technology, and transparency to provide secure,
hassle-free, and globally diversified
investment solutions.
we build lasting partnerships rooted in trust, clarity,
and care for your financial future.
- Best Value Solutions
- Quality Services
- Backbone Therapy
- Give Always Best
- Personal Program
- Investment Guidance
1. Define your why
Purpose of investing
eg. Wealth Creation, Retirement, Kids’ education, Marriage etc.
2. Set the Clock
Know Time Horizon
Distinguishes between short, medium & long-term strategies.
3. Gauge the Tolerance
Understand the Risk
Aligns risk appetite with portfolio design.
4. Choose the Basket
Best suitable products
equity, debt, hybrid, alternative, mutual funds,
5. Select the Product
Select the Product
Selection of specific schemes, funds, or instruments.
6. Stay in Shape
Daily Monitoring & periodic Rebalancing
Dynamic & fundamental tracking and periodic realignment for optimum returns.
7. Track & Reflect
Investor Reporting & Checking
Transparent & timely reporting, performance insights, and client engagement.
Abhijeet Rajwade
Abhijit Rajwade is the Founder of InvestOptima™, a leading wealth creation firm based in Pune, India, with a growing presence in Dubai, UAE, and clients across the USA, U.K., and Australia.
With over 20 years of global experience in finance, analytics, and entrepreneurship, Abhijit has built InvestOptima™ into a trusted brand in wealth creation, retirement planning, and equity, F&O, Mutual funds, bonds investing for both NRIs and resident Indians.
Under his leadership, the firm provides end-to-end financial consulting, including mutual fund distribution, equity investments, debt instruments, derivatives, and corporate treasury solutions. InvestOptima™ is known for its rule-based investing models, research-driven portfolio design, and a client-first approach.
Abhijit holds a Master’s Degree in Operations Research & Statistics from the University of Toledo, Ohio (USA), and a Bachelor’s Degree in Mechanical Engineering from the University of Pune. His academic expertise in data science, statistics, and decision analytics has shaped InvestOptima’s data-backed, performance-focused investment philosophy.
Before founding InvestOptima™ in 2011, Abhijit worked with Washington Mutual Card Services (USA), where he designed forecasting models and customer segmentation strategies to improve profitability and retention. He began his career with Thermax Babcock & Wilcox Ltd., managing techno-commercial and industrial projects.
Today, Abhijit leads InvestOptima™ with a mission to help HNIs, NRIs, corporates and global investors achieve financial independence through disciplined equity investing, mutual fund planning, and retirement strategies. His focus on data analytics, transparency, and long-term wealth creation continues to make InvestOptima™ one of India’s most trusted wealth creation firms.
Rati Oke
Rati Oke is a finance and investment professional with over 15 years of experience in strategic finance, wealth creation, and corporate leadership. As Partner – Growth at InvestOptima™, she plays a key role in expanding the firm’s presence as one of India’s most trusted investment advisory and wealth Creation companies, serving clients across Pune, India, and Dubai, UAE.
A Chartered Accountant (CA) with a Master’s degree in Commerce (M.Com) and a Diploma in IFRS from ACCA (U.K.), Rati brings a blend of technical expertise, global perspective, and governance excellence.
Her professional background spans treasury management, corporate finance, financial planning and analysis (FP&A), mergers and acquisitions (M&A) due diligence, fund-raising, and business valuations. She has also led large-scale ESOP implementations, audits, and risk management projects across multinational organizations.
At InvestOptima™, Rati focuses on goal-based financial planning, NRI and global investment advisory, mutual fund distribution, and corporate treasury optimization. Her mission is to deliver personalized, transparent, and performance-driven investment strategies that enable long-term wealth creation and financial independence for clients.
