कोशिश गोल्ड - मुक्त
All-equity play: Why Ashish Shanker shuns SIPs and FDs
Mint Kolkata
|May 21, 2025
Motilal Oswal PW CEO's 25-year equity run spans ESOPs and MFs—covering all key life goals
Ashish Shanker, managing director and CEO of Motilal Oswal Private Wealth, has followed a simple asset allocation strategy for 25 years. He swears by equities and has no fixed-income investments.
The CEO, who oversees ₹1.3 trillion in advisory assets, says he's never done an SIP. He maintains 6-8 months of expenses in savings and invests the rest in equities via lump sum. He spoke to Mint for Guru Portfolio, a series on how finance leaders manage their money.
Edited excerpts from the interview.
How has your portfolio changed over the past year?
Nothing much has changed. I have 100% of my portfolio in equities, and it's been like this for nearly 25 years. A bulk of it (roughly 75%) is in Motilal Oswal shares that I got through employee stock ownership plans (ESOPs). The rest is split between individual stocks, mutual funds and an alternative investment fund (AIF).
I still have a few stocks that I bought in the late 1990s and 2000s, including ICICI Bank, Bharti Airtel and Asian Paints. I have also invested in various mutual fund schemes in flexi-cap and mid-cap space. Apart from schemes run by Motilal Oswal AMC, I have schemes by other fund houses such as Old Bridge, Helios and WhiteOak.
Last year I added a Category 3 AIF, MO Wealth Delphi Equity Fund, to my portfolio. It was launched by our company (MOPW), and I put in the first cheque. It is a feeder fund that invests in boutique funds, which we think are underrated and undiscovered. It comprises roughly 4-5% of my portfolio.
How do you manage volatility?
यह कहानी Mint Kolkata के May 21, 2025 संस्करण से ली गई है।
हजारों चुनिंदा प्रीमियम कहानियों और 10,000 से अधिक पत्रिकाओं और समाचार पत्रों तक पहुंचने के लिए मैगज़्टर गोल्ड की सदस्यता लें।
क्या आप पहले से ही ग्राहक हैं? साइन इन करें
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