Optimum Financial Solutions

We started operation in 2012 with lauching an integrated financial planning, wealth management and CRM app.We have managed to acquire more than 400 clients. We are a cash flow positive company. We have always focussed on developing innovative products addressing the needs and wants of the financial intermediary industry. Problems faced by the market :a) No single application for all asset classes b) Non availability of a comprehensive financial planning application;c) Non availability of cloud based online application;d) Need for a technology solution partner offering robust reliability and service. Our USP:a) First mover advantage:Only company to offer a comprehensive financial planning application in India;b) One stop shop:Providing comprehensive wealth management application having all asset classes;c) Use of latest and cloud based technology;d) Innovative products in the portfolio like mobile apps/tablets etc;d) All our applications are inter-connected