswal Financial Services, where he spoke about the company's initiative - Investor Ki Kahani Usi Ki Zubani, and why it was important for investors to be well versed with the nuances of the market. According to Mr.Oswal – 'Equities have delivered good returns over long period of time and is an important asset class for wealth creation. However, in shorter term it can be volatile and impact one's portfolio. Hence, it is important for investors to understand the dynamics of equity markets and take informed decisions based on sound advice'.

Mr. Manish Sonthalia, VP – Fund Manager, Motilal Oswal AMC then gave advice on the shortlisted cases from investors who shared their investing mistakes at the seminar. He explained the investors the importance of using several market mechanisms like stop loss to one's advantage and several other strategies that can be used for different situations. This was followed by a special presentation from Mr. Gaurav Manihar, VP – Equity Advisory, which helped the audience understand the differences between trading and investing; how one should identify themselves as an Investor or Trader and then stick to the gameplan and shared various other insights about investing.

The last session was on Market outlook by Mr. Manish Sonthalia. He spoke about the short term challenges facing Indian markets, the extent of these factors being factored in stock prices currently and opportunities which exist when conditions turn for the better.

The next seminar will be held at Ahmedabad on July 16, 2011.

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Mumbai, Maharashtra -- (SBWIRE) --06/02/2011 -- In an endeavor to educate the investors about the nuances of investing in stock markets, Motilal Oswal Securities (MOSL) will be hosting a unique series of on-ground seminars called Investor Ki Kahani Usi Ki Zubani starting from next month in different cities across India. This series aims to invite investors to share their problems/ mistakes made during investing and in turn they will get expert advice from MOSL on how to solve those problems.

Be it intraday or overleveraging, future and options strategies or even restructuring portfolio –investors can share any investing related problem/mistake with MOSL, either by sending an SMS by typing STORY and sending it to 57575 or by logging on to http://www.motilaloswal.com/story. On receiving a problem from an investor, MOSL representatives will get in touch with him to profile the case and give expert advice.

Few shortlisted cases will also be invited to get their problems addressed at the seminar. Also, at the seminar, MOSL experts will provide insights on Investing v/s Trading & the latest outlook on markets.

Talking about this unique initiative, Mr. Vijay Goel, Director- Broking and Distribution, Motilal Oswal Securities, said, "We believe that solid advice based on solid research is the best way to build win-win relationships with investors. This initiative is another step in that direction"

For further details, please contact:

Alpesh Nakrani / Anirudh Rajan
Paradigm Shift Public Relations
Mob: +91 9869121167 / +91 9892343828
Tel: +91 22 22813797 / 98

Ms. Tanmaya Rashi
Motilal Oswal Securities Ltd
Mob: +91 9930453044
Ph: +91 22 39825500

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Motilal Oswal Asset Management Company Ltd has announced the filing of the draft Scheme Information Document (SID) with SEBI for Motilal Oswal MOSt Shares S&P 500 ETF (MOSt Shares SP500), an open ended index ETF, which seeks to track the S&P 500®.

Mumbai, Maharashtra -- (SBWIRE) -- 03/09/2011 -- The S&P 500 includes 500 leading companies in leading industries of the U.S. economy, capturing 75% coverage of U.S. equities.

The S&P 500 is widely regarded as the best single gauge of the large cap U.S. equities market since the index was first published in 1957. The index has over US$ 4.83 trillion benchmarked, with index assets comprising approximately US$ 1.1 trillion of this total.

Speaking on the filing, Mr. Nitin Rakesh, MD & CEO of Motilal Oswal AMC said, "In our continuing endeavour to bring to the Indian investors innovative products, we are happy to announce the filing of Motilal Oswal MOSt Shares S&P 500 ETF for approval. This ETF will provide a cost-efficient, Rupee denominated, diversified exposure to the US stock market with access to household names like United Technologies, Tupperware, Boeing, Coca Cola, Ford, McDonalds, Xerox and Walt Disney."

