You can download the complete portfolio report including mutual funds & other assets. Get the historical performance of your portfolio easily & track the portfolio at your fingertips.
choices
Live your choices.
Meera Shah, 30 yrs
Wants to retire early and travel the world
Rohan Malhotra, 26 yrs
Dreams of launching his own design studio
Ishita Verma, 32 yrs
Wants financial freedom before turning 45
Why Choose Us
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Innovative investment strategies with deep research
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Managed by certified and experienced professionals
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Customized plans based on your life goals
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Fully compliant with SEBI and AMFI norms
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Dynamic asset allocation with risk management
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Access to global and domestic investment avenues
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Client-first approach with end-to-end support
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100% transparency in process and charges
OM WEALTH MANAGEMENT
DREAM BIG TO ACHIEVE BIG
Track your Investment at ONE CLICK
- How to achieve Dream Goal
- Kids’ Education Fund
- Kids’ Marriage Fund
- Regular Income (Age 55–80)
- Dream Car
- Dream House
- Travelling Fund
- Professional Team Support
Living a Meaningful Financial Life
100%
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00
+Happy Families Advised
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+Financial Awareness Event
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00
Yrs+Wealth Advisory Expertise
Life is a Celebration When Your Wealth is in Good Hands!
Risk Score
Risk Score
Risk ScoreAlign Your Investments with Your Personality
Smart investing begins with self-awareness. Discover your investor personality and make confident decisions that match your mindset and goals.
3,00,000+ assessments taken across India
SIP Investment Plan
Benefits of SIP
Invested Amount :
Estimated Return :
Total Amount :
Client Testimonial
What They Say About Us
I am incredibly grateful to Mr. Samir Shah, the founder of Om Wealth Management, for the drastic transformation he brought to my financial journey. Om Wealth Management to anyone looking for a trusted financial partner!
When it’s about your money, you are at right place. Samirbhai and its team is talented when it’s come to manage your investment portfolio. I am doing business with Om Management since 8 years and I am really happy with the return that I am getting. All the best 👍
Entire team of Om Wealth Management, Very professional, Top notchpersonalized service with accurate information and correct guidance tobe expected. Your hard earned funds will be safe and grow as the target sets.
I am associated with om wealth since 2021 and I have tremendous experience here After interacting with Samir sir and understanding his vision I am relieved that my money is in good hands and I feel that there is someone out there who is also worried about my money
Since 2008 connected with Om Wealth and still maintain same relationship with samir sir and he always gives right direction for investment which are fruitful.
Mobile App
Features We Offers
Download the app now
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Portfolio Analysis
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Invest Online
We offer a 100% paperless process of investment. It takes a few seconds to register a SIP or Purchase an ELSS.
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Goal Tracker
Give purpose to your investments, you can map all your investments with the goal like child education, marriage or retirement.
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Research
Invest in well researched cherry-picked perfectly balanced portfolio.
Our Guarantee
Privacy & Trust Assured
Your data is safe. No spam, ever.
Free Expert Consultation
Get guidance from seasoned professionals.
Ethical Recommendations Only
No pressure selling. Just honest advice.
24/7 Support You Deserve
We’re with you through every step.
Smart & Easy Tax Planning
Optimise savings with expert strategies.
Financial Plan
Get a Glimpse of Smart Planning
Download a sample that reflects a 360° view of your financial journey.
Our Partners
Rajat Gupta
I am incredibly grateful to Mr. Samir Shah, the founder of Om Wealth Management, for the drastic transformation he brought to my financial journey. Om Wealth Management to anyone looking for a trusted financial partner!
Divyeshsingh chauhan
When it’s about your money, you are at right place. Samirbhai and its team is talented when it’s come to manage your investment portfolio. I am doing business with Om Management since 8 years and I am really happy with the return that I am getting. All the best 👍
samarth patel
Entire team of Om Wealth Management, Very professional, Top notchpersonalized service with accurate information and correct guidance tobe expected. Your hard earned funds will be safe and grow as the target sets.
A R KANSARAA
I am associated with om wealth since 2021 and I have tremendous experience here After interacting with Samir sir and understanding his vision I am relieved that my money is in good hands and I feel that there is someone out there who is also worried about my money
Vishal Trivedi
Since 2008 connected with Om Wealth and still maintain same relationship with samir sir and he always gives right direction for investment which are fruitful.
