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
- Smart Asset Allocation
- Direct investment in 200+ stocks
- Investment in Mutual/Index Funds (Direct Plans)
- Transparent Research & Portfolio Analysis real time
- Interaction with our Equity Analyst
- You control
What you pay?
Pay online securely with 
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
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