Transforming money into wealth !!

Explore More
Mr. Prasad Borwankar

Mr. Prasad Borwankar
Founder, Optimus Wealth Solutions

Managing Your Financial Health With Trust

Having identified the need to create value for individuals by providing unbiased financial advice and wealth management service, he founded his own firm in 2013 continuing his contribution to the finance sector since 2005. He is a Chartered Accountant with a rich industry experience in Capital Markets, Investment Banking, and Portfolio Management domains. He harbors a keen understanding of both Indian and international markets and products. Having served more than 1000 clients through Optimus Wealth Solutions, he is passionate about personal financial management and advocates strongly for financial advice that focuses solely on the individual.

700 + Happy Clients
Let's Get Started

Our Offerings

Wealth Management

Tax Planning

NRI Services

Legal Opinion

Financial Planning

Health Insurance

About Optimus Wealth Solutions

Empowering Financial Futures:
A Decade of Excellence

Founded in 2013, Optimus Wealth Solutions has emerged as India’s leading investment advisory firm- a testament to our commitment to excellence.
Optimus Wealth Solutions is India’s premier investment firm built on trust, transparency and tailored solutions. We offer a wide variety of wealth management and insurance services under one roof – all customized to fit client’s individual needs.

Let's Get Started
Mr. Prasad Borwankar

Our Milestones & Counting

100 CR+
Assets Under Management

1000+
Happy Clients

10 +YEARS
Financial Well-being

Who Do We Serve?– Private Clients


At Optimus Wealth 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:

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

Navigating markets, managing risk, and optimizing cash flow to ensure resilient, informed, and sustainable financial growth.

Investment Analysis

Leveraging investment insights and strategies to drive informed decisions for sustainable financial growth.

Cash Flow

Managing cash flow and income streams effectively to support financial stability and long-term goal achievement.

Tax Planning

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

Transforming our customers financial goals into reality


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

Optimus Wealth Solutions team has helped me for financial planning, taxation, investments and insurances. I admire Prasad and his team’s professionalism, dedication and grasp on the financial domain. This has helped me meet my financial goals and secure a solid path towards financial independence.

Sourabh Bhangaonkar

Project Manager

Passion, knowledge and genuine interest in achieving the best for clients is what makes truly professional Financial Advisor Optimus Wealth Solutions had this and more. Their dedication to clients can business excellence sets them apart and I would highly recommend them to anyone wanting to achieve better financial outcomes

James Chaudhari

Retired Media Professional

Prasad and his team at Optimus Wealth Solutions have been advising me on mutual funds investments for almost 5 years now. Looking at their professional, customer-centric set & the value addition, I have increased my investments consistently.

Suresh Nene

CEO

We are satisfied customers of Optimus Wealth Solutions for 7 years. We have always received appropriate advice regarding investments, IT returns, insurance from team Optimus Wealth Solutions. We highly recommend their services for the unparalleled trust, crystal clear transparency and thorough professional approach

Dr.Pallavi Churi

Psychiatrist

Why Choose
Optimus Wealth Solutions?


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

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.

Let's sign up for planning services.
Let's sign up for planning services.