# Omega Financial

> Comprehensive wealth management app for tracking and investing in financial assets. (iPhone/iPad app by Omega Financial.)

- Source: https://appshunter.io/ios/app/omega-financial/id1596226043 (this page in markdown: same URL + `.md`)
- Developer: [Omega Financial](https://appshunter.io/developer/1596226045)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2021-11-24
- Data updated: 2026-08-30
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/omega-financial/id1596226043/reviews.md

## What is Omega Financial?

Omega Financial is one-stop shopping for all your Wealth Management needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets:

- Mutual Funds
- Equity Shares
- Bonds
- Fixed Deposits
- PMS
- Insurance

Key Features:

- Complete Portfolio report download including all assets.
- View historical Performance of your Portfolio easily
- Easy login via your Google email id.
- Transaction statement of any period
- 1 Click Statement of Account Download for any Asset Management Company in India
- Advanced Capital Gain Reports
- Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency
- SIP Report to be informed of your Running and Upcoming SIPs, STPs.
- Insurance list to keep track of premiums to be paid.
- Folio details registered with each AMC.

Calculators and Tools available:

- Retirement Calculator
- SIP Calculator
- SIP Delay Calculator
- SIP Step up Calculator
- Marriage Calculator
- EMI Calculator

## Key features

- Complete portfolio reporting
- Historical performance tracking
- Online investment in mutual funds
- SIP and STP tracking
- Insurance premium reminders
- Financial calculators

## Recent user reviews (3 of 3)

All indexed reviews: https://appshunter.io/ios/app/omega-financial/id1596226043/reviews.md

### 1/5 — Doing fraud

*2025-10-23, version 1.5.8*

This is totally fraud app...there is no support from the management. they didn't stopped the sip even if i told them to stop. they will just charge anything. kindly report this app

### 5/5 — Reliable

*2025-06-24, version 1.5.8*

Reliable services for investments, insurance, and wealth management.

### 5/5 — Zian Khan

*2025-05-24, version 1.5.3*

Best Financial app to manage personal finance with expert guidance & real time market insight.

## Frequently asked questions about Omega Financial

### What types of financial assets can I track with Omega Financial?

Omega Financial allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This provides a holistic view of your complete financial portfolio.

### Can I invest directly through Omega Financial?

Yes, you can invest online directly in any mutual fund scheme or New Fund Offer through Omega Financial. The app tracks all your orders until unit allotment for complete transparency.

### What kind of reports can I download from Omega Financial?

Omega Financial offers a complete portfolio report download for all assets. You can also download transaction statements for any period and a 1-Click Statement of Account for any Asset Management Company in India, along with advanced Capital Gain Reports.

### Does Omega Financial offer any financial planning tools?

Yes, Omega Financial includes several useful calculators and tools for financial planning. These include a Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator.

### How secure is my financial data with Omega Financial?

Omega Financial uses easy login via your Google email ID, suggesting a reliance on Google's security infrastructure. Specific details on encryption and data protection beyond this are not provided in the description.

### How often is Omega Financial updated?

The latest version of Omega Financial is 2.4.1, last updated on May 26, 2026. While this indicates a recent update, the frequency of future updates is not specified.

### Is Omega Financial available on Android devices?

Omega Financial is supported on iPhone and iPad. Information regarding Android compatibility is not provided in the current data.

### Does Omega Financial have ads?

Omega Financial is free to download and use and does not contain advertisements. The app is designed to provide a seamless experience without ad interruptions.

## Version history (last 5 releases)

### 3.0.1 — 2026-08-20

- Enhanced security with VAPT improvements & 2FA
- Added Fundsnet Mobile support
- Added Contact Us on Sign In & Share Folio Details
- Added Custom Period, SIP Delay & Step-Up Calculators
- Revamped Financial Calculators & improved Goal Reports
- Improved MF Central, Portfolio Reports & Navigation
- Improved Notifications, Multi-language, KYC & Risk Profile
- Improved CRM integration & Dashboard experience
- Performance improvements with bug & crash fixes

### 2.4.1 — 2026-05-26

- Added CRM module in Broker Dashboard
- Implemented digital accessibility (RPwD compliant)
- Enabled Step-Up SIP in order placement (NSE Invest)
- Integrated NSE NACH Bank API
- Introduced Dark Theme
- Enabled multi-language support
- Added font size customization
- Updated NAV Lookup & Factsheet (Mobile)
- Improved transactions pagination
- Fixed Portfolio as on Date
- General bug fixes & performance improvements

### 2.2.6 — 2026-03-18

- Mandatory Risk Profiling 
- BSE Cart for Trusted Mode
- Improved SIP Step-up Calculator 
- Fixed BSE Nominee Issue
- Fixed User Profile Picture Issue
- Fixed Investment Profile Issue
- Fixed Meeting Notes Issue
- Updated Invitation Message
- Fixed Crashes & Other Issues

### 2.2.1 — 2026-02-02

- Introduced NSE Invest Cart
- Added NSE Invest-Track order functionality
- Added Client Search by Equity Code
- Added Date Range in Portfolio Reports Download
- Added Font Size Settings
- Added Nominee Details Screen
- Added Terms & Conditions while login / signup
- Added Avg. Purchase NAV to be shown in portfolio detail screen
- Added Investment via short link
- Added BSE Cart Trusted Mode App
- Pay via Link option for BSE Trusted Mode
- Updated AMFI Links
- Fixed Crashes

### 2.0.6 — 2025-11-06

- AMFI links Updated
- Contact Screen for RIA
- Improved My Journey So Far
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Check Nominee during Order Placement
- Fixed Weekly SIP Dates
- Fixed My Goals Status Bar
- Fixed Issue of Onboarding of existing client
- Other Fixes and Crashes

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## More apps by Omega Financial

- [Omega Financial Events](https://appshunter.io/ios/app/omega-financial-events/id6758957654)

All apps by Omega Financial: https://appshunter.io/developer/1596226045

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-30.*