I had a great experience with Nipun Wealth, a franchise of Motilal Oswal Financial Services. Their team is highly professional, knowledgeable, and genuinely committed to helping clients achieve their financial goals. What stood out the most was their personalized approach—they take the time to understand your needs and risk appetite before suggesting any investment strategy.
Their guidance on stock market investments, mutual funds, and overall financial planning has been clear, transparent, and well-researched. The support staff is responsive and always ready to assist with any queries, making the entire investment process smooth and hassle-free.
I also appreciate their focus on long-term wealth creation rather than short-term gains, which builds a lot of trust. Overall, Nipun Wealth is a reliable and trustworthy partner for anyone looking to grow their investments with expert guidance. Highly recommended!
Chintan
Posted on:16-03-2026
Rated
5
I had great investment experience with there team, so help full and my investment becomes , safer and wide with they advice where to invest and when to exis, all of things they providing, Glad To Join This organization.
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.
