About Omniwealth
Omniwealth is a Financial Services company. Financial services focused on mutual funds, portfolio management, and alternative investments for high-net-worth clients. Omniwealth offers products and services including Mutual Funds and Portfolio Management Services. Its focus areas include Investment Management, Portfolio Services, Alternative Investments and Asset Management. Its legal entity in India is Omniwealth LLP (AAG-2782).
Company details
Omniwealth LLP is recognized as an AMFI-registered Mutual Fund Distributor that serves high-net-worth clients and family offices by providing investment execution services. Tailored options are offered based on clients needs, with market opportunities identified through data-driven studies. Services include streamlined KYC processes, portfolio reviews, and access to funds via a unified dashboard. Risks are disclosed, emphasizing that investments are subject to market fluctuations and no guarantees are provided for returns. Periodic adjustments and transparent reporting are ensured to align with financial objectives, while grievances are addressed through designated channels.
- SectorsFinancial Services
- Email••••••••
- Website omniwealth.in
- Social LinkedIn X Facebook
- Legal Name Omniwealth Llp
- Date of Incorporation 03 May, 2016
- Jurisdiction Bangalore, Karnataka, India
Associated legal entities of Omniwealth
Omniwealth operates through Omniwealth Llp (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Omniwealth Llp CIN AAG-2782 | Active | 03 May 2016 | Bangalore, Karnataka | 2 | View details |
Products & Services of Omniwealth
Omniwealth offers a comprehensive portfolio of products and services, including Mutual Funds and Portfolio Management Services.
Mutual funds are managed as diversified investments by professionals, where advice is provided for selection and monitoring to align with investment goals.
Portfolio Management Services are utilized to manage securities for optimum returns and risk reduction through diversification, with investments held in the client's name.
Board of directors of Omniwealth Llp (Omniwealth)
Omniwealth Llp is the primary company behind Omniwealth. The board of Omniwealth Llp currently have 2 directors; the longest-serving is Shilpi Singh, appointed in 2016.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Shilpi Singh DIN 07421014 | Designated Partner | 03 May 2016 | 10 yrs 6 mo | Omniwealth Llp |
| Sanjeev Ranjan Singh DIN 07421009 | Designated Partner | 03 May 2016 | 10 yrs 6 mo | Omniwealth Llp |
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Frequently Asked Questions about Omniwealth
Omniwealth LLP is recognized as an AMFI-registered Mutual Fund Distributor that serves high-net-worth clients and family offices by providing investment execution services. Tailored options are offered based on clients needs, with market opportunities identified through data-driven studies. Services include streamlined KYC processes, portfolio reviews, and access to funds via a unified dashboard. Risks are disclosed, emphasizing that investments are subject to market fluctuations and no guarantees are provided for returns. Periodic adjustments and transparent reporting are ensured to align with financial objectives, while grievances are addressed through designated channels.
Omniwealth offers Mutual Funds and Portfolio Management Services.
Omniwealth operates through Omniwealth Llp.
The legal entities of Omniwealth currently have 2 directors, including Shilpi Singh, Sanjeev Ranjan Singh.