About us

Working with clients for more than 15 years is a great sign of trust, confidence and integrity. From a simple tax return filing to completing assessments is quite a journey and gives the strength to decode the complexities further. We are proud of our happy customers who have expressed their great joy and satisfaction in working with us and who have achieved their goals while investing through us. In continuation of our journey, Optymoney is an integrated platform for individual financial management. Optymoney automates each activity with an option to avail advanced and confidential personalised services in a secured and simplified manner. Optymoney and its team of experts brings to you tools and information to help you achieve your financial goals and making compliances, savings and investing profitable, fun and stress free.

Our Core Values –

Customer first, Real Time and Strategic Support, Data and Information confidentiality, sound, transparent and unbiased offering

Our Vision –

To create a global brand  respected by all for its integrity and value system, its people and excellence in service through knowledge and perseverance.

Our Mission –

To enable  our customers reach their financial independence and achieve their financial goals.

Our Social Initiatives –

Contributing to society and human well being is a passionate drive and no compulsion for us. We believe in empowering youth and unblocking the potential of Generation Y. Our mainstream consists of young workforce, properly trained and organised for highest productivity. Happy customers, happy employees and happy vendors, inclusive workforce, always at par with the industry in terms of standards and technology - This is the most gratifying about work.

Our Commitment :

  • Customer First.
  • Sound, transparent, and unbiased offering.
  • Real time strategic support.
  • Excellence in offering through knowledge and perseverance.
  • Data information confidentiality.

WHY OPTYMONEY :  

  • Customized Solutions
  • Commitment
  • Technology
  • Reliability
  • Simplicity

PLATFORM PARTNERS :

Registered e-Return Intermediary : ERIA101037
AMFI Registered Distributor : ARN : 60277
BSE Star Payment Gateway : BSE member code : 15133
N.Tatia & Associates : Firm Registration Number : 011067S