About BookFormula

Your trusted partner in wealth creation and financial planning. We are committed to providing real value for money with transparent dealings and the highest ethical standards.

Our Story

BookFormula is one of the Authorized Persons of India's leading retail full-service broking house, Motilal Oswal Financial Services Limited. We have been serving clients for over two decades with a commitment to excellence and integrity.

Our core purpose is to Create, Cultivate, and Capitalize Money for our clients. We believe in providing real value for money with transparent dealings, honoring commitments with the highest ethical standards.

Our approach is entirely client-centric with a clear focus on providing long-term value addition to clients while maintaining the highest standards of excellence, ethics, and professionalism.

200+ Clients

Trusted by over 200 satisfied clients across India

21+ Years

Over two decades of experience in capital markets

SEBI Registered

Authorized Person of Motilal Oswal Financial Services

Expert Team

Qualified professionals with deep market knowledge

Our Core Values

The principles that guide everything we do

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Integrity
We maintain the highest ethical standards in all our dealings and always act in our clients best interests.
Excellence
We strive for excellence in everything we do, from research and analysis to client service.
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Transparency
We believe in complete transparency with our clients, providing clear and honest communication.

Meet Our Team

Experienced professionals dedicated to your financial success

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Vaishali Shah
Owner & Founder

Vaishali Shah is the owner of BookFormula and an M.Com graduate from the University of Mumbai. With 21 years of experience in the capital market as a sub-broker, she initially worked as an in-house business associate with Angel Broking Limited and now serves as a Business Partner with Motilal Oswal Financial Services Limited.

Our Mission

To empower individuals and families to achieve their financial goals through expert guidance, innovative solutions, and unwavering commitment to their success. We strive to make wealth creation accessible, transparent, and rewarding for everyone.