Optima Financial Solutions Private Limited - Certified Financial Planner (CFP) Distributors
Member since Jul 17, 2013
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About Me
Director name is A P Vasudevan. Vasu, as I'm popularly known among clients, friends and financial services freternity, bring to the table 18 years of hands-on experience of business in financial services. I had served some of the biggest names in the financial space as ICICI Securities and HDFC Bank in senior level roles. Realizing the striking need and huge potential for creating and spreading awareness in financial planning and help people lead a Life Of Abunance, I conceptualized Optima Financial Solutions Pvt Ltd in the year 2007 - a Fee-Based Financial Planning company, to be one of the leading lights in the industry. Our edge is in-depth product knowledge and a strong customer focus. At Optima the focus is on Solutions than on products.
About Work Experience
Not Specified
Experience & Qualification
Qualification
CFP
Experience as an Advisor
23 Years
Total work Experience
23 Years
Services and Advisory Offered
Mutual Fund
Certified Financial Planner (CFP)
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Optima Financial Solutions Private Limited
383, CDS Regal Palm Gardens,
Block C, Floor VII, Apartment F,
Velacheri,
Chennai,
Tamil Nadu, 600042
LICENSE
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Mutual Fund -
ARN No.
51640 - Validity -
31-07-2015
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