Our Approach
1. Detailed Goals/Risk Assessment
2. Curating the right mix of products
2. Curating the right mix of products
Portfolio construction as per your needs & aspirations while maintaining a sync with your risk tolerance, time horizon, liquidity requirements, & tax considerations
2. Curating the right mix of products
2. Curating the right mix of products
2. Curating the right mix of products
Getting the right mix across Equity (Domestic & International), Fixed Income, & Gold to optimize risk-adjusted returns
3. Rigorous Fund Selection Process
3. Rigorous Fund Selection Process
3. Rigorous Fund Selection Process
Wide range of quantitative & qualitative metrics analysed to ensure a long term investment horizon with minimal portfolio churn. Active engagement with AMCs & fund managers to help stay nimble.
4. Seamless Execution & Monitoring
3. Rigorous Fund Selection Process
3. Rigorous Fund Selection Process
Entirely tech driven onboarding, execution, & portfolio monitoring with client web & app portal to ensure a hassle-free investment experience
Our Edge
Simplification
- Decluttered, de-jargonized investment process will provide clear visibility & help course correct early in your financial journey
- Makes sure you avoid pitfalls like panic selling & chasing fads
Personalization
- Being a boutique setup, our solutions are highly customized
- You can be assured of no push-sales/unnecessary portfolio churns
Transparency
- No hidden costs
- We do not charge any advisory fees or transaction fees
- Complete disclosures on commissions earned from funds we distribute
Client Testimonials
"Being new parents, Varun’s structured approach gave us the clarity we were looking for on what we needed to do to secure our family’s financial future. He also goes the extra mile to simplify the risk-return of the maze of products in the market. This has enabled us to not only course-correct past missteps but has also given us the con
"Being new parents, Varun’s structured approach gave us the clarity we were looking for on what we needed to do to secure our family’s financial future. He also goes the extra mile to simplify the risk-return of the maze of products in the market. This has enabled us to not only course-correct past missteps but has also given us the confidence to invest in non-traditional products to optimize returns on our short-term money"
Bhavna Jagwani
Account Executive, Alphabet
Rishad Ganapathy
Industry Head, Meta
"Varun's efforts to simplify the investment management process gave me the conviction I needed to get moving on my financial journey. For a start-up hustle person like me, who has limited time & experience in money management, he has been extremely patient, informative & built my portfolio ground up with a lot of ease & attention to detail."
Paarmi Modi
Director, India and SE Asia at Bumble
"Varun has been instrumental in shaping my investment portfolio over the past 3 years. Couple of months ago, I chanced upon an opportunity to transition from a stable corporate role to embarking on my own entrepreneurial venture. As a parent of two children, ensuring financial stability amidst such a pivotal career move was paramount, and
"Varun has been instrumental in shaping my investment portfolio over the past 3 years. Couple of months ago, I chanced upon an opportunity to transition from a stable corporate role to embarking on my own entrepreneurial venture. As a parent of two children, ensuring financial stability amidst such a pivotal career move was paramount, and Varun's expertise here has been invaluable. His insightful approach outlining various scenarios provided the clarity I needed and not only bolstered my confidence in taking the plunge but also allayed the concerns of my loved ones. What I really appreciated was that he showed no hesitation in guiding me towards a decision that worked completely against his interest. I highly recommend Optimus to anyone seeking astute financial advice in achieving their long-term goals."
Darayus Mehta
Co-founder, TrueDiamond.in
About us
Varun Asher, CFA - Founder
- Over 10 years of experience in the financial services space spanning across Private Wealth Management, Trading, & Strategy
- Investment advisor to HNI/UHNI clients & Family Offices
- PGPM from ISB, Hyderabad with specializations in Finance and Strategy
- Chartered Financial Analyst (CFA)
- Passionate about increasing financial awareness & empowering people with the knowledge & tools to achieve their financial goals
Articles
.
