Services
What we do
Elite Services
PMS (Portfolio Management Service)
PMS (Portfolio Management Service) is a professional service where qualified and experienced portfolio managers backed by a research team, manage equity portfolios on behalf of clients. Through PMS, Fund Managers offer personalized investment strategies comprising stocks, bonds, mutual funds, and other securities. These services are designed for a minimum investment of Rs 50 lakhs. PMS offers the investors an opportunity to benefit from the expertise of certified fund managers to curate portfolios aligned to their investment goals and risk appetite.
IMP (Intelligent Model Portfolio) - Mini PMS
IMPs offer a range of pre-packaged equity portfolios, advised by Registered Investment Advisors (RIAs). These portfolios are carefully curated and monitored, adhering to strict risk-return parameters. The pre-packed portfolios offer investors options like ROBO Managed Investment Products and process-driven portfolios with expert advisor overlays. Investors can choose between Dynamic or Static Portfolios, aligning investments with personal preferences and risk tolerance. Whether opting for Lumpsum or SIP investments, IMPs accommodate various financial goals. The real-time portfolio tracking feature ensures continuous oversight and peace of mind.
Premium Services
Equity - Indian/US Stocks
For over 37 years, Motilal Oswal has been a pioneer in India’s financial markets — earning trust, respect, and recognition across the entire investment community.
As a full-service broker, Motilal Oswal offers a wide range of products and services designed to empower both traders and long-term investors with convenience, expertise, and confidence.
Research-Driven. Analysis-Backed. Performance-Focused.
At the heart of Equity Engineer lies in-depth research and data-backed analysis. Our collaboration with Motilal Oswal gives us access to one of the most powerful research ecosystems in the country — ensuring every investment decision is informed, strategic, and reliable.
Expert fundamental and technical research across sectors
Detailed stock reports and performance insights
Timely updates based on market trends and opportunities
Secured Fixed Bonds – Why Settle for Less? Earn up to 12% Yearly!
When secured fixed bonds offer up to 12% annual returns — that’s 1% in monthly payouts — you can enjoy stable, predictable income while safeguarding your capital.**
Key Features of Our Secured Fixed Bonds
1. Fixed Interest Rate
The interest rate is determined at the time of issuance and remains constant throughout the bond’s term, ensuring a stable and predictable income stream.
2. Collateral Backing
Each bond is secured by specific assets such as real estate, equipment, or receivables. In case of issuer default, bondholders have a legal claim on these assets to recover their investment.
3. Steady Income Stream
Enjoy dependable returns through regular monthly, half-yearly, or yearly payouts, ideal for meeting your financial goals or maintaining a reliable cash flow.
4. Preservation of Capital
Bonds offer predictable income and repayment of principal at maturity, making them perfect for investors focused on capital protection.
5. Portfolio Diversification
Add stability to your portfolio — bonds have low correlation with equities, helping reduce exposure to market volatility. Example: National Highway NHAI, State Bonds, Corporate Bonds, etc
Trending Services
Mutual Funds Sahi Hai | ETF - Gold & Silver | SIP
Why Invest in Mutual Funds?
Mutual funds are professionally managed investment vehicles that pool money from investors and invest in a diversified mix of equities, debt and other assets. You receive units of the fund, and their value fluctuates with the markets.
• Expert management by qualified fund managers — you get professional oversight without needing to select stocks yourself.
• Low cost entry and convenient investing — start with smaller amounts and enjoy access to multiple asset-classes.
• Diversification & liquidity — your risk is spread across many assets, and you can enter/exit as needed.
• Power of compounding & long-term growth — the longer your horizon, the greater your benefit.
Why Invest in Gold & Silver ETFs?
Gold and silver have been symbols of stability and wealth preservation for centuries. In today’s uncertain markets, they serve as a hedge against inflation and volatility, helping investors protect their capital. With Gold and Silver ETFs, you can buy or sell units easily on stock exchanges like NSE and BSE, just like equity shares. These ETFs offer low-cost investing with no making charges or locker fees, making them ideal for both short-term diversification and long-term wealth building.
You don’t need a large amount to start investing. With Systematic Investment Plans (SIPs), you can invest small amounts in Gold or Silver ETFs on a daily, weekly, or monthly basis, depending on your comfort and budget.
IPO (Initial Public Offering) | SLBM - Stock Lending & Borrowing Mechanism
Investing in IPOs can be a smart way to build long-term wealth and capitalize on early growth opportunities. When a company lists successfully, its share price can rise significantly, offering strong listing gains and potential long-term returns.
Key benefits include:
• Early entry advantage into emerging companies.
• Potential listing gains and long-term value appreciation.
• Simple and digital application through ASBA and UPI options.
Earn Rent from Your Shares with SLBM – Stock Lending & Borrowing Mechanism
What Is SLBM?
The Stock Lending and Borrowing Mechanism (SLBM), introduced by SEBI and managed through NSE and BSE, allows investors to lend shares for a specific period and earn rental income (called a lending fee) in return.
When you lend shares under SLBM, you remain the rightful owner — meaning you still receive dividends, bonuses, and rights issues during the lending period. Once the tenure ends, your shares are automatically returned to your account.
Why Participate in SLBM?
SLBM is a smart way to earn passive income on long-term holdings that are otherwise idle in your Demat account. It helps investors generate additional returns while maintaining portfolio flexibility.
Key benefits include:
• Earn extra income from idle shares through lending fees.
• No ownership loss – shares are safely returned after the lending period.
• Exchange-regulated mechanism ensures safety and transparency.
• Flexibility – choose the quantity and duration of lending.
• Continued corporate benefits during the lending period.
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