SEBI registered: Investment Adviser - INA000013323

MoneyWorks4me Omega

How much investable surplus do you have?

1 Year
3 Years

* Below 25Lac AUM only 3years Plan available

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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
Puchho Befikar
SEBI Registered: Investment Adviser - INA000013323