Regulatory status

Omega Financial is an AMFI-registered Mutual Fund Distributor (ARN-85700). Omega Financial is not registered with SEBI as an Investment Adviser, Portfolio Manager, stock broker, or research analyst and does not provide fee-based investment advisory, portfolio-management, stock-trading, legal, or tax-advisory services.

Nature of services and compensation

We distribute mutual fund schemes under Regular Plans and may receive commissions from Asset Management Companies. Applicable commission information is disclosed on our Disclosure page. Information on this website is general, educational, and product-related; it is not personalised investment advice, a research report, or a promise of suitability or returns. Investors make their own investment decisions after considering their objectives, risk appetite, time horizon, and financial circumstances.

Investment risk

Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Mutual fund schemes are not deposits and returns are neither assured nor guaranteed. Past performance does not guarantee future results. Calculators, illustrations, projections, and examples are indicative only and actual outcomes may differ materially.

Third-party products and services

Where information or access concerning insurance or Portfolio Management Services is provided, the product or service is offered by the relevant regulated third-party provider under its own terms, documentation, registration, suitability process, fees, risks, and grievance mechanism. Omega Financial does not manage PMS portfolios. Please verify the provider’s regulatory status and read all documents before proceeding.

Website information

We endeavour to keep website information accurate and current, but do not warrant that it is complete, error-free, or suitable for every visitor. Omega Financial is not responsible for losses arising solely from reliance on website content or third-party links. Website content may not be reproduced for commercial use without prior written permission. Continued use of this website signifies acceptance of this disclaimer.