About Omkar

Honest advice,
compounded over three decades.

Since 1995 we’ve helped families and business owners make calm, confident decisions about their money — through every market, without the jargon.

Our Story

A practice built on relationships, not transactions.

Omkar Investments began with a single conviction: that ordinary people deserve clear, unbiased financial guidance. What started as a mutual-fund advisory has grown into a complete financial partner — covering investments, life insurance and general insurance under one roof.

Today we manage ₹250Cr+ in mutual fund assets, have settled 5000+ insurance claims, and serve 3200+ families — many now in their second generation with us.

“Trusted Since 1995. Focused on Your Tomorrow.”

We measure success in one way: whether our clients sleep better knowing their finances are in order. Every plan is explained until it’s understood, and every claim is handled like it’s our own.

What we stand for

Experience · Integrity · Trust · Results

These four words run along the bottom of everything we do. Here’s what they mean in practice.

Experience

Thirty years and every kind of market — we’ve guided clients through booms, busts and everything between.

Integrity

No hidden incentives. We recommend what fits your goals, and we tell you why in plain language.

Trust

Relationships that outlast any single product — many of our clients are now second generation.

Milestones

A steady track record.

Growth that came from doing right by people, one relationship at a time.

1995

The journey begins

Founded as a dedicated mutual-fund advisory in Navi Mumbai.

2005

Protection added

Expanded into life and general insurance for end-to-end planning.

2015

5000+ claims

Crossed five thousand insurance claims successfully settled.

Today

₹250Cr+ AUM

Trusted by 3200+ families and growing strong.

Start a relationship, not a transaction.

Tell us your goals over a free consultation. We’ll listen first, then advise.

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ExperienceIntegrityTrustResults