Elevate your journey to wealth
Capitalmind Wealth offers rigorous data-driven investment strategies geared to build long term wealth. Experience transparent, low-cost portfolio management tailored to free up your time for life's important moments.
Built on innovative first-principles thinking
Our blend of Data and Insights seeks to manage risk and reward for long-term growth. Our portfolio strategies help you build wealth while controlling downside risks effectively.
Transform your wealth with trusted expertise
With a proven track record, we're the chosen stewards for hundreds of individuals, families and businesses, dedicated to realizing their financial vision.
Assets Under Management
Median Client AUM
Our investment philosophy
Rooted in the belief that markets are dynamic, we bring an unwavering commitment to humility and lifelong learning. We rely on informed agility, not to forecast the unpredictable, but to craft investment approaches that are as responsive as they are resilient.
Meet the people who manage our portfolios
Our team brings together rich expertise from diverse fields, driven by a shared passion for forging enduring financial success for our clients through unwavering integrity and a commitment to transparency.
Disciplined, data-driven approach to investing that adapts to changing market conditions. Built to go the distance with you.
Comprehensive portfolio strategies
Tailored, responsive strategies to navigate the market's ebbs and flows.
Gain clear insights with detailed reports on your investments’ health.
Competitive No-Surprise fee
A competitive fee structure that ensures most of your profits stay where they belong, with you.
Our team helps you craft a diversified portfolio with our strategic mix, dynamically deployed for risk management.
Frequently Asked Questions
What is the minimum amount I need to invest with Capitalmind?
₹ 50 Lakh (₹5,000,000) as per the SEBI-mandated minimum for PMS Investments. Beyond that, you can add any amount. Many of our clients have set up on-going SIPs to add to their accounts regularly.
How do I decide which Capitalmind Strategy is right for me?
Our team does an indepth assessment of your financial specifics including goals, time horizon, risk-profile before recommending an allocation to Capitalmind strategies tailored to you. This allocation is reviewed periodically to suggest changes as and when called for.
Do I need to invest ₹50 Lakh per strategy?
No. You can allocate your capital across different Capitalmind strategies. Our team does an indepth assessment to recommend the right mix for you. This mix is periodically reviewed and modified if required.
Do you also take calls to stay in cash? When and Why?
We do not take subjective calls to go to cash in anticipation of market corrections because they are hard to predict. Our quantitative portfolios have inbuilt rules that go to cash partially or fully in times of broad market declines. The cash gets redeployed when the allocation rules are met.
Can NRIs invest with Capitalmind PMS?
Not currently. Since there are constraints on ownership of specific stocks for NRIs and the separate documentation required, we do not service NRIs in the PMS. Starting Dec 2023, we offer Capitalmind Select One, our Category 3 AIF that addresses these limitations.
How is the PMS structured - demat, bank and trading accounts?
An individual demat account is created in your name with ICICI Bank, our custodian, where all your holdings are maintained. Our banking partner is ICICI Bank and our trading partner is Zerodha. We don’t need to open a separate bank or trading account for you.
Clear, Transparent Reporting
With our state-of-the-art client dashboard, get a holistic view of your portfolio's performance and dive into granular data with ease. The Progress dashboard simplifies your financial tracking with integrated tax reporting and a clear breakdown of fees. Experience the confidence that comes with complete control and understanding of your investments — all within a few clicks.
Connect with our Client Advisory Team
We are happy to discuss your investment needs and propose a plan tailored to your needs.