Motilal Oswal – New Vertical Vera | Premium Stock Broking & Investment Services Near Connaught Place, New Delhi

📍 Address: 1st Floor, L/29 Outer Circle, Connaught Place, New Delhi – 110001 (Above Haldiram)
📞 Phone: +91 9535996733
🕘 Business Hours: Mon–Sat: 09:00 AM – 06:30 PM, Sun: Closed

Leading Financial Advisory Hub in Central Delhi

Located in the bustling Outer Circle of Connaught Place, right above Haldiram’s, New Vertical Vera Advisory Pvt. Ltd. serves as a trusted franchise of Motilal Oswal Financial Services Limited, delivering elite investment and wealth management solutions. This strategically situated branch serves working professionals, business owners, and HNIs across central Delhi and beyond.

With a legacy of over three decades, Motilal Oswal is renowned for its deep research capabilities, client-first approach, and a wide array of investment products tailored for all segments. At the Connaught Place branch, New Vertical Vera blends these strengths with local expertise and personalized support.

Advanced Stock Broking Services with Research-Backed Execution

For active traders and equity investors, the branch offers a full-service broking experience. Clients benefit from:

• Seamless trading in NSE, BSE, MCX across equity, F&O, commodity, and currency segments

• Access to MO Trader and MO Investor platforms with advanced charting tools

• Personalized research-based calls on short-term, swing, and intraday strategies

• Margin Trading Facility (MTF) with competitive interest rates

• Dealer-assisted execution and relationship manager support

Whether you’re a day trader or a long-term investor, you’ll find this branch equipped to help you navigate markets confidently.

Diversified Mutual Fund & SIP Investment Options

Building wealth through mutual funds becomes easier with the expert curation and guidance offered at this branch. Key services include:

• Risk-profile-based fund selection across equity, hybrid, and debt categories

• SIP setup and management with top-performing AMCs

• Direct vs. Regular fund comparisons with performance metrics

• Monthly, quarterly, and annual reviews of fund performance

• ELSS for tax saving and long-term goal-based investing

All mutual fund solutions are backed by Motilal Oswal’s proprietary tools, ensuring alignment with your financial targets.

Personalized Financial Planning and Goal Mapping

Understanding that each investor’s journey is unique, New Vertical Vera offers bespoke financial planning services:

• Wealth creation strategies tailored to income, expenses, and life stage

• Retirement planning with inflation-adjusted corpus modeling

• Child education, marriage, and home purchase planning

• Protection planning with insurance-linked investment advice

• Annual reviews and rebalancing recommendations

These services are ideal for salaried professionals, entrepreneurs, and families seeking structured financial growth with accountability.

Why Choose Motilal Oswal – New Vertical Vera Advisory, CP?

✅ Prime Location: In the heart of Connaught Place, easily accessible via metro and road
✅ Comprehensive Product Basket: From equity and mutual funds to MTF and insurance
✅ Trusted Brand: Backed by Motilal Oswal’s award-winning research and tech platforms
✅ One-on-One Service: Personalized attention for HNIs, professionals, and first-time investors
✅ Paperless Processes: Quick digital onboarding and mobile-enabled transactions

This branch is perfect for investors seeking the perfect blend of modern digital infrastructure and human guidance.

Who Should Visit This Branch?

This Motilal Oswal office is suited for:

• Corporate employees from CP, Janpath, and Barakhamba Road

• Shop owners, restaurateurs, and consultants operating in the Inner/Outer Circle

• Senior citizens looking for tax-efficient, low-risk instruments

• Young investors starting with SIPs and tax-saving funds

• HNIs and business families exploring PMS, AIF, or structured products

The location above Haldiram ensures footfall convenience, and the branch team is known for its client-centric advisory culture.

FAQs – Motilal Oswal, New Vertical Vera Advisory Pvt Ltd, Connaught Place

Q1. What documents are required to open a trading and demat account here?

You’ll need a PAN card, Aadhaar, a cancelled cheque, and a passport-size photo. Staff can also help with e-KYC options.

Q2. Do they offer SIP setup and fund tracking?

Yes. The branch offers end-to-end support for SIPs, including fund selection, automated debits, and ongoing tracking.

Q3. Is this branch suitable for first-time investors?

Absolutely. From education to execution, the branch walks you through every step of your investment journey.

Q4. Can I get advice on retirement and insurance here?

Yes. The financial planning team offers comprehensive advice, including retirement corpus planning, term insurance, and health insurance solutions.