About Optymoney
Optymoney is a Technology company based in Bengaluru (India) founded in 2018 by Vikas Tatia. It provides online tools for financial management, tax filing, investments, and wealth advisory. It operates on a B2C and SaaS model in Technology and Financial Services sectors. Its Indian entity Dev Mantra Online Services Private Limited reported revenue of ₹34.7 Lakh. Optymoney offers products and services including Income Tax Services, Wealth Management, Will Creation, Document Repository, and Gold and Silver Buying. Its focus areas include FinTech, Investment Tech, Financial Databases and Private Company Data. Its competitors include TaxSpanner, Tax2win, 5 nce, myITreturn and My Tax India and 3 more; 5 of its 8 listed competitors have raised funding.
Company details
Optymoney offers an integrated platform for individual financial management, including personalized income tax consultation, wealth management, will creation, and secure document storage. It operates through online tools and expert assistance, serving clients in India for over 15 years. Based in Bengaluru, it focuses on simplifying financial goals, investments in mutual funds, gold, and NRI services while prioritizing data security and strategic support.
- Headquarters Bengaluru, India
- Founders Vikas Tatia
- SectorsTechnologyFinancial Services
- Email••••••••
- Phone•••• ••••
- Website optymoney.com
- Social X Facebook
- Legal Name Dev Mantra Online Services Private Limited
- Date of Incorporation 28 Mar, 2018
- Jurisdiction Bangalore, Karnataka, India
- Annual Revenue₹34.7 Lakh
FY 2025 · +44% YoY
- Net Profit₹4 Lakh
FY 2025 · 11% margin
- EBITDA₹4.1 Lakh
FY 2025 · 12% margin
Associated legal entities of Optymoney
Optymoney operates through Dev Mantra Online Services 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 |
|---|---|---|---|---|---|---|---|
| Dev Mantra Online Services Private Limited CIN U72900KA2018PTC111791 | Active | 28 Mar 2018 | Bangalore, Karnataka | ₹0.3 Cr | – | 3 | View details |
Products & Services of Optymoney
Optymoney offers a comprehensive portfolio of products and services, including Income Tax Services, Wealth Management, Will Creation, Document Repository, and Gold and Silver Buying.
Personalized consultation and filing for income tax returns.
Tools to manage financial goals and new investments online.
Hassle-free creation and revision of wills with expert help.
Secure repo for financial documents with encryption features.
Platform to buy pure gold and manage related investments.
Board of directors of Dev Mantra Online Services Private Limited (Optymoney)
Dev Mantra Online Services Private Limited is the primary company behind Optymoney. The board of Dev Mantra Online Services Private Limited currently have 3 directors; the longest-serving is Vikash Tatia, appointed in 2018. 1 earlier director has ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Vikash Tatia DIN 02035353 | Director | 28 Mar 2018 | 8 yrs 6 mo | Dev Mantra Online Services Private Limited |
| Yogesh Bhura DIN 00399045 | Director | 05 Dec 2022 | 3 yrs 10 mo | Dev Mantra Online Services Private Limited |
| Vedyaa Tatia DIN 10548734 | Director | 09 Apr 2024 | 2 yrs 6 mo | Dev Mantra Online Services Private Limited |
People of Optymoney
1 people are tracked at Optymoney (1 in leadership).
| Name | Role | Group |
|---|---|---|
Vikas Tatia | Co-Founder | Leadership |
Complete people profiles for Optymoney
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Financials of Optymoney
Figures of Dev Mantra Online Services Private Limited, the primary company behind Optymoney, for FY 2025. Revenue was ₹34.7 Lakh (+44% year on year). Net profit was ₹4 Lakh (11% margin). EBITDA was ₹4.1 Lakh (12% margin). Revenue has grown at a compounded annual rate of +6% over three years and +27% over five years.
- ₹34.7 LakhRevenue · FY 2025 · +44% YoY
- ₹4 LakhNet profit · 11% margin
- ₹4.1 LakhEBITDA · 12% margin
- ₹1 LakhPaid-up capital
- +6%Revenue CAGR, 3 years
- +27%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Dev Mantra Online Services Private Limited are on its company page.
Detailed financial statements for Optymoney
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Competitors of Optymoney
Optymoney has 8 listed competitors in our database, 5 of them funded. They include TaxSpanner, Tax2win, 5 nce, myITreturn and My Tax India, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| taxspanner.com | 2007 | Delhi, India | $1.25M | 21 | Online tax e-filing and ITR preparation services are offered securely. | |
| tax2win.in | 2015 | Jaipur, India | $1.61M | 451 | Online platform for income tax returns filing | |
| 5nance.com | 2010 | Mumbai, India | $6.28M | 13 | AI-powered investment and financial advisory services are provided. | |
| myitreturn.com | 2008 | Mumbai, India | – | – | eTDS and tax filing solutions are provided online to enterprises. | |
| mytaxindia.com | 2011 | Kochi, India | – | 82 | Tax planning and calculation app | |
| fintoo.in | 2004 | Mumbai, India | $788,977 | – | Online financial planning and investment advisory platform is provided. | |
| investmentyogi.com | 2008 | Hyderabad, India | – | – | A web-based portal providing financial planning and tax e-filing services. | |
| makemyreturns.com | 2011 | Mumbai, India | $200,000 | – | Provides online tax advisory and filing services for individuals. |
Detailed competitors of Optymoney
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Top companies in Investment & Financial Technology
10 companies that operate in the same segment as Optymoney (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | 14,747 | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | 2,713 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | 602 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | 674 | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | 1,524 |
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Related news about Optymoney
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Frequently Asked Questions about Optymoney
Optymoney was founded in 2018.
Optymoney is headquartered in Bengaluru, India. It is registered at Bengaluru, Karnataka, India.
The primary company behind Optymoney, Dev Mantra Online Services Private Limited, reported revenue of ₹34.7 Lakh for FY 2025, up 44% year on year.
Optymoney offers an integrated platform for individual financial management, including personalized income tax consultation, wealth management, will creation, and secure document storage. It operates through online tools and expert assistance, serving clients in India for over 15 years. Based in Bengaluru, it focuses on simplifying financial goals, investments in mutual funds, gold, and NRI services while prioritizing data security and strategic support.
Optymoney's top competitors include Tax2win, TaxSpanner and 5 nce.
Optymoney offers Income Tax Services, Wealth Management, Will Creation, Document Repository, and Gold and Silver Buying.
Optymoney operates through Dev Mantra Online Services Private Limited.
The legal entities of Optymoney currently have 3 directors, including Vedyaa Tatia, Yogesh Bhura, Vikash Tatia.