Motilal Oswal Financial Services Limited

Excellent advice on stocks and mutual funds

We have been associated with Juniper Equity (Motilal Oswal franchisee) for our trading and investment needs. Our regular interactions are with Ms. Rupa and Ms. Kavita, and I must say they are extremely diligent and professional in their approach. ✅ A lot of our requirements involve punching buyback orders and IPO applications, and both of them ensure these are executed promptly and accurately. ✅ The team makes it a point to send day-end reports and profit & loss statements without delay, which makes it very convenient to track transactions. ✅ Importantly, there has never been any pressure to buy products we are not comfortable with (like F&O). This gives us confidence that the focus is on our needs, not just pushing sales. That said, I am rating them 4 out of 5. This is because the main franchisor, Motilal Oswal, still needs to improve on its deliverables. For instance, even after changes in buyback taxation regulations, the reports continue to reflect the old system, which creates confusion and could even cause issues while filing income tax returns. There are also some other teething issues at the parent company level which need attention. 👉 Overall, Juniper Equity’s staff is excellent and client-centric, but I hope Motilal Oswal improves its reporting and compliance updates to make the experience seamless.