Motilal Oswal Capital Limited (Prabhadevi, Mumbai)

Name: Motilal Oswal Capital Limited
Address: 10 Th Floor, Motilal Oswal Tower, Prabhadevi, Mumbai, 400025
Telephone: 011912239804263/39825500

Motilal Oswal Capital Limited is an adviser based in Prabhadevi, Mumbai. It manages $23.43 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017.

Motilal Oswal Capital Limited provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Motilal Oswal Capital Limited: assets under management

The assets under management (AUM) of Motilal Oswal Capital Limited is $23.43 million. $23.43 million of the total AUM is attributable to clients outside of the United States.

What kind of clients Navin Agarwal serves?

The only and largest group of clients of Navin Agarwal is pooled investment vehicles with 1 clients and $23.43 million of assets under management. Among the 4 most similar advisory firms, Motilal Oswal Capital Limited has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $23.43 million for 1 clients. 100% of the firm’s clients are foreign persons or businesses.

Motilal Oswal Capital Limited also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Motilal Oswal Capital Limited

The company employs 7 people that are either part- or full-time employees. 29 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Navin Agarwal has been acting as President since 1 Sep 2016. Motilal Oswal Financial Services Ltd joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Motilal Oswal Asset Management Ltd	Shareholder	1 Sep 2016	75% - 100%	000000000
Navin Agarwal	Director	1 Sep 2016	Other	6739145
Aashish Somaiyaa	Director and chairman	1 Sep 2016	Other	6739147
Motilal Oswal	Director	1 Sep 2016	Other	6739166
Karun Marwah	Chief executive officer	1 Sep 2016	Other	5379800
Manish Sonthalia	Portfolio manager	1 Sep 2016	Other	6801875
Aparna Karmase	Chief compliance officer	1 Jan 2017	Other	6744514
Yatin Dhirajlal Dolia	Chief operating officer	1 Jun 2018	Other	6977089

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Motilal Oswal	Shareholder	1 Aug 1995	50% - 75%	6739166
Raam Del Agrawal	Shareholder	1 Aug 1995	50% - 75%	6739174
Motilal Oswal Securities Limited	Shareholder	1 May 2005	75% - 100%	foreign entity
Passionate Inv Management Ltd.	Shareholder	1 Jan 2006	50% - 75%	foreign entity
Motilal Oswal Financial Services Ltd	Shareholder	1 Oct 2012	75% - 100%	foreign entity
Motilal Oswal Financial Services Ltd	Shareholder	1 Aug 2018	75% - 100%	foreign entity

Based in Prabhadevi, Mumbai

The principal office where Motilal Oswal Capital Limited performs its advisory services is located at 10 Th Floor, Motilal Oswal Tower, Prabhadevi, Mumbai, 400025, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 011912239804263/39825500. The normal business hours are 9:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at motilaloswalcapital.com.