2012
Launched InvestOptima™
2014
Growth Phase
2021
Scaling Up
2025
Today — InvestOptima™
Launched InvestOptima™
2012- Started operations
- Serving clients in 1 country
- Started with a team of 1
Growth Phase
2014- Expanded client base
- Hired research analysts
- Introduced advisory services
Scaling Up
2021- Reached ₹100 Cr AUM (internal milestone)
- Team expanded to 10+
- Added international clients
Today — InvestOptima™
2025- 300+ clients
- ₹140+ Cr AUM
- 15+ team members
- Serving clients in 6+ countries
- Dubai operations launched
1. Transparent and secure
– The InvestOptima™ team operates under indirect SEBI regulation via our AMFI registration and strictly follows AMFI’s code of conduct for mutual fund distributors in India. (AMFI is the apex body overseeing mutual fund distributors.)
– We provide complete transparency on commissions earned when you invest through our platform, as per SEBI guidelines.
– Your personal information is fully protected; we follow the latest regulations on data privacy and never share your details with unrelated third parties.
– Your money is never handled by us; investments go directly from your bank account to mutual fund companies via regulated systems.
– We are a franchise of Motilal Oswal, leveraging their robust infrastructure and market expertise for enhanced investment execution and access.
2. Tailor made services
– We design investment solutions specific to your financial goals, risk profile, and time horizon.
– Every recommendation is personalized, ensuring your portfolio aligns with both short-term needs and long-term aspirations.
3. In-house analysis
– The InvestOptima™ team operates under indirect SEBI regulation via our AMFI registration and strictly follows AMFI’s code of conduct for mutual fund distributors in India. (AMFI is the apex body overseeing mutual fund distributors.)
– We provide complete transparency on commissions earned when you invest through our platform, as per SEBI guidelines.
– Your personal information is fully protected; we follow the latest regulations on data privacy and never share your details with unrelated third parties.
– Your money is never handled by us; investments go directly from your bank account to mutual fund companies via regulated systems.
– We are a franchise of Motilal Oswal, leveraging their robust infrastructure and market expertise for enhanced investment execution and access.
4. Long term relations
– We focus on building lasting partnerships with clients rather than one-time transactions.
– Our aim is to understand your evolving financial needs over time and provide consistent guidance.
– Relationship management goes beyond investments; it includes financial education and strategic planning support.
5. Dedicated team for queries
– A specialized team is available to answer your questions, resolve issues, and provide guidance.
– Clients receive personalized support, ensuring all queries—from account setup to investment strategy—are addressed promptly and efficiently.
6. Real time reports
– We provide real-time updates on portfolio performance, market movements, and fund metrics.
– Our reports are clear, accurate, and delivered on time, enabling informed decision-making at every stage.
7. Review of existing portfolio
– Our experts conduct a comprehensive financial health check of your existing investments.
– We identify gaps, risks, and opportunities to optimize your portfolio.
– Recommendations include rebalancing, diversification strategies, and actionable insights to improve returns while managing risk.
Transparent and secure
The InvestOptima™ team operates under indirect SEBI regulation via our AMFI registration and strictly follows AMFI’s code of conduct for mutual fund distributors in India. (AMFI is the apex body overseeing mutual fund distributors.)
We provide complete transparency on commissions earned when you invest through our platform, as per SEBI guidelines.
Your personal information is fully protected; we follow the latest regulations on data privacy and never share your details with unrelated third parties.
Your money is never handled by us; investments go directly from your bank account to mutual fund companies via regulated systems.
We are a franchise of Motilal Oswal, leveraging their robust infrastructure and market expertise for enhanced investment execution and access.
Tailor made services
– We design investment solutions specific to your financial goals, risk profile, and time horizon.
– Every recommendation is personalized, ensuring your portfolio aligns with both short-term needs and long-term aspirations.
Dedicated team for queries
– A specialized team is available to answer your questions, resolve issues, and provide guidance.
– Clients receive personalized support, ensuring all queries—from account setup to investment strategy—are addressed promptly and efficiently.
TImely real time reports
– We provide real-time updates on portfolio performance, market movements, and fund metrics.
– Our reports are clear, accurate, and delivered on time, enabling informed decision-making at every stage.
review of existing portfolio
– Our experts conduct a comprehensive financial health check of your existing investments.
– We identify gaps, risks, and opportunities to optimize your portfolio.
– Recommendations include rebalancing, diversification strategies, and actionable insights to improve returns while managing risk.