PMS
Exclusive wealth management for discerning investors
PMS by Omega Financial delivers actively managed, concentrated portfolios for investors seeking alpha beyond mutual funds. Minimum ₹50L investment for personalized, institutional-grade strategies.
Common Challenges
What keeps investors up at night
Mutual Fund Limitations
Diversification dilution, forced selling during redemptions, and regulatory constraints limit alpha generation in pooled fund vehicles for large portfolios.
Lack of Customization
Your ₹1Cr portfolio shouldn’t look like everyone else’s. Standard products don’t account for your existing holdings, tax situation, or concentrated risks.
Opaque Performance
Many PMS providers showcase IRR that excludes fees, or cherry-pick periods. Actual investor experience differs significantly from reported numbers.
How Omega Helps
Our approach to solving this
Personalized Mandates
Tax harvesting built-in, sector preferences respected, ESG overlays available. Your portfolio reflects YOUR values and constraints.
Complete Transparency
Daily holding visibility, TWRR/XIRR reporting net of all fees, quarterly performance reviews with CIO, and audited performance track record.
Why Our Team
The Omega advantage
You need more than a product — you need a partner who understands your aspirations and has the expertise to make them real. Here’s what sets us apart.
Quarterly one-on-one reviews with Relationship Manager
Multi-cap, small-cap, and thematic strategies available
PMS access through reputed SEBI-registered PMS providers
Mutual fund portfolio review with goal and risk-based approach
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Retirement Savings
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Retirement Savings
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Retirement Savings
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Retirement Savings
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Let's start your Investment journey
Whether you’re just starting out or looking to optimize an existing portfolio, our advisors are here to help. No hard sells, no pressure — just honest guidance.