- Manager
- Optima Wealth
- Service
- Discretionary
- Asset class
- Multi-asset
Optima Wealth Private Limited - Your Optima
₹104 Cr
Assets under management
Reported to SEBI · 30 Sep 2026
Optima Wealth’s Optima Wealth Private Limited - Your Optima managed ₹104 crore across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹104 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
| Period | This strategy | NSE Multi Asset Index 1 (50%: Nifty 500,40%: Nifty 50 Arbitrage Index,10%: REIT and INVIT) | Difference |
|---|---|---|---|
| 1 month | −3.45% | −2.65% | −0.80% |
| Since inception | −3.63% | −2.75% | −0.88% |
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 equity83.79%₹87.17 Cr
- Mutual funds12.44%₹12.94 Cr
- Cash and other3.78%₹3.93 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹85.50 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹85.50 Cr
- Net, FY to date
- ₹107 Cr
- Turnover, month
- 1.04×
- 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 - Your Optima returned?
As reported for 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.45%; Since inception: −3.63%.
How much does Optima Wealth Private Limited - Your Optima manage?
₹104 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 - Your Optima?
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.
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