📍 Address: No 3515/8055/7052, 1st Floor, 60 Feet Road, Lakshmi Venkateshwara Complex, Near Shubha Mangala Kalyana Mantapa, Vinoba Nagara, Shimoga – 577205
📞 Phone: +91 97310 05194
🕘 Business Hours: Mon–Sat: 09:00 AM – 06:30 PM, Sun: Closed

Motilal Oswal – Shruthi S K, Vinoba Nagara: Trusted Financial Solutions in the Heart of Shimoga

Located on the prominent 60 Feet Road in Lakshmi Venkateshwara Complex, near Shubha Mangala Kalyana Mantapa, Motilal Oswal Financial Services Limited – Shruthi S K brings a personalized, research-backed investment experience to residents of Vinoba Nagara, Shimoga. This franchise upholds Motilal Oswal’s legacy of excellence by offering a full suite of services, including equity trading, mutual fund investment, and financial planning—all tailored to help clients secure long-term wealth and financial peace of mind.

Whether you are a first-time investor or an experienced market participant, this branch offers a supportive, tech-enabled environment to help you achieve your investment goals with confidence and transparency.

What Makes This Motilal Oswal Branch in Vinoba Nagara Stand Out?

✅ Personalized Service with Expert Guidance

Led by Shruthi S K, the branch ensures that every client receives tailor-made investment strategies based on their goals, age, risk tolerance, and income.

✅ Strategic Location with Easy Access

Being situated near a well-known landmark like Shubha Mangala Kalyana Mantapa makes this branch highly accessible to residents across Vinoba Nagara and nearby areas.

✅ Backed by Cutting-Edge Tools

Enjoy seamless account access, research updates, and real-time trade execution via Motilal Oswal’s acclaimed digital platforms and mobile apps.

✅ Full-Spectrum Wealth Management

From stock investing to retirement planning, you get end-to-end services under one roof.

Key Services Offered at Shruthi S K’s Branch, Shimoga

📈 Equity Trading for Every Investor

Motilal Oswal’s equity broking platform is among India’s most respected and research-driven. Services offered include:

• Real-time equity trading on NSE/BSE

• Intraday and positional trading support

• Margin funding and trading insights

• Stock screeners and technical charting tools

• Expert reports to identify long-term value stocks

The team offers support for both self-directed traders and those who prefer guided recommendations, making equity investing accessible and intelligent.

💼 Mutual Fund Advisory for Smart Diversification

This branch simplifies mutual fund investing by offering:

• Expert-curated mutual fund portfolios (equity, debt, hybrid)

• Goal-based investment planning (education, marriage, retirement)

• SIP and lump sum investment strategies

• Portfolio performance reviews and rebalancing

• Tax-saving ELSS fund advisory

Whether you’re looking for capital appreciation or steady income, the advisory service ensures fund choices match your financial objectives.

📊 Financial Planning with a Long-Term Perspective

This branch doesn’t just help you invest—it helps you plan your financial life:

• Risk profiling and investment suitability assessments

• Retirement corpus planning and pension strategy

• Life insurance and medical insurance analysis

• Estate and succession planning

• Child education and marriage planning

You receive clear action plans to ensure that your wealth grows in sync with your personal milestones and dreams.

Why Do Investors in Vinoba Nagara Prefer This Motilal Oswal Outlet?

1. Reputed Financial Advisory from a Trusted Brand
Motilal Oswal is known for its rigorous research, ethical practices, and cutting-edge tools. This franchise reflects those values through every client interaction.

2. Local Touch, National Expertise
While backed by Motilal Oswal’s national research strength, the branch delivers services with a regional understanding of Shimoga’s economic and investment environment.

3. Transparent Communication
All brokerage fees, fund charges, and advisory services are discussed upfront—so you can make decisions without surprises.

4. Accessibility & Approachability
The office is welcoming and well-located, making it a convenient choice for families, professionals, and retirees in Vinoba Nagara.

5. Comprehensive Portfolio Management
Whether you need regular income, capital growth, or tax planning, the branch provides integrated financial solutions.

FAQs – Motilal Oswal, Vinoba Nagara, Shimoga

Q1. Can I start investing in mutual funds here with no prior experience?
Absolutely. The branch provides beginner-friendly mutual fund advisory, including SIPs and ELSS, with full guidance on where and how to invest.

Q2. What documents are needed to open a trading account?
You’ll need your PAN, Aadhaar, a recent photo, and a bank account proof. eKYC options are also available for faster onboarding.

Q3. Does the branch offer margin trading options?
Yes, Motilal Oswal’s Margin Trading Facility (MTF) is available for eligible investors to leverage their trades securely.

Q4. Is insurance advice also part of financial planning here?
Yes, the financial planning service includes risk coverage advice, including term life insurance and health policies to protect your wealth.

Q5. How often can I get my portfolio reviewed?
Regular portfolio reviews are available quarterly or on request to ensure your investments stay aligned with your changing goals and risk profile.

If you’re in or around Vinoba Nagara and looking for a reliable, research-driven financial partner, Motilal Oswal – Shruthi S K’s branch offers everything you need—from demat accounts to mutual funds to strategic planning—for wealth creation with clarity.