Our PMS Offerings
Rising Omega offers three distinct types of Portfolio Management Services, governed under the IFSCA (Fund Management) Regulations, 2022
Rising Omega in GIFT City
Rising Omega Advisors Private Limited is a registered Fund Management Entity (FME – NonRetail) with the International Financial Services Centres Authority (IFSCA), registration number IFSCA/FME/II/2023-24/006, dated 6 October 2023.Operating from GIFT City, Gujarat, Rising Omega provides institutional-grade Portfolio Management Services (PMS) to eligible investors across India and international jurisdictions.
We are committed to building a platform of global investment excellence, adopting international best practices, and maintaining the highest standards of governance, transparency, and risk management. With the financial landscape evolving rapidly, Rising Omega Advisors has established its presence in GIFT City to serve as a gateway for cross-border fund management and portfolio solutions.
Our operations are centered on delivering customized, high-quality PMS offerings designed for institutional, corporate, and high-net-worth investors.
We strive to position GIFT City as a one-stop destination for global portfolio management, investment innovation, and capital efficiency.
Gujarat International Financial-Tec City (GIFT City) is India’s first International Financial Services Centre (IFSC), established under the Special Economic Zones Act, 2005. It serves as a global financial hub enabling both residents and non-residents to access foreign currency financial services within an internationally aligned ecosystem.
The International Financial Services Centres Authority (IFSCA) is the unified regulator overseeing securities, banking, insurance, fund management, and fintech within GIFT IFSC — ensuring efficiency, innovation, and global competitiveness.
What is GIFT City ?
Gujarat International Financial-Tec City (GIFT City) is India’s first International Financial Services Centre (IFSC), established under the Special Economic Zones Act, 2005. It serves as a global financial hub enabling both residents and non-residents to access foreign currency financial services within an internationally aligned ecosystem.
The International Financial Services Centres Authority (IFSCA) is the unified regulator overseeing securities, banking, insurance, fund management, and fintech within GIFT IFSC — ensuring efficiency, innovation, and global competitiveness.
Who We Are
Our PMS Offerings
Discretionary PMS
Under the discretionary model, the portfolio manager exercises full investment discretion in managing the client’s portfolio, within the defined objectives and risk parameters. Our team constructs and manages portfolios aimed at achieving consistent long-term returns through strategic asset allocation and disciplined execution.
Key Features:
- End-to-end management by Rising Omega’s investment team
- Objective-driven & compliance-based execution
- Client reporting & performance analytics
Non-Discretionary PMS
In this model, the client retains control over investment decisions while Rising Omega provides expert advice, detailed analysis, and trade execution support.
Every investment action is taken only upon client confirmation.
Key Features:
- Advisory and execution using a compliance framework
- Client approval required for every transaction
- Periodic portfolio review and recommendations
Advisory PMS
Rising Omega provides pure investment advisory services under this model — focusing on strategy formulation, research, and portfolio guidance.
The client executes trades independently, based on Rising Omega’s advisory recommendations.
Key Features:
- Strategy aligned with client objectives & future goals
- Independent, research-backed advisory
- No execution undertaken by Rising Omega
Investment Plan
Rising Omega Global Thematic
Opportunities Portfolio
A flagship PMS strategy by Rising Omega Advisors, designed to offer exposure to global megatrends and structural opportunities.
Investment Objective:
To achieve long-term capital growth by investing in a diversified portfolio of global equities, ETFs, and funds that align with emerging and transformational themes such as technology, energy transition, sustainability, and digital finance.
Investment Strategy:
Predominantly equity and equity-related instruments, focusing on global diversification. The portfolio seeks to capture value from evolving macroeconomic cycles, innovation-driven sectors, and global market dislocations.
Theme Based Allocation
Exposure to structural trends like AI, renewable energy, fintech, & infrastructure innovation.
Blended Portfolio Construction
Combining strategic long-term themes with tactical short-term opportunities.
Rigorous Selection
Investments filtered through quantitative, qualitative, and macro parameters.
Dynamic Rebalancing
Periodic adjustments to optimize return potential and manage risks.
Rising Omega Advantage
Strong Pedigree
Key Points:
- Experienced management team with over 15 years of combined investment and regulatory expertise.
- Strategic positioning as one of the pioneering FME (Non-Retail) entities at GIFT City.
- Integration of global best practices with Indian market insight for optimal outcomes.
Investment Expertise
Key Points:
- Comprehensive coverage across asset classes and geographies.
- In-house research driving informed decision-making and superior stock/fund selection.
- Ability to design custom portfolio mandates aligned with institutional investor needs.
Disciplined Investment Process
Key Points:
- Structured framework for investment evaluation and execution.
- Focus on technology adoption for efficiency and transparency.
- Periodic review to ensure adherence to mandates and evolving market dynamics.
Robust Risk Management Framework
Key Points:
- Independent risk oversight aligned with international standards.
- Emphasis on monitoring, exposure control, and compliance integrity.
- Transparent and data-backed client reporting mechanisms.
Who We Are
Disclosures
All information provided is for general reference purposes and may be updated periodically.
Investments in securities are subject to market risks, regulatory changes, taxation, and currency fluctuations.
There is no assurance that the investment objectives will be achieved.
Prospective investors must ensure compliance with their governing laws and eligibility criteria before investing.
Particulars | Details |
Entity Name | Rising Omega Advisors Private Limited |
Registration Type | Fund Management Entity (FME – NonRetail) |
Registration Number | IFSCA/FME/II/2023-24/006 |
Date of Registration | 6 October 2023 |
Regulator | International Financial Services Centres Authority (IFSCA) |
Jurisdiction | GIFT IFSC, Gandhinagar, Gujarat, India |
