Mutual Fund Investing @ Omega: Unique Process and Customized

Mutual Funds are analysed for Portfolio Quality, Consistency of Performance, and Investing style and of the Fund Manager.
Our Analyst then selects a set of funds for Omega. These can include funds with a portfolio that has more risks compared to others (Quality- Red) but have delivered better performance.

For every fund, we compute the likely Future Upside Potential – 3 Year CAGR from today, based on the portfolio of stocks and our assessment of Fair Value of every stock now and 3 years forward. We drop funds with an Upside Potential that is lower than a Debt Fund
This enables us to further shortlist the funds recommended under Omega

Omega is programmed to look at your portfolio and select the funds from the short listed ones that are most suited to ensure diversification and returns. Omega will select Index funds if suitable

Puchho Befikar
SEBI Registered: Investment Adviser - INA000013323
Research Analyst - INH000000719

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