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Numberz: Where AI Powers Precision

Optima – DIY HNI Wealth App

For Ultra HNIs

Learn how it works

Learn how it works

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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

Analyst's Report

Expert insights on stock performance

Analyst's Report

Expert insights on stock performance

Analyst's Report

Expert insights on stock performance

Personalized Insights

Smart alerts tied to portfolio changes and market events

Personalized Insights

Smart alerts tied to portfolio changes and market events

Personalized Insights

Smart alerts tied to portfolio changes and market events

Portfolio Analytics

Analyze allocation, detect drifts, and initiate advisor collaboration

Portfolio Analytics

Analyze allocation, detect drifts, and initiate advisor collaboration

Portfolio Analytics

Analyze allocation, detect drifts, and initiate advisor collaboration

Concierge & Collaboration

Chat with RMs or join exclusive client forums

Concierge & Collaboration

Chat with RMs or join exclusive client forums

Concierge & Collaboration

Chat with RMs or join exclusive client forums

Security & Privacy

Data protection with full data control, ensuring standard security.

Security & Privacy

Data protection with full data control, ensuring standard security.

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

Technical

Technical

Technical

Risk indicators

Risk indicators

Risk indicators

Trading Experience

Trading Experience

Trading Experience

Mobile-first experience with goal tracking

portfolio analytics

gamified insights,

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

Easy Settlements

Easy Settlements

Easy Settlements

Categorical Fund Insights

Categorical Fund Insights

Categorical Fund Insights

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