Vishwas Godbole is a registered investment advisor at Opulent Strategies, LLC, based in Saratoga, CA, with 21 years of industry experience. Vishwas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 25 clients with $850K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Opulent Strategies charges fees based on whether you are considered a "Qualified Client" (over $1,000,000 managed by the advisor or $2,200,000 net worth excluding primary residence equity). Qualified clients pay a base fee (percentage of assets) plus a performance fee (share of capital gains above a threshold). Non-qualified clients pay a fee based on a percentage of assets. The specific fee schedule is detailed in the advisory contract. Fees do not include brokerage commissions or other transaction costs.
Location
Saratoga, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Vishwas is a sole proprietor operating under the name Navin Systems since 1986, initially focused on test equipment manufacturing and engineering consulting, and later investment software development. Since 2004, Vishwas has been working full-time as an investment advisor.
Employment History
Current Registrations
Opulent Strategies, LLC
State Registrations1 state
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