Transforming the Future
of Financial Professionals
Empowering Growth. Enabling Excellence.
With close to three decades of experience, we have partnered with India’s leading financial professionals and firms to craft winning strategies and solve some of the most complex challenges in wealth management.
Our Impact
3377+
Professionals Trained
as of Dec 2024
4000 Cr+
AUM under Consultancy
as of Dec 2024
2x
Growth in 12 Months
Conversion Rates
50+
Cities
Across India
Our Approach
We combine deep industry knowledge with innovative solutions to address complex challenges and seize emerging opportunities. Our client-centric approach focuses on delivering measurable results and fostering long-term partnerships.
What We Deliver
With years of experience managing assets worth billions, both in India and globally, our tailored programs ensure professionals stay competitive and future-ready. Key outcomes include:
Scaling AUM by up to 3x
through proven strategies
Acquiring high-net-worth clients
using client-centric approaches
Enhancing efficiency
with structured systems and processes
Staying ahead
with advanced financial tools and branding techniques
Testimonial
Enhanced Expertise
Here's what Mital Naik (CEO at Maruti Wealth), Amol Deshmukh (Market Genius India), and DurgaPrasad Shetty (a MFD and Stock Broker) have to say about their increase in expertise
Actionable Insights Right Away
Here's how Growth Matrix Framework is helping Hitanshu Bansal, a wealth manager and an active member of the OAWA community
A leap of faith for Sonal
Here's what Sonal Sharma (a mutual fund distributor) has to say about her overall experience at OAWA.
Corporate Clients
Our Services
Business Strategy Consulting
Operations Improvement
Organizational Transformation
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