📍 Address: Apna Niwas, Singh Market Road, New Jaganpura, Patna – 800027, Near Patna Central School
📞 Phone: +91 7411859160
🕘 Business Hours: Mon–Sat: 09:00 AM – 06:30 PM, Sun: Closed

Motilal Oswal Financial Services – Sweta Kaushik, New Jaganpura | Trusted Investment Solutions in Patna’s Residential Hub

Located in one of Patna’s rapidly growing residential neighborhoods, Motilal Oswal Financial Services – Sweta Kaushik, New Jaganpura brings sophisticated investment services closer to home. Positioned conveniently near Patna Central School on Singh Market Road, this branch is dedicated to helping individuals and families in New Jaganpura, Kankarbagh, and adjoining areas plan, grow, and protect their wealth with confidence.

Combining the nationwide trust of Motilal Oswal with Sweta Kaushik’s personalized approach, the branch is fast emerging as a reliable financial partner for all types of investors—from salaried individuals to seasoned traders.

What Makes Sweta Kaushik’s Motilal Oswal Branch Stand Out?

• 🏠 Neighborhood Accessibility: Located in a family-friendly residential zone, making it easier for local investors to engage with financial services.

• 👩‍💼 Women-led Financial Expertise: Sweta Kaushik brings a strong consultative approach with a focus on empowering individuals through financial literacy.

• 📱 Tech-enabled Investing: MO Trader and MO Investor apps ensure real-time access to stock markets, portfolios, and expert insights.

• 🔍 Transparent Advice & Ethical Practices: The branch upholds SEBI-registered standards and educates investors about risks and returns before any transaction.

Key Services Offered at Motilal Oswal – New Jaganpura, Patna

• 📈 Equity & Derivatives Trading: Access to leading stock exchanges with guidance on high-performing equities, options, and futures.

• 📉 Mutual Fund Investments: Research-backed fund recommendations for tax-saving, long-term wealth creation, or short-term gains.

• 📅 SIP Plans: Start small and grow your investment with discipline through Systematic Investment Plans tailored to your financial goals.

• 🛡️ Insurance Advisory: Personal and family insurance planning, including health and term life policies.

• 🏦 Margin Trading Facility (MTF): Trade with leverage while managing risk efficiently under Motilal Oswal’s robust compliance framework.

• 🧾 IPO & NFO Investment: Get timely alerts, eligibility checks, and application support for IPOs and New Fund Offers.

• 💼 Financial Planning & Goal-based Investing: Retirement, child education, or property planning made structured and achievable.

• 🌐 Online Account Management: Open demat and trading accounts paperlessly and manage everything digitally.

Why Investors in New Jaganpura & East Patna Trust This Branch

• 🧠 In-depth Market Research: Backed by Motilal Oswal’s award-winning research team that tracks over 250 companies across 21 sectors.

• 🤝 Local Touch, National Support: Get the warmth of local relationship management combined with the power of a national brokerage house.

• 📊 Customized Portfolios: Investment strategies are curated based on age, income, risk appetite, and life goals.

• 🗨️ Dedicated Relationship Management: One-to-one client attention for portfolio reviews, financial queries, and timely updates.

FAQs – Motilal Oswal, New Jaganpura, Patna

Q1. Is it mandatory to invest large amounts?
No, the branch encourages starting with smaller investments such as SIPs from ₹500/month and gradually scaling up.

Q2. Can I open a demat account from home?
Yes, account opening can be done 100% online, with e-KYC and app-based onboarding.

Q3. Do you offer insurance through trusted companies?
Yes, life and health insurance products are recommended based on your needs, in partnership with reputable insurers.

Q4. Are advisory services provided for retirement planning?
Absolutely. The branch offers detailed financial planning for long-term goals including retirement, child education, and more.

Q5. How can I track my investment portfolio?
You can track your portfolio through the MO Investor app, which offers real-time data, performance charts, and research updates.

Whether you’re new to investing or want to optimize your existing portfolio, Motilal Oswal – Sweta Kaushik, New Jaganpura offers the ideal blend of personalized advisory and professional-grade tools. Start your journey toward financial growth with expert guidance, accessible services, and a commitment to your long-term success.

Call today or visit the branch for a free consultation.