About

ACHIEVEMENTS AND HISTORY

Welcome to Optifin Advisors, where personalized financial guidance meets dedication and expertise. Founded by Neha Bhanushali, an accomplished and award-winning wealth manager, our boutique firm has thrived over the past 5 years with a commitment to excellence and client-focused service.

Our Founder's Journey

Our Founder's Journey

Neha Bhanushali leads Optifin Advisors with a passion fueled by early successes in Investment Advisory and a partnership with Angel One, a leading stock market brokerage. Her journey really shows off her expertise and leadership in the financial industry. Neha Bhanushali brings a unique blend of experience and innovation to each client relationship.

At Optifin Advisors, we believe in forging strong, personalized connections with our clients. Whether you're planning for retirement, securing your child's education, or growing your wealth, we're here to navigate these financial milestones with you. Our approach combines industry insights, innovative strategies, and a deep commitment to your financial success.

  • Young and Successful Trader: She achieved remarkable success in trading at a young age, laying a strong foundation for her career in finance.
  • Angel One Authorized Brokerage: Partnered with a leading stock market Broker.
  • NISM Certified: A certified mutual fund distributor, ensuring top-notch expertise.
  • Award-Winning Wealth Manager:Honored with an award for excellence in wealth management services.
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Why Optifin Advisors?

  1. Personalized Solutions: Tailored financial strategies that align with your unique goals.
  2. Expertise and Innovation: Led by Neha Bhanushali’s industry expertise and innovative thinking.
  3. Award-Winning Service: Recognized for excellence in wealth management, ensuring you receive top-tier guidance.
  4. Client-Centric Focus: Your financial well-being is our priority, and we’re dedicated to exceeding your expectations.