"The S&P 500 is the world's most followed stock market index with more assets directly linked to it than any other index," says Alexander Matturri, Executive Managing Director at S&P Indices. "We are proud to license our flagship index to Motilal and welcome them to our family of ETF licensees."

For more information please contact:

Alpesh Nakrani / Anirudh Rajan
Paradigm Shift Public Relations
Mob: +91 9869121167/+91 9892343828
Tel: +91 22 22813797 / 98

Mr. Hari Krishnan
Motilal Oswal AMC
Mob: +91 9820520392
Ph: +91 22 39825500

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Motilal Oswal Mutual Fund’s MOSt Shares M50 ETF, India's 1st fundamentally weighted ETF based on Nifty was listed on NSE today.

Mumbai, Maharashtra -- (SBWIRE) -- 08/02/2010 -- The New Fund Offer (NFO) which was open for subscription from June 30, 2010 till July 19, 2010 raised over Rs 235 crores, making it the largest amount raised during the NFO by any equity ETF in the past 5 years. (Data source: Value Research Online.com).

Speaking on the occasion, Mr. Raamdeo Agrawal- Director, MOAMC said- "M50 is a next generation Mutual Fund product. The active thinking in the designing of the product and passive execution tries to combine the best investment principles of Focus & Discipline. This product is highly investor friendly with potential of superior returns."

MOSt Shares M50 NFO got a tremendous response from investors. It had higher retail participation than institutional participation. Perhaps the first time; BSE STAR and NSE MFSS platforms were open from 9am to 11pm even on Sunday(18th July 2010).

Mr. Nitin Rakesh- Managing Director & CEO, MOAMC said – "We are very enthused by the outcome of our NFO - it shows that there is demand for differentiated products that offer investor friendly features, especially low costs, real time prices and transparency"

About MOSt Shares M50
MOSt Shares M50 is an open ended Exchange Traded Fund (ETF), which seeks investment return that corresponds (before fees and expenses) generally to the performance of the MOSt 50 Basket (Underlying Basket), subject to tracking error. MOSt 50 Basket is a fundamentally weighted basket based on S&P CNX Nifty Index.

The constituents of MOSt 50 Basket will be the same as the constituents of Nifty. The MOSt 50 Basket passively allocates weights to its constituents at the time of rebalancing based on the pre-defined methodology of the basket. Weights assigned to constituents are dependent on their fundamental performance and their prices with higher weights being assigned to constituents which have demonstrated superior financial performance and have reasonable valuation.

MOSt 50 Basket has been designed by Motilal Oswal Asset Management Company Ltd. (MOAMC) which owns the intellectual property of the methodology of the Basket.

MOSt Shares M50 would invest in securities constituting the MOSt 50 Basket in same proportion as in the Basket.

For more information please contact:

Alpesh Nakrani / Anirudh Rajan
Paradigm Shift Public Relations
Mob: +91 9869121167 /
+91 9892343828
Tel: +91 22 22813797 / 98
Mr. Hari Krishnan
Motilal Oswal Asset Management Company Ltd
Mob: +91 9820520392
Ph: +91 22 39825500

Visit: http://www.motilaloswal.com/assetmanagement and www.mostshares.com for more details.

Statutory Details: Constitution: Motilal Oswal Mutual Fund has been set up as a trust under the Indian Trust Act, 1882. Trustee: Motilal Oswal Trustee Company Limited. Investment Manager: Motilal Oswal Asset Management Company Ltd. Sponsor: Motilal Oswal Securities Ltd.

