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Omega
Total 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
Upto First
₹ 25 lacs
Upto Next
₹ 25 lacs
Balance
Portfolio
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 ₹
)
Subscribe
Subscribe
* 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
Download PDF
What is Omega?
Omega: A Complete Investment Solution
Why do you need Asset Allocation?
What is Smart Asset Allocation?
How to Reshuffle Assets within an Asset Class?
A new way to know which Funds are Sahi
How to achieve the right diversification in Mutual Funds?
If not past returns, then how do you select the right Equity Mutual Fund to invest in?
Why chasing top performing funds is a bad idea?
Why an estimate of future upside is more useful than past performance when investing in Mutual Funds?
See how to use Omega
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