Optima Money Managers Pvt. Ltd. is a professionally managed company led by business professionals comprising of Certified Financial Planners, Chartered Accountants & Management Graduates with several years of experience in Financial Planning, Wealth Management, Estate Planning, Business Management, Internal Audit, Corporate Training and Tax advisory services. We are committed to work with our clients to deliver cutting edge solutions that help them to achieve their objectives.
Optima Money Managers provides customizedS solutions like Tax planning, Management consulting, Working capital management and Advisory services to SMEs to ensure that these enterprises are better equipped to meet the growing demands of business, manage cost, mitigate risks and excel in customer service.
Sound financial planning is necessary to enjoy secure financial future. A formal financial plan is a long- term strategy that aims to create a path to enlarge, manage and protect your wealth in your entire lifespan. Optima Money Managers assists individuals and businesses from all walks of life in reaching their financial goals. We pride ourselves on the quality of our advice and service levels that gives our clients complete peace of mind. Our team of Financial Planners are fully trained professionals, governed by strict industry standards, with the experience and expertise to help you develop and implement innovative long term solutions to meet today’s financial challenges.
We also design and deliver professional financial education and corporate training programs.