Welcome To OM Invest
A reputed name for comprehensive financial advisory and product distribution services
We as OM Invest, incorporated in the year 2002 and at present having 1000+ satisfied clients. Managing AUA 135+ Crore and SIP Book 90 Lac+ monthly 9th December 2023. We will help clients to achieve their Financial goals with effective and smart investment planning.
We are certified Mutual Fund and Insurance consultants recognized by the AMFI (Association of Mutual Fund of India) and IRDA (Insurance Regulatory and Development Authority).
We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals.
Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
We are certified Mutual Fund and Insurance consultants recognized by the AMFI (Association of Mutual Fund of India) and IRDA (Insurance Regulatory and Development Authority).
We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals.
Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
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Happy Clients
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Cr AUA
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Years of Experience
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Lacs Live SIP
Why Us?
01
Client Centric Approach
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
02
Rich Product Basket
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
03
Focuss on Customer Satisfaction
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
04
Value Added Services
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
05
Right Experience & Skills
We have over years of experience in financial advisory and products distribution space. Our experience.
06
Driven by Passion
Serving clients is our passion and the reason why are are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.
Our Team
Mr. Jay BhattAMFI Registered Mutual Fund Distributor
Mr. Jay Bhatt is the Chief Advisor for Om Invest. One of the oldest in the team, he has over 20+ years of rich experience in the financial services industry. An BSC Graduate by education, he is known for his deep understanding of the distribution practices and its challenges.Also certified by AMFI (Association of Mutual Fund of India) and IRDA (Insurance Regulatory and Development Authority).
Trupti Jay BhattCIA- Certified Insurance Advisor
One of the oldest and experience person in team. She has 10+ yrs experience. She is commerce graduate. She certified by AMFI and IRDA
