Privacy Policy

Keeping clients’ information private is of primary importance at Motiwala Capital. Our privacy policy can be downloaded here: Privacy Policy

Advisory Agreements: Motiwala Capital provides simple and affordable fee-based investment advisory services. Below is a copy of the standard advisory agreement that we enter into with our clients who want us to take full discretion for their accounts.

Disclosure Documents

The US securities laws require certain disclosures and statements to be made to clients before they hire an investment advisor. The Form ADV (parts one and two) below is the required form filed with the securities authorities. The Disclosure Statement document is a summary of the relevant information from the Form ADV that clients are required to consider carefully before hiring Motiwala Capital as their investment advisor.

Form ADV (Part One): Search for “Motiwala Capital”
Form ADV (Part Two) often called Brochure.