Omkaara Wealth is founded by Darpan Kumbhani who is a qualified CA by profession and has cleared all levels of the CFA(US) curriculum.
At Omkaara Wealth, we present a comprehensive financial landscape—crafted Mutual Funds Solutions, enticing opportunities in PMS, Corporate Bonds, Government Bonds, and Sovereign Gold Bonds. Here's a glimpse into the cornerstones of our approach:
Relationships Matter:
We build enduring relationships, recognizing your financial journey as a lifelong commitment. Count on our continuous support at every step.
Diverse Investment Options:
Explore a wide range of tailored investment products—Mutual Funds, PMS, Corporate Bonds, Government Bonds, and Sovereign Gold Bonds (SGBs). We cater to both conservative and growth-oriented portfolios.
Research-Driven Portfolios:
We take a research-driven approach, ranking funds across more than 10 parameters and selecting them based on a thorough assessment of our clients' risk profiles and goals. We generally advise against investing in thematic funds or NFOs unless our analysis indicates they are a suitable option.
Transparent Fees:
We prioritize transparency and client satisfaction. Per SEBI regulations we cannot collect any direct fees from the investors. Instead, any associated fees are seamlessly adjusted within the unit value of the securities by our partner Asset Management Companies.
To get started with your wealth creation journey, reach out to us at +91 85912 53510 or drop in a mail at info@omkaarawealth.com. Alternatively, feel free to drop by our office premises at 1401 Shubham Avenues, 14th floor, Ghatkopar East, Mumbai 400077.
Company Details
- Employees
- 1
- Address
- 1401, Shubham Avenues, 14th Floor, Ghatkopar East, Mumbai 400077, Mumbai,india
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://omkaarawealth.com/
- HQ
- Mumbai
Omkaara Wealth Questions
Omkaara Wealth's website is https://omkaarawealth.com/
Omkaara Wealth's LinkedIn profile is https://in.linkedin.com/company/omkaara-wealth
Omkaara Wealth has
1 employees.
View email and phone details for 1
employees at Omkaara Wealth.
Omkaara Wealth's industry is
Financial Services
Omkaara Wealth's top competitors are
Getvantage,
Axe Infra,
Nuvama Wealth,
Niveshaay,
Equirus,
Finfinity Wealth Partners,
Twoone25,
Credit Suisse,
Mgb,
Jericho Ventures Private Limited.
Omkaara Wealth's categories are Financial Services
