Om Associates
Om Associates is an AMFI-registered mutual fund distributor based in Lucknow, India, serving retail investors with commission-based distribution across 40+ AMCs via its website, mobile app, and BSE STAR MF integration.
- Company typePrivate
- Founded2004
- HeadquartersLucknow, India
- Headcount51–100
- GTM typeB2C
- OfferingServices
What Om Associates does
Om Associates is an AMFI-registered mutual fund distributor headquartered in Lucknow, Uttar Pradesh, India, operating since February 2004 under ARN-21896. The company serves individual retail investors primarily, with a secondary corporate/SME segment for insurance advisory. Its core offering is distribution of equity, debt, liquid, and ELSS mutual fund schemes from 40+ asset management companies including HDFC, ICICI Prudential, SBI, Nippon India, Tata, UTI, Axis, and Aditya Birla Sun Life. The platform integrates with the BSE STAR MF transaction system for online mutual fund execution and is accessible through the omassociate.co.in website as well as the FundConnect mobile application on Android and iOS, built on FinnSys technology with video-based KYC onboarding.
The company's revenue model is commission-based, earning transaction-linked commissions from AMCs at disclosed rates ranging from 0.01% to 1.85% depending on fund category, with no fees charged to customers. Complementary service lines include insurance advisory (life and general insurance) and fixed deposit investment guidance, both offered without additional charges as ancillary services to the mutual fund distribution business. Go-to-market is primarily digital self-serve, supplemented by a referral program, content marketing through the Knowledge Center, and online webinars for investor education. Operational geography is concentrated in Uttar Pradesh with no documented expansion beyond the Indian domestic market.
Om Associates firmographics
Firmographics- Name
- Om Associates
- Legal name
- Om Associates
- Website
- https://omassociate.co.in
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Om Associates is an AMFI-registered mutual fund distributor based in Lucknow, India, serving retail investors with commission-based distribution across 40+ AMCs via its website, mobile app, and BSE STAR MF integration.
- Ownership category
- akta.pro rank
Om Associates industry classification
Industry- Product category
- Mutual Fund Distribution
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
Keywords
Where Om Associates is headquartered
LocationHeadquarters
- HQ city
- Lucknow
- HQ country
- India
- HQ region
- Asia
Offices1 record
Markets served
Om Associates business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Mutual Fund Distribution Commission: Om Associates earns commissions from Mutual Fund Asset Management Companies (AMCs) as a registered distributor. Commission rates vary by fund type: Equity funds (0.02%-1.85%), Debt funds (0.05%-1.45%), Liquid funds (0.01%-0.25%), and ELSS funds (0.25%-1.75%) across 40+ AMC partners. This is their primary revenue source.
- Insurance Advisory Services: Incidental services including insurance advisory (life and general insurance) are provided without additional charges, as the primary income is from mutual fund distribution commissions.
- Fixed Deposit Investments Advisory: Add-on financial services for fixed deposit investments are provided alongside mutual fund distribution at no extra cost.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | No direct customer fees - commission-based model |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
Om Associates product offering
Product offeringCore offering
Om Associates is an AMFI-registered mutual fund distributor (ARN-21896) operating since 2004 that distributes third-party mutual fund products from 40+ asset management companies (AMCs) to retail investors, alongside insurance advisory services covering life and general insurance. The firm facilitates online mutual fund transactions via BSE STAR MF integration, SIP investments starting from Rs 500, SEBI Riskometer-based fund selection, and portfolio tracking through its website and FundConnect mobile app.
Product overview
Om Associates operates as an AMFI-registered mutual fund distributor (ARN-21896) offering a unified financial services platform. The core product is mutual fund distribution, complemented by insurance advisory services, portfolio tracking tools, investment calculators, and the FundConnect mobile app. The platform integrates with BSE Star MF for transaction processing and provides educational resources through its Knowledge Center. All services are designed for retail investors seeking SIP and lumpsum investment options, with KYC support and commission disclosure transparency.
Differentiator
Problem solved
Functional benefit
Products and services
- Mutual Fund Distribution AMFI-registered mutual fund distribution service offering access to equity funds, debt funds, liquid funds, and ELSS funds from multiple asset management companies. Provides investment advisory using SEBI-assigned Riskometer for risk profiling and supports SIPs starting at Rs 500.
- Insurance Advisory Insurance advisory services covering life insurance and general insurance (health, car, travel, home, and corporate insurance) offered through partnerships with leading insurance providers.
Quantifiable outcome
- SIP investments starting as low as Rs 500
- +1 more outcomes
Companies that use Om Associates
Customer profileNamed customers3 records
Segments2 records
Ideal customer profiles2 records
Om Associates technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature4 records
Om Associates partnerships and signals
Strategic signalPartnerships
Eleven partnerships are on record, tiered core and minor.
- BSE (Bombay Stock Exchange) - STAR MF PlatformcoreOm Associates is integrated with BSE STAR MF platform enabling investors to transact in mutual funds through their website and mobile app. The platform facilitates account creation, KYC processing, and seamless transaction execution without requiring a Demat account.
