What is the minimum amount to start investing in Motilal Oswal Mutual Fund?

You can begin investing with just ₹500 per month through a Systematic Investment Plan (SIP). This affordable option allows first-time investors to enter the market and grow their wealth steadily over time.

Are Motilal Oswal Mutual Funds safe for beginners?

Yes, Motilal Oswal provides a range of beginner-friendly mutual fund options. With professionally managed funds, transparent reporting, and local advisory support in Udaipur, beginners can make well-informed investment decisions.

Do I need a Demat account to invest in Motilal Oswal Mutual Fund?

No, a Demat account is not required to invest in mutual funds. You can invest directly via the website using your PAN card and KYC-verified bank details with the help of a local Motilal Oswal agent in Udaipur.

How are Motilal Oswal different from other mutual fund companies?

Motilal Oswal stands out for its research-driven investment strategies, long-term wealth creation philosophy, and robust fund performance. One-on-one advisory services also differentiate it from many other mutual fund providers.

What documents are required to start an investment?

To start investing, you need a PAN card, Aadhaar card, a passport-size photo, and bank details (cheque or passbook). Your local Motilal Oswal agent will assist you with a quick and simple KYC process.

Financial Planning | Maroo Capital

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Our investment advisory services will help craft personalized strategies and recommend the best investment options tailored to your financial goals. Partner with our investment consultant and investment planner to begin your journey and maximize your returns!

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Financial advisory services help individuals and businesses manage money wisely and reach long-term financial goals. With the guidance of certified financial advisors, you gain access to tailored strategies designed to optimize wealth, reduce risks, and grow your portfolio. From budgeting and investment planning to asset allocation and risk management, financial advisory services ensure your finances are structured for maximum efficiency and sustainable growth. At Maroo Capital, we simplify financial planning by connecting you with certified financial advisors who act as your trusted money mentors. They evaluate your current financial situation, understand your goals, and create a personalized roadmap to build and safeguard your wealth. Start shaping your financial future today with expert financial planning that brings clarity, confidence, and lasting results.

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Opting for a Certified Financial Planner (CFP) adds another layer of expertise. CFP professionals have met rigorous education, examination, and experience requirements, committing to high ethical standards. They offer comprehensive financial planning, covering investments, insurance, taxation, retirement, and estate planning. With a network of over 100 qualified financial advisors, we provide: (a) Transparent Charges: We provide expert financial guidance at absolutely no client cost (b) Quarterly Portfolio Reviews: Regular assessments to keep your investment strategy aligned with your goals. (c) Personalized Financial Planning: Tailored advice considering your unique financial situation and objectives. Selecting the right advisory partner—especially one who is registered and CFP-certified—can make all the difference in turning your financial plans into reality.

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When you start your investment planning early, you give your money more time to earn compound interest. This is the interest you earn on both your principal investment and the interest it has already earned – basically the interest earned on interest. For example, if you start with Rs. 100 and earn a 10% interest annually, you’ll earn Rs. 10 after one year. However, in the following year, you’ll earn 10% interest on the new total of Rs. 110, not just the original Rs. 100. This effect is slow at first, but it becomes more and more apparent as time goes on. Thus, the earlier you start, the more quickly your wealth grows.

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At Maroo Capital, we are committed to putting your needs first. Our personalized approach ensures that your investment plan reflects your unique financial goals, risk tolerance, and financial situation. Our expert advisors will guide you from the first step to the last, and educate you throughout the process about different financial products, investment planning strategies, and tax-saving investments. Furthermore, we regularly review portfolios and suggest changes, rebalancing them as needed to ensure they stay aligned with your goals, circumstances, and market conditions.

FAQs on Investment Planning

How to file an income tax return for free?

You can file an income tax return for free by visiting the official Income Tax e-filing portal, logging in with your PAN, and using the “Prepare and Submit Online” option to complete and submit your return without any charges

What is the deadline for e-filing income tax returns?

For the financial year 2023-24, the deadline to file ITR without incurring a late fee was July 31, 2024. Taxpayers could still submit a belated return—with penalties—until December 31. A similar timeline is anticipated for AY 2025-26, with July 2025 as the initial cut-off.

How do I correct errors in my e-filed tax return?

To correct errors in your e-filed tax return, log in to the Income Tax e-filing portal, go to ‘e-File’ > ‘Income Tax Return’, and select ‘Revised Return’ under the filing type. Submit the corrected return with updated details.

Can I file a revised return after e-filing my tax return?

Yes, you can file a revised return after e-filing your tax return. Simply log in to the Income Tax e-filing portal, choose ‘Revised Return’ under the filing type, and submit the updated details before the deadline for revisions.

What is the difference between e-filing and manual filing of tax returns?

E-filing is the online submission of tax returns through the Income Tax portal, offering speed, accuracy, and instant acknowledgment. On the other hand, manual filing involves physically submitting paper forms to the tax office, which is slower and more prone to errors or delays.

What is the penalty for late e-filing of income tax returns?

For FY 2024-25, if you file your income tax return after the due date (31st July 2025), a penalty of up to ₹5,000 may apply under Section 234F. However, if your total income is ₹5 lakh or less, the maximum penalty is limited to ₹1,000.

How do I verify my e-filed income tax return?

You can verify your e-filed income tax return through multiple options on the Income Tax e-filing portal: e-Verify using Aadhaar OTP Generate EVC via bank account, Demat account, or net banking Send a signed ITR-V to CPC, Bengaluru Verification must be completed within 120 days of filing to process your return.

How to Check Online Income Tax E-Filing Status?

To check the status of your online tax filing, follow these simple steps: Visit the official Income Tax e-filing portal. Log in using your PAN and password. Go to the ‘e-File’ menu and select ‘Income Tax Return’. Click on ‘View Status’ to see the current progress of your return.