Motilal Oswal – Neha Bhatt Bhagat | Trusted Financial Advisor near Hotel Chalukya, Bengaluru

📍 Address: No. 3012, High Point 3, Near Hotel Chalukya, Palace Road, Bengaluru – 560001
📞 Phone: +91 9731076718
🕘 Business Hours: Mon–Fri: 09:00 AM – 06:00 PM, Sat–Sun: Closed

Your Gateway to Smart Investing in the Heart of Bengaluru

Located on the prestigious Palace Road, near Hotel Chalukya, this Motilal Oswal branch—managed by Neha Bhatt Bhagat—is a comprehensive financial advisory hub for investors in Bengaluru. Whether you’re building a portfolio for long-term wealth creation or seeking smart diversification across asset classes, this center provides tailor-made financial solutions backed by Motilal Oswal’s legacy of trust, research, and innovation since 1987.

With a reputation for offering personalized guidance and an impressive product suite, this branch empowers both new and seasoned investors to take confident strides toward their financial goals.

Wide Range of Investment and Advisory Services

1. Equity, Derivatives & IPO Investment

If you’re looking to invest in equity or trade in futures & options (F&O), this branch offers one of the best-in-class trading platforms – MO Trader – that ensures real-time execution, analytics, and alerts. Clients also receive exclusive IPO research, allowing them to tap into new market opportunities with confidence.

2. Mutual Funds & Intelligent Advisory Portfolios (IAPs)

For investors seeking low-maintenance wealth-building, this branch simplifies mutual fund investing through personalized SIP plans, tax-saving ELSS, and long-term strategies. The Intelligent Advisory Portfolios combine AI and expert research to deliver automated, diversified investment baskets that align with your financial goals.

3. Global Investing & Alternative Investment Options

Expand beyond Indian markets by investing in US stocks directly from your Motilal Oswal account. The branch also facilitates access to Alternative Investment Funds (AIFs), bonds, and Portfolio Management Services (PMS) tailored for high-net-worth individuals seeking structured and research-driven investing.

A Trusted Financial Partner for All Investor Types

From salaried professionals to business owners, this Palace Road branch offers wealth solutions that cover:

• Equity & Commodity Trading

• Systematic Mutual Fund Planning

• Insurance (Term, ULIP, Health)

• Bonds & Fixed Deposits

• Goal-based financial planning

• Retirement & Education corpus creation

• IAPs & global diversification

By offering an end-to-end solution under one roof, Motilal Oswal ensures that clients don’t have to juggle between providers. Every financial goal—from short-term cash flow planning to building generational wealth—is handled with precision and care.

Why Choose Motilal Oswal – Neha Bhatt Bhagat?

• ✅ One-on-one consultation with an experienced advisor

• ✅ Research-backed investment strategies and model portfolios

• ✅ Access to new IPOs, equity insights, and market forecasts

• ✅ Seamless onboarding with e-KYC and app-based management

• ✅ Personalized wealth plans based on client needs and risk tolerance

• ✅ Transparent fee structures and regular performance reviews

With her client-centric approach, Neha Bhatt Bhagat has built a loyal base of investors who appreciate her integrity, timely follow-ups, and deep understanding of financial markets. Whether you are a conservative investor or a market-savvy trader, this branch has something valuable to offer.

Empowering You with Tech & Research

Motilal Oswal doesn’t just offer products—it offers a platform powered by data, research, and user-friendly technology. At this branch, you get access to:

• MO Investor App – Ideal for long-term investors & SIP planners

• MO Trader Terminal – For real-time technical trading and F&O execution

• Live Research Reports – Covering equities, macro trends, and IPOs

• Custom Dashboards – Track performance across all investments in one place

• Digital Documentation – For seamless, paperless onboarding and transactions

This tech-first model ensures that even investors who prefer mobile-first investing can manage their portfolios anytime, anywhere.

Frequently Asked Questions (FAQs)

Q1: What services does the Palace Road branch offer?

This branch offers equity trading, derivatives (F&O), US stock investing, mutual funds, IPO subscriptions, insurance services, fixed deposits, and portfolio management through IAPs and PMS.

Q2: Can I invest in US stocks through this Motilal Oswal branch?

Yes, this branch provides seamless access to international equity markets, especially US stocks, allowing you to diversify across geographies.

Q3: Who is Neha Bhatt Bhagat and what is her role here?

Neha Bhatt Bhagat is the authorized person and lead advisor at this branch. She specializes in personalized financial planning, investment advisory, and portfolio construction for clients.

Q4: Do I need to schedule an appointment before visiting?

Walk-ins are accepted during working hours, but scheduling an appointment is recommended for detailed financial consultations or portfolio reviews.