📍 Address: 1st Floor, Aadishakti Towers, LLR Road, Durgigudi, Shimoga – 577201
📞 Phone: +91 95359 76955
🕘 Business Hours: Mon–Sat: 09:00 AM – 06:30 PM, Sun: Closed

Motilal Oswal – My Money Consulting, Durgigudi, Shimoga: For Mutual Funds, Equity & Derivatives, and Financial Planning

Situated in the vibrant financial district of Durgigudi, Motilal Oswal Financial Services – My Money Consulting is a reliable destination for investors seeking research-driven guidance and goal-oriented financial solutions. Backed by Motilal Oswal’s strong legacy of equity expertise and technology-driven investment strategies, this branch in Shimoga delivers a superior investing experience to both first-time investors and high-net-worth individuals.

From building wealth through mutual funds to trading actively in equity & derivatives or planning your long-term financial goals, My Money Consulting serves as a dedicated financial partner that prioritizes your financial wellbeing.

What Makes This Branch in Durgigudi Stand Out?

Here’s why investors across Shimoga rely on My Money Consulting, a certified partner of Motilal Oswal:

• Client-Centric Advisory: Every client receives personalized financial solutions aligned with their income, risk appetite, and future aspirations.

• Certified Experts: The team is trained in advanced financial products and SEBI guidelines, ensuring professional-grade advice.

• Research-Led Investing: Motilal Oswal’s proprietary research helps clients make informed decisions in equities and derivatives.

• Comprehensive Financial Solutions: Whether it’s a tax-saving SIP or hedging with options, this branch supports all your investment needs under one roof.

Key Services Offered at My Money Consulting, Durgigudi

📊 Mutual Fund Investments

Mutual funds are a preferred choice for long-term wealth creation, and this branch offers:

• Direct and regular plans from top AMCs

• SIPs for disciplined investing

• Tax-saving ELSS mutual funds

• Goal-based fund recommendations (child education, home buying, etc.)

• Risk profiling and fund rebalancing

📈 Equity & Derivatives Trading

For those seeking market exposure, the branch facilitates trading in:

• Equity (delivery and intraday)

• Derivatives (Futures & Options on NSE and BSE)

• Algo trading and advanced charting tools

• Real-time trading via Motilal Oswal’s trading platforms

• Daily trading calls backed by fundamental and technical analysis

🧮 Financial Planning & Wealth Management

Planning for your future is simplified with tailor-made strategies:

• Retirement planning with annuity projections

• Insurance planning for life and health

• Tax planning through strategic asset allocation

• Child education and marriage goal planning

• Portfolio review and risk diversification advice

Why Investors in Shimoga Prefer Motilal Oswal – My Money Consulting?

1. Trusted National Brand with Local Expertise
While Motilal Oswal is a nationally recognized financial powerhouse, My Money Consulting offers region-specific insights and bilingual service, connecting deeply with the Shimoga investor community.

2. End-to-End Investment Support
From account opening to KYC, fund transfers, portfolio reports, and tax documentation—the branch supports all essential investment processes efficiently.

3. Transparent Advice with Research Backing
This isn’t just a sales counter—it’s an advisory hub. Every fund, stock, or strategy comes backed by in-house research and detailed analytics.

4. Robust Technology Platforms
Clients benefit from the full suite of Motilal Oswal’s digital tools including MO Investor, MO Trader, and personalized dashboards.

5. Periodic Portfolio Reviews
Investments are tracked regularly, and you’ll be invited for quarterly reviews to assess performance, rebalancing needs, and market outlooks.

FAQs – Motilal Oswal, Durgigudi, Shimoga

Q1. Can I start a SIP in mutual funds through this branch?
Yes, My Money Consulting assists you in starting SIPs across various mutual fund categories based on your financial goals and investment horizon.

Q2. Is this branch suitable for derivatives trading?
Absolutely. The branch supports Futures and Options trading with margin calculators, hedging strategies, and research-based recommendations.

Q3. Does the branch offer portfolio health checks?
Yes. You can schedule a session to review your current portfolio and get actionable insights on improving diversification, returns, and tax efficiency.

Q4. Are there financial planning services for retirement or children’s education?
Yes, comprehensive financial planning is a core service here. Advisors help map your long-term goals with inflation-adjusted strategies and product recommendations.

Q5. What is the process to open a demat and trading account here?
It’s quick and seamless. The branch staff will guide you through the documentation (PAN, Aadhaar, address proof) and help activate your demat/trading account in 24–48 hours.

Whether you’re investing for your child’s future, planning for your golden years, or actively trading the markets, Motilal Oswal – My Money Consulting in Durgigudi, Shimoga is a one-stop financial partner that offers professionalism, trust, and personalized care. With strong research support and a commitment to transparency, this branch is the ideal financial hub for investors in Shimoga.