Motilal Oswal Ethical Strategy - Unique Shariah Certified PMS Strategy

It is our pleasure to Launch Motilal Oswal Ethical Strategy. It is a Unique Shariah Certified PMS Strategy. 

 Motilal Oswal Ethical Strategy It's a Unique Shariah Certified PMS 

-  Shariah Certificate by TASIS.

- Taqwaa Advisory and Shariah Investment Solutions (TASIS) is a Shariah Advisory Partner of the National Stock Exchange and provides Shariah Screens and filters stock based on these screens for NSE Shariah Indices for ex NSE Shariah 500 Index.

 Investment Universe – Investment Universe of Over 1300 Stocks. After application of below mentioned Shariah Screens.

 Disallowed Sectors 

      📌Banking & Financial Services

      📌Alcohol/Tobacco Manufacturing Companies

      📌Gambling, Pork, Advertising, Media & Ent

 Accounting Based Screens 

      📌Debt to Asset Ratio <= 25%

      📌Interest to Asset Ratio <=3%

      📌Receivables & Cash/Bank to Assets <=90%

 Differentiated Universe & Portfolio  

      📌Banking & Fin 0% vs 29%

      📌IT 36% vs 14%

      📌Staples 11% vs 5%

 Benchmark - Nifty Shariah 500 Index 

 Ideal For 

- Investors Seeking Shariah Certified PMS  have a Certified PMS Strategy

- ESG Investors (Social Parameters).

A brand New and Unique Shariah Certified Actively Managed PMS Strategy.