About Us
We are a family office who comes with strong financial market experience and background. Individuals who can understand the need of retail investors & assist them in achieving their financial goals. With our experience, we can also help large investors to grow wealth.
Vision
To become the most trust-worthy platform that one can leverage to achieve financial freedom
Mission
We are committed to create options (multiple income pillars) for our investors
Our Smart Investment Approach
We believe in continuous improvement & customer feedback is an important tool for us
Goal Discovery
Identify the goals- Agree on investment commitment
- Understand the risk
Start your Journey
- Initial portfolio design
- Hassle free onboarding
- Initial investment
Portfolio Monitoring
- Monthly reporting with recommendation.
- Quarterly review
- Adhoc calls (for unforeseen changes)
Our Services
Efficient KYC & onboarding
Efficient KYC and onboarding process Is the gateway to establish a secure relationship with clients
Investment option with Top Mutual Funds
Empanelled with top mutual funds to offer diversified portfolios and potential for higher returns and capital growth.
Portfolio monitoring & apt recommendations
Portfolio monitoring offers timely insights and tailored recommendations, optimizing investment performance and risk management
Insurance advisory to secure your future
Insurance advisory provides tailored protection plans, safeguarding your financial future and ensuring peace of mind.
Assist with Loan Services
Loan services assistance simplifies application processes, providing expert guidance and tailored solutions for your immediate financial needs.
Our Differentiators
Access To Top AMCs
Elite access to premier Asset Management Companies for robust investment opportunities.
Customized Portfolio
Tailored investment mix for personalized financial growth and risk management.
Focused Attention By Experts
Expert-led strategies channel attention for precise financial growth and management.
Best In Class Software
Cutting-edge software for optimal performance, efficiency, and seamless user experience.
Growth Focus
Strategic emphasis on expansion and development for sustained and progressive growth.
Risk Management
Proactive strategies to mitigate uncertainties, ensuring financial stability and resilience.
100 +
Happy Investors
& Growing
Find Your Answers Here
Mutual fund is a vehicle to mobilize money from investors, to invest in different markets and securities, in line with stated investment objectives. In other words, through mutual fund, an investor can get access to equities, bonds, money market instruments/securities, that may otherwise be unavailable to them.
Minimum 3 to 5 years (You can start SIP with any amount but it should be in alignment with your goal & what you may want to achieve in your near future. An ideal start can be a monthly SIP of Rs. 5000/-or a lumpsum of Rs.50000/- )
Mutual fund investment is always subject to market risk. However, we are here to help you understand the risk better so your money grows consistently. We do not recommend to invest everything in mutual fund.In fact diversify with schemes that gives low but gurranteed return.Overall we advise to ensure that your portfolio grows consistently year on year so you beat the inflation.
During the last few years market has been rallying globally & now equity market is at all time high & returns are more than 20% for almost every fund.Normally, we should expect a return between 12% to 15% over a period of 3-5 years. At the end, our experts can sit with you to understand your goals & risk apetite , and suggest funds & schemes that will match your need.
SIP is always advisable to start your investment and beat the volatality. For any lumpsum investment , please reach out us and we will guide you to effectively deploy your capital & get higher returns.
You should always buy an insurance (especially term insurance) to cover your risk against any un-foreseen situation
You should start your term insurance as early as possible so your premium stays low.
Once again its completely depends on your risk apetite & financial goals that you may want to achieve over a period. Please reach out us and we will guide you throughout.
Our Testimonials
“My investments were meticulously planned with the help of my advisor. Initially, as a retired person, I was concerned about the risks associated with mutual funds. However, thanks to guidance from OptionInLife, I can see that my portfolio is growing & capital is secured because of diversification.”
Anil Kumar
62, Retired Personnel
“I always wanted to achieve my financial goals but I was not sure where to start & how much to invest in SIP. My advisor has guided me with the right funds and now I am confident of reaching my goal.”
Bharat Singh
32, Private Sector
“As a housewife, I am always focused on saving money for the future to fulfill my family's goals. I had never found anyone who offered both options to maximize returns and secure my capital. With OptionsInLife, I can now invest in mutual funds and diversify into reliable insurance policies to ensure my family's future security.”
Sunita Rathore
34, House Wife
“I have recently started my job. It was enlightening for me while seeking the guidance from OptionsInLife advisor and that made start my investment journey at this early age. I really can feel the value of starting a SIP early or pay low premium for your term insurance”
Priya Ghosh
26, Private Sector
