PMS
ACCESS TO PORTFOLIO MANAGEMENT SERVICES
Omega Financial facilitates access to Portfolio Management Services (PMS) for eligible investors. We act as an intermediary, assisting investors with the PMS process based on their investment profile and requirements. Portfolio management is carried out by the appointed service provider, in accordance with applicable agreements, disclosures, eligibility requirements, and risk considerations.
How Omega Helps
Our approach
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 relationship built around what matters to you, backed by experience at every step. Here’s what sets us apart.
Regular Portfolio Review and Updates
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
Explore other services
Mutual Funds
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Retirement Savings
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Wealth Creation
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Life Insurance
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Health Insurance
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Contact Us
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.