Scheme Classification & Investment Objective: Motilal Oswal MOSt Shares M50 ETF (MOSt Shares M50), an open ended Exchange Traded Fund that seeks investment return that corresponds (before fees and expenses) generally to the performance of the MOSt 50 Basket (Underlying Basket), subject to tracking error. Asset Allocation:

Securities constituting MOSt 50 Basket: 95%-100%; Debt and Money market instruments and cash at call: 0-5%. The total exposure to Derivatives would be restricted to 10% of the net assets of the Scheme. Load: Entry Load: Nil Exit Load: Nil Terms of Issue: Minimum Application Amount: On the Exchange: The units of the Scheme are listed on the Capital Market Segment on National Stock Exchange of India Ltd. (NSE). On NSE, the units of the Scheme can be purchased/sold in round lot of 1 unit and in multiples thereafter. Directly with the Fund: The minimum number of units of the Scheme that investors can create/redeem in exchange of portfolio deposit and cash component is 50,000 units and in multiples thereof. The NAV will be calculated and disclosed at the close of every Business Day. Risk Factors: (1) All Mutual Funds and securities investments are subject to market risks and there can be no assurance that the Scheme's objectives will be achieved (2) As the price / value / interest rates of the securities in which the Scheme invests fluctuates, the Net Asset Value (NAV) of units issued under the Scheme may go up or down depending upon the factors and forces affecting the securities market (3) Past performance of the Sponsor/AMC/Mutual Fund and its affiliates does not indicate the future performance of the Scheme and may not provide a basis of comparison with other investments (4) Motilal Oswal MOSt Shares M50 ETF (MOSt Shares M50) is the name of the Scheme and does not in any manner indicate either the quality of the Scheme, its future prospects and returns. Investors are therefore urged to study the terms of offer carefully and consult their Investment Advisor before they invest in the Scheme (5) The Sponsor is not responsible or liable for any loss or shortfall resulting from the operation of the Mutual Fund beyond the initial contribution made by it of an amount of Rs. 1 Lac towards setting up of the Mutual Fund (6) Motilal Oswal Asset Management Company Limited (MOAMC) has no previous experience in managing a Mutual Fund. The present Scheme is the first Scheme being launched under its management (7) The present Scheme is not a guaranteed or assured return Scheme. Scheme Specific Risk Factors: Investment in the scheme shall be subject to various other risk factors including but not limited to risk associated with investment in Equities such as trading volumes, settlement risk, liquidity risk, default risk, tracking error risk, calculating agent risk, Underlying Basket risk, risk associated with investment in derivatives, risk of fundamentally weighted Basket, risk of total return, etc.

IISL Disclaimer: The MOSt 50 Basket is not sponsored, endorsed, sold or promoted by India Index Services & Products Limited (IISL). MOSt 50 Basket has been developed by MOAMC and IISL has calculated and maintained as per the specifications and requirements of MOAMC. IISL does not make any representation or warranty, express or implied regarding the advisability of investing in the products linked to MOSt 50 Basket and availing the services generally or particularly or the ability of MOSt 50 Basket to track general stock market performance in India. Please read the full Disclaimers in relation to the MOSt 50 Basket in the Scheme Information Document. S&P Disclaimer: "S&P®" and "Standard and Poor's®" are trademarks of S&P, and have been licensed for use by India Index Services & Products Limited in connection with the S&P CNX Nifty Index. MOSt Shares M50 is not sponsored, endorsed, sold or promoted by India Index Services & Products Limited ("IISL") or Standard & Poor's ("S&P"), a Delaware limited liability company. Neither IISL nor S&P makes any representation or warranty, express or implied, to the owners of MOSt Shares M50 or any member of the public regarding the advisability of investing in securities generally or in MOSt Shares M50. Please read the full Disclaimers in relation to the S&P CNX Nifty Index in the Scheme Information Document. NSE Disclaimer: It is to be distinctly understood that the permission given by NSE should not in any way be deemed or construed that the Scheme Information Document has been cleared or approved by NSE nor does it certify the correctness or completeness of any of the contents of the Scheme Information Document. The investors are advised to refer to the Scheme Information Document for the full text of the 'Disclaimer Clause of NSE'.

For further Scheme Specific Risk Factors & other details, Please read the Scheme Information Document (SID) & Statement of Additional Information (SAI) carefully before investing. A copy of SID, SAI and KIM are available at the office of the AMC, R&T, Distributors, or can be downloaded from http://www.motilaloswal.com/assetmanagement and http://www.mostshares.com Investors can also contact us on our toll free number 1800-200-6626 or send email at mfservice@motilaloswal.com

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm