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What made us buy IEX@193, Tata Power@56, Titan@330, Divis@629, Persistent@700.
MoneyWorks4Me Omega

MoneyWorks4Me
Omega

Achieve your investment goals with collaborative expert guidance at every step

Suitable for

Most Suitable For:

  • You want collaborative decision making on a significant surplus (more than 25 lacs)
  • You have limited time being a Business owner, Doctor, Senior Manager, Self-employed Professional, etc
  • You want customized investment advice that you can act with conviction

Why?

MoneyWorks4Me Omega Why

Why?

Collaborate with Expert Investment Advisor to Manage your portfolio

  • Get clarity of your Financial Plan, Risk Profile, Asset Allocation and Current Portfolio.
  • Build and Manage a Multi-asset portfolio with stocks, mutual funds, debt and gold.
  • Navigate successfully through economic cycles and market volatility without losing sleep.

How?

Superstars 200 how
1

Goals and Plans

Discuss with our Investment Adviser and get clarity of your Financial Plan, Risk Profile, Asset Allocation and Current Portfolio.

2

Future-ready portfolio

Take action on your current portfolio to manage risk better and add the best ones to buy today.

3

Customised Portfolio Advice

Get specific recommendations from 200 best stocks and more to manage your portfolio for higher returns.

4

Informed Investment Decisions

Use our Platform to access recommendations, research and updates and take decisions with conviction.

5

Portfolio Review & Rebalancing

With our Investment Advisor to ensure your portfolio is on track and make changes where required.

6

Help and Nudges

Simply connect with our Investment Counsellor to clarify doubts. They will also nudge you to take required action.

Build and Manage a Multi-asset
Portfolio Successfully

Stocks Portfolio
Asset Allocation

Asset allocation is the most important investment decision since it ensures the right emphasis is put on earning returns across market cycles and the security needs of an investor.

Stocks Portfolio
Stocks Portfolio

Build with Quality at Reasonable Price Process from 200+ best stocks.

Mutual Funds Portfolio
Mutual Funds Portfolio

Diversify across Process - Best Momentum, Value, Quality and Small cap funds with an inflation-beating Upside Potential.

Debt & Gold
Debt & Gold

Add safe assets based on asset allocation to manage volatility in equity and hedge against unexpected ways.

Proof of Performance

Our focus is to deliver healthy returns over the long term while managing risk that ensures clients stay invested and benefit from it. What does it mean?
Core Suprestar loading-img-sensex lazyload
Disclaimer: The Proof of Performance seen here is based on the recommendations for stocks only, and includes all stocks covered by MoneyWorks4me.

Subscribe

Investable Surplus 

Most suitable for 25+ lacs portfolio. Talk to us if your portfolio is less than 25 lacs.

Advice on


Membership Period

1-Year

3-Years

Fees in %

%

% ( % pa )

Fees in ₹

1st installment (6 months)

(Portfolio Building & Alignment)

2nd installment (6 months)

(Portfolio Management)



What you get?

Everything to Invest Successfully

See recommendations and take decisions.

  • 1
    Know your Risk taking ability & Willingness to take risk
  • 2
    Know how much to allocate to Equity, Debt and Gold
  • 3
    Know what Investment Strategy will suit you

See recommendations and take decisions.

  • 1
    Your personal financial plan
  • 2
    Monthly investment required
  • 3
    Allocate current lumpsum saving to goals
  • 4
    Allocate to Debt & Equity
  • 5
    Make changes with ease

See recommendations and take decisions.

  • 1
    Total and asset class-wise performance. See-through Stock Portfolio
  • 2
    See stock, equity mutual funds, debt and gold portfolios separately
  • 3
    Know which risk are present in your portfolio and manage it better
  • 4
    To keep only the necessary stocks in your portfolio
  • 5
    To know total and days gain, total realised, unrealised gain/loss

See recommendations and take decisions.

