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

Cancellation and refund policy

  • By subscribing for the Paid Services, you agree to pay the applicable subscription fee for the Paid Services as provided on Applicable GST may be charged in addition to the subscription fee.
  • MoneyWorks4me reserves the right to cancel your subscription to the Paid Service.
  • There will be no Refund
Puchho Befikar
SEBI Registered: Investment Adviser - INA000013323