OMNIMax helps advisors to meet their clients goals and objectives at different stages of their lifecycle and issues they face in terms of planning a bright future!

                                  OMNIMax is 100% Client Centric

Empty Nesters (18-25 Yrs)

Financial Planning involves                          planning
Professional Options and Employment
Buying a  First Car / Own House
Travel on vacations with friends and family

Mature Families (35-55 Yrs)

Financial Planning for a family with kids is more demanding and gets complex:
Families Educational Plans
Buying Second Car
Annual Vacations
Considering Marriage Options
Health Care Issues and Planning
Life Insurance Cover Requirement

Young Couples (25-35 Yrs)

Financial Planning for a couple involves joint decisions on:
Young Couple Buying a House
Planning for kids
Travel on Vacations
Insurance for Earning Members
Gifts / Social Commitments

Retired Couples

Financial Planning for Retirement is more passive and driven on planning done in the initial stages of ones life.
Retired Couples Regular Income Planning
Insurance Maturities
Reinvestments
Inheritance Issues
Major /Critical Illness Planning
Wealth Transfer Issues

OMNIMax Developments & Tie up's

Value Express Value Express - Value Express is a collaboration of the most respected industry information providers in India, Value Research, and the UK’s number one provider of Mutual Fund data and analytical tools, Financial Express. The mission of Value Express is to help companies in India involved in the management and distribution of mutual funds. Read More 
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Fina Metrica Risk Profiling - The FinaMetrica psychometric risk profiling system is a low-cost, quick and user-friendly way to gain a more insightful understanding of your clients' financial risk tolerance - attitudes, values, motivations, preferences and experiences - and to meet common and statutory law know-the-client and duty-of-care obligations. FinaMetrica's focus is on the psychological factors relevant to financial decision-making in terms that are meaningful to individuals and their advisers. Read More... 
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Acclipse For Web Manager - Acclipse Web Manager is a leading international website solution for Financial Services (Accountants/Financial Planners/Advisor) who need an effective, 24 hours a day, 7 days a week (24/7), interactive practice. -
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For PDF Manager - Acclipse PDF Manager is more than a PDF tool, it is your best choice to create PDF's from all your documents and then manage them throughout your office.
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