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Optima Money Managers Pvt. Ltd. is a professionally managed company led by business professionals, comprising Certified Financial Planners, Chartered Accountants, and Management Graduates with several years of experience in financial planning, wealth management, estate planning, business management, internal audit, corporate training, and tax advisory services.

Optima Money Managers Private Limited is neither a SEBI-registered investment advisor nor an AMFI-registered mutual fund distributor, and the company does not engage in wealth management or financial planning practices.

The objective of the company is to promote financial literacy and education. We regularly conduct Investor Awareness Programs and financial planning workshops for corporate employees, as well as for defence personnel and paramilitary forces such as CISF, CRPF, and BSF across the country.

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