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Why OPTYMONEY?

An integrated platform for individual financial management problems – problems related to tax compliances, calculating expenses, ensuring savings, investing at the right time in right options, managing investments and ensuring your legacies are preserved. All this is complex assuming the hassles of multiple accounts & forgotten passwords, different processes for different activities and different contact points for each work. Optymoney automates each activity with an option to avail advanced personalised services in a secured and simplified manner. Complex options in a financial world needs to be simplified and to be addressed in more innovative ways. 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.

Tax
Personalized income tax consultation and tax filing services with expert assistance
Wealth
Let's you manage your financial goals and allows you to do new investments.
Will
Hassle free Will creation and revision with the expert assistance.
Document Management
One single document repository for tax, investment and other financial data with encryption.
Integrated Personal Financial Platform

An integrated platform for individual financial management problems related to.

  • Tax compliances,
  • Calculating expenses,
  • Ensuring savings, investing at the right time in right options,
  • Managing investments and ensuring your legacies are preserved.

All this is complex assuming the hassles of multiple accounts at different platforms. The problems that we face are

  • Forgotten passwords, different processes for different activities and
  • Different contact points for each work. Optymoney automates each activity with an option to avail advanced personalized services in a secured and simplified manner.

Optymoney and its team of experts brings to you the tools and information to help you achieve your financial goals and making compliances, savings and investing profitable fun and stress free.

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