Financial Planning involves:
- Professional Options and Employment
- Buying a First Car / Own House
- Travel on vacations with friends and family
OMNIMax India, has completed 10 years of existence, and established itself, as India’s premier Client Engagement and Financial Planning Platform. Having spent a decade with IFA’S, Enterprise, Banks, and Wealth Management Companies, our offering is further strengthened with inputs and experience of practicing planners. We have an enviable list of Clients, who have entrusted their faith in us, and in turn OMNIMax has helped the growth of several practices.
Financial Planning involves:
Financial Planning for a couple involves joint decisions on:
Financial Planning for a family with kids is more demanding and gets complex:
Financial Planning for Retirement is more passive and driven on planning done in the initial stages of one’s life:
Choose OMNIMax financial advice software solutions and you’re in good company, we’ve got more than 1500 users actively using our software around the world and the number is growing!
Established in 2002, OMNIMax is based in Christchurch New Zealand and was the outcome of the plan writing and practice management software designed for a leading, innovative financial practice.
OMNIMax India Private Limited
F-2, Sector 6, Noida
Uttar Pradesh - 201301
Phone: + 91 (0120) 4112271-72
Email: support@omnimaxsoftware.com
Director
Plan Ahead has been an Omnimax user since many years. Omnimax is an important tool for the Plan Ahead team to enable the formulation of a detailed financial plan. Omnimax aids us to run meaningful conversations with our clients on planning scenarios that may emerge for our client families. It, therefore, allows us to focus on the delivery of quality planning advice. Nitin and his team are very approachable and we appreciate the professional support experience from them.
Designated Partner - MintBox Advisory
MintBox Advisory has recently added Investment Advisory to its plethora of offerings & Omnimax India has made significant contributions in data capturing & setting up of systems & processes , which has enabled us to offer a seamless digital experience to our client. Their meaningful insights are especially helpful to the whole community as this is an evolving area of service.
Certified Financial Planner
We have been using Omnimax for a long time, to help our clients. What we like the most is that we can access tools for complete financial planning in one place, and don't have to visit multiple sites. Plus, we are able to engage and involve the clients in the process by showing them alternate scenarios to help them make the right decisions.
Founder & CEO
Our association with Omnimax dates back to Oct 2015 , its been a long stable and steady association of more than 5 years . We have been twice award winners from Asia Pacific in 2018 & 2019 in Chicago & Minneapolis , we used the Omnimax output for our financial planning case study . I consider Omnimax a very solid , reliable and a dependable partner of VR Wealth Advisors and most importantly Omnimax tool is the only tool we use for our financial planning practice.
Founder, Bridge Investment Advisors
We have been using the Omnimax financial planning software for last 7 years now. The tool has been advanced to include better features in terms of numerical projections, graphs, customization as per varied clients’ requirements and in terms of overall plan structure too. The support team also has been quite proactive in resolving any issues or technical snags that we faced in using the software though any such issues have really been minimal. We are quite satisfied in using the planning software as a means of advising and engaging our clients.
