AI-native financial intelligence

Know your financial future in 90 seconds.

Omega is India's AI-powered financial coach. Get your Financial Freedom Score, see how your money will grow to retirement, and plan with an AI that thinks in rupees — before you ever talk to an advisor.

₹2,400 Cr+
advised across clients
14 yrs
building wealth
SEBI
registered advisor
Financial Freedom Score
Step 1 of 7

We'll project to age 60.

30 years
Built around your life stage

The right move depends on where you are.

Tell us your stage. The platform reshapes around your goals, your timelines, and the order of moves that compound the most.

Young Professional · focus

Compound aggressively

Your stage shapes everything — the goals, the products, the order of moves. Here's what matters most right now.

Your top 3 moves
  • 1Raise SIP with every salary hike
  • 2Tax-save via ELSS + NPS
  • 3Goal-based investing
Three ways to plan

An entire financial team, working for you.

Coach, calculator, advisor. Use them in any order — they all stay in sync.

AI Financial Coach

Ask anything — how much SIP, how much insurance, can I retire at 50? Get an honest, math-backed answer in seconds.

  • How much SIP for ₹1 Cr in 10 years?
  • Should I prepay my home loan?
  • How much term insurance do I need?

Goal Planning Engine

Pick a goal — home, retirement, child's education. We model inflation, returns, taxes, and show the SIP that gets you there.

  • Retire by 55
  • Buy a ₹1.5 Cr home in 7 years
  • Child's college fund

Human SEBI advisor

When you're ready, book a 30-minute consultation. Our advisor gets your full intake brief before the call — no repeating yourself.

  • Free 30-min consult
  • Full intake summary shared
  • SEBI-registered advisor
Real outcomes

Quiet wealth, built deliberately.

A few of the journeys we've helped shape — names changed, numbers real.

"I went from 'I'll start next year' to a 25% savings rate. The AI coach did what no Instagram reel could."

Before: ₹0 invested, ₹1.2L savings
Now: ₹38L corpus in 5 years
Anika · 29 · Bengaluru

"We finally have one plan instead of two opinions."

Before: Two SIPs, no plan
Now: Home in year 6, on track for ₹4 Cr retirement
Rohan & Meera · 34 · Pune

"The stress test showed me I was one bad year from postponing retirement. We fixed it."

Before: 85% equity at 52
Now: Goal-aligned glide path, retirement secured
Sundar · 52 · Chennai
From our clients

Trusted by hundreds of families across India.

Real stories from real people who trusted Omega Financial with their financial journey.

In the last three of my association with Omega Financials, there has not been a single day where I have worried about my Finances. They helped me set my financial goals and plans in place as per my life aspirations and been a constant support through all the ups and downs including medical emergencies and other crises.

Harshita Mallareddy
Consultant, Deloitte USI Consulting

I was self employed and got myself retired by choice at the age of 52. Many Thanks to Team Omega for their professional support and personal attention to manage my Investments and design a customised Pension Plan to meet my Financial needs and achieve future goals too.

Sanjay Pall
Self Employed

Its been over a decade that we are associated with Omega financial and we have had the best expert financial advice anyone can ever get. Persistent pursual for essential top-ups, timely updates and resourceful vigilante of our account has helped our funds multiply at an unimaginable pace.

Dr. Vidya Vaidya
Dental Surgeon

In 2016, after retirement of my husband, Omega Financial designed our portfolio taking care of all financial liabilities. Omega Financial stood by me providing financial security to fulfill my financial obligations. Not only my future is secured to live a life like a QUEEN but planning is done for securing future of daughters and grand children.

Mrs. Anu Mathur
Ex DPS Teacher
Our Partners

Trusted by India's leading financial institutions.

We partner with the country's top asset managers and insurers to serve you better.

SBI Mutual Fund
SBI Mutual Fund
PNB MetLife
PNB MetLife
Niva Bupa
Niva Bupa
Motilal Oswal
Motilal Oswal
Mirae Asset
Mirae Asset
DSP Mutual Fund
DSP Mutual Fund
Canara Robeco
Canara Robeco
Bajaj Allianz
Bajaj Allianz
Axis Mutual Fund
Axis Mutual Fund
Aditya Birla Health
Aditya Birla Health
Aditya Birla SL
Aditya Birla SL
HDFC Life
HDFC Life
HDFC Ergo
HDFC Ergo
HDFC Mutual Fund
HDFC Mutual Fund
Franklin Templeton
Franklin Templeton
HSBC MF
HSBC MF
Kotak Mahindra
Kotak Mahindra
ICICI Prudential
ICICI Prudential
ICICI Home Finance
ICICI Home Finance
Mahindra Finance
Mahindra Finance
Learning, personalised

A financial education that fits your life — not a textbook.

Short, India-specific lessons. Recommended based on your stage and goals. No fluff, no jargon.

  • Lesson · 8 min
    How to choose your first mutual fund
  • Lesson · 6 min
    ELSS vs PPF vs NPS for tax savings
  • Lesson · 5 min
    How much insurance is enough?
  • Lesson · 7 min
    Should I prepay my home loan?

Ready when you are.

Book a free 30-minute consultation. Our advisor will already know your goals — we share your intake brief in advance.