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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

MOTILAL OSWAL CAPITAL LIMITED

CRD 286146

PRABHADEVI, MUMBAI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2169c99c-42f3-df02-843e-e1035da5192a

Data as of Jun 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 12
On other graphs: 0
Observed: May 25, 2017 to Jun 28, 2026
11 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=0.0
Regulatory AUM: $116MItem 5.F on the latest filing (2026-06-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1
Private funds: 1Schedule D 7.B(1)
SEC number: 801-110707
CRD: 286146
Filings on the tape: 11
First filed: May 25, 2017
Latest filed: Jun 28, 2026
Organised: Corporation
Website: motilaloswalmf.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
MOTILAL OSWAL INDIA FUND	Other Private Fund	$34.9M	Jun 30, 2024	6	Jun 29, 2018	reported	021-388459

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
AGARWAL, NAVIN	Director	Na	yes	09/2016	May 25, 2017	Jun 30, 2024
AGRAAWAL, RAAMDEO	Shareholder	C	yes	08/1995	May 25, 2017	Jun 30, 2024
AGRAWAL, VAIBHAV, RAAMDEO	PORTFOLIO MANAGER	Na	yes	06/2023	Jun 30, 2023	Jun 30, 2024
CHATURVEDI, AKHIL	Director	Na	yes	10/2020	Jun 28, 2021	Jun 30, 2024
Dala, Juzer	CHIEF OPERATING OFFICER	Na	yes	01/2022	Jun 28, 2022	Jun 30, 2024
JOSHI, PRASHANT	CHIEF EXECUTIVE OFFICER	Na	yes	02/2022	Jun 28, 2022	Jun 30, 2024
KARMASE, APARNA	CHIEF COMPLIANCE OFFICER	Na	yes	01/2017	May 25, 2017	Jun 30, 2024
MOTILAL OSWAL ASSET MANAGEMENT LTD	Shareholder	E	yes	09/2016	May 25, 2017	Jun 30, 2024
MOTILAL OSWAL FAMILY TRUST	Shareholder	C	yes	03/2022	Jun 28, 2022	Jun 30, 2024
MOTILAL OSWAL FINANCIAL SERVICES LTD	Shareholder	E	yes	08/2018	May 25, 2017	Jun 30, 2024
OSWAL, MOTILAL	Director	Na	yes	09/2016	May 25, 2017	Jun 30, 2024
SONTHALIA, MANISH	PORTFOLIO MANAGER	Na	no	09/2016	May 25, 2017	Jun 30, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
GLIDE TECH INVESTMENT ADVISORY PRIVATE LIMITED	n/a	n/a	n/a	N	yes	n/a
INDIA BUSINESS EXCELLENCE MANAGEMENT COMPANY	n/a	n/a	n/a	N	yes	n/a
MO ALTERNATE INVESTMENT ADVISORS PRIVATE LIMITED	n/a	n/a	n/a	N	yes	n/a
MOTILAL OSWAL ALTERNATIVE IFSC PRIVATE LIMITED	n/a	n/a	n/a	N	yes	n/a
MOTILAL OSWAL ASSET MANAGEMENT (MAURITIUS) COMPANY LIMITED	n/a	n/a	n/a	N	yes	n/a
MOTILAL OSWAL ASSET MANAGEMENT COMPANY LIMITED	n/a	n/a	n/a	Y	yes	n/a
MOTILAL OSWAL CAPITAL MARKETS (HONG KONG) PRIVATE LIMITED	n/a	n/a	n/a	N	yes	n/a
MOTILAL OSWAL CAPITAL MARKETS (SINGAPORE) PTE LIMITED	n/a	n/a	n/a	N	yes	n/a
MOTILAL OSWAL COMMODITIES BROKER PRIVATE LIMITED	n/a	n/a	n/a	N	yes	n/a
MOTILAL OSWAL FINANCIAL SERVICES LIMITED	n/a	n/a	n/a	Y	no	n/a
MOTILAL OSWAL FINSEC IFSC LIMITED	n/a	n/a	n/a	N	yes	n/a
MOTILAL OSWAL INVESTMENT ADVISORS LIMITED	n/a	n/a	n/a	N	yes	n/a
MOTILAL OSWAL SECURITIES INTERNATIONAL PRIVATE LIMITED	n/a	n/a	n/a	N	yes	n/a
MOTILAL OSWAL TRUSTEE COMPANY LIMITED	n/a	n/a	n/a	N	yes	n/a
MOTILAL OSWAL WEALTH MANAGEMENT LIMITED	n/a	n/a	n/a	N	yes	n/a
TM INVESTMENT TECHNOLOGIES PRIVATE LIMITED	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2024	Jun 30, 2024	$33.2M	$0	6	1	1	$34.9M
2023	Jun 30, 2023	$27.9M	$0	5	1	1	$595,143
2022	Jun 28, 2022	$31.8M	$0	5	1	1	$27.3M
2021	Jun 28, 2021	$31.0M	$0	5	1	1	$27.3M
2020	Jun 30, 2020	$32.1M	$0	6	1	1	$25.2M
2019	Jun 28, 2019	$23.4M	$0	7	2	1	$23.4M
2017	Jun 29, 2018	n/a	n/a	7	2	1	$21.1M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$116M	$27.9M	316.4%	$31.0M	55.4%	7	5	0	0

