DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Franklin Templeton Asset Management (India) Private Limited

Former SEC-registered adviserMumbai, CRD 145421SEC 801-68606IAPD
Latest filing Jan 28, 2020
First filing on the tape Dec 23, 2011 · 23 filings
RAUM
$18B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
328
26 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$18B as of Dec 24, 2019
Dec 23, 2011$8.5B then
HNW client RAUM$0 as of Dec 24, 2019
Dec 22, 2017$0 then
State-registered IARs (5.B.3)0 as of Dec 24, 2019
Dec 20, 20120 then
Employees (5.A)328 as of Dec 24, 2019
Dec 20, 2012257 then
Private funds: no history
RAUM +16% over the last fiscal year+16% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jan 28, 2020; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$279MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived2 offices incl. principal (1.F.5)
RAUM growth, one year
+16%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, otherreportedItem 5.E
Advisory activities
educational seminars, otherreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$18B100%
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
64reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • Subramaniam Jayaram Iyer · Associate Directorcontrol
        since 09/2014 · owns less than 5%
      • Das Santosh Kamath · Chief Investment Officer - Fixed Incomecontrol
        since 03/2006 · owns less than 5%
      • Mohan Vivek Kudva · Associate Directorcontrol
        since 03/2017 · owns less than 5%
      • N/A Anand Radhakrishnan · Cio Of Franklin Equity - Indiacontrol
        since 02/2014 · owns less than 5%
      • Vishwanath Sanjay Sapre · Presidentcontrol
        since 08/2016 · owns less than 5%
      • Panalal Pradip Shah · Independent Additional Directorcontrol
        since 05/2019 · owns less than 5%
      • Inamdar Abdulla Tabassum · Independent Additional Directorcontrol
        since 12/2019 · owns less than 5%
      • Kishanlal Saurabh Gangrade · Chief Compliance Officer
        since 12/2016 · owns less than 5%
      • Chittillamveedu Mahesh Muraleedharan · Company Secretary
        since 11/2013 · owns less than 5%
      • Venkata Radhakrishnan Subramaniam · Independent Director
        since 05/2018 · owns less than 5%
      Entity owners
      • Franklin Templeton Holding Limited · Shareholder
        direct · owns 75% or more
      • Franklin Resources, Inc. · Parent Corporation Of Templeton Worldwide, Inc.
        indirect · owns 75% or more of Templeton Worldwide, Inc. · public reporting company
      • Franklin Templeton Capital Holdings Private Limited · Wholly-Owned Subsidiary Of Templeton International, Inc.
        indirect · owns 75% or more of Franklin Templeton Holding Limited
      • Templeton International, Inc. · Shareholder
        indirect · owns 75% or more of Wholly Owned Subsidiary Of Templeton Worldwide, Inc.
      • Templeton Worldwide, Inc. · Wholly Owned Subsidiary Of Franklin Resources, Inc.
        indirect · owns 75% or more of Templeton International, Inc.
      Related persons
      Schedule D 7.A
      Advisers that list Franklin Templeton Asset Management (India) Private Limited as a related person
      Offices
      Schedule D 1.F, the 25 largest
      • Chennai, India15 employees
      What changed
      consecutive filings, newest first
      • Accounts · 55 to 64
        Jun 28, 2019 to Dec 24, 2019
      • Advisory employees · 25 to 26
        Jun 28, 2019 to Dec 24, 2019
      • Pooled vehicle clients · 55 to 64
        Jun 28, 2019 to Dec 24, 2019
      • Employees · 298 to 328
        Jun 28, 2019 to Dec 24, 2019
      • Discretionary RAUM · $15B to $18B
        Jun 28, 2019 to Dec 24, 2019
      • Pooled vehicle RAUM · $15B to $18B
        Jun 28, 2019 to Dec 24, 2019
      • RAUM · $15B to $18B
        Jun 28, 2019 to Dec 24, 2019
      • Accounts · 41 to 55
        Jul 18, 2018 to Dec 24, 2018
      • Advisory employees · 23 to 25
        Jul 18, 2018 to Dec 24, 2018
      • Pooled vehicle clients · 41 to 55
        Jul 18, 2018 to Dec 24, 2018
      • Employees · 279 to 298
        Jul 18, 2018 to Dec 24, 2018
      • Discretionary RAUM · $15B to $15B
        Jul 18, 2018 to Dec 24, 2018
      • Pooled vehicle RAUM · $15B to $15B
        Jul 18, 2018 to Dec 24, 2018
      • RAUM · $15B to $15B
        Jul 18, 2018 to Dec 24, 2018
      • Accounts · 40 to 41
        Sep 29, 2017 to Dec 22, 2017
      • Advisory employees · 24 to 23
        Sep 29, 2017 to Dec 22, 2017
      • Charity clients · unset to 0.0
        Sep 29, 2017 to Dec 22, 2017
      • Corporate clients · unset to 0.0
        Sep 29, 2017 to Dec 22, 2017
      • HNW clients · unset to 0.0
        Sep 29, 2017 to Dec 22, 2017
      • Individual clients · unset to 0.0
        Sep 29, 2017 to Dec 22, 2017
      • Pension plan clients · unset to 0.0
        Sep 29, 2017 to Dec 22, 2017
      • Pooled vehicle clients · unset to 41.0
        Sep 29, 2017 to Dec 22, 2017
      • Employees · 283 to 279
        Sep 29, 2017 to Dec 22, 2017
      • Other offices · unset to 1.0
        Sep 29, 2017 to Dec 22, 2017
      • Discretionary RAUM · $11B to $15B
        Sep 29, 2017 to Dec 22, 2017
      • HNW RAUM · unset to 0.0
        Sep 29, 2017 to Dec 22, 2017
      • Individual RAUM · unset to 0.0
        Sep 29, 2017 to Dec 22, 2017
      • Non-discretionary RAUM · $113M to $0
        Sep 29, 2017 to Dec 22, 2017
      • Pension RAUM · unset to 0.0
        Sep 29, 2017 to Dec 22, 2017
      • Pooled vehicle RAUM · unset to 14586944893.0
        Sep 29, 2017 to Dec 22, 2017
      • RAUM · $12B to $15B
        Sep 29, 2017 to Dec 22, 2017
      • Accounts · 43 to 40
        Sep 7, 2016 to Dec 23, 2016
      • Advisory employees · 23 to 24
        Sep 7, 2016 to Dec 23, 2016
      • Employees · 278 to 283
        Sep 7, 2016 to Dec 23, 2016
      • Discretionary RAUM · $11B to $11B
        Sep 7, 2016 to Dec 23, 2016
      • Non-discretionary RAUM · $123M to $113M
        Sep 7, 2016 to Dec 23, 2016
      • RAUM · $11B to $12B
        Sep 7, 2016 to Dec 23, 2016
      • Accounts · 44 to 43
        Sep 21, 2015 to Dec 17, 2015
      • Advisory employees · 22 to 23
        Sep 21, 2015 to Dec 17, 2015
      • Advisory activities · 1 to 2
        Sep 21, 2015 to Dec 17, 2015
      Signals
      2 dated events
      • Inamdar Abdulla Tabassum (Independent Additional Director) appeared on Schedule A of Franklin Templeton Asset Management (India) Private Limited
        Jan 28, 2020 · Control person joined · fact
      • Panalal Pradip Shah (Independent Additional Director) appeared on Schedule A of Franklin Templeton Asset Management (India) Private Limited
        Jun 28, 2019 · Control person joined · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026