  • 1
    Over 10 years, colour-coded to understand company performance
  • 2
    For a complete overview of the company
  • 3
    Key quarterly results-latest
  • 4
    Price Calculator, Price chart with MRP, DP lines, key ratios
  • 5
    For taking informed decisions and investing sensibly

See recommendations and take decisions.

  • 1
    Your Personal Financial Plan
  • 2
    Your Risk Profile and Model Asset Allocation
  • 3
    Using the MoneyWorks4me Platform
  • 4
    Know-how of how to invest in stocks and mutual funds
  • 5
    Build and Manage your Multi-asset Portfolio
  • 6
    Manage yourself better for success in investing

Everything else to make informed decisions

See recommendations and take decisions.

  • Superstars 200 Multicap for AUA above 75 lacs
  • Superstars 100 Multicap for AUA 75 to 50 lacs
  • Core 50 Superstars for AUA 50 to 25 lacs
  • All stocks and mutual funds recommended

See recommendations and take decisions.

  • 1
    Your Personal Financial Plan
  • 2
    Your Risk Profile and Model Asset Allocation
  • 3
    Using the MoneyWorks4me Platform
  • 4
    Know-how of how to invest in stocks and mutual funds
  • 5
    Build and Manage your Multi-asset Portfolio
  • 6
    Manage yourself better for success in investing

Company Performance on key parameters over 10 years

Assess Management

Check important latest numbers

Calculator & Charts that help access right price

Stay updated after every quarterly result

Understand new stocks covered better

When we find a new worth covering stocks under our coverage, we introduce the same under our research and track it for you.

Be updated on Impactful events

Past Winners

It takes courage to buy stocks when there is no excitement (Low valuation) and it is painful to sell popular stocks (High valuation).
Our process of fundamental analysis and valuation driven approach makes us act counter intuitively by buying low and selling high.

Past Winners

Trusted By

Registered-users

2,80,000+

Registered Users
Paid-subscribers

7,500+

Paid Subscribers
Assets-managed-by-subscribers

900+Cr

Assets managed by Subscribers

What Customers Say

FAQ's

An investment advisor offers you advice regarding investing your money and helps you manage it to meet your financial goals. Investment advisors are fiduciary i.e. always act in your best interest. They cannot earn any commissions, brokerage, etc, from your investments but can charge you fees. This ensures they do not have any conflict of interest.
Investment advisors understand your financial needs and risk-taking ability to recommend how much you should invest in different asset classes like equity, debt, gold etc-asset allocation. Depending on their expertise, they guide you to make specific investments e.g. stocks, mutual funds, debt funds, etc. They also handhold you through the ups and downs of the market to ensure you stay invested in the right assets and meet your financial goals.

Everyone needs some investment advice. However, investment advisory services come at a cost and hence are recommended for investors who have a sizable investment amount (say >20 lacs) and want to grow it at a rate higher than FD/inflation. This requires them to make investments in asset classes like equity which can earn substantially higher returns but comes with higher risks.

Such investors can benefit from the services of an investment advisor who can help minimise mistakes and avail of opportunities to earn higher returns by managing risks at a level that ensures you stay invested.

The risk profile of an individual indicates their ability and willingness to take risks. The purpose of risk profiling is to ensure a suitable asset allocation that helps the investor stay invested by managing the risk at a level that does not cause them to panic and exit in the event of a market correction.

An investor's ability to take risk depends on his/her income, expenses, age, responsibilities, total net worth, etc. Their willingness to take risks is determined by their temperament, how much risk or loss they are able to handle beyond which they are likely to take irrational decisions out of fear or inability to handle the pain and discomfort.

You can find out your risk profile here.

Asset allocation refers to the process whereby you divide your investable surplus among various types of investments such as stocks, mutual funds, debt funds, gold etc., in specific proportions that are in line with your risk profile, future financial goals, and current financial situation. Ideally, asset allocation should be done in a way that helps you meet your goals with a good balance between earning high returns while managing risks at an acceptable level as indicated by your risk profile.

Other Frequently Asked Questions

Puchho Befikar
SEBI Registered: Investment Adviser - INA000013323

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