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  • Building portfolio resilience

  • Delivering stronger risk-adjusted returns

  • Enhanced portfolio diversification

  • Highly personalised approach

  • Creating generational Wealth

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Wealth management is like having a skilled navigator for your financial journey—it ensures that your money is working for you in the best possible way. 
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About Us

Omniwealth LLP, a leading financial distribution organization, offers a comprehensive suite of financial services designed to meet the diverse needs of its clients. With a focus on professional management and a commitment to delivering high-quality solutions, Omniwealth LLP ensures that its services are tailored to provide maximum value to its customers.

The organization is dedicated to maintaining a client-centric approach, prioritizing the financial well-being and long-term success of each individual and institution it serves, while consistently upholding the highest standards of integrity, expertise and service excellence in the industry.

Our aim is to construct portfolios tailored to your needs while taking advantage of market opportunities in a risk-conscious manner. We pay specific attention to risk management and portfolio stability during periods of heightened market volatility.

We see it not only as the right thing to do, but part of our fiduciary responsibility and duty of care to our clients—an essential part of delivering risk-adjusted returns.

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Sanjeev Singh

Founder

In the dynamic world of wealth management, Sanjeev Singh believes in redefining financial strategies for individuals and businesses alike. With a deep understanding of market trends, risk assessment and portfolio management, he has built a firm committed to helping clients navigate the complexities of wealth preservation and growth. He dedicatedly keeps up to date with industry events, market trends, innovative investment approaches and strongly believes in the importance of financial foresight.

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With a career spanning over 23 years, Sanjeev Singh has successfully guided clients through economic shifts ensuring financial resilience. Sanjeev has previously served in multiple leadership roles at Aditya Birla Financial Services – Wealth Management, ICICI Bank – Wealth Management and Way2Wealth Securities Pvt Ltd. He provides investment services covering a range of areas to both ultra-HNI and corporate clients. He is an MBA from Xavier Institute of Social Service (XISS) and a Commerce Graduate from University of Delhi.

With an unwavering commitment to excellence, Sanjeev continues to guide clients toward financial security and success.

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Why Omniwealth?

Omniwealth LLP offers a combination of curated investment products and personalized service basis experience, expertise and ethical integrity. Our key qualities are:

  • We take our fiduciary responsibility very seriously and our driving force for acting in the best interest of the client.​

  • We offer full range of services—investments, tax planning, estate planning, retirement strategies and more.​

  • We tailor strategies to your goals, risk tolerance, family needs and life stage—not take a one-size-fits-all approach.​

  • We provide access to robust, secure, easy-to-use SAAS based platform for transactions and reporting to track your portfolio and performance.​

  • We endeavour to proactively keep you informed regularly and are just a call away when you need advice or updates.

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Our Process

Understanding objectives

We understand that for most of our clients, protecting their wealth is as important as growing it. With this in mind, our approach to wealth management is based on achieving realistic investment returns, while also aiming to manage market volatility effectively.

Investment Strategy

We take market view through research reports and tailor this to formulate an investment strategy that’s relevant to your financial goals, cash flow needs and any other special requirements you may have.

Plan

Execution

We believe the implementation of your investment strategy is as important as the strategy itself. We partner with best online platforms in the industry for a seamless execution of the plan. Our team takes care of your documentation requirement right from KYC to specific requirements of the investment product chosen. 

Review &

Revise

As global markets change, and your personal circumstances evolve, we regularly review your investment strategy with you to ensure it stays on track with your goals.

What we Offer

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Lifestyle Planning

  • Goes beyond just money—it’s about aligning your finances with the way you want to live

  • Includes planning for travel, education, hobbies, health goals and major milestones

  • Helps ensure your wealth supports both current and future lifestyle aspirations

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Risk Management

  • Identifies potential financial risks and take measures to mitigate them

  • Covers areas like market volatility, inflation, health emergencies or loss of income

  • Uses strategies such as diversification through asset allocation

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Taxation, Legal & Estate Planning

  • Optimizes your tax exposure through smart investments and structures

  • Ensures legal compliance and proper documentation for your wealth

  • Plans for smooth inheritance through wills, trusts and succession strategies

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Contingency Planning

  • Prepares for unexpected life events like job loss, health crises or economic downturns

  • Builds financial buffers like emergency funds and liquidity management

  • Stress-tests your financial plan to handle worst-case scenarios gracefully

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GIFT City, located on the banks of the Sabarmati River between Ahmedabad and Gandhinagar, is a business district envisaged and built to cater to global and domestic business enterprises.The GIFT City International Financial Service Centre (IFSC) is seeing steady success in terms of moving offshore financial transactions and activities relating to investments in and from India. GIFT City IFSC operates in 6 business activities – asset management, banks, capital markets, insurance, other financial institutions and emerging activities.

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With GIFT City, you can invest in many countries, financial instruments, along with US stocks as well. There is Nil Securities Transaction Tax (STT), Commodity Transaction Tax (CTT), and stamp duty applicable. Regulations imposed by IFSCA create a strong level of trust and confidence in the GIFT City ecosystem among the resident investors and NRIs. Likewise, there is similar transparency among the foreign players residing in international markets.

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Investing in GIFT City is open to resident Indians, NRIs, FIIs, FPIs and Foreign Investors subject to regulatory requirements.

There are multiple investment opportunities available for investors- both NRIs and Indian Residents.  However, the primary financial products like Alternative Investment Funds (AIFs). AIFs happen in two ways (inbound and outbound). While inbound AIFs allow fund managers to pull funds from international investors, outbound AIFs are the reverse. In short, when retail investors invest in foreign markets (e.g., when you put money in US stocks), it is known as Outbound AIFs.

 

Omniwealth LLP is suitably empanelled to offer you investment opportunities available at GIFT City    (Ahmedabad).

GIFT CITY

Address (India & Singapore)

# Awfis Vajram Esteva 1st Floor,

Marathahalli – Sarjapur Outer Ring Road,

Deverabisanahalli, Bangalore - 560 103.

Contact: +91 9742944414

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Block G, 778 Bedok Reservoir Road,

Unit #13-27, Singapore - 479254

Contact: +65 82847396

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Email

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

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APMI Registration Number: APRN00676 , Date of Initial Registration: 23 Aug 2022, Current validity of APRN: 22 Aug 2028

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Specialised Investment Fund (SIF) ,

SIF Validity period:

31st July 2025 - 30th July 2028

Contact Us: 

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 09742944414 | sanjeev@omniwealth.in

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