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.
We Distribute Mutual Fund as per one Financial Goal. Financial goals can include buying a home
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 is a critical component of a comprehensive financial plan that includes evaluating risks and determining the proper insurance coverage to mitigate those risks.
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.
We offer our clients the opportunity to invest and trade in equity and equity derivatives, commodities, fixed income products and currency futures.
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.
Use these financial calculators to help make decisions such as - Here's how to help reduce your money stress and get motivated to take control of your finances: Identify your stress points. Give it a positive spin. Be realistic. Make the most of your income. Small steps are key. Keep yourself honest.
At Om Investments, we focus on long-term investment results for our clients, building diversified portfolios that aim to meet individual objectives, manage risk efficiently, and generate meaningful realisticreturns on investments.
Shop 04, Sitaladevi Temple Bldg,
110. L. J. Road, Mahim,
Mumbai - 400016
(M) 91 9819656532