Benefits

Discover Capable Benefits

Optima is a self-serve, mobile-first wealth app tailored for HNIs and ultra-HNIs. It combines portfolio tracking, goal visualization, and research-backed insights, giving HNIs full transparency and control over their financial life.

360° Portfolio View

Aggregated holdings across asset classes and platforms

360° Portfolio View

Aggregated holdings across asset classes and platforms

360° Portfolio View

Aggregated holdings across asset classes and platforms

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Analyst's Report

Expert insights on stock performance

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Analyst's Report

Expert insights on stock performance

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Analyst's Report

Expert insights on stock performance

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Personalized Insights

Smart alerts tied to portfolio changes and market events

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Personalized Insights

Smart alerts tied to portfolio changes and market events

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Personalized Insights

Smart alerts tied to portfolio changes and market events

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Portfolio Analytics

Analyze allocation, detect drifts, and initiate advisor collaboration

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Portfolio Analytics

Analyze allocation, detect drifts, and initiate advisor collaboration

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Portfolio Analytics

Analyze allocation, detect drifts, and initiate advisor collaboration

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Concierge & Collaboration

Chat with RMs or join exclusive client forums

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Concierge & Collaboration

Chat with RMs or join exclusive client forums

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Concierge & Collaboration

Chat with RMs or join exclusive client forums

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Security & Privacy

Data protection with full data control, ensuring standard security.

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Security & Privacy

Data protection with full data control, ensuring standard security.

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Security & Privacy

Data protection with full data control, ensuring standard security.

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Analyst's Report

Analyst's Report

Analyst's Report

Expert insights on stock performance, valuation, risks, and return potential to guide medium-term investment decisions confidently.

Expert insights on stock performance, valuation, risks, and return potential to guide medium-term investment decisions confidently.

Expert insights on stock performance, valuation, risks, and return potential to guide medium-term investment decisions confidently.

Fundamental

Fundamental

Fundamental

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Technical

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Technical

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Technical

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Risk indicators

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Risk indicators

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Risk indicators

Trading Experience

Trading Experience

Trading Experience

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Mobile-first experience with goal tracking

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portfolio analytics

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gamified insights,

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concierge features

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Manage Funds Easily

Manage Funds Easily

Manage Funds Easily

Handle your money like a pro—track, invest, and manage funds smoothly with tools designed to make finance simple.

Handle your money like a pro—track, invest, and manage funds smoothly with tools designed to make finance simple.

Handle your money like a pro—track, invest, and manage funds smoothly with tools designed to make finance simple.

Easy to Add Funds

Easy to Add Funds

Easy to Add Funds

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Easy Settlements

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Easy Settlements

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Easy Settlements

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Categorical Fund Insights

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Categorical Fund Insights

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Categorical Fund Insights

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