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Credibly harness client-centrics prospective consultation
Watch
Optima Story
A Life of Abundance -
Your Path to Financial
Freedom
Helping you build, protect, and grow your wealth with expert-led solutions tailored to your needs.
Schedule a Free Consultation
Schedule a Free Consultation
Since - 2007
Since - 2007
Get A free consultation
Happy Customers
%
ABOUT OPTIMA
To helping clients achieve
financial security
and prosperity
- Risk Management
- Tax Strategies
- Wealth-Building Solutions
+
Happy customers
Services
Providing the best
our range of
services
Goal-Based
Planning
Tailored strategies to achieve specific life goals. Planning for education, homeownership, major investments, and retirement.
View Details 01.Investment Planning & Wealth Growth
Mutual Fund Distribution. Tax-efficient investment strategies.
View Details 02.Retirement & Estate Planning
Retirement Roadmap – Ensuring financial security in later years. Estate Planning – Securing wealth for future generations.
View Details 03.Tax Optimization & Compliance
Strategic tax-saving investment plans. Guidance on income tax planning and deductions.
View Details 04.Insurance & Risk Management
Life Insurance & Health Coverage – Protecting you and your loved ones. Business & Income Protection – Managing financial
View Details 05.
Trust us to elevate your experience with efficiency and excellence at every step.
WHY Choose Optima?
Simple and to the point!
It sparks curiosity.
- Personalized Wealth Strategies – Customized solutions for individuals, families, and businesses
- Expert-Led Approach – Led by Certified Financial Planner (CFP) A.P. Vasudevan
- Diverse Investment Options – Mutual funds, insurance, and portfolio management
- Client-Centric Services – Transparent, goal-based strategies for financial growth
MEET The Team
Introducing our dedicated
expert consultants
+
PROFFESSIONAL
MEMBERS
Aishwariya Vasudevan
Paraplanner
Vasudevan Parthasarathy
Founder
Donna L. Aguilar
CEO & Founder
Melia T. Brake
SR Marketer
Sandra D. Rainey
Executive office
Linda F. Collins
SR Marketer
MEET The Team
Introducing our dedicated
expert consultants
+
PROFFESSIONAL
MEMBERS
Vasudevan Parthasarathy
Founder
Aishwariya Vasudevan
Co-Founder
Latest Book
Turning Smart
Investments into
Lifelong Prosperity
SINCE 2007
A Life of Abundance” – A practical guide to investment strategies and wealth creation
Don't miss out on your chance to take control of your financial future. Click the link below to purchase your copy today and begin your journey toward a life of abundance!
18
Years of
Pro Experiences
Pro Experiences
A.P. Vasudevan
CEO Founder
Range of Products
Range of Products
Range of Products
Mutual Funds
Life and Health Insurance
TESTIMONIAL
What’s our satisfied clients
feedback about Optima
For everyone, it is very easy to save but to invest, we definitely need guidance. Vasu has been our family's financial advisor for almost a quarter century now, and he taught us the difference between saving and investing.We are in a happy place now, in our retirement, thanks to Vasu. I am happy the relationship continues with the next generation too!
Nagalakshmi and Balakrishnan
Being a single parent can add a lot of anxiety when it comes to management of finance. Vasu's presence made quite a difference in settling my anxiety and to understand where I stand vis a vis my goals. He has been a great friend and a guide in planning my fund flow , spending and investment choices.
Ramya Kumar
Testimonals
what's our satisfied clients
feedback about optima
Nagalakshmi and balakrishnan
For everyone, it is very easy to save but to invest, we definitely need guidance. Vasu has been our family's financial advisor for almost a quarter century now, and he taught us the difference between saving and investing.We are in a happy place now, in our retirement, thanks to Vasu. I am happy the relationship continues with the next generation too!
Ramya Kumar
Being a single parent can add a lot of anxiety when it comes to management of finance. Vasu's presence made quite a difference in settling my anxiety and to understand where I stand vis a vis my goals. He has been a great friend and a guide in planning my fund flow , spending and investment choices.
-
Goal-Based Planning -
Investment Planning
-
Tax Optimization
-
Risk Management
-
Wealth Growth
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