OMNIMax

Noida, India Founded: 2002 • Age: 24 yrs
Offers client engagement platforms and financial planning tools for advisors worldwide.

About OMNIMax

OMNIMax is a Technology company based in Noida (India) founded in 2002. It offers client engagement platforms and financial planning tools for advisors worldwide. It operates on a SaaS and B2B model in Technology and Financial Services sectors. Its Indian entity Omnimax India Private Limited reported revenue of β‚Ή19 Lakh. OMNIMax offers products and services including OMNI Engage, OMNIMax DigiCard, OMNIMax FID, Financial Fact Finder, and OMNI Advice. Its focus areas include FinTech, Investment Tech, Financial Databases and Private Company Data. Similar companies include Dezerv, Wealthy and ASK Group; 3 of its 3 listed similar companies have raised funding.

Company details

OMNIMax specializes in software for client engagement and financial planning, serving IFAs, enterprises, banks, and wealth management firms. Based in India and New Zealand, it offers tools like scenario modeling and advice automation to enhance advisor workflows. The company focuses on customizable solutions that integrate domain expertise with technology, helping users deliver effective financial advice and manage client interactions efficiently.

  • Headquarters Noida, India
  • Sectors
    Technology
    Financial Services
  • Email
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  • Phone
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  • Website omnimax.in
  • Social Facebook
  • Legal Name Omnimax India Pvt. Ltd.
  • Date of Incorporation 21 Mar, 2007
  • Jurisdiction New Delhi, Delhi, India
Key Metrics
  • Annual Revenue
    ₹19 Lakh

    FY 2024 · +2% YoY

  • Net Profit
    ₹90,955

    FY 2024 · 5% margin

  • EBITDA
    ₹2.2 Lakh

    FY 2024 · 11% margin

Products & Services of OMNIMax

OMNIMax offers a comprehensive portfolio of products and services, including OMNI Engage, OMNIMax DigiCard, OMNIMax FID, Financial Fact Finder, and OMNI Advice.

OMNI Engage
Client Engagement Platform

Tool for client interaction and financial planning support

OMNIMax DigiCard
Digital Tools

Platform for digital financial document management

OMNIMax FID
Financial Health Tools

Software for financial health assessments and planning

Financial Fact Finder
Data Analysis

Tool for gathering and analyzing financial data

OMNI Advice
Advice Automation

System for generating financial advice and reviews

Board of directors of Omnimax India Private Limited (OMNIMax)

Omnimax India Private Limited is the primary company behind OMNIMax. The board of Omnimax India Private Limited currently have 3 directors; the longest-serving is Michael Alan Taylor, appointed in 2007.

DirectorDesignationAppointedTenureEntity
Michael Alan Taylor
DIN 01135303
Director21 Mar 200719 yrs 7 moOmnimax India Private Limited
Nitin Manaktala
DIN 01183670
Director21 Mar 200719 yrs 7 moOmnimax India Private Limited
Jonathan Michael Taylor
DIN 01135324
Director23 Mar 200719 yrs 7 moOmnimax India Private Limited

Financials of OMNIMax

Figures of Omnimax India Private Limited, the primary company behind OMNIMax, for FY 2024. Revenue was ₹19 Lakh (+2% year on year). Net profit was ₹90,955 (5% margin). EBITDA was ₹2.2 Lakh (11% margin). Revenue has grown at a compounded annual rate of -5% over three years and -4% over five years.

  • ₹19 LakhRevenue · FY 2024 · +2% YoY
  • ₹90,955Net profit · 5% margin
  • ₹2.2 LakhEBITDA · 11% margin
  • ₹1 LakhPaid-up capital
  • -5%Revenue CAGR, 3 years
  • -4%Revenue CAGR, 5 years

Balance sheet, profit and loss, cash flow and ratios of Omnimax India Private Limited are on its company page.

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Similar companies to OMNIMax

OMNIMax has 3 listed similar companies in our database, 3 of them funded. They include Dezerv, Wealthy and ASK Group.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
dezerv.in2021Mumbai, India$100M513
Investment solutions and portfolio management are provided for affluent individuals.
wealthy.in2015Bengaluru, India$22.29M231
Digital wealth management platform is offered for personalized investments.
askfinancials.com1983Mumbai, India$125M191
Asset & wealth management platform
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Detailed similar companies of OMNIMax

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Top companies in Investment & Financial Technology

2 companies that operate in the same segment as OMNIMax (Investment & Financial Technology) in India, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
App-based brokerage stock trading platform
1996Mumbai, Maharashtra, IndiaUSD 38.41 MUSD 548.9 M3,830
Smart investment portfolios are offered via an online platform.
2015Bengaluru, Karnataka, IndiaUSD 121.05 MUSD 635.51 K231
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Frequently Asked Questions about OMNIMax

OMNIMax was founded in 2002.

OMNIMax is headquartered in Noida, India. It is registered at Noida, Uttar Pradesh, India.

The primary company behind OMNIMax, Omnimax India Private Limited, reported revenue of β‚Ή19 Lakh for FY 2024, up 2% year on year.

OMNIMax specializes in software for client engagement and financial planning, serving IFAs, enterprises, banks, and wealth management firms. Based in India and New Zealand, it offers tools like scenario modeling and advice automation to enhance advisor workflows. The company focuses on customizable solutions that integrate domain expertise with technology, helping users deliver effective financial advice and manage client interactions efficiently.

OMNIMax's top competitors include Dezerv, Wealthy and ASK Group.

OMNIMax offers OMNI Engage, OMNIMax DigiCard, OMNIMax FID, Financial Fact Finder, and OMNI Advice.

OMNIMax operates through Omnimax India Private Limited.

The legal entities of OMNIMax currently have 3 directors, including Jonathan Michael Taylor, Michael Alan Taylor, Nitin Manaktala.

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