About Optimum Financial Solutions
Optimum Financial Solutions is an Industrial Goods & Manufacturing company based in Mumbai (India) founded in 2011. Innovative digital solutions are delivered to the finance sector. It operates in the Industrial Goods & Manufacturing, Financial Services, and Technology sectors. Optimum Financial Solutions has raised $73.64 thousand across 2 funding rounds from investors including Sanjay Shah and Shirish Patel. The company has 72 employees. Optimum Financial Solutions was last valued at $242.78 thousand in March 2016. Its Indian entity Optimum Financial Solutions Private Limited reported revenue of ₹6.61 Cr. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Suite.
Company details
Optimum Financial Solutions Pvt. Ltd. was founded in 2011 in Mumbai, India. Digital technology solutions are offered by the company to financial advisors, asset management firms, and corporate banks within the fintech sector. Operations are streamlined through automation, and customer experiences are enhanced via efficient financial management tools. The focus remains on simplifying processes for clients in the finance domain.
- Headquarters Mumbai, India
- Employees 72
- SectorsIndustrial Goods & ManufacturingFinancial Services Technology
- Email••••••••
- Website optimumfintech.com
- Social LinkedIn X Facebook
- Legal Name Optimum Financial Solutions Private Limited
- Date of Incorporation 14 Jun, 2012
- Jurisdiction Mumbai, Maharashtra, India
- Annual Revenue₹6.61 Cr
FY 2025 · +12% YoY
- Net Profit₹3.1 Lakh
FY 2025 · 0% margin
- EBITDA₹30 Lakh
FY 2025 · 5% margin
- Total Equity Funding$73.64K (USD)
in 2 rounds
- Latest Funding Round$40.93K (USD), Angel Round
Mar 2016
- Employee Count72
Associated legal entities of Optimum Financial Solutions
Optimum Financial Solutions operates through Optimum Financial Solutions Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Optimum Financial Solutions Private Limited CIN U67100MH2012PTC232145 | Active | 14 Jun 2012 | Mumbai, Maharashtra | ₹6.6 Cr | 72 | 3 | View details |
Funding Insights of Optimum Financial Solutions
Optimum Financial Solutions has successfully raised a total of $73.64K across 2 strategic funding rounds. The most recent funding activity was a Angel Round of $40.93 thousand completed in March 2016. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $73,639
- Total Rounds 2
- Last Round Angel Round — $40,931
- First Round $32,708
(Jan 2015)
- Investors Count 2
All 2 funding rounds of Optimum Financial Solutions with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Mar 2016 | $40,931 | Angel Round | $242,782 | – | |
| Jan 2015 | $32,708 | Angel Round | $296,536 | – |
Last known valuation $242,782 (Mar 2016). 2 investors in total: 0 institutional and 2 angel.
Investors in Optimum Financial Solutions
Optimum Financial Solutions has secured backing from 2 investors, including angel investors. Prominent investors backing the company include Sanjay Shah and Shirish Patel.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
SS Sanjay Shah | Angel investor, founder of multiple ventures, focused on tech startups | unknown_104b3f58b5af4d81a | ||
SP Shirish Patel | Angel investor and tech entrepreneur, co-founder of Paymate, focused on fintech | unknown_2d5d795c4e0a44bca |
Investor details for Optimum Financial Solutions
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
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Verified entity values are shown only after access is granted.
Board of directors of Optimum Financial Solutions Private Limited (Optimum Financial Solutions)
Optimum Financial Solutions Private Limited is the primary company behind Optimum Financial Solutions. The board of Optimum Financial Solutions Private Limited currently have 3 directors; the longest-serving is Amit Punamraj Bachhawat, appointed in 2012. 1 earlier director has ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Amit Punamraj Bachhawat DIN 05284312 | Director | 14 Jun 2012 | 14 yrs 4 mo | Optimum Financial Solutions Private Limited |
| Chirag Keyur Shah DIN 05284322 | Director | 14 Jun 2012 | 14 yrs 4 mo | Optimum Financial Solutions Private Limited |
| Bineeta Pravin Vaghela DIN 08574911 | Director | 10 Dec 2019 | 6 yrs 10 mo | Optimum Financial Solutions Private Limited |
Financials of Optimum Financial Solutions
Figures of Optimum Financial Solutions Private Limited, the primary company behind Optimum Financial Solutions, for FY 2025. Revenue was ₹6.61 Cr (+12% year on year). Net profit was ₹3.1 Lakh (0% margin). EBITDA was ₹30 Lakh (5% margin). Revenue has grown at a compounded annual rate of +18% over three years and +13% over five years.
- ₹6.61 CrRevenue · FY 2025 · +12% YoY
- ₹3.1 LakhNet profit · 0% margin
- ₹30 LakhEBITDA · 5% margin
- ₹1.4 LakhPaid-up capital
- 72Employees (provident fund records)
- +18%Revenue CAGR, 3 years
- +13%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Optimum Financial Solutions Private Limited are on its company page.
Detailed financial statements for Optimum Financial Solutions
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
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Verified entity values are shown only after access is granted.
Timeline of Optimum Financial Solutions
3 dated milestones of Optimum Financial Solutions across 5 years, from founding to its latest funding, stage changes and deals.
- Founded Optimum Financial Solutions is founded.
- Funding First funding round of $33K.
- Funding Latest funding round, Angel Round, of $41K.
Web traffic of Optimum Financial Solutions
The website of Optimum Financial Solutions (optimumfintech.com) receives about 1.7K visits a month.
- Monthly visits1.7K
▲ 25.2% vs previous month
Websites whose visitors overlap most with Optimum Financial Solutions. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| fintso.com | 100% | 2.2K | #7,623,553 | View details | |
| ifanow.com | 94% | 7.3K | #2,355,024 | View details | |
| investwellonline.com | 87% | 29.2K | #978,289 | View details | |
masterstrokeonline.com | masterstrokeonline.com | 82% | #341,921 | – | |
| redvisiontechnologies.com | 78% | 6.5K | #3,403,257 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 10 similar websites and full traffic analytics for Optimum Financial Solutions
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Verified entity values are shown only after access is granted.
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Related news about Optimum Financial Solutions
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Frequently Asked Questions about Optimum Financial Solutions
Optimum Financial Solutions was founded in 2011 and raised its 1st funding round 4 years after it was founded.
Optimum Financial Solutions is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
Optimum Financial Solutions is a funded company, having raised a total of $73.64K across 2 funding rounds to date. The company's 1st funding round was a Angel Round of $32.71K, raised on Jan 2015.
Optimum Financial Solutions has 72 employees.
The primary company behind Optimum Financial Solutions, Optimum Financial Solutions Private Limited, reported revenue of ₹6.61 Cr for FY 2025, up 12% year on year.
Optimum Financial Solutions Pvt. Ltd. was founded in 2011 in Mumbai, India. Digital technology solutions are offered by the company to financial advisors, asset management firms, and corporate banks within the fintech sector. Operations are streamlined through automation, and customer experiences are enhanced via efficient financial management tools. The focus remains on simplifying processes for clients in the finance domain.
Optimum Financial Solutions has 2 investors. Key investors include Sanjay Shah, and Shirish Patel.
The valuation of Optimum Financial Solutions is $242.78K as of Mar 2016.
Optimum Financial Solutions operates through Optimum Financial Solutions Private Limited.
The legal entities of Optimum Financial Solutions currently have 3 directors, including Bineeta Pravin Vaghela, Amit Punamraj Bachhawat, Chirag Keyur Shah.