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Manage risk better and improve returns with MoneyWorks4me Portfolio Manager!
  • Know the risks in your Portfolio real-time (Know 7 risks)
  • Assess the impact & take action(s)
  • Get advice to manage risks in one page
  • Set price-alerts
  • Manage your multiple Portfolio with one Account
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No record found
Manage risk better and improve returns with MoneyWorks4me Portfolio Manager!
  • Know the risks in your Portfolio real-time (Know 7 risks)
  • Assess the impact & take action(s)
  • Get advice to manage risks in one page
  • Set price-alerts
  • Manage your multiple Portfolio with one Account

*The transaction date and average buying price here are from the date of transferring portfolio to Omega. Returns are computed on this basis.
For actual transaction date and average buying price, refer your demat section.

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Risks Identified

Sector Exposure
out of
Stock Exposure
out of
Market Cap Risk
out of
Business Risk
out of
Valuation Risk
out of
Liquidity Risk
out of
Manage risk better and improve returns with MoneyWorks4me Portfolio Manager!
  • Know the risks in your Portfolio real-time(Know 7 risks)
  • Assess the impact & take action(s)
  • Get advice to manage risks in one page
  • Set price-alerts
  • Manage your multiple Portfolio with one Account

The Big Opportunity lies in the Way you manage your Investable Surplus

Omega: Our Paid Service will do this for you

Align Portfolio

Your portfolio has 0 stocks carrying 0 risks. You need to sell them to reduce the risks of losing capital and/or poor returns. Omega will advice on actions to increase risk-adjusted returns.

Get Started with Portfolio Manager

Typical Way





Returns: Retail investors seen to enter late when market is high and exit early therefore earning lower returns than market index or Fund returns. Typically, total weighted average returns ~ 6.6%

Omega

Smart Asset Allocation

Profile Conservative Moderate Aggressive
Security: Debt+Liquid+Gold 60% 50% 40%
Equities+MF 40% (max 65%) 50% (max 75%) 60% (max 80%)
Weighted avg. returns 9 to 11% 10 to 12% 11 to 13%

Risk/Drawdown substantially lower(~50%) than Nifty Index due to substantial investment in Liquid Funds

Over years a increase in CAGR returns
over 6.6% on your total portfolio of will add an extra .

*Investable Surplus: Saving available for long term investing. Total savings less money for emergencies (~ 6 months expenses) less what you certainly require within the next 3 years.

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PROOF OF PERFORMANCE


Period MW4me Returns Nifty Returns
Jul 16 - Jun 17 17% 25%
Apr 16 - Mar 17 13% 18%
Jan 16 - Dec 16 18% 3%
Oct 15 - Sep 16 19% 8%
Jul 15 - Jun 16 13% -1%
Apr 15 - Mar 16 8% -7%
Jan 15 -Dec 15 11% -4%
Oct 14 - Sep 15 3% -1%
Jul 14 - Jun 15 3% 12%
Apr 14 - Mar 15 13% 28%
Jan 14 - Dec 14 62% 23%
Oct 13 - Sep 14 45% 25%
Jul 13 - Jun 14 78% 28%
Apr 13 - Mar 14 26% 13%

What Customer Say?

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