Surendra Poluri's Contact Details

Surendra Poluri's Company Details

optymoney

Bengaluru, Karnataka, India • 11 - 50 Employees
Financial Services

OPTYMONEY is an integrated platform for individual financial management problems which provides solutions to the problems related to tax compliance's, calculating expenses, ensuring savings, investing at the right time in right options, managing investments and ensuring that the client's legacies are preserved. All the complexities regarding the hassles of multiple accounts & forgotten passwords, different processes for different activities and different contact points for each work. OPTYMONEY automates each activity with an option to avail advanced personalized services in a secured and simplified manner. Complex options in a financial world needs to be simplified and to be addressed in more innovative ways. Hence, OPTYMONEY and its team of experts brings the tools and information to help the client achieve their financial goals and making compliances, savings and investing profitable fun and stress free.Our cohesive platform of tailor made solutions to clients' hassles and complexities are taken care in such a way that it enables easy access and blend of financial planning, Income Tax planning, Document Management, Wealth Management and Will Creation is at a single click away.