Welcome to Om Investments

Beyond Investments

We provide best wealth management, portfolio management, investment, insurance and tax planning services through understanding client’s financial needs requirements which help them meet their financial goals, family financial security, wealth and legacy creation for future. We just don’t plan financial aims, we also achieve them.

Our Services

Mutual Fund Distribution

We Distribute Mutual Fund as per one Financial Goal. Financial goals can include buying a home

Taxation Planning

Tax planning is the analysis of a financial situation or plan from a tax perspective. The purpose of tax planning is to ensure tax efficiency.

Insurance Planning

Insurance planning is a critical component of a comprehensive financial plan that includes evaluating risks and determining the proper insurance coverage to mitigate those risks.

Investor Education

We have reached out to many people and educated them about the importance of savings and investments in the mutual funds through our Investor Awareness sessions.

Online Share Trading

We offer our clients the opportunity to invest and trade in equity and equity derivatives, commodities, fixed income products and currency futures.

Dmat Services

You are aware that India has migrated from physical trading of shares to Demat and online trading of shares. But many of us still possess the physical share certificates.

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