Unlock with OAWA
Join our Growth Matrix Pinnacle program to overcome AUM stagnation and attract high-net-worth clients. Experience personalized strategies and support to elevate your business.
Discover the Core of Our Program
Personal Coach
Expert Sessions
Gain insights from Sujoy Das in weekly live sessions for strategic growth.
Optimized Operations
Enhance team efficiency through advanced wealth management techniques, client acquisition strategies, and operational optimization
Expert Positioning
Establish yourself as a trusted leader in wealth management, gaining the confidence of HNIs and UHNIs.
Success Stories
Real Results from OAWA
Rajiv Tiwari
Developed a tailored growth strategy for a financial advisory firm, resulting in a increase in high-net-worth clients within a year. The strategy included targeted marketing and enhanced service offerings.
- Social Media Presence
- Client Acquisition
- Enhanced Advisory
Hitanshu Bansal
Hitanshu’s journey began with a desire to break ice with new HNI clients.
- Client Acquisition
- Overcoming Plateus
- Outcome: Increased Confidence, Breaking ice in the first meeting
A one-of-a-kind premium mentoring program
Our Growth Matrix Pinnacle program empowers financial professionals to enhance their business strategies, optimize operations, and attract high-net-worth clients. Experience transformative growth and establish your firm as a leader in wealth management.
AUM Under Consultancy
Growth in Assets Under Management (AUM)
