OFS
OMC Financial Services Ltd. Portfolio
Invests via OMC Financial Services Ltd. | Managed by Cynthia Scott, Greg Jennings
Invests via OMC Financial Services Ltd.
Managed by Cynthia Scott, Greg Jennings
Automatically Tracked
Company Profile
Non-bank financial services firm focused on retail and SME lending, wealth management and advisory for Indian markets, offering credit products, distribution of mutual funds and insurance, and small-ticket MSME lending. OMC Financial Services LTD combines branch and digital distribution, targets secured and unsecured consumer portfolios, and partners with fintechs for originations and risk analytics. Balance-sheet light fee businesses complement interest income; capital-raising, asset quality and regulatory compliance drive investor monitoring.
Non-bank financial services firm focused on retail and SME lending, wealth management and advisory for Indian markets, offering credit products, distribution of mutual funds and insurance, and small-ticket MSME lending. OMC Financial Services LTD combines branch and digital distribution, targets secured and unsecured consumer portfolios, and partners with fintechs for originations and risk analytics. Balance-sheet light fee businesses complement interest income; capital-raising, asset quality and regulatory compliance drive investor monitoring.
Investment Philosophy & Strategy
Focuses on diversified, retail-centric financial services that blend interest-yielding lending with fee-based wealth and advisory income to smooth return volatility. Capital deployment prioritizes small-ticket consumer and MSME loans with mix of secured and unsecured exposures, supplemented by balance-sheet-light distribution and advisory ventures. Underwriting leans pragmatic and data-driven, pairing branch reach with fintech-sourced origination and analytics to control loss rates. Strategy emphasizes scalable distribution, capital-efficient growth, active liability management, and regulatory compliance while targeting steady net interest margins and fee revenue expansion across Indian retail and SME segments.
Focuses on diversified, retail-centric financial services that blend interest-yielding lending with fee-based wealth and advisory income to smooth return volatility. Capital deployment prioritizes small-ticket consumer and MSME loans with mix of secured and unsecured exposures, supplemented by balance-sheet-light distribution and advisory ventures. Underwriting leans pragmatic and data-driven, pairing branch reach with fintech-sourced origination and analytics to control loss rates. Strategy emphasizes scalable distribution, capital-efficient growth, active liability management, and regulatory compliance while targeting steady net interest margins and fee revenue expansion across Indian retail and SME segments.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
5.7%
Gain
Monthly
0.2%
Yearly
2.45%
Drawdown
40.25%
$309.73M
Equity
Holdings
$309.73M
Investment
$201.61M
$119.36M
Profit -$1.66M
Realized
$11.24M
Unrealized
$108.12M
Dividends
$5.62M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.66M
Win %
79%
This Week
Compared To Last Week
Gain
0.33%
Profit
$1.03M
Win %
79%
This Month
Compared to last month
Gain
1.68%
Profit
$5.12M
Win %
79%
This Year
Compared to last year
Gain
20.07%
Profit
$51.78M
Win %
78%
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-3.87%
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-3.82%
-$62,684.5 
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-$212,710.63 
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-1.96%
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-1.92%
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-0.72%
-$7,214.75 
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-0.37%
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-0.13%
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-0.13%
-$101.27 
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-0.11%
-$1,382.5 
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-0.06%
-$2,680.16 Events
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Dividends
Dividend Analysis
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| Trades 392 | Longs Won 277/392 70% | Profit Factor 21.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.63M |
| Average Win $451,438.78 | Best Trade (Jul 15) $21.3M | Sharpe Ratio -10.13 |
| Average Loss -$49,494.37 | Worst Trade (Jul 10) -$1.46M | Z-Score 4.88 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 5d | Expectancy $304,481.35 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.06% |
| Consecutive Losing Trades | 6,250 | 5,625 | 5,000 | 4,375 | 3,750 | 3,125 | 2,500 | 1,875 | 1,250 | 625 |
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Returns
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