WealthOK

ABOUT WealthOK

WealthOK is a Wealth Management and Financial Planning Consultancy equipped with the expertise to offer Customized Financial Solutions to its clients in all walks of life, backed with state of the art technology.

Our Motto: To ensure the luxury of Sustainable Lifetime Financial Security for all our clients.

Our services are suitable for people serious about to bulletproofing & optimizing their financial health and sustainably achieve their short, medium or long term goals with a customized financial strategy.

WHY WealthOK

WealthOK is an organization that has its clients at its heart. In addition to our philosophy, we have a history of effectively delivering unique and essential CLIENT PRIVILIGES. Below are some reasons to answer why you should be onboard with us:

Personalized wealth management (for all networth sizes)
Unbiased financial advice from the 1st Chartered Wealth Manager in Central India and the associates (certified from the Chartered Institute for Securities and Investment – London, U.K.)
We are not obligated to promote products from any specific organization, thus independent advice
Regular meetings (electronic or face to face)
Regular in-depth portfolio reviews
Financial goals achievement strategy (optimized as per changes in financial situations)
Emergency planning services
Access to the most diverse range of financial products
Lifetime financial security designed to fulfill your needs.

Making the perfect choices from plethora of investment ideas is always a tough and tedious decision in the busy routines of our esteemed clientele who work hard for their income. Thus, WealthOK persistently works hard and smart to bullet-proof our client’s finances.

To be onboard with us, get in touch with us today!

THE WealthOK PROCESS

*Client confidentiality privileges to be maintained at all times by law.*

WHAT IS LIFETIME FINANCIAL PLANNING?

Lifetime financial planning is the art of effectively creating long term financial security and guiding individuals (or clients) in all major financial decisions that need to be taken carefully across all milestones during their lifetime using a professionally structured and well planned approach.

Financial goals vary from person to person and change from time to time. All life goals from purchasing insurances, buying properties or vehicles to planning for child’s education or retirement are taken care of by a wealth manager.

*This role needs to be performed by qualified and licensed professionals in the field of wealth management, as per regulations.*

THE WealthOK APPARATUS

WealthOK efficiently designs optimum financial solutions using the blend of its services, expertise and products available in its diverse financial apparatus. Our services are backed by robust research and world-class technology. This helps us in serving our clientele with the most practicable experience.

SERVICES AND EXPERTISE:

PRODUCTS:

FOUNDERS TESTIMONIALS

Omang is a passionate, empathetic and energetic wealth consultant. He offers me personalized financial solutions tailored to my variable risk profile which are genuinely useful for comfortably achieving the necessary financial goals. I only get positive feedback of his work wherever I have referred him. His 24/7 availability is commendable. His unique financial solutions have the ability to offer life-time financial security which is the basic need of human life. I wish him all the best in his endeavor at WealthOK.

- COO and Managing Director, Easymedico

Omang is an able and personable young professional, with excellent analytical and ‘big picture’ skills. He has always been unfailingly professional and enthusiastic, and it was a pleasure to teach and supervise him.

- Chief Academic Officer, NMITE (U.K.) and,

- Ex Director of Learning and Teaching, The University of Sheffield (U.K)

Omang has a great vision for long term financial benefits and is a passionate, intelligent and practical wealth consultant and lifetime financial planner. Speaking to him is an evergreen wealthy eye opener and a good source to implement innovative ways to increase my wealth. His tax-efficient financial solutions help me in all phases of life from child’s education planning, retirement security and even property! This is a unique diversity of solutions all available in one place at WealthOK. I recommend Omang to everyone even slightly concerned about their financial security. All the best, keep helping India in getting wealthy!

- Sales Head (South Asia), Stellapps Technologies

“Having a diversified financial portfolio is a NEED, not just good to have” – words from Omang which he proved to me with evidence and I agree upon. I have known Omang since a long time now. He is very knowledgeable and is a lifetime financial planner and wealth consultant who truly knows how to bullet-proof finances. His up-to-date news of the global market trends and his active and practical decisions is what sets him apart from any other finance professional I have been linked to.

- Senior Editor, Wityfeed

Omang is a professionally focused and dedicated person towards conquering the best for his clients. I have acquired great knowledge and skills from him as a mentee (business) and client (investments). He has proven to be a great leader with exceptional marketing and finance skills. His strategic skills are appreciable. He has proven to be a great asset to our company and to us. Wishing him great success in the future at WealthOK.

- Market Analysis Head, Apconic Software (Ex BYJUs)

Omang is a great private wealth manager whom one can trust. He has the vision which helps to foresee strategies to achieve the desired outcome. With his well planning, research and optimistic approach it has been easier to set the ambitious goals and achieve them with perfection. A wealth manager with client’s best interest at heart. I have also worked under him as in global marketing operations and he has also been a business leader who expanded the
company’s foorprint internationally. Wishing him a great success ahead!

- Head of Social Media Marketing, Apconic Software

Working with Omang has been really great and benefitial. He has excellent & wide knowledge of his field. He knows which tool will exert maximum effect on the improvement & implement them in best appropriate manner. I wish him all the very best for the future!!

- Key Account Manager, Iksula

I am always looking for safe returns on my investments and was introduced to personalized financial solutions based on my risk profile by Omang, which offering me fixed returns on my hard earned money. His investment strategy has offered me higher fixed returns than before or my fixed deposits. Also, I was surprised to all of his qualifications and diversified experience so early in his career!

- Marcomm Manager, Roaring Wolf Media