Comercial planning
for business
Collaboratively disintermediate in impacter compellingly archite info all tasks completed
SINCE 2007
AMFI-registered Mutual Fund Distributor · ARN-51640
PORTFOLIO MANAGEMENT SERVICES
We distribute Portfolio Management
Services — we do not manage them
• Optima is a distributor of PMS. We are not a Portfolio Manager and we do not manage portfolios.
• Your portfolio is managed by the SEBI-registered Portfolio Manager you appoint, under an agreement made directly between you and them.
• SEBI sets a minimum investment of ₹50 lakh for PMS.
• We hold the NISM certification required to distribute Portfolio Management Services.
• We are paid commission by the Portfolio Manager. No return is assured or guaranteed — please read the Portfolio Manager's Disclosure Document carefully before investing.
End-to-End finance solution
High standards in networks
Competently architect market
Collaboration and idea-sharing
HOW IT WORKS
What our role is,
and what it is not
Distribution, not management
We introduce and onboard. The Portfolio Manager you appoint manages the money.
NISM certified
We hold the NISM certification required to distribute Portfolio Management Services.
₹50 lakh minimum
SEBI sets the minimum investment for PMS at ₹50 lakh per investor.
No assured returns
Read the Portfolio Manager's Disclosure Document carefully before investing.
K+
Total work complete
M+
Traffic Generates
SIMPLE PROCESS
Finished task follow the process
STEP - 1
Comercial planning
STEP - 2
Information gather
and security
Collaboratively disintermediate in impacter compellingly archite info all tasks completed
STEP - 3
Related competitor
research
Collaboratively disintermediate in impacter compellingly archite info all tasks completed
STEP - 4
Finished process
highly impact
Collaboratively disintermediate in impacter compellingly archite info all tasks completed
SERVICE BENIFITS
Introducing our dedicated
expert consultants
Strategy for Planning
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Tracking Business Operation
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Benifits for Planning
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Lets collaborate with us!
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