Robust, Affordable and Simplified Business Solutions for MF Distributors which can be up, live & running within a couple of days.
Mutual Fund Platform
Comprehensive mutual fund back office, online execution, reporting & brokerage solution
Door's open for organizations to provide online execution offering in FD with reporting
Deliver uninterrupted financial services by empowering your sales team with digital
IPO / NCD
Industry's first integrated online execution and back office solution for IPO / NCD
PMS / AIF
Back office solution for PMS / AIF integrated into a comprehensive wealth management
Partner / Sub-Broker Onboarding
Make Partner / Sub-Brokers onboarding simple, quick & efficient ensuring backend operations are handled properly for completion of onboarding & activation.
Algo based solutions with goal planning, asset allocation, rebalancing and cash flow
A completely customizable integrated back office and front end solution
IT Managed Services
IT managed services to leading companies in the BFSI sector. Transform your IT operations for maximum output with our over a decade expertise
CRM & Value Added Services
Comprehensive CRM module keeping in mind requirements of a wealth management firms. Various modules which help to increase your business like Co-Branding, RM/Subbroker incentive programs, etc.
Franchisee Equity Broking Platform
Customised partner platform where your partner will be able access dashboards, reports and various other utilities linked to his/her broking business. Payout processing can be done using system's various business rules.
TALK TO US
Are you an Individual MFD, looking for a ready business solution?
With over a decade’s worth of techno functional expertise, we aim to help organizations connect
the dots and create value for their customers. We partner with organizations to get into the
predicaments, catalyze change and optimize their processes and operations, inside out. This
empowers them with a competitive advantage to strengthen and transcend.
Optimum Financial Solutions Pvt. Ltd.
A-7, 32 Corporate Avenue,
Off Mahakali Caves road,
Near Paper Box,
Andheri East, Mumbai – 400093
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