financial advisors
OptimixNet
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Financial Advisors 
 

At OptiMix we value the special partnership we have with our business associates. It's our endeavour to arm you with products and services that will help you provide comprehensive wealth management advice to your investors.

Products:
OptiMix is India's first Multi Manager Investment solution provider. We offer a spectrum of innovative products [Mutual Funds & PMS] along the risk frontier curve.
  • Fund of Funds (FoF) Schemes
  • Manage the Manager (MTM) Schemes
  • Portfolio Management Services (PMS)
OptiMixNet:

An web based Enterprise Resource Planning (ERP) solution for today's financial advisors, empowering them with features like Client Relationship Management, Financial Planning, Model Portfolio & Distributor Back Office System.

One Answer:

A complete one stop information investment helpline for the financial Advisors. Call +91 22 6708 3030, Toll free: 1800 22 6784 (applicable only from BSNL/MTNL telephones) From Monday to Friday 9am to 7pm, Saturday 9am to 4pm

 

 
 
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