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.
At InvestOptima™, our success is powered by these professionals who combine data-driven insights with precise execution.
Aditya holds a Bachelor’s degree in Electrical Engineering and multiple NISM certifications.
With over 12 years of experience in equity research and investment analysis, he brings deep market expertise to InvestOptima™.
As the Head of Research, Aditya leads strategy, ensures high-quality insights, and oversees key operational functions.
His strengths include data-driven decision-making, analytical rigor, and delivering client-focused investment strategies.
With a Bachelor’s degree in Commerce and over a decade at InvestOptima™, Shashikant ensures smooth day-to-day functioning across processes.
He plays a key role in liaising with clients, mutual fund houses, and brokers, ensuring efficient execution and reliability.
Known for his client-first approach and operational excellence, Shashikant is instrumental in strengthening business relationships and workflow efficiency.
Vinayak, a graduate with over 12 years at InvestOptima™, specializes in operational management and foreign currency transactions.
His precision and deep understanding of processes ensure swift, accurate trade execution and seamless client servicing.
Ritik specializes in quantitative and qualitative equity research, conducting peer comparisons and evaluating sectoral investment opportunities.
His structured approach and strong analytical mindset contribute to well-informed investment strategies at InvestOptima™.
Rahul brings hands-on experience in financial markets and data-driven research.
His expertise lies in analyzing market trends and generating actionable insights that support informed portfolio decisions.
Rahul adds detail-oriented precision to the InvestOptima™ research division.
Holding a Master’s degree in Economics, Shambhavi offers a global perspective to InvestOptima’s market research.
Her interest in macroeconomic trends helps identify opportunities and risks, strengthening the firm’s strategic investment outlook.
Akshay manages equity, mutual fund, and derivatives trading with a focus on optimizing risk–reward ratios and supporting portfolio health through MIS reports.
His expertise ensures disciplined execution and consistent performance tracking.
Sagar oversees equity and mutual fund trade settlements, portfolio monitoring, and restructuring activities.
His attention to detail and strong operational discipline contribute to accurate trade execution and reporting.
Sambhav supports equity and mutual fund operations, contributing to portfolio tracking, trade handling, and restructuring processes.
His growing expertise and dedication add efficiency to InvestOptima™’s dealing and reporting desk.
Parag manages equity, mutual fund, and derivatives operations, and is currently pursuing a Bachelor’s in Commerce alongside his CFA Level I candidacy.
His academic foundation and hands-on market experience enhance portfolio tracking and settlement processes.
Aryan handles equity and mutual fund dealing, conducting deep market research to support portfolio restructuring and optimization.
A Commerce graduate and CFA Level I candidate, Aryan combines analytical skill with data-driven decision-making for improved investment outcomes.
Tanushree holds a Bachelor’s in Commerce, MPM (Masters in Personnel Management), and a Diploma in Labour Laws (DLL).
She ensures accurate, structured financial reporting, creating clear and insightful portfolio reports for clients.
Amruta, an MBA in Finance and Commerce graduate, brings strong analytical skills in portfolio performance tracking and investment recommendations.
Her insights help drive optimized client outcomes and performance evaluation at InvestOptima™.
Ashwini, a Civil Engineering graduate, contributes to report preparation and analytical support at InvestOptima™.
Her meticulous attention to detail ensures every client report is accurate, insightful, and well-presented.