Welcome to OptiPlan
Experienced investment professionals, with over a decade's experience of capital markets.
We help you implement investments and other aspects of your financial plan in the most simple and efficient manner which will be easy for you to track and manage.
Enhancement of financial knowledge with every interaction.
Our mission is to enable our clients to take informed financial decisions and implement them to ensure their financial well being.
The old adage, “If you fail to plan, you plan to fail,” is applicable here.
Our aim is to help each client plan for success because a goal without a plan is just a dream.
- Financial Health Checkup
- Portfolio Doctoring
- Tax Advisory and Income Tax Returns Filing
- Career Change & Sabbatical Counselling
- Wills and Estate Planning
- Setting Up Financial Help Desk
- Salary Restructuring
- Income Tax Returns Filing For All Employees
- Employer-Employee / Key Man Insurance
- All Types of General Insurance
- Group Medical / Life Insurance
- Customised Financial Wellness Training Programs
- Professional Indemnity
- Strategic Financial Planning & Investment Advisory
- Protection of personal wealth from professional liabilities and attachments
- Insurance & Protection Advice
- Debt Finance & Mortgage Broking
- Retirement & Estate Planning
- Scalable Advice for those just starting out
Designated Partner & Founder
Certified Financial PlannerCM
Mehul Shah is a Certified Financial PlannerCM, from FPSB India. CFP CM is the most prestigious and globally recognized qualification for Personal Financial Planning.
He has over 15 years experience of working in different areas of Indian Capital markets.
Designated Partner & Co-Founder
Deepa Powale has over 11 years of financial market experience, in client management relations and business development.With a Masters in Financial Services Management and a Diploma in Investments Studies she brings rich experience to OPTIPLAN.
“I was introduced to Optiplan as part of a session on financial planning on Women’s day in my prior company(Cadbury). As someone who had always viewed financial planning as a shadowy complicated world, I had been avoiding this necessary evil since almost 8 years! I was blown away by the simplicity of the concepts when explained by Mehul using various interesting and relatable analogies. Over the next few months, they met me several times at my convenience and put together a plan which not only felt rigorous but also achievable. They do not just plan, invest and meet you once year for reviewing. They partner you regularly, sharing updates and information relevant to you and are always available for your frequent random queries and thoughts!”
Neha Jaiswal – GadheSr. Customer Operations Manager - Hindustan Unilever Limited
“As HR & Admin Manager at SIRMAXO, I found OPTIPLAN’s Financial Literacy Program conducted for our employees to be of great benefit for managing their personal financial planning needs more effectively. We are thankful to OPTIPLAN for updating our employees with latest tax rules & most recent investment plans. The feedback received from employees following the presentation and their interactions with OPTIPLAN’s team was very positive and complimentary. Looking forward for more such informative initiatives by OPTIPLAN.”