MoneyWorks4me Omega - A Complete Investment Solution

SEBI registered No. INH000000719

Reach all your financial goals...with
Omega

Omega is MoneyWorks4me's Tech-assisted, Multi-asset, Fiduciary Portfolio Advisory Solutions

Makes your money work harder for you.

Smart Asset Allocation to Equity (Stocks & Mutual Funds-Direct Plan) & Debt
Smart Reshuffling to better opportunities based on Process
Excellent Coverage: Top 200 stocks and All Equity Mutual Funds

Builds your confidence to stay invested

Transparent Research & Real-time Portfolio Analysis
Hand-holding by our Investment Counsellor and Equity Analyst
You Control final decisions

How are we different?

How much do you want to invest?

Investible Surplus

₹ Calculate

Advice on

1 Year

3 Year

Fees

Portfolio Size (₹)	Fees For			Total
Portfolio Size (₹)	Upto First ₹ 25 lacs	Upto Next ₹ 25 lacs	Balance Portfolio	Total
Upto 25 Lacs	1%	-	-
Upto 50 Lacs	1%	0.75%	-
50+ Lacs	1%	0.75%	0.5%
Example
20 lacs	₹ 20,000	-	-	₹ 20,000 (1.0%)
40 lacs	₹ 25,000	₹ 11,250	-	₹ 36,250 (0.90%)
1 Cr	₹ 25,000	₹ 18,750	₹ 25,000	₹ 68,750 (0.68%)

₹
( % )

₹ *
( approx. % )

GST (18%)

₹

Total Fees

₹

You Pay

₹

₹ ( You Save ₹ )

* Assuming 10% growth in AUM

Why Subscribe for 3 years?

Our investing strategy works to create wealth by staying invested for long, earning a healthy return and letting the power of compounding do its magic. Our asset allocation and specific MF/Stock choices are fine-tuned to this. Over a 3 year period you will be able to experience the wisdom behind this method and continue to stay invested in your portfolio with us.

See Proof of Performance