Integrated Personal Financial Platform
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 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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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.
Everything at one place
"It has been a pleasure working with Devmantra. I have liaised with him for more than 2.5 years now. His holistic approach to Wealth Management has brought clarity to all my financial goals and aspirations. Their team have done an incredible job of analysing, integrating and managing my personal and corporate needs enabling me to minimise the amount of tax I pay, secure my funds in various mutual fund plans and SIP's to reap great benefits over the years. He has shown me a clear path to secure my retirement too. I greatly value his expertise and simplified approach taken for all my financial planning needs. "Dev Mantra takes pride in seeing his client succeed"
Rajesh Balachandran
"I realised I have always been paying more tax than I should have paid. Thanks to the team they have demystified the entire process to me for me to save more money"
Atishay Jand
"I always want to do investment and increase my wealth but don't know the right options that I should start to achieve my goals. Team Dev Mantra put me into the habit of doing investment and guided me to choose the right investment options. They took time to listen me, getting to know me, understand my priorities and keeping that in mind they designed my portfolio that will work smartly to achieve my goals."
Padma Lochana Patra