- 360 ONE Mutual FundminorCommission-based distribution partnership. Commission rates: Equity 1.00%-1.25%, Debt 0.25%, Liquid 0.05%, ELSS 0.25%
- HDFC Mutual FundminorCommission-based distribution partnership. Commission rates: Equity 0.20%-1.35%, Debt 0.15%-1.10%, Liquid 0.05%-0.10%, ELSS 1.00%
- ICICI Prudential Mutual FundminorCommission-based distribution partnership. Commission rates: Equity 0.15%-1.35%, Debt 0.10%-1.10%, Liquid 0.05%-0.15%, ELSS 0.95%
- SBI Mutual FundminorCommission-based distribution partnership. Commission rates: Equity 0.20%-1.55%, Debt 0.15%-1.22%, Liquid 0.08%-0.10%, ELSS 1.04%
- Nippon India Mutual FundminorCommission-based distribution partnership. Commission rates: Equity 0.17%-1.5%, Debt 0.05%-1.2%, Liquid 0.05%-0.07%, ELSS 1.25%
- Tata Mutual FundminorCommission-based distribution partnership. Commission rates: Equity 0.20%-1.65%, Debt 0.20%-1.45%, Liquid 0.05%-0.08%, ELSS 1.25%
- UTI Mutual FundminorCommission-based distribution partnership. Commission rates: Equity 0.1%-1.5%, Debt 0.1%-1.25%, Liquid 0.05%-0.1%, ELSS 1.15%
- Axis Mutual FundminorCommission-based distribution partnership. Commission rates: Equity 0.14%-1.77%, Debt 0.13%-1.57%, Liquid 0.04%, ELSS 0.90%
- Aditya Birla Sun Life Mutual FundminorCommission-based distribution partnership. Commission rates: Equity 0.30%-1.25%, Debt 0.10%-1.25%, Liquid 0.10%, ELSS 0.80%
- FinnSys (FinnSys Sliding Menu App)coreFundConnect mobile application built on FinnSys technology platform, available on Google Play Store and iOS App Store. Enables KYC completion, investment account creation, and portfolio management using ARN 21896 for registration.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
Om Associates competitors and assessment
Company assessmentDirect peers
- Zerodha (Coin): Zerodha's Coin platform offers direct mutual fund investments alongside its core broking business; targets the same retail investor segment as Om Associates with a similar self-serve digital onboarding flow.
- Groww: India's largest direct-plan mutual fund distribution platform with millions of investors; competes head-on with Om Associates for retail MF investors via a digital-only stack, but with national scale and zero-commission direct plans.
- Scripbox: Curated, advice-led mutual fund investment platform with risk profiling and goal-based portfolios; competes with Om Associates' SEBI Riskometer-aligned fund selection and advisory positioning.
- Value Research: Long-standing Indian mutual fund research and analytics provider with fund comparison and advisory content; competes for the same investor-education-driven retail MF customer as Om Associates.
- NJ Wealth: Large Indian mutual fund distribution and wealth advisory network with a partner/distributor model; closely comparable to Om Associates' ARN-distributor model but at significantly larger national scale.
- Kuvera: Direct-plan mutual fund platform with goal-based investing and tax-saving tools; overlaps with Om Associates on retail MF distribution, SEBI-aligned risk profiling, and digital-first customer experience.
- FundsIndia (now part of IndianMoney): Long-standing Indian online mutual fund and investment platform; comparable to Om Associates on multi-product retail wealth services (MF + insurance + FDs) delivered through a digital channel.
- MyUniverse: Digital wealth management platform aggregating mutual funds, insurance, and other investments for retail investors; comparable product breadth and target customer as Om Associates.
Broad incumbents
- Angel One: Diversified Indian broking and financial services platform offering mutual fund distribution alongside equity, commodity, and insurance products; comparable distribution model but at national incumbent scale.
- IIFL Securities: Full-service Indian financial services firm with broking, distribution, and wealth advisory across mutual funds and insurance; broader portfolio than Om Associates but overlapping retail distribution activities.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat3 records
Key risks7 records
Key highlights6 records
Customer concentration
Om Associates social profiles
Digital presenceOm Associates compliance and trust
Trust signalCompliance3 records
Om Associates financial estimates
Financial estimateRevenue estimate
Valuation estimate
Om Associates leadership team
Management profileNumber of profiles
Om Associates funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Om Associates M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Om Associates
What does Om Associates do?
Om Associates is an AMFI-registered mutual fund distributor (ARN-21896) operating since 2004 that distributes third-party mutual fund products from 40+ asset management companies (AMCs) to retail investors, alongside insurance advisory services covering life and general insurance. The firm facilitates online mutual fund transactions via BSE STAR MF integration, SIP investments starting from Rs 500, SEBI Riskometer-based fund selection, and portfolio tracking through its website and FundConnect mobile app.
Is Om Associates a public or private company?
Om Associates is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Om Associates founded?
Om Associates was founded in 2004. It employs 51 to 100 people.
Where is Om Associates based?
Om Associates is headquartered in Lucknow, India, in the Asia region.
How does Om Associates make money?
Three revenue lines are on record. Mutual Fund Distribution Commission is the primary driver. The others are insurance Advisory Services and fixed Deposit Investments Advisory.
Who are Om Associates's main competitors?
Direct peers on record are Zerodha (Coin), Groww, Scripbox, Value Research, NJ Wealth, Kuvera, FundsIndia (now part of IndianMoney) and MyUniverse. Broad incumbents are Angel One and IIFL Securities.
Does Om Associates have an API?
No public API is recorded for Om Associates.
What industry is Om Associates in?
Om Associates's product category is Mutual Fund Distribution. Its primary akta.pro industry code is FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions). Its NAICS code is 523940 and its SIC code is 6282.