Overview
MOCL is a public limited company formed under the Indian Companies Act 2013 on September
19, 2016 with an office in Mumbai, India. MOCL is registered as a Portfolio Manager with the
Securities and Exchange Board of India (“SEBI”). The Firm’s principal owner, Motilal Oswal Asset
Management Company Limited (MOAMC), an Indian public limited company, owns a 99.99%
equity interest in MOCL. MOAMC is also the investment manager to Motilal Oswal Mutual Fund
and is registered with the SEBI as a Mutual Fund. MOAMC also acts as an Investment Manager to
the Schemes of Motilal Oswal Alternative Investment Trust and is registered under SEBI
(Alternative Investment Funds) Regulations, 2012 bearing registration number IN/AIF3/13-
14/0044. Further, MOAMC has incorporated a wholly owned subsidiary in Mauritius which acts
as an Investment Manager to the funds based in Mauritius. Messrs. Motilal Oswal and Raamdeo
Agrawal are the indirect owners of MOAMC, through its direct and indirect parent entities of
Motilal Financial Services Limited and Passionate Investment Management Limited.
MOCL provides non-discretionary investment advisory services in a sub-advisory capacity to the
Motilal Oswal India Fund (the “Fund”), a privately placed pooled investment vehicle exempt from
registration under the Investment Company Act of 1940, as amended (the “Investment Company
Act”). An affiliate of MOCL, Motilal Oswal Asset Management (Mauritius) Pvt. Ltd. serves as the
investment manager (the “Investment
Manager”) to the Fund, a company incorporated under
the laws of Mauritius as a public company limited by shares. MOCL may, in the future, organize
additional investment vehicles or manage on a discretionary or non-discretionary basis
separately managed accounts that follow an investment program similar to or different from the
Fund (collectively with the Fund, the “Clients”).
MOCL, through its team of portfolio managers and analysts, limits its advice and asset
management to the Indian equity markets and publicly listed Indian companies. Within the Indian
equities market, MOCL provides a broad array of investment advisory services focused on quality,
growth, longevity, and price. MOCL seeks investments in high quality stocks with growth potential.
Additionally, if requested by a Client, MOCL may tailor its advisory services to the individual needs
of such Client, on a case-by-case basis, but only to the extent such Client’s needs fit within MOCL’s
investment philosophy and the Indian equity markets. Clients may also impose restrictions against
investing in certain securities or types of securities, which MOCL will also consider on a case-by-
case basis. MOCL does not tailor its advice to the objectives of the underlying investors in the
Fund (“Fund Investors”).
MOCL does not participate in wrap fee accounts.
As of March 31, 2023, MOCL manages $27,888,287.66 in non-discretionary assets. MOCL does not
manage any assets on a discretionary basis.