Build a wealth-creating portfolio —safely, simply & successfully, with Omega!

Omega is MoneyWorks4me's Technology-assisted, Fiduciary, Transparent, Multi-asset class Portfolio Advisory solution . Based on your Risk Profile, existing portfolio, preferred Mutual Funds to Stocks ratio, and the market level, it compares risk-adjusted returns across multiple assets and recommends the best at every stage!

How does it work?

  • Smart Asset Allocation : Splits your Investable Surplus between Equity and Debt based on your risk-profile, market levels and asset selection (Stocks or Mutual Funds or both
  • Smart Rebalancing & Reshuffling
    • When the market is high: Omega decreases allocation to Equity. It reduces the risk of draw-downs due to market-correction.
    • When the market is attractive: Omega increases allocation to Equity. This enhances your risk-adjusted returns!
    • When asset prices move significantly: Omega re-shuffles your portfolio―sell the asset offering a lower risk-adjusted return, and buy into new opportunities.

Omega & Team MW4Me collaborate with you to arrive at decisions. But, you take the final decisions and act on it!

Get started with Omega

One-time Actions

1.  Do a world-class risk-profiling, FinaMetrica
(Conservative? Moderate? Aggressive?)

2.  Upload your existing Portfolio . Select from your Portfolio what you want to manage      under Omega. You may add cash too.

Actions based on Opportunities

Omega recommends actions to align your portfolio to

  • Ensure the correct allocation to Equity & Debt, and
  • Retain the assets worth holding, & replace the rest with opportunities that will give better risk-adjusted returns

See how to use Omega

What benefits do you get?

  • Customized and Tech-assisted Fiduciary Advice
  • Higher risk-adjusted returns through unique processes for
    1. Smart Asset Allocation
    2. Direct investment in 200+ stocks
    3. Investment in Mutual/Index Funds (Direct Plans)
  • Transparent Research & Portfolio Analysis real time
  • Interaction with our Equity Analyst
  • You control
Pay online securely with     Payment Options
Not sure about how our solutions will help you invest successfully? Then Book a free online demo or Request a call back
See how our performance ensures that you meet your financial goals Proof of Performance

What Customers Say

About is India's 1st Technology-assisted Multi-asset Fiduciary Portfolio Advisory. We started in 2008 with the mission to make 'wealth-creation thru' investing' safe and simple for Retail Investors—make it easy for customers to manage a large portion of their Investable Surplus through our solutions as one portfolio, just like family offices/UHNIs. We are SEBI registered—No. INH000000719... know more
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