Why us?

Optimum Financial Solutions aims at delivering digital technology oriented, top-notch, innovative solutions to the finance domain empowering Financial Advisors, Asset Management Companies, Corporate companies and Banks to outperform beyond their business boundaries and grow their businesses.

About Us

Established in 2011, we pioneered the financial planning model for financial advisors with customized cloud based financial planning solution. Recently, we have been more focused towards providing robust, affordable business solutions to the Mutual Funds Industry. In February 2017, we launched - ‘GoDigital’ - Robust yet an affordable cloud based technology platform for IFA(s). GoDigital was developed in collaboration with Kotak Asset Management Company. In its first year itself, GoDigital proved successful in acquiring 900+ satisfied IFAs….and counting 1000+ With just 5 employees back then, we currently have a team size of 100+ employees. We take much pride in cultivating an inspiring workplace, with a dynamic and high performance driven work culture.

What Our Customers Say