Manager
Optima Wealth
Service
Discretionary
Asset class
Multi-asset

Optima Wealth Private Limited - Optima Index

₹1.93 Cr

Assets under management

Reported to SEBI · 30 Sep 2026

Optima Wealth’s Optima Wealth Private Limited - Optima Index managed ₹1.93 crore across its clients at 30 Sep 2026.

Key numbers

AUM
₹1.93 Cr
Benchmark
NSE Multi Asset Index 1 (50%: Nifty 500,40%: Nifty 50 Arbitrage Index,10%: REIT and INVIT)
Turnover, past year
0.00×
Min. investment
₹50 lakh (SEBI)
Reported to SEBI
30 Sep 2026

Returns vs benchmark

Optima Wealth Private Limited - Optima Index returns against the NSE Multi Asset Index 1 (50%: Nifty 500,40%: Nifty 50 Arbitrage Index,10%: REIT and INVIT)
PeriodThis strategyNSE Multi Asset Index 1 (50%: Nifty 500,40%: Nifty 50 Arbitrage Index,10%: REIT and INVIT)Difference
1 month−3.78%−2.65%−1.13%
Since inception−2.79%−2.75%−0.04%

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.

Portfolio mix

  • Listed equity84.46%
  • Mutual funds12.95%
  • Cash and other2.59%

Flows and turnover

Inflow, Sep 2026
₹0
Outflow, Sep 2026
₹0
Net, Sep 2026
₹0
Net, FY to date
₹2 Cr
Turnover, month
0.79×
Turnover, past year
0.00×

Money clients put in and took out. The financial year runs from 1 April.

FAQs

What has Optima Wealth Private Limited - Optima Index returned?

As reported for 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.78%; Since inception: −2.79%.

How much does Optima Wealth Private Limited - Optima Index manage?

₹1.93 crore at 30 Sep 2026, as reported to SEBI.

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.

Who manages Optima Wealth Private Limited - Optima Index?

Optima Wealth, a SEBI-registered portfolio manager (INP000010159), runs it as a discretionary service.

How are PMS returns reported?

Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.

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.

Full disclaimer

See how a PMS fits your plan

Armor checks every holding against your goals, risk and timeline.

Get the app