You Dream It.
Omega Helps You Achieve It.

We help individuals and families grow their wealth, secure their future, and reach their long-term financial goals with confidence.

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15+ Yrs.

Since Incorporation

What is Omega?

Omega by MoneyWorks4Me isn’t just another portfolio advisory. It’s a powerful alliance between your goals and our expertise. As fiduciaries, we’re not here to sell. We’re here to serve—with research-driven strategies, personalized advice, and a disciplined investment process designed to deliver real results.

With Omega, you gain access to cutting-edge tools, deep market insights, and a trusted partner who helps you build wealth the right way—long-term, sustainable, and fully in your control.

Why do you need an
Investment Advisor?

Because Investing Without Expertise is Just Guesswork.

The ultimate purpose of investing is to achieve your long-term financial goals. Success depends on putting your savings to work—earning inflation-beating returns over decades and harnessing the power of compounding. Compounding works wonders—when done right. But the market is a minefield of emotion, noise, and distraction. One wrong decision can undo years of careful saving

Investing without the necessary knowledge, expertise, or time can lead to costly mistakes. Emotional biases, especially during volatile times, often cloud judgment, leading to impulsive decisions that can derail your financial future. Yet, compromising on critical goals—such as a secure retirement—is not an option.

An Investment Advisor brings clarity to the chaos.

With deep expertise, a disciplined approach, and an objective perspective, a trusted advisor guides you through market complexities, helping you navigate uncertainty and stay on course to achieve your long-term financial aspirations. They help you avoid costly mistakes, stay the course, and invest with purpose. Not hype. Not guesswork. Just smart, disciplined strategy tailored to your goals.

The Role of an Investment Advisor

A skilled Investment Advisor brings more than just recommendations—they provide the structure and clarity needed to turn compounding into a powerful wealth-building engine. With research grounded in fundamentals and a process rooted in discipline, they help investors sidestep the emotional and behavioural traps that quietly erode returns over time.

At Omega, we’ve built our approach around collaboration. Our do-it-with-me’ model ensures you stay in control of your financial decisions, while we bring the expertise, data, and structure that elevate them. Every recommendation is shaped by deep research and delivered through a process designed for longterm success—so you’re not just investing, you’re investing wisely.

Work with your Investment Advisor as a Business Partner

What makes an IA an
effective partner?

A Great Advisor Doesn't Just Recommend Stocks. They Safeguard Your Future.

Here's what sets a true Investment
Advisor apart:

Alignment with Your Goals

Your IA takes the time to understand your financial objectives, risk appetite, and investment horizon, crafting a strategy tailored to your needs rather than offering one-size-fits-all recommendations

Fiduciary, Unbiased & Transparent
Advice

As a fiduciary in both letter and spirit, your IA prioritizes your success over any external incentives. Every recommendation is backed by clear rationale, risk assessment, and expected returns—ensuring transparency and trust.

Emotional Discipline & Behavioral
Guidance

Markets fluctuate, and emotional reactions often lead to poor investment decisions. Your IA follows a structured, process-driven approach to keep you focused, preventing impulsive moves that could undermine long-term gains.

Education & Empowerment

Beyond providing expert advice, an effective IA equips you with the knowledge and tools to make informed investment decisions. Access to high-quality research, data, and insights builds confidence and deepens your understanding of investing.

Long Term Partnership & Trust

Wealth creation is a long-term journey. Your IA remains a consistent, strategic partner—adapting investment strategies as your financial situation evolves, helping you navigate market cycles, and ensuring sustained growth

With IA as your partner you gain the clarity, confidence, and discipline needed to succeed in investing

Who is this for?

Investors who want to be Involved & in Control

You want to be involved, not sidelined. You care about how your money is invested, not just where it ends up. Control matters to you—because every decision should reflect your intent, your understanding, and your goals.

Investors with a Long Term Focus

You understand that wealth creation is a marathon not a sprint. You are committed to growing your wealth through compounding at a rate that allows you to stay invested for the duration of your goals.

Investors who Value Collaboration

You truly appreciate that two heads are better than one in investing and that collaboration requires mutual respect and both partners speaking their minds.

SEBI Registered: Investment Adviser - INA000013323 RIA Details

Warning: Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Disclaimer: Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provides any assurance of returns to investors.

Compliance Officer:

Name: Shrikant Jagtap

Email : shrikant.jagtap@moneyworks4me.com

Mobile No: +91 97638 00745

Grievance officer:

Name: Mukta Vaze

Email : mukta.vaze@moneyworks4me.com

Mobile No:+91 98609 19463

Principal Officer:

Name: Atharva Bhide

Email : atharva.bhide@moneyworks4me.com

Mobile No:+91 91758 99463

SEBI regional/local office address - Plot No. C 4-A , G Block, Near Bank of India, Bandra Kurla Complex, Bandra East, Mumbai, Maharashtra 400051

Sitemap

Address: The Alchemists Ark Pvt. Ltd., B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045

Complaints: Complaint status | Cancellation and Refund Policy | PML Act | Grievance Redressal Process | ODR | Investor charter | Terms & Conditions | Disclaimer | Disclosure

Data provided by Accord Fintech Pvt. Ltd.

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Name of the IA registered with SEBI:	The Alchemists Ark Pvt. Ltd.
Logo:
Trade/Brand Name of IA:	MoneyWorks4Me Investment Advisers
Brand Logo:
SEBI Registration Number:	INA000013323 Validity - May 16, 2019 - Perpetual
BASL Membership ID:	BASL1187
Address	B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045
Compliance officer Details:	Name: Shrikant Jagtap Email: shrikant.jagtap@moneyworks4me.com Telephone: +919860359463 Address: Same as IA
Grievance Officer Details:	Name: Mukta Vaze Email: mukta.vaze@moneyworks4me.com Telephone: +91 98609 19463 Address: Same as IA
Principal Officer Details:	Name: Atharva Bhide Email: atharva.bhide@moneyworks4me.com Telephone: +91 91758 99463 Address: Same as IA
Standard Warning:	Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Disclaimer:	Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.