According to the company, the index will enable clients to have the ability to identify the true and effective value contributed by the advisor in a transparent manner while ensuring that their advisors align their approach and actions without any conflict of interest.
AV Srikanth, CEO of Motilal Oswal Private Wealth Management, said: "This we believe is a first of its kind in the Wealth Management Industry that makes the advisor not only responsible for his advice, but also for the end performance of client’s multi asset class portfolios."
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Advisory Index is a measure of the moving value of a client’s portfolio across asset classes that capture the impact of all the critical components of advisory that fulfils clients’ goals and objectives and will include tactical asset allocation views, manager selection, risk management framework and tactical product ideas / strategies.
Dynamic Synthetic Index is a dynamic benchmark to be created based on changes made in model portfolios at asset allocation level or based on changes in instrument level.
These terms are protected under registrar of Trademarks and the underlying processes have been filed for copyrights with the Registrar of Trademarks and Registrar of copyrights.
