📍 Address: LIG 452, F Block, KHB Colony, Vinoba Nagara, Shimoga – 577201
📞 Phone: +91 97310 20863
🕘 Business Hours: Mon–Sat: 09:00 AM – 06:30 PM, Sun: Closed

Motilal Oswal – Surendra Bangara Shetty, Vinoba Nagara: Trusted Wealth Building Partner in Shimoga

Located in the prominent residential and commercial locality of Vinoba Nagara, Motilal Oswal Financial Services Limited – Surendra Bangara Shetty offers expert investment solutions tailored to individual and family goals. With a reputation for excellence and reliability, this branch empowers investors through personalized financial guidance, robust research support, and state-of-the-art digital tools.

Whether you are looking to trade equities, invest in mutual funds, or plan a stress-free retirement, this Shimoga-based franchise offers customized solutions designed to help you grow and protect your wealth with confidence.

What Makes This Vinoba Nagara Branch Stand Out?

Here are key features that distinguish this Motilal Oswal branch in the Shimoga investment landscape:

• Local Expertise with National Backing: Backed by Motilal Oswal’s legacy, the branch combines national-grade research with deep understanding of Shimoga’s investment mindset.

• One-on-One Investment Consultations: Each client receives tailored financial advice based on their goals, risk appetite, and timelines.

• Advanced Trading & Investment Platforms: Investors can access real-time trading, portfolio insights, and research-backed recommendations through Motilal Oswal’s secure and intuitive mobile and web platforms.

• Goal-Oriented Financial Planning: From education funds to retirement income strategies, financial plans are designed with future-focused precision.

Key Services Offered at Surendra Bangara Shetty’s Branch in Vinoba Nagara

📊 Equity Trading with In-Depth Market Insights

Equity investments are a core offering at this branch, with:

• Real-time access to NSE and BSE stocks

• Intraday and delivery trading options

• Research-backed buy/sell recommendations

• Personalized trading strategies with margin facility

• Technical charting tools and expert guidance

💼 Mutual Fund Investment Made Simple

Explore a curated selection of mutual fund schemes from leading AMCs:

• Direct and regular plans with low cost structures

• Thematic and sector-based funds

• SIP and lump-sum investment options

• Portfolio reviews and performance tracking

• ELSS funds for tax-saving under Section 80C

🧓 Retirement Planning Services

This branch supports your future with comprehensive retirement strategies:

• Systematic Retirement Corpus planning

• Annuity and pension product advisory

• Risk-optimized portfolio construction

• Post-retirement income stream planning

• Inflation-adjusted goal tracking

Why Investors in Shimoga Prefer This Motilal Oswal Branch?

1. Deep Financial Expertise with Personalized Service
Surendra Bangara Shetty brings both financial knowledge and empathy to every client interaction. Whether you are just starting out or rebalancing your retirement plan, your needs are always a priority.

2. Multi-Asset Investment Options
In addition to equities and mutual funds, clients can explore bonds, IPOs, ETFs, insurance, and alternative investments—creating a well-diversified portfolio under one roof.

3. Transparent Process & Digital Access
The branch ensures total transparency in fees and transactions, supported by digital onboarding and real-time access through Motilal Oswal’s mobile apps and desktop portals.

4. Convenient Location with Personalized Support
Situated in KHB Colony, Vinoba Nagara, the branch is easily accessible to investors from across the city. Dedicated staff ensure smooth account setup, documentation, and ongoing portfolio support.

5. Financial Literacy & Goal-Setting Tools
The branch also promotes financial education, helping investors understand market trends, product features, and how to align investments with long-term objectives.

FAQs – Motilal Oswal, Vinoba Nagara, Shimoga

Q1. What documents are required to open an account here?
You need PAN, Aadhaar, one address proof, and a bank statement or cancelled cheque. The branch assists with paperless onboarding.

Q2. Can I invest in mutual funds online through Motilal Oswal?
Yes, once your account is activated, you can invest in a wide range of mutual funds online through the MO Investor app or desktop dashboard.

Q3. Does the branch offer tax-saving investment options?
Absolutely. ELSS mutual funds, tax-efficient fixed income options, and insurance-linked plans are available here.

Q4. Can I get help planning for my retirement?
Yes, the branch offers complete retirement planning services including SIPs, annuity options, and risk-adjusted wealth accumulation strategies.

Q5. Is this a SEBI-registered branch?
Yes, this authorized Motilal Oswal franchise complies with SEBI regulations and adheres to all investment advisory norms.

If you’re based in Shimoga and seeking an experienced, trustworthy financial partner, Motilal Oswal Financial Services – Surendra Bangara Shetty in Vinoba Nagara is your destination. The branch offers tailored investment solutions backed by years of experience and India’s most trusted financial research.