Founded in 2007, Optima Financial Services Pvt Ltd is dedicated to helping clients achieve financial security and prosperity. Our expertise spans investments, risk management, tax strategies, and wealth-building solutions, ensuring a well-structured approach to financial success.
Personalized Wealth Strategies
Expert-Led
Approach
Diverse Investment Options
Client-Centric Services
Goal-Based Planning
Investment Planning
Tax Optimization
Risk Management
Wealth Growth " To empower individuals and families to achieve true financial freedom and live a life of abundance through holistic planning, goal-based investments, and generational wealth creation strategies."
" We are dedicated to guiding individuals and families toward financial security and abundance through personalized investment strategies. By focusing on disciplined investing, risk management, and smart asset allocation, we ensure long-term prosperity with trust, integrity, and transparency."
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• A one-on-one discussion to understand your financial goals, current situation, and future aspirations.
• Our experts provide initial insights and address any concerns you may have.
• We gather relevant financial details, including income, expenses, assets, and liabilities.
• Our team analyzes this data to identify opportunities for optimization.
• A customized goal based plan designed to align with your short-term and long-term goals.
• Includes investment planning, risk assessment, and wealth-building strategies.
• We guide you through implementing the plan and monitor progress.
• Regular review meetings ensure your strategy adapts to changes in your life, financial goals, and market conditions.
A Certified Financial Planner (CFP) with 18+ years of experience, Vasudevan has helped individuals, families, and businesses secure their financial future. With a background in HDFC Bank & ICICI Direct, he specializes in investment strategies, tax optimization, risk management, and wealth creation.
As an author and financial educator, he has written extensively on wealth building strategies, including his book “A Life of Abundance”. He is also a regular speaker at seminars and media platforms, sharing insights on smart money management.
Aishwariya completed her BBA at Loyola College and gained international exposure through an exchange program in France before earning her Master’s from NUS. Having worked alongside her father whenever possible during her studies, she joined Optima full-time to help scale operations and enhance client solutions.
As a Paraplanner and Certified Mutual Fund Distributor, she focuses on investment research, client support, and portfolio management, bringing fresh perspectives to goal-based planning and wealth-building strategies.
Goal-Based Planning
Investment Planning
Tax Optimization
Risk Management
Wealth Growth 
