Optima Launches AI-Native Portfolio Management Platform for Concentrated Investors

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Optima has launched an AI-native portfolio management platform that builds investment strategies around clients' existing industry and business exposure, with a new upgrade planned next month

Optima, a Securities and Exchange Board of India (SEBI)-registered portfolio manager, has launched an AI-native portfolio management platform designed to build investment strategies around the risks already held by individual investors.

The Mumbai-based firm said its approach is aimed at investors whose wealth is concentrated in a particular industry or business. Instead of treating a client's existing exposure separately from their investment portfolio, Optima said it maps the risk and builds a portfolio designed around it.

The company said its technology combines systematic portfolio optimisation, trade execution, and client services into a single AI-native system. It is designed to respond to changing portfolio conditions in real time, while an upgraded version of the platform is scheduled to roll out next month.

Optima Builds Around...

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