Mumbai, August 19, 2026: Optima, a SEBI-registered portfolio manager, has officially launched with a mission to make hedge-fund intelligence personal. Optima’s approach begins with the critical risk clients already carry, often concentrated in one industry—and engineers portfolios around it.
For most Indians, wealth is built in a single industry. When that industry suffers, investments often follow. Hedge funds have long solved this problem by holding core conviction while hedging what threatens it. Optima now brings that approach to the individual investor.
Platform Capabilities
Optima’s AI-native system integrates:
- Systematic portfolio optimization.
- Trade execution.
- Client services.
The platform responds in real time and improves continuously, even while clients sleep. An upgraded version of the AI-native platform will roll out next month, extending Optima’s promise of “hedge-fund intelligence made personal.”
Founder’s Vision
Param Patel, 26, Founder of Optima: “I grew up around a family business in real estate development and watched cyclical businesses and investments move with the same tide. When I tried to find someone who would craft a portfolio around our critical risk, I kept getting sold off menus. Optima was built to change that.”
Param studied computer science and applied mathematics at the University of Southern California, was a Kleiner Perkins engineering fellow, and worked across Silicon Valley AI startups and New York fintech. After returning to India, he spent 18 months building and stress-testing quantitative systems on his family’s capital before assembling the Optima team.
Firm Profile
- Headquartered in Mumbai.
- Fully bootstrapped.
- Team combines expertise in quantitative research, product design, and global hedge-fund trading.
- Client-first stance: full refund of management fees for those who leave within the first six months.
Param Patel: “Optimists don’t play it safe. Optima makes it safer to keep playing.”
About Optima
Optima is a SEBI-registered portfolio manager built for individuals whose portfolios carry the same risk as the industry that made them. By mapping client exposure and engineering portfolios around it, Optima applies hedge-fund strategies one person at a time.
🌐 Website: optima.ai
