Opulent Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$390,328
Clients
17
Advisors
1
of 1 employees
About
Opulent Strategies provides discretionary portfolio management to individuals, high‑net‑worth clients, and small business/corporate accounts through individually managed accounts at brokerage custodians. Services are tailored to client objectives and documented in a written investment policy that can specify option types and targeted return levels.
The firm’s core approach emphasizes generating monthly cash flow by selling index and equity options, primarily through credit put and call spreads with weekly, monthly, or quarter‑ending expirations, and generally returning to cash at monthly expirations. Investment decisions use technical analysis and real‑time execution on a block trading platform (Opulent IMA), with monthly accounting that aligns with the options cycle and ongoing position adjustments for risk management.
Compared with many independent solo RIAs, Opulent Strategies employs derivatives inside separately managed accounts and uses performance‑based fee arrangements for qualified clients—both features that are statistically uncommon among peers. The firm also accepts corporate or business clients in addition to individuals and discloses procedures intended to mitigate conflicts related to incentive fees and to allocate trading opportunities fairly across a small, closely managed client base.
Client services
Expertise
Fee options
Performance fee based on capital gains exceeding a profit threshold for Qualified Clients, negotiated individually.
Account minimum: $100,000 for new non-accredited clients; $300,000 for new Qualified clients (waivable)
Main office
Saratoga CA
Advisors at this office
1
Most active in
California · Idaho
Also doing business as
Godbole, Vishwas Rajaram · Navin Systems · Opulent Strategies, LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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