Relationships

Advises (1)

→ MOTILAL OSWAL INDIA FUNDPrivate fundOther Private Fund, IA
Jun 29, 2018 to presentfactForm ADV

Controls (11)

← AGARWAL, NAVINOwnerDIRECTOR, ownership code NA, individual
May 25, 2017 to Jun 30, 2024factForm ADV
← OSWAL, MOTILALOwnerDIRECTOR, ownership code NA, individual
May 25, 2017 to Jun 30, 2024factForm ADV
← AGRAAWAL, RAAMDEOOwnerSHAREHOLDER, ownership code C, individual
May 25, 2017 to Jun 30, 2024factForm ADV
← KARMASE, APARNAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 25, 2017 to Jun 30, 2024factForm ADV
← CHATURVEDI, AKHILOwnerDIRECTOR, ownership code NA, individual
Jun 28, 2021 to Jun 30, 2024factForm ADV
← Dala, JuzerOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Jun 28, 2022 to Jun 30, 2024factForm ADV
← JOSHI, PRASHANTOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Jun 28, 2022 to Jun 30, 2024factForm ADV
← AGRAWAL, VAIBHAV, RAAMDEOOwnerPORTFOLIO MANAGER, ownership code NA, individual
Jun 30, 2023 to Jun 30, 2024factForm ADV
← MOTILAL OSWAL ASSET MANAGEMENT LTDOwnerSHAREHOLDER, ownership code E, foreign entity
May 25, 2017 to Jun 30, 2024factForm ADV
← MOTILAL OSWAL FAMILY TRUSTOwnerSHAREHOLDER, ownership code C, foreign entity
Jun 28, 2022 to Jun 30, 2024factForm ADV
← MOTILAL OSWAL FINANCIAL SERVICES LTDOwnerSHAREHOLDER, ownership code E, foreign entity
May 25, 2017 to Jun 30, 2024factForm ADV

Owns (1)

← SONTHALIA, MANISHOwnerPORTFOLIO MANAGER, ownership code NA, individual
May 25, 2017 to Jun 30, 2024factForm ADV

Dated events

Occurred
Jun 30, 2023
Control person joined
Raamdeo Vaibhav Agrawal (Portfolio Manager) appeared on Schedule A of Motilal Oswal Capital Limited
Form ADVobserved 5 days ago
Occurred
Jun 28, 2022
Control person left
Dhirajlal Yatin Dolia (Chief Operating Officer) no longer on Schedule A of Motilal Oswal Capital Limited (listed 2021-06-28, absent 2022-06-28)
Form ADVobserved 5 days ago
Occurred
Jun 28, 2022
Control person left
Umang Thaker (Chief Executive Officer) no longer on Schedule A of Motilal Oswal Capital Limited (listed 2021-06-28, absent 2022-06-28)
Form ADVobserved 5 days ago
Occurred
Jun 28, 2022
Control person left
Paul Louis Payamel (Chief Executive Office) no longer on Schedule A of Motilal Oswal Capital Limited (listed 2021-06-28, absent 2022-06-28)
Form ADVobserved 5 days ago
Occurred
Jun 28, 2022
Control person joined
Juzer Dala (Chief Operating Officer) appeared on Schedule A of Motilal Oswal Capital Limited
Form ADVobserved 5 days ago
Occurred
Jun 28, 2022
Control person joined
Prashant Joshi (Chief Executive Officer) appeared on Schedule A of Motilal Oswal Capital Limited
Form ADVobserved 5 days ago
Occurred
Jun 28, 2021
Control person left
Aashish Somaiyaa (Director And Chairman) no longer on Schedule A of Motilal Oswal Capital Limited (listed 2020-06-30, absent 2021-06-28)
Form ADVobserved 5 days ago
Occurred
Jun 28, 2021
Control person joined
Akhil Chaturvedi (Director) appeared on Schedule A of Motilal Oswal Capital Limited
Form ADVobserved 5 days ago
Occurred
Jun 28, 2021
Control person joined
Paul Louis Payamel (Chief Executive Office) appeared on Schedule A of Motilal Oswal Capital Limited
Form ADVobserved 5 days ago
Occurred
Jun 30, 2020
Control person joined
Umang Thaker (Chief Executive Officer) appeared on Schedule A of Motilal Oswal Capital Limited
Form ADVobserved 5 days ago
Occurred
Jun 30, 2020
Control person left
Karun Marwah (Chief Executive Officer) no longer on Schedule A of Motilal Oswal Capital Limited (listed 2019-06-28, absent 2020-06-30)
Form ADVobserved 5 days ago
Occurred
May 25, 2017
First Form ADV filing
Motilal Oswal Capital Limited filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2169c99c-42f3-df02-843e-e1035da5192a
First observed: May 25, 2017
Last observed: Jun 28, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MOTILAL OSWAL CAPITAL LIMITED

