Finding a reliable financial advisor in Bhopal can be tricky, but Krishna Finserv makes the choice easy. Under the guidance of Prakash Batta, the firm has become a beacon for retail investors like myself. Their collaboration with Motilal Oswal brings world-class research and a wide array of products right to our doorstep. I primarily focus on IPOs and direct Equity trading, and the support I receive here is unparalleled.
Manisha and Twinkal are always available to help with documentation and technical queries, ensuring that my trading experience is seamless. Vraj is excellent at explaining the technicalities of various SIP plans and how they can help in long-term goal planning. The office environment is professional yet welcoming. They truly embody the 'Knowledge First' philosophy of Motilal Oswal. Whether it's Private Equity or a simple SIP, the level of dedication remains the same. It’s rare to find a team that treats your financial goals as their own
himu gadhavi
Posted on:06-03-2026
Rated
5
"Krishna Finserv (Motilal Oswal) at Vakil Saheb Bridge is top-tier. Prakash Batta provides expert market insights, while Manisha, Twinkal, and Vraj ensure seamless service. From IPOs to Equity and Mutual Funds, their Motilal Oswal partnership offers a wide range of products. I highly recommend them for anyone looking to grow their wealth."
Motilal Oswal Securities is a trusted broker, regulated by top-tier national regulators. This level of regulation ensures reliability and transparency in their operations.Call : 7029190548
Yes, Motilal Oswal Mutual Fund is registered with SEBI. The schemes are managed by Motilal Oswal Trustee Company Ltd., which is approved to act as the Trustee for these schemes.
Yes, you can withdraw your SIP amount anytime. However, withdrawals within a specified timeframe, typically one year, may incur exit loads. Please check the terms of your specific fund for detailed information.
The Motilal Oswal Mid Cap Fund has delivered impressive returns over 10 years, with an annualized return of approximately 22.41%. Note that mid-cap funds generally carry a higher risk but can justify the risk with robust returns.
To open a SIP account online, follow these steps: 1. Complete KYC: Fulfill the mandatory SEBI Know Your Customer (KYC) requirement. 2. Activate the Account: Once KYC is completed, register for an account online. 3. Select SIP Details: Choose the fund, SIP amount, and duration. 4. Submit the Transaction: Complete the process by confirming the SIP registration.
The minimum SIP amount for Motilal Oswal Mutual Funds is ₹500 per month, allowing you to invest systematically and inculcate a habit of disciplined investing.
To open a Portfolio Management Services (PMS) account with Motilal Oswal, a minimum investment of ₹25 lakhs (combination of cash and stocks) is required. The minimum top-up amount is ₹50,000.
To close your Demat account: 1. Download and fill the account closure form. 2. Sign the form and submit it either to the nearest branch or mail it to the head office.
To place a stop-loss order in the Motilal Oswal Mobile App: 1. Log in to your account. 2. Select the stock you want to trade. 3. Enter the required details for the order. 4. Choose Stop Loss under the order type option.
Yes, you can download your P&L statement: 1. Log in to the Motilal Oswal portal. 2. Go to Reports > Detailed Reports > Equity under Capital Gains. 3. Select the financial year and click GO to view or download the statement.
Yes, investments in Motilal Oswal Mutual Funds are regulated by SEBI (Securities and Exchange Board of India). This ensures the structural robustness and compliance of their schemes with regulatory standards.
The Demat account charges include: Opening Fee: ₹0 (Free), AMC: ₹199 annually (Free for the first year), Debit Transaction Fee: 0.025% or ₹30 per transaction.
To open a trading account: 1. Visit the Motilal Oswal website. 2. Click Open Demat Account and complete the e-KYC process. 3. Upload necessary documents like PAN, Aadhaar, and bank details.
To refer and earn: 1. Log in to your Motilal Oswal account. 2. Click on the Refer and Earn tab. 3. Share your referral link with friends or family. Successful referrals can earn you up to ₹500.
A limit price is the specified price at which a trader wants to buy or sell a stock. The order will be executed only at the limit price or a better price.
Log in to the Motilal Oswal portal, go to Reports > Detailed Reports > Equity, select the date range, and view or download your profit and loss statement.
The Demat account charges include: Opening Fee: ?0 (Free), AMC: ?199 annually (Free for the first year), Debit Transaction Fee: 0.025% or ?30 per transaction.
Yes, Motilal Oswal Mutual Fund is registered with SEBI. The schemes are managed by Motilal Oswal Trustee Company Ltd., which is approved to act as the Trustee for these schemes.Call : 7029290548
Yes, you can withdraw your SIP amount anytime. However, withdrawals within a specified timeframe, typically one year, may incur exit loads. Please check the terms of your specific fund for detailed information.Call : 7029290548
The Motilal Oswal Mid Cap Fund has delivered impressive returns over 10 years, with an annualized return of approximately 22.41%. Note that mid-cap funds generally carry a higher risk but can justify the risk with robust returns.Call : 7029290548
To open a SIP account online, follow these steps: 1. Complete KYC: Fulfill the mandatory SEBI Know Your Customer (KYC) requirement. 2. Activate the Account: Once KYC is completed, register for an account online. 3. Select SIP Details: Choose the fund, SIP amount, and duration. 4. Submit the Transaction: Complete the process by confirming the SIP registration.Call : 7029290548
The Motilal Oswal Mid Cap Fund has delivered an annualized return of approximately 36.25% over the past 3 years and 34.33% over the last 5 years.Call : 7029290548
The minimum SIP amount for Motilal Oswal Mutual Funds is ?500 per month, allowing you to invest systematically and inculcate a habit of disciplined investing.
To open a Portfolio Management Services (PMS) account with Motilal Oswal, a minimum investment of ?25 lakhs (combination of cash and stocks) is required. The minimum top-up amount is ?50,000.
To close your Demat account: 1. Download and fill the account closure form. 2. Sign the form and submit it either to the nearest branch or mail it to the head office.
To place a stop-loss order in the Motilal Oswal Mobile App: 1. Log in to your account. 2. Select the stock you want to trade. 3. Enter the required details for the order. 4. Choose Stop Loss under the order type option.
Yes, you can download your P&L statement: 1. Log in to the Motilal Oswal portal. 2. Go to Reports > Detailed Reports > Equity under Capital Gains. 3. Select the financial year and click GO to view or download the statement.
Motilal Oswal Securities is a trusted broker, regulated by top-tier national regulators. This level of regulation ensures reliability and transparency in their operations.
To open a trading account: 1. Visit the Motilal Oswal website. 2. Click Open Demat Account and complete the e-KYC process. 3. Upload necessary documents like PAN, Aadhaar, and bank details.
To refer and earn: 1. Log in to your Motilal Oswal account. 2. Click on the Refer and Earn tab. 3. Share your referral link with friends or family. Successful referrals can earn you up to ?500.
