Establishing Client Goals (Know Your Client)
• Determine Multiple Goals ( Short Term / Medium Term/ Long Term goals)
• Establish Priority for Every Goal
• Determine Current Cost of Every Goal
• Determine Time Frame for Achievement of Goals
• Allocate Inflation%, applicable to each goal
• Determine Future Cost of Goals

Capturing Financial Resources
• Aggregate all Current Investments, Retirement Benefits, Other Assets and Liabilities to arrive at Current Net worth
• Capture all current and future cash flows from the above, to consolidate a current view
• Align all financial resources to either All Goals; Some of the goals or None of the goals
• Estimate the Liquidity and Periodicity of Investment/ Retirement Cash Flows
• Estimate future Cash flows with estimation of Returns and Inflation

Gap Analysis
• Goal Mapping with Existing Financial Resources
• Overall Gap / Quantum Established
• Summary Dashboard View, projects % of Individual Goals Achieved
• Options Provided to cover existing gaps, in terms of Lump-sum Investments or Regular Savings Plan
• Assessments of Need Based Insurance to cover unforeseen events
• Summary of Recommendations and Options to Cover Gaps
• Action Plan to Proceed

Financial Plan Output
• Professional Layout and Design
• Step by Step Approach - Financial Planning
• Establish Facts, Goals, Resources and Analysis and Recommendations
• Graphical / Tabular Presentation
• Modular Approach to cover What if Scenarios
• Appendix for Background Calculations
• Glossary for Financial Terms Definition
• Implementation Sheet for Instructions to Back Office

Reviewing a Financial Plan
• Review :Investment Returns and % in terms of Asset Allocation
• Review : Goals : Costs, Time Frame and Priority
• Review : Insurance : Coverage and Risk
• Document Changes to the above and advice and action steps
• A mini - Financial Plan Output
• Regular Reporting : Portfolio Returns/Valuation/Capital Gains/Asset Allocation Report

Plan Writing is the heart and key of the OMNIMax System. Plan Writing could revolutionize the performance and delivery of advice in the market place and lead to effective sales based on the client needs. Plan Writing in OMNIMax, can be personalized and completely justified on the basis of client needs. It can be varied from a simple short plan to a large comprehensive plan.

Portfolio Management
Fully searchable transaction event history
• Comprehensive portfolio reporting
o Performance
o Valuation
o Transaction
o Capital in/out
• Dynamic creation of portfolio based on asset allocation
• Ability to build multiple portfolios on different asset allocation templates
• Automatic creation of order/instructions for purchase/sell
• Comprehensive Tax reporting
• Comprehensive fund reporting
• Total holding under fund
• Maturity Dates
• Report output in HTML/Microsoft Word/CSV/XLS
• Ability to email or create a mail merge to all clients associated with a fund
• Bulk entry of transactions : Dividends/ Splits and Bonus Shares
• Automatic updating of product pricing. BSE &NSE, Mutual Funds Data, NAV
• Supports Reporting in Multiple Currencies
• Supports data feeds from Karvy CAMS Templeton etc
• Ability to switch on client login to view own portfolio