Optimum Financial Solutions Pvt. Ltd. also called as OFSPL is an IT Firm Catering to Financial Intermediaries and was founded in the year 2012 with an Aim to Provide Single Application for All Technology needs of Financial Intermediaries through its Cloud Based Solutions for Wealth Management, Portfolio Tracker, Financial Planning & Customer Relationship Management Modules helping to do business efficiently, avoid Data Duplication and Improve Productivity.

In India, currently financial intermediaries faces lot of problems because of Lack of Availability of Integrated Application for all Asset Classes due to which they have to maintain different applications of various technology providers which leads to inefficiency, data duplication. We are leading Financial Planning Application Providers in India and our aim is to provide Financial Planning Application Integrated with all Asset Classes & Strong CRM Module Inbuilt into it , thereby enabling our Clients to be efficient and avoid Data Duplication.

We Started with Excel Based Macros Financial Planning Application in 2012 with the Vision of Launching Both Offline & Online Financial Planning Application. In June 2012 we’d Launched Offline Integrated Financial Planning, CRM & WM Application – Optiplan, which is currently used by more than 400 Financial Planners Across India. In July 2013 we launched Online Cloud Based Integrated Financial Planning Application – OptiCloud which has is getting good response from Corporates. Later we brought Cloud Based Mutual Fund Back Application – OptiMF, which had integration with Both our Offline & Online Financial Planning Applications, thereby achieving our AIM of Providing Single Integrated Financial Planning, CRM & Wealth Management Application to Financial Intermediaries. Website Development was a Add On service for all our clients. And the Mobile Application had been appreaciated by all our clients.

Currently Company has got 2 Cloud Based Application OptiCloud & OptiMF. Both Application are Integrated and thereby through Single Application provider it serve purpose of Financial Planning, providing live valuation for various asset classes, tracking goals and Monitoring Investments assigned to goals.

OFSPL was founded by Mr. Chirag K Shah and Mr. Amit P Bachhawat and currently it has team size of 90 Employees having specialization in IT, Finance, Digital Marketing and has a Customer Service Team.

Mr. Chirag K Shah holds an Engineering Degree and has Done MBA in Finance from NMIMS Institute. He has strong background in Finance along with Technology.

Mr. Amit P Bachhawat holds B.Sc. Degree in Statistics, Did CFP and Cleared 2 Levels of CFA Institute, USA. He has strong background in Financial Planning, Personal Finance.

OFSPL has got more than 10 Corporate Clients, to name a few they are, Angel Broking, Edeilweiss, Centrum, HDFC..

And have managed more than 700 Financial Advisors as clients in the last 2.5 years across India.

 OFSPL has got Angel Funding recently.
We thank each and everyone associated with us for their love and support!