Live Webinar on "How to Invest successfully to reach goals without losing sleep" Sign up for Live Webinar
SEBI registered: Investment Adviser - INA000013323

MoneyWorks4me Omega

How much investable surplus do you have?
Most suitable for 25+ lacs portfolio. Talk to us if your portfolio is less than 25 lacs.

1st Six months
(Portfolio Building & Alignment)
Subsequent Half-yearly
(Portfolio Management)

In the 1st year your pay fees @ %. Thereafter you pay only % fee per year Over first 3 years you pay an average of % per year.



Portfolio Building & Alignment is required only once in the beginning.
Portfolio Building & Alignment fees are payable only once in the beginning and on the fresh money/portfolio added.
Portfolio Management fees is to be paid half-yearly 15 days before due date. It will remain the same for 3 years and there after mutually agreed.
However, this is valid only when you continue the service without a break.
You will need to sign an agreement one for each of the services as required by SEBI's new IA regulations. This includes a refund clause which permits us to retain fees for up to one quarter in case the service is terminated and refund the balance if any.
Please note that this service is meant specifically for individual client for their personal portfolio and is not to be used for any commercial purposes including advising other, selling mutual funds etc.
Read Agreement
A physical copy will be sent to you in tandem with your payment process.

Need more details?

Request Call Back
Invalid Mobile Number
Thanks.
We will call you shortly.
Request a callback | Schedule a DEMO Now

Who is it for

Busy but involved investors with a sizeable surplus (>25 lakhs) who want a trusted investement advisor who can collaborate with them


What you get

  • "Smart Asset Allocation" to Equity & Debt based on your risk profile and market levels
  • Direct investment in quality stocks from the Top 200
  • Select Mutual/Index funds that complement your stock portfolio
  • Smart reshuffling for better opportunities based on established processes
  • Hand-holding to ensure you act with confidence

Why Omega

  • Align your existing portfolio to ensure it is future-ready
  • Build and manage a multi-asset portfolio spread across stocks, mutual/index funds, debt funds and gold to ensure returns while managing risk
  • Powered by our proprietary tech programmed to customize portfolio recommendations to ensure diversification and returns


Cancellation and refund policy

  • MoneyWorks4me reserves the right to cancel your subscription to the Paid Service.
  • Refund - as per SEBI's new IA regulations
Puchho Befikar
SEBI Registered: Investment Adviser - INA000013323

Callback