Motiwala Capital

Motiwala Capital provides discretionary investment management and financial planning to private individuals, high‑net‑worth clients, and small businesses, managing roughly $10.6 million across a limited client base. Services are delivered through separately managed accounts that hold publicly traded equities, debt, and options, with ongoing planning and reporting provided to clients.

The firm employs a bottom‑up value approach for its US capital appreciation strategy, building relatively concentrated portfolios while estimating intrinsic value from company filings and third‑party research. It also runs a Japan‑focused capital appreciation strategy that uses more quantitative selection and a Shariah‑compliant (Halal) strategy that applies business and financial screens before fundamental analysis.

Noteworthy aspects disclosed in the brochure include an available performance‑based fee arrangement for qualified clients, with performance measured after fees and subject to a high‑water mark, a structure that is uncommon among similar independent advisers. The combination of a Japan‑specialist strategy, a formal Halal offering, and a reported significant non‑U.S. client presence distinguishes the practice from many peers of comparable size.