Motilal Oswal Capital Limited

RIASEC RegisteredEst. 2017
Total AUM
$116M
Discretionary
$0
0% of AUM
Avg account
$116M
Accounts
1
Employees
7
Advisory reps
7

Firm details

Headquarters
Prabhadevi Mumbai,
CRD number
286146
Registered since
June 30, 2017
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Motilal Oswal Capital Limited is an institutional registered investment adviser organized as a corporation and registered with the SEC in 2017. The firm serves institutional clients and focuses on portfolio management for pooled investment vehicles rather than acting as a direct capital allocator. Ownership is reported as a combination of a foreign entity and an individual. Motilal Oswal Capital Limited does not identify as an active ESG investor and is not registered as a multi-state adviser. Beyond advisory activities, the firm holds a range of industry roles and affiliations that extend its capabilities across capital markets and custody-like services. Filings list Broker-Dealer, Other Investment Adviser, Futures Commission Merchant, Banking or Thrift Institution, Trust Company, Sponsor of Limited Partnerships (excluding pooled investment vehicles), and Sponsor/GP/Managing Member of pooled investment vehicles among its affiliations, suggesting the firm can both sponsor and manage pooled structures in addition to providing advisory services.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Aparna Karmase

    Aparna Karmase

    Chief Compliance OfficerCRD 6744514

  • Motilal Oswal

    Motilal Oswal

    Co-founder, Managing Director & CEOCRD 6739166

Contacts

3 of 5
  • Deepak Nair

    Senior Vice PresidentCRD 8123823

  • Vaibhav Agrawal

    Vaibhav Agrawal

    Portfolio ManagerCRD 7775616

  • Abhishek Anand

    Fund ManagerCRD 8304899

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Prabhadevi Mumbai, null

Location

Prabhadevi Mumbai, null

Headquartered in Prabhadevi Mumbai, null.

Address
10th Floor Motilal Oswal Tower
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth