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Optimum Financial Services
About Us:
Optimum Financial Services began out of the desire of two finance professionals to
provide high quality, ongoing financial advice for the long term. The firm wanted to move the
financial planning focus away from selling products to forming ongoing relationships with
people who need our advice and assistance over the long term.
The company’s main aim is to make financial decisions simpler, understandable and
profitable for the investors. It has got expertise in financial planning and equity research. The
company offers a wide range of products & services viz: Equity, Derivatives, Trading, IPO's,
Insurance (Life/Non-Life), Mutual Funds, Portfolio Management, Services & Depository
Services all under one roof, for the convenience and benefit of customers. It has managed to
establish a long term relationship with more than 50 customers within a very short span of time.
The main objective of the company is, first, to protect investors capital and second, to see
it grow consistently at a healthy rate. In order to fulfill these objectives, it strives to build up a
portfolio of stocks carefully chosen through a focused and disciplined approach. The company
does not believe in timing the markets i.e. trying to predict the tops and bottoms of the market,
nor does fancy chances of making money in current "hot" investment ideas.
Optimum
Financial
Services
Financial
Planning
Equity SIP
Portfolio
Management
Financial
Softwares
Financial
Products

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Optimum Financial Services Product offerings:
o Trading Products:
Optimum Financial Services is a sub-broke of all major national Exchanges in the country
i.e. NSE, BSE, MCX as well as NCDX, in their respective segments, enabling them to offer
trading in:
Equity
Equity Derivatives
Commodity Derivatives
Currency Derivatives
At Optimum Financial Services, trading goes one step beyond plain trading as execution is
backed by sound Research, both fundamental and technical. The Company has managed to
consistently outperform the markets
o Investment Products:
Mutual funds:
Advising retail individuals, HNI’s and Corporate Treasuries, the company offers a choice
of mutual funds spanning all investment objectives and asset classes and has a systematic
4 step advisory process comprising of background profiling, risk profiling, model
portfolio creation, and review and rebalancing.
Portfolio Management:
The company’s Portfolio Management Services is an exclusive offering that specializes
in providing risk managed investment solutions to retail as well as High Networth
Individual. The Discretionary Portfolio Management Service gives investors the benefit
of unbiased investment advice designed to achieve their financial objectives.
Optimum Financial Services Unique Offerings:
Optimum Financial services have it own proprietary and unique financial products and
services i.e.
Optimum Financial Planning
Optimum Equity SIP
Optimum Financial Planning software

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Optimum Financial Services About Us: Optimum Financial Services began out of the desire of two finance professionals to provide high quality, ongoing financial advice for the long term. The firm wanted to move the financial planning focus away from selling products to forming ongoing relationships with people who need our advice and assistance over the long term. The company’s main aim is to make financial decisions simpler, understandable and profitable for the investors. It has got expertise in financial planning and equity research. The company offers a wide range of products & services viz: Equity, Derivatives, Trading, IPO's, Insurance (Life/Non-Life), Mutual Funds, Portfolio Management, Services & Depository Services all under one roof, for the convenience and benefit of customers. It has managed to establish a long term relationship with more than 50 customers within a very ...
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