SOLVING A DILEMMA : TAX BACHAO . WEALTH BADHAO

Long Term Equity Finds i.e ELSS funds are typically marketed as a tax saving instrument. What is not widely known is that the 3 year lock in period of an ELSS actually forces you to stay invested in equity over the long term; thus getting the benefit of equity appreciation as well as compounding.

Motilal Oswal Long Term Equity fund is one such ELSS fund which invests in quality stocks based on our QGLP methodology-  56.89% of large cap, 33.54% of Mid cap, and 9.56% of Small cap stocks.

This fund not only gives you tax saving of Rs 46,800 under US 60/C; the portfolio performance and 3 year holding holding period has also ensured good returns  - eg a CAGR return of 19.3% in past 3 years ( Jan 2022. Historical performance here). See product details  here 

The product hence provides a dual benefit - TAX BACHAO. WEALTH BADHAO.

The communication strategy for this proposition was based on the insight that people typically have different investments for different objectives - PPF/insurance etc for tax saving and mutual funds/ stocks etc for investment appreciation. And with the limited resources at their disposal; they are forced to choose between the two - a tough choice!

Motilal Oswal Long Term Equity fund makes the choice easy by providing both benefits in a single product.

The creative idea uses slice of life situations where people are faced with the dilemma of choice between two equally important things. The product solves this dilemma.

Have a look

Here is some of the initial feedback on the campaign

CAMPAIGN INDIA  

https://www.campaignindia.in/video/motilal-oswal-mutual-funds-pegs-itself-as-the-best-choice/475997

BRAND EQUITY 

https://brandequity.economictimes.indiatimes.com/news/advertising/motilal-oswal-promotes-its-elss-fund-in-new-campaign/89750738

EXCHANGE4MEDIA

https://www.exchange4media.com/advertising-news/motilal-oswal-launches-digital-campaign-to-promote-its-elss-fund-118634.html

From 'OH' TO 'M.O'!

 In the past 2 years, the number of new investors entering the equity markets has grown by leaps and bounds.

The bulk of these investors are new to market and adopting the Do It Yourself ( D.I.Y) approach and investing primarily through mobile apps. This approach is fraught with risks as when you are new to the markets; you need all the advise you can get to select the right stocks and navigate volatility.

In the equity broking space there are two kinds of models. 

1. Discount brokers offer cheap broking rates and a transaction platform to customers . 

2. Value added brokers that charge slightly higher broking rates  but provide a slew of value added features in terms of news, research, education, advise etc to help D.I.Y investors start investing right.

As a value added broker ; Motilal Oswal offers a unique advise based broking experience. This includes an equity advisor and unique digital advisory tools. This unique proposition has been communicated through our earlier campaigns 

To focus on some of the unique advisory features available on the Motilal Oswal Investor app; we have created a series of films focusing on each advisory feature available on the MO Investor app that will help newbies invest right.

Using a slice of life creative approach, the films demonstrate the individual feature in an easy to understand way. Objective is to get viewers to download the MO Investor app

The campaign is primarily on digital mediums and started in Jan 2022.

Have a look 

SOLID INVESTING ADVICE  

PRE-PACKAGED ADVISORY BASKETS

PORTFOLIO RESTRUCTURING

BUZZING STOCK UPDATES

CUSTOMISED MARKET NEWS

STOCK MARKET LEARNING VIDEOS