At Optimus Wealth Solutions, we are more than just a financial services provider — we are your trusted partner in building and preserving wealth. Built on the pillars of trust, transparency, and proactive communication, Optimus Wealth Solutions offers a perfect blend of personalized financial solutions for both retail investors and high-net-worth individuals (HNIs). Our comprehensive suite of services is designed to empower your financial journey with clarity, confidence, and consistent support.
To coach and mentor investors to transform their financial dreams into reality using suitable mix of investment vehicles and garner best risk adjusted returns on investments.
To be the leader in financial planning and wealth management industry in India, by assisting to create and manage wealth through proficiency and proactive conduct.
Trusted partner for a lifetime of happy, successful and profitable investing.
Research based wealth maximizing tailor made products and unique propositions.
State of the art financial solutions considering the explicit needs of investors and blend of available investment options.
Transparent and ethical practices for simple and exclusive solutions. Thoughtful and comprehensive wealth advisory and client-centric philosophy.
We use the same platform and disciplines for our assets as we do for our clients. It's called "Putting Your Money Where Your Mouth Is."
✅Growth through focused, impartial and
professional approach.
✅Integrity in all business aspects without compromise.
✅Fairness in all our dealings.
✅Transparency in everything we do
Service orientation
Optimus Wealth Solutions is a Latin word that means ‘one of the best’. We chose this name to reflect the superlative nature of our services and solutions. Our name is paired with the symbol of a five-arch crown. It is a crown of prosperity based on solid foundation. It also reflects the uncluttered and ever flourishing shrub of wealth.
Our advisors are seasoned with over 25 years of combined experience in respective fields, holding a variety of credentials who are operating with full transparency to provide objective advice for our clients.
Investment Manager
Operations Manager
Insurance Manager
Operations Specialist
Operations Specialist
Operations Specialist