CRD 286146

PRABHADEVI, MUMBAI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2169c99c-42f3-df02-843e-e1035da5192a

Data as of Jun 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:11 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

MOTILAL OSWAL INDIA FUND

Other Private Fund

$34.9M

Jun 30, 2024

Jun 29, 2018

reported

021-388459

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AGARWAL, NAVIN

Director

yes

09/2016

May 25, 2017

Jun 30, 2024

AGRAAWAL, RAAMDEO

Shareholder

yes

08/1995

May 25, 2017

Jun 30, 2024

AGRAWAL, VAIBHAV, RAAMDEO

PORTFOLIO MANAGER

yes

06/2023

Jun 30, 2023

Jun 30, 2024

CHATURVEDI, AKHIL

Director

yes

10/2020

Jun 28, 2021

Jun 30, 2024

Dala, Juzer

CHIEF OPERATING OFFICER

yes

01/2022

Jun 28, 2022

Jun 30, 2024

JOSHI, PRASHANT

CHIEF EXECUTIVE OFFICER

yes

02/2022

Jun 28, 2022

Jun 30, 2024

KARMASE, APARNA

CHIEF COMPLIANCE OFFICER

yes

01/2017

May 25, 2017

Jun 30, 2024

MOTILAL OSWAL ASSET MANAGEMENT LTD

Shareholder

yes

09/2016

May 25, 2017

Jun 30, 2024

MOTILAL OSWAL FAMILY TRUST

Shareholder

yes

03/2022

Jun 28, 2022

Jun 30, 2024

MOTILAL OSWAL FINANCIAL SERVICES LTD

Shareholder

yes

08/2018

May 25, 2017

Jun 30, 2024

OSWAL, MOTILAL

Director

yes

09/2016

May 25, 2017

Jun 30, 2024

SONTHALIA, MANISH

PORTFOLIO MANAGER

09/2016

May 25, 2017

Jun 30, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

GLIDE TECH INVESTMENT ADVISORY PRIVATE LIMITED

n/a

yes

n/a

INDIA BUSINESS EXCELLENCE MANAGEMENT COMPANY

n/a

yes

n/a

MO ALTERNATE INVESTMENT ADVISORS PRIVATE LIMITED

n/a

yes

n/a

MOTILAL OSWAL ALTERNATIVE IFSC PRIVATE LIMITED

n/a

yes

n/a

MOTILAL OSWAL ASSET MANAGEMENT (MAURITIUS) COMPANY LIMITED

n/a

yes

n/a

MOTILAL OSWAL ASSET MANAGEMENT COMPANY LIMITED

n/a

yes

n/a

MOTILAL OSWAL CAPITAL MARKETS (HONG KONG) PRIVATE LIMITED

n/a

yes

n/a

MOTILAL OSWAL CAPITAL MARKETS (SINGAPORE) PTE LIMITED

n/a

yes

n/a

MOTILAL OSWAL COMMODITIES BROKER PRIVATE LIMITED

n/a

yes

n/a

MOTILAL OSWAL FINANCIAL SERVICES LIMITED

n/a

MOTILAL OSWAL FINSEC IFSC LIMITED

n/a

yes

n/a

MOTILAL OSWAL INVESTMENT ADVISORS LIMITED

n/a

yes

n/a

MOTILAL OSWAL SECURITIES INTERNATIONAL PRIVATE LIMITED

n/a

yes

n/a

MOTILAL OSWAL TRUSTEE COMPANY LIMITED

n/a

yes

n/a

MOTILAL OSWAL WEALTH MANAGEMENT LIMITED

n/a

yes

n/a

TM INVESTMENT TECHNOLOGIES PRIVATE LIMITED

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Jun 30, 2024

$33.2M

$34.9M

2023

Jun 30, 2023

$27.9M

$595,143

2022

Jun 28, 2022

$31.8M

$27.3M

2021

Jun 28, 2021

$31.0M

$27.3M

2020

Jun 30, 2020

$32.1M

$25.2M

2019

Jun 28, 2019

$23.4M

2017

Jun 29, 2018

n/a

$21.1M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$116M

$27.9M

316.4%

$31.0M

55.4%