Optimus NexGen Wealth
Optimus Nexgen Wealth Pvt Ltd (formerly known as Optimus Ventures Pvt Ltd) was established in 2022 with a clear mission: to provide reliable, responsible, and compliant financial services to individuals and families. Over the years, we have steadily grown, assisting clients across various aspects of wealth creation and preservation.
We are a registered Mutual Fund Distributor with the Association of Mutual Funds in India (AMFI) (Our ARN: 255495) and also act as an Authorised Person (AP) affiliated with IIFL Securities Limited (SEBI Regn. No. INZ000164132). We also maintain an association with JM Financial Services for select financial services.
- Equity market access (via our partner broker)
- Debt and corporate finance facilitation
- Basic investor education
- Mutual Fund distribution
Our team comprises qualified and motivated individuals with diverse experience across finance, banking and wealth management. This includes backgrounds in credit ratings, client handling, and financial analysis, allowing us to approach wealth solutions with both depth and diligence.
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us for any question
We understand that clear information is key—our content is designed to engage and inform without distraction, helping you make confident financial decisions.
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We provide a wide range of financial services including mutual fund distribution, equity market access through our partner broker (IIFL Securities Ltd), debt and corporate finance facilitation, and basic investor education. Our goal is to help individuals and families with wealth creation and long-term financial planning in a responsible and compliant manner.
Yes, we are a registered Mutual Fund Distributor with the Association of Mutual Funds in India (AMFI). Our ARN is 255495, and we strictly adhere to all regulatory guidelines to ensure transparency and trust in every transaction.
We facilitate equity investments via our partnership with IIFL Securities Limited, a SEBI-registered broker (SEBI Regn. No. INZ000164132). You can open a demat and trading account through us and access a range of equity investment options tailored to your goals.
Yes, we believe in empowering our clients through knowledge. We offer basic investor education as part of our service and strive to keep clients informed so they can make confident and well-informed investment decisions.
Strategy is the key to
success
Understand & Strategize
We begin by understanding your financial aspirations, current situation, and risk profile. With this insight, we build a strategic roadmap that aligns with your long-term goals.
Tailored Financial Solutions
We design customized investment portfolios, choosing from mutual funds, equities, and corporate finance options that best fit your profile. Our approach ensures compliance, transparency, and suitability at every step.
Execution & Ongoing Support
Once the plan is in place, we implement and monitor your investments diligently. From onboarding to regular portfolio reviews and timely updates, we’re with you throughout your financial journey.
Secure Your Wealth with Trusted Guidance
Start your journey today.
Looking to invest smartly and plan your financial future with confidence? Our team is here to help you with personalized investment strategies, mutual funds, and equity market solutions.