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Happy Clients.

We have worked with 120+ clients :

Explore Opti Wealth

Opti Wealth: Unlocking Your Financial Potential

Retirement Plan

Secure your golden years with a customized retirement plan. We help you plan and invest wisely, ensuring a comfortable and stress-free retirement.

Tax Saving Plan

Navigate the complexities of taxation effortlessly. Our tax-saving plans optimize your tax liabilities and streamline the filing process for a hassle-free experience.

Goal-Based Plan

Realize your dreams through goal-based planning. Whether it's buying a home, education, or a dream vacation, we align your investments with your aspirations.

Mutual Funds

Diversify and grow your wealth with a range of mutual fund options. Our experts guide you in selecting funds that match your risk appetite and financial goals.

Life Insurance

Safeguard your financial future with comprehensive life insurance coverage. Our plans provide peace of mind, ensuring your family's well-being in unforeseen circumstances.

Health Insurance

Prioritize your well-being with our health insurance plans. Enjoy comprehensive coverage for medical expenses, ensuring you receive the best healthcare without financial stress.

Motor Insurance

Protect your vehicle and ensure a smooth journey on the road. Our motor insurance policies offer comprehensive coverage against unforeseen accidents and damages.

Travel Insurance

Explore the world worry-free with our travel insurance. Whether for business or leisure, our plans provide coverage for medical emergencies, trip cancellations, and more.

Home Insurance

Safeguard your home and possessions with our tailored home insurance plans. Be prepared for unexpected events, ensuring your peace of mind and financial security.

About us

Empowering Financial Futures: A Decade of Excellence

Founded in 2013, Optimus Solutions has emerged as India’s leading investment advisory firm- a testament to our commitment to excellence. Our rapid recognition stems from being the “preferred financial partner” for clients seeking exponential growth. Pride is derived from our deep understanding of individual financial needs, ensuring tailor-made solutions. We take a personalized approach, guiding clients on towards financial freedom. Our success lies in building trust and transparency and delivering results that propel our clients towards a prosperous financial future.

Our Milestones & Counting

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Assets Under Management
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Happy Clients
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Years of Financial Well-Being
Services

Financial Planning Objective

Financial Planning Objective involves a comprehensive assessment of an individual's financial situation, goals, and risk tolerance to develop personalized strategies for wealth management. It encompasses various aspects such as risk management, investment analysis, cash flow management, and tax planning.

Risk Management

Navigate the financial landscape with confidence that shields your investments from unforeseen challenges, ensuring a secure and resilient financial future.

Cash Flow

Optimize your financial flow to ensure a healthy and steady income that provides you the flexibility and stability to achieve your financial goals.

Investment Analysis

Unlock the potential of your investments that empowers you to make informed decisions to navigate and achieve sustainable growth and financial success.

Tax Planning

Analyzing income sources, deductions, credits, and investment vehicles to optimize tax efficiency.

Show Case

Who Do We Serve?

At Optimus Solutions, our commitment to personalized financial solutions extends across a diverse spectrum of individuals at various stages of life and financial journeys. We proudly serve the following:

Why Choose Optimus Solutions?

Embrace a partnership beyond financial advice and choose Optimus Solutions as your dedicated ally in achieving enduring financial success.

Trusted Partner

Trusted Partner

Our track record speaks volumes as we've consistently been the go-to financial advisors, guiding clients toward successful and profitable investing experiences.

Customized Solutions​

Customized Solutions​

Our dedicated team works closely with you to understand your unique financial needs, creating a personalized portfolio that aligns perfectly with your aspirations.

One-Stop Solution​

One-Stop Solution​

Whether you prefer seamless online transactions, crave regular updates, or seek a comprehensive solution for all your investment needs- your journey to financial success starts and ends with us.

Research-Based Approach ​

Research-Based Approach ​

Our commitment to a research-based approach ensures that every financial product aligns to maximize your wealth while intelligently minimizing risks.

Expert Guidance​

Expert Guidance​

Our seasoned advisors bring a wealth of knowledge to the table, guiding you through intricate financial decisions with confidence.

Comprehensive Suite of Services

Comprehensive Suite of Services

From advisory services and wealth management to insurance solutions- we provide a holistic approach to meet all your financial needs.

Pricing

Our pricing.

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$15

Normal Plan

$19

Single Plan

$23

Pro Plan

Trusted Partner

Our track record speaks volumes as we've consistently been the go-to financial advisors, guiding clients toward successful and profitable investing experiences.

Customized Solutions​

Our dedicated team works closely with you to understand your unique financial needs, creating a personalized portfolio that aligns perfectly with your aspirations.

One-Stop Solution​

Whether you prefer seamless online transactions, crave regular updates, or seek a comprehensive solution, your journey to financial success starts and ends with us.

Research-Based Approach

Our commitment to a research-based approach ensures that every financial product aligns to maximize your wealth while intelligently minimizing risks.

Expert Guidance​

Our seasoned advisors bring a wealth of knowledge to the table, guiding you through intricate financial decisions with confidence.

Comprehensive Suite of Services

From advisory services and wealth management to insurance solutions- we provide a holistic approach to meet all your financial needs.

Client Success Stories Transforming Financial Goals into Realities

Begin your journey to financial freedom with Optimus Solutions. Your wealth, your way.

Our blog

Our news & blog.