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

- Sashind Ningthoukhongjam

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?

Mint Kolkata से और कहानियाँ

Mint Kolkata

Mint Kolkata

Arsenal's time might be this season: Michael Owen

The former England and Liverpool player on how the game has changed, Premier League predictions, and the Ballon d'Or

time to read

5 mins

October 11, 2025

Mint Kolkata

Mint Kolkata

UPI AutoPay’s endless woes forcing an industry rethink

55-90% of automated payments on UPI AutoPay didn’t go through in Aug, NPCI data shows

time to read

2 mins

October 11, 2025

Mint Kolkata

Prosus buys 10% stake in Ixigo parent for ₹1,295 cr

Travel tech platform Ixigo has sold a 10% stake in the company to Dutch investor Prosus for ₹1,295 crore, which it plans to use primarily for investing in artificial intelligence, expanding its hotel business, and acquisitions.

time to read

1 min

October 11, 2025

Mint Kolkata

Norms for hazardous chemicals tightened

The government has overhauled more than four-decade-old safety codes that govern the production, handling, and storage of hazardous chemicals, as it seeks to bolster industrial safety and prevent chemical-related mishaps in India.

time to read

1 min

October 11, 2025

Mint Kolkata

Silver to stay hot as supply thins amid buyer frenzy

Demand for silver has soared on the back of rising industrial use and investor frenzy, but supply remains constrained.

time to read

1 min

October 11, 2025

Mint Kolkata

Mint Kolkata

CaratLane is reshaping the jewellery world

CaratLane has become a household name in fine jewellery. Its recently launched CaratLane Gulnaara, a 73-faceted solitaire crafted for exceptional brilliance is a cut above the rest.

time to read

2 mins

October 11, 2025

Mint Kolkata

Mint Kolkata

Investors aren't too excited about TCS's biggest bet

“We are on a journey to become the world’s largest artificial intelligence (AI)-led technology services company,” said Tata Consultancy Services (TCS) Ltd’s chief executive K. Krithivasan in prepared remarks on Thursday after announcing it will spend over $6 billion in about six years to set up data centres.

time to read

2 mins

October 11, 2025

Mint Kolkata

Mint Kolkata

Science at the political table

'The Man who Fed India' is a diligent record of India's most impactful agriculture scientist, M.S. Swaminathan

time to read

5 mins

October 11, 2025

Mint Kolkata

Mint Kolkata

Inside Mumbai's first crying club

The club seeks to create a safe space where adults can experience the catharsis of weeping with company

time to read

4 mins

October 11, 2025

Mint Kolkata

Mint Kolkata

Silver to stay hot as supply thins amid buying frenzy

New mines can’t help, either, Exploring and developing new mines typically takes several years.

time to read

1 mins

October 11, 2025

Listen

Translate

Share

-
+

Change font size