One of the best experiences I’ve had with financial services so far. Everything was handled in a very smooth and professional way, from guidance to execution. The level of knowledge, communication, and support really stands out.
What impressed me the most was the honesty and clarity throughout the process. No confusion, no unnecessary promises. just genuine advice and quick assistance whenever needed. It actually feels good working with someone who truly understands client needs and values long-term relationships over just business.
Highly satisfied with the service and would definitely recommend it to anyone looking for reliable financial guidance and investment support.
I just Came to know that they also provide health & car insurance. Had a wonderful experience.
Net
Posted on:21-05-2026
Rated
5
Excellent experience with Mohit Kumar from Motilal. He is very dedicated towards his work and provides genuine financial guidance. His understanding of investments and financial planning is impressive, and he always suggests the best options according to the client’s requirements.
The best thing about his service is transparency and professionalism. He is always available to solve queries and ensures a smooth experience from start to finish.
If you are looking for someone trustworthy and experienced in financial services, I would definitely recommend Mohit Kumar. Great service and very helpful nature!
Motilal Oswal Securities is a trusted broker, regulated by top-tier national regulators. This level of regulation ensures reliability and transparency in their operations.
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.
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.
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.
