We, at Omaha, provide sound, research-backed financial advice to our clients through a standardized platform. We aim at your wealth maximization, equipping you to compete in the challenging economy and banish the ‘one-size-fits-all’ standardization. We understand that people have different financial needs. Thus, we provide our clients with customized financial planning solutions for any and all of their requirements in various stages of life and to successfully meet those needs.
We believe in carrying out all aspects of our work with a high level of professionalism and excellence. Having transparent business dealings and creating a comfortable and secure environment for our clients while maintaining the confidentiality of their data and information is our top priority.
The company strives to be an admired financial services advisor, trusted partner, and provider of innovative solutions for growing and protecting wealth.
Why Us?
360-degree financial planning
We take into consideration your investments, liabilities, income, expenses, and taxes for your family’s future planning. We provide you with smart strategies to save your overall taxes.
Highly Secure & Confidential
We use encryption to securely store your data. We respect your privacy and do not share your data with anyone.
Professional Analysis of Investments & Loans
We critically analyze your investments and loans to provide you with smart recommendations to switch or prepay.
Quick Trade Execution & Low Brokerage
For our highly professional and timely handling of your investments, we charge a very low brokerage compared to industry norms.
Superior Customer Service
For any little query that you might have, we are just a call away to provide you with the best resolution.
What We Do?
Portfolio management services
At Omaha, we make your money work for you. We identify the best investment vehicles to suit your investor profile and offer a strong backbone of industry data and analysis to make informed decisions on your behalf. We offer advice on numerous investment opportunities such as:
- Fund allocation across assets, sectors and risk appetite
- Manage risk exposure
- Portfolio monitoring and rebalancing
- Investment advisory through Mutual Funds, Retirement planning, PPF, Small Saving Scheme, Fixed Deposit, Tax saving bonds, etc.
Wealth management is no easy art. It is accumulated through multiplication, and not addition. To this end, we follow a systematic approach that is rooted in a deep understanding of your portfolio, your goals, motivations, and risk appetite.
Retail broking services
Investing in the stock market helps beat inflation, is better than cash and gives best long-term returns. Volatility is the reality of the stock market. However, the key to a successful stock market investment is in increasing the returns you get over long-term, and avoid the day-to-day fluctuations. It also helps to have a disciplined and informed approach. Some of the services offered by Omaha Financial Services are as follows:
- Instruments available to trade in the market
- Ease of trade through transparency and low brokerages
- Investor education to help understand the stock market and its workings.
Omaha Leadership
MR. GOURAV PATODIA
Director
A finance enthusiast, Gourav is the promoter and director of the company and is currently pursuing a Masters in Applied Finance from the University of Wollongong. A CFA L2 candidate, he is constantly upgrading his skills and knowledge. His managerial efficacy coupled with his vast knowledge and expertise is a great value addition to the company.
MS. NIKITA SARAWAGI
Director
An M.Com graduate and a certified ATC from the ICAI, Nikita is the promoter and director of the company. She has been proactive in all her endeavors and ensures quality each time. With a brilliant academic track record, and excellent communication and interpersonal skills accompanying her creativity, she infuses fresh ideas in her work. She is responsible for investment advisory and portfolio management.
MS. SWETA BAJAJ
Insurance Business Manager
A B.Com graduate and a certified CIA, Sweta is the one who does more than just provide an analysis and recommendation on the path to a complete risk management program. She is a retail Insurance Product Advisor and part of NJ which is a leading IRDA licensed insurance broker. She felt that most of us are under insured or not insured at all and seeks to bring customers with comprehensive solutions catering to all their insurance requirements. Her drive is fueled by her meticulous work ethic, care for client experience, as well as continuing her education in the ever-changing Insurance industry.
