Unlock with OAWA

Join our Growth Matrix Pinnacle program to overcome stagnation and improve positioning and quality of client conversations. Experience personalized strategies and support to elevate your business.

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Discover the Core of Our Program

Our program is designed to empower financial professionals with strategic insights and practical tools to excel in wealth management. Join us to transform your business and achieve unparalleled growth.

Personal Coach

Receive daily guidance to ensure you stay on track and achieve your goals.

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

Explore how our clients transformed their businesses using our proven strategies.
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.

0 Cr+

Aggregate AUM represented by participating advisory practices
(self-reported by participants; OAWA does not manage, advise on, or influence client assets)

Process engagement improvements observed

Across select advisory workflows
(based on participant feedback and internal program assessments)

Take Your Business to New Heights

The Growth Matrix Pinnacle program provides a structured growth environment for financial professionals operating at or preparing to operate at a higher level of complexity. Through OAWA’s strategic and operational guidance, participants strengthen how they lead their practice, engage clients, and maintain control as the business evolves.