We are proud to share that CA Nidhi Tatia, Founder of Dev Mantra Online Services Pvt Ltd – Optymoney, has been featured in the PwC × Confederation of Indian Industry (CII) publication, “Navigating Turbulence, Solving for Tomorrow.”
The feature captures her journey from a Chartered Accountant to an entrepreneur who recognised the growing anxieties individuals and businesses face around personal finance, taxation, compliance, and succession planning.
With a vision to address these challenges holistically, she co-created Optymoney along with the founding team, building a platform that integrates financial expertise, technology, compliance, real-time dashboards, and in-person advisory to deliver personalised and structured financial guidance.
Key Highlights of the Feature
- How Optymoney was conceptualised by combining deep experience in auditing, taxation, and wealth management
- The development of a unique hybrid model that allows clients to interact with experts in person while also using digital tools to track and manage their financial goals
- A unified dashboard that brings together investments, tax filings, compliance, insurance, loans, and more, eliminating the need to navigate multiple platforms
- The team’s persistent efforts during the product-building phase, including technology hiring, scalable framework design, and expanding service offerings
- The operational challenges faced post-COVID and the shift toward stronger marketing, automation, and digital workflows
- A collective focus on empowering women entrepreneurs, NRIs, MSMEs, and families with transparent and structured financial planning
- A strong commitment to trust, compliance, and ethical practices, which forms the foundation of Optymoney
- The roadmap ahead, including strategic partnerships, co-founder onboarding, product enhancements, and scaling through franchise formats
This recognition is not just a feature – it reflects the hard work, resilience, and vision behind Optymoney’s mission. It acknowledges the courage to innovate in a traditionally complex industry and the dedication to making financial management more accessible, transparent, and structured.
This milestone celebrates the contributions of CA Nidhi Tatia and Vikash Tatia, whose clarity, purpose, and leadership continue to drive Optymoney forward.