Who We Are
A Trusted Partner
Committed to Your Financial
Success
₹ 15,000+ Cr.
Assets under management
₹ 1,000+ Cr.
Saved for clients annually
90%
Repeat clients or referrals
120+
Professionals
Who We Are
Rising Omega Advisors Private Limited is a registered Fund Management Entity (FME – Non-Retail) with the International Financial Services Centres Authority (IFSCA), operating from GIFT City, Gujarat, India’s Global Financial Hub.
We specialize in Portfolio Management Services (PMS) and Alternative Investment Fund (AIF – Category III) management through Rising Fintech LLP, serving global and institutional investors seeking precision-driven, research-led investment solutions.
Our philosophy combines financial foresight, innovation, and disciplined governance, enabling us to deliver consistent, risk-adjusted performance aligned with long-term wealth creation.
We are driven by one mission:
To empower investors through intelligent, transparent, and globally adaptive investment strategies.
Who We Are
Forensic Analysis - Clear & Connect
Our proprietary CLEAR & CONNECT model combines forensic financial analysis with contextual insights to eliminate noise and identify genuine opportunities.
C.L.E.A.R. represents:
- C – Compliance Integrity: Governance and regulatory soundness
- L – Leverage Discipline: Debt sustainability and capital efficiency
- E – Earnings Quality: Repeatability and authenticity of earnings
- A – Accounting Transparency: Cash flow validation and disclosure quality
- R – Return Profile: Alignment between profitability and shareholder value
We CONNECT this analysis to macro trends, management intent, and valuation to build conviction-backed portfolios.
Our Belief
In an age where capital moves at the speed of information, clarity and discipline define success.
Rising Omega Advisors stands for clarity in thought, connection in research, and confidence in execution — ensuring that every investment decision aligns with our core promise:
Smart. Structured. Sustainable.
Investment Philosophy
Balanced investing
through quality, growth, and discipline.
At Rising Omega, we believe successful investing is a balance of Quality, Growth, Valuation, and Risk Discipline — anchored by deep forensic analysis and clear connectivity between data, value, and conviction.
Our investment process follows the CONNECT Framework, which ensures that every opportunity we pursue passes through a rigorous multi-dimensional filter — integrating macro insight, micro validation, and governance assessment.
Quality
We focus on businesses and instruments with:
- Proven governance, transparency, and capital discipline
- Sustainable cash flow generation and balance sheet strength
- Ethical leadership and accountability
Quality is non-negotiable. It forms the bedrock of our investment universe and acts as the first line of risk control.
Growth
We identify sectors and companies positioned for structural, secular, and cyclical growth, driven by long-term economic or technological shifts.
Our growth lens emphasizes:
- Scalability and innovation
- Market leadership potential
- Competitive advantage and adaptability
Valuation
Valuation is not just about numbers — it’s about context.
We evaluate businesses and instruments based on:
- Earnings durability and cyclicality
- Relative valuation within the sector and global peers
- Risk-adjusted expected returns
We avoid overpaying for momentum and instead seek rationally priced opportunities with asymmetric upside potential.
Risk Management
We maintain independent risk oversight, aligned with global standards, to monitor exposure, liquidity, and portfolio concentration.
Our risk principles include:
- Diversification across sectors, geographies, and instruments
- Continuous scenario analysis and stress testing
- Currency and volatility hedging where applicable
- Full transparency in client communication
In essence, our risk philosophy is about consistency, not complacency.
Connect Framework
Our proprietary CONNECT Framework forms the foundation of every investment decision
Element | Focus Area | Outcome |
C – Clarity | Understand long-term business drivers | Strategic conviction |
O – Objectivity | Maintain analytical independence | Unbiased decision-making |
N – Navigation | Align investments to risk-reward maps | Dynamic asset allocation |
N – Numbers | Quantitative strength and consistency | Evidence-backed insights |
E – Evaluation | Deep forensic and valuation checks | Downside protection |
C – Calibration | Rebalancing based on data and risk | Optimized risk-return balance |
T – Transparency | Client-first disclosure and reporting | Long-term trust and accountability |
