LGT Wealth India Private Limited • Equity
Optima is an equity portfolio management service (PMS) strategy run by LGT Wealth India Private Limited, launched on 27 Apr 2022. As of 30 Sep 2026, it manages ₹57.26 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +5.02% over 1 year and +1.41% over 3 years (+5.57% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 4.65 percentage points behind of its benchmark. Its 3-year return ranks 203rd of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹1 Crore. The strategy is managed by Chirag Doshi.
Ranked nearby on 3-year return: OAKS Co-investment Portfolio-Private Markets (+2.47%), Wealth Weaver Growth Portfolio AXIS (+2.29%), Ventura Siddhartha Best in Class (+1.31%), Acepro Galaxy Strategy (+0.47%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -2.69% |
| 3 Months | +1.43% |
| 1 Year | +5.02% |
| 3 Years | +1.41% |
| Since Inception | +5.57% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callOptima has a 1-year return of +5.02%, a 3-year return of +1.41% and +5.57% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Optima returned +1.41% against +6.06% for the Nifty 50 TRI, 4.65 percentage points behind. Over 1 year it returned +5.02% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, Optima's 3-year return of +1.41% ranks 203rd as of 30 Sep 2026.
Optima is managed by Chirag Doshi at LGT Wealth India. The strategy manages ₹57.26 Cr of client assets as of 30 Sep 2026.
Optima manages ₹57.26 Cr of client assets as of 30 Sep 2026.
The minimum investment for Optima is ₹1 Crore.
Optima was launched on 27 Apr 2022. It has a 4-year track record.
Description
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