Ashish Shanker
Deputy Managing Director – Motilal Oswal Private Wealth Management(MOPWM)

Ashish Shanker is Deputy Managing Director at Motilal Oswal Private Wealth Management(MOPWM) encompassing Family Office Mandates, Product & Research, Financial Planning and Investment Strategy. He has been associated with MOPWM for over eight years and is instrumental in evolving the proprietary 4C framework for selecting equity and fixed income managers in India. He is the author of the monthly research publication “Alpha Strategist”. As an official spokesperson, he appears regularly on leading business media channels to give his views on markets and investments. He has also authored several articles on investments, capital markets and economic outlook in several leading dailies and financial publications.

Ashish is a Management Graduate from the University of Bangalore and has completed the Senior Leadership Program at Harvard Business School. In his stint with Standard Chartered Private Bank as Head of Investments and as Senior Director at Sarasin Alpen, India he has won many accolades in these organizations. His over decade long experience prior to joining MOPWM in various domains of financial planning, products & advisory and wealth management has bestowed upon him a strong understanding of subject matter and research acumen.

PMS Product Performance

Company Name /
Product Name
Product Name Fund Manager Date of inception AUM 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Motilal Oswal AMC India Opportunities (IOP) Sr 2India Opportunities (IOP) Sr 2Manish Sonthalia05 Feb 20184877-3.7%-5.6%-6.2%10.7%46.8%17.4%--7.7%
Motilal Oswal AMC India Opportunities (IOP) Sr 1India Opportunities (IOP) Sr 1Manish Sonthalia15 Feb 20101290-3.6%-6.3%-6.8%14.7%33.2%8.9%1.8%10.5%8.9%
Motilal Oswal AMC Next Trillion Dollar Opportunities (NTDOP)Next Trillion Dollar Opportunities (NTDOP)Manish Sonthalia03 Aug 20078013-2.8%-6.4%-7.7%13.4%30.9%12.3%9.5%18.8%15.3%
Motilal Oswal AMC Business Opportunities (BOP)Business Opportunities (BOP)Manish Sonthalia16 Jan 20181263-2.1%-7.0%-8.5%7.8%24.9%13.1%--9.1%
Motilal Oswal AMC ValueValueShrey Loonker18 Feb 20031876-1.1%-6.3%-6.3%8.7%23.8%12.0%9.0%11.4%19.3%
Motilal Oswal AMC Focused Midcap StrategyFocused Midcap StrategyMr. Rakesh Tarway24 Dec 2019324-1.0%-3.5%-3.7%23.4%49.1%---34.7%

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