- SEBI reg.
- INP000010159
- Services
- Discretionary
- Reported
- 30 Sep 2026
Optima Wealth
₹106 Cr
Assets under management
8 clients · 2 strategies · 30 Sep 2026
Optima Wealth managed ₹106 crore for 8 clients at 30 Sep 2026, across 2 strategies, most of it for domestic individuals and others. In September clients added ₹85.50 crore and withdrew ₹0.
Key numbers
- SEBI registration
- INP000010159
- Discretionary AUM
- ₹106 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Optima Wealth Private Limited - Your Optima | Multi-asset | ₹104 Cr | — | — |
| Optima Wealth Private Limited - Optima Index | Multi-asset | ₹1.93 Cr | — | — |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Who it manages money for
| Client type | Service | Clients | AUM |
|---|---|---|---|
| Domestic individuals and others | Discretionary | 8 | ₹106 Cr |
Flows
- Inflow, Sep 2026
- ₹85.50 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹85.50 Cr
- Inflow, FY to date
- ₹110 Cr
- Outflow, FY to date
- ₹1 Cr
- Net, FY to date
- ₹109 Cr
Discretionary service. The financial year runs from 1 April.
Complaints
- Pending at start of month
- 0
- Received
- 0
- Resolved
- 0
- Pending at end of month
- 0
FAQs
How much does Optima Wealth manage?
₹106 crore for 8 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Optima Wealth have?
8 clients at 30 Sep 2026, mainly domestic individuals and others.
Which PMS strategies does Optima Wealth offer?
It reported 2 to SEBI for 30 Sep 2026: Optima Wealth Private Limited - Your Optima, Optima Wealth Private Limited - Optima Index.
Is Optima Wealth registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000010159.
Has Optima Wealth had investor complaints?
In September it received 0 and resolved 0; 0 were pending at the end of the month.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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