Testimonials

FinOptic is one stop for all your financial management needs. I was recommended by a dear friend and I was sceptical to meet the team. But, when I met Opinder, I was quite amazed with his market understanding and forward-looking capacity. Today, my investements are growing each day and I give the credit to FinOptic and will recommend others to use their consultation!

Opinder you have a long way to go! Your predictions for the portfolio has always added value. I have made my retirement secure and i am sure, I can sleep well without thinking for tomorrow. U are the most reasonable and easyily approachable investment advisor

FinOptic is for anyone looking for investment advice/service that is very personalized portfolio management. What is impressive is the ability to customize investment plans based on each individuals (or group/family) requirements and goals. They truly believe in a long term relationship with their customers. As a long time investor and having experienced multiple investment advisors, I can vouch for FinOptics ability to provide proper and long term investment strategy.

We have been associated with Opinder Jain & his team for over 10 years now. They are just next door away for any assistance in regard to financial planning. I like his approach and listening capacity for giving right strategy advise to us. Wishing you all luck!

I was born in India and moved to US 19 years back. Have a sound understanding of all available investment vehicles in India and US. I decided to work with Opinder Jain after I met him on my India trip 14 years back. I have actively worked with him for over 10 years in all my investments in India, all the way from Insurance to Mutual funds. Opinder and his team is always ready to discuss strategy and concerns before an investment is made. He also advises on making changes to existing investments to maximize the return. I have invested in equity and non equity assets based on his advice. He always suggests a time period for a specific investment to maximize the return and be close to a expected return. Have actively worked with him to create different investment baskets with a targeted return. He has always been willing to go over the paper work and any bank related issues to make the invest process easy.He knows all investment vehicles that apply to Indian citizen and NRI investments as there are different tax implications. He has also gone out of the way to help me with my Father's funds after he passed away. I have used his services for myself and my family. Will strongly recommend using his services to create a long term investment vehicle for the future at a low cost and ride the Indian and International stock markets. I wish him and FinOptic all the best for in all their future endeavors.