Transfer to Omega

Portfolio Under Omega
₹0

Amount of Assets

Stocks: ₹0

Mutual Funds: ₹0

Debt & Cash: ₹0

Gold & Commodities: ₹0

Amount to be paid:
₹0

Stock Related Risk

BR 1. Business Risk

Companies with poor fundamentals and weak business models can not deliver consistent and sustainable profitable growth.

LR 2. Liquidity Risk

Low-trading Assets have very few buyers. So, one cannot sell it, when needed without compromising on prices.

VR 3. Valuation Risk

If over-priced stocks form a large portion of your portfolio, a price-correction will reduce your portfolio value substantially.

Portfolio Related Risk

CR 1. Market Cap Risk

While some smaller cap companies have potential of high returns, most come with high risks. Many have weak business models and are badly hit by economic or business downturns, and can erode your wealth!

SE 2. Stock Exposure

A stock is exposed to several company-specific risks, (business, balance sheet, valuation or people risk.) A 20% drop in a stock comprising 20% of your portfolio reduces your absolute returns by 4%.

SR 3. Sector Exposure

Companies in the same sector are likely to be impacted by the same economic factors. Large exposure to a single sector, or correlated sectors, could result in a drastic fall in your portfolio market value.

	Stocks Portfolio	Mutual Fund Portfolio
Cash Available:	₹ 0.00	₹ 0.00
Reduce by:
New Cash Available:	₹ 0.00	₹

Name of the IA registered with SEBI:	The Alchemists Ark Pvt. Ltd.
Logo:
Trade/Brand Name of IA:	MoneyWorks4Me Investment Advisers
Brand Logo:
SEBI Registration Number:	INA000013323 Validity – May 16, 2019 – Perpetual
Registration:	Non-Individual
BSE Enlistment No:	1187
Address:	B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045

Compliance Officer Details:	Name: Shrikant Jagtap Email: shrikant.jagtap@moneyworks4me.com	Telephone: +919860359463 Address: Same as IA
Grievance Officer Details:	Name: Mukta Vaze Email: mukta.vaze@moneyworks4me.com	Telephone: +919860919463 Address: Same as IA
Principal Officer Details:	Name: Atharva Bhide Email: atharva.bhide@moneyworks4me.com	Telephone: +919175899463 Address: Same as IA
Standard Warning:	Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Disclaimer:	Registration granted by SEBI, enlistment with exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Transfer to Omega Master Portfolio

Transfer to Omega