Research First
Corpus, monthly expenses, liabilities, healthcare buffer, legacy goals — we map every variable before we invest a single rupee.
Capitalmind PMS
Strategies Built With 20+ Years Of Research And Market Data, Not Hot Takes
You Define your financial goals. We design an allocation framework around them and implement it through research-backed investment strategies.
Cutting edge Portfolio Management built on innovative first-principles thinking
Capitalmind Surge India
Capitalize on the pulse of progress with Capitalmind Surge India. This strategy homes in on companies at the forefront of India's burgeoning growth, offering you a share in the country's vibrant economic expansion.
Learn MoreCapitalmind Adaptive Momentum
India's longest-running quantitative momentum strategy. With over five years of demonstrable success, this strategy is engineered to identify and capitalize on stocks showing strength and letting the winners bloom while effectively managing risk.
Learn MoreCapitalmind Mutual Fund Baskets
Dynamically invest in a tax-efficient, low-churn portfolio of top-performing mutual funds optimized for performance.
Learn More
Philosophy That Defines Capitalmind
Market Adaptability
Simple setup, no active management required afterwards. Our strategies shift with the market so your portfolio stays resilient.
Quantitative Discipline
Split between capital preservation and measured growth strategies — driven by data, not emotion or market noise.
Competitive Fee
A structure that ensures most of your profits stay with you. We earn when you earn — alignment by design.
Built for People who believe in Long Term Investment & Wealth
Creation.
Our Portfolios are designed for long term wealth acquisition and recovering turbulent markets.
Your 4-Step Path to Smarter Wealth Management
1. Discovery
We analyze your goals, current portfolio
2. Strategy
We find the best strategies for your Investment goals
3. Onboarding
Hand-holding through KYC, agreement, fund transfer.
4. Advisory & Analysis
Monthly Fund Manager reports, Periodic Reviews, and rebalancing
What does the PMS process provide you?
Holistic Wealth Creation
NRE or NRO funds available for Indian equity deployment
Return Planning
Planning to return to India within 5-10-15 years and building corpus here
Systematic Remote Investments
Want India equity exposure without managing it from abroad or Existing India holdings are unstructured
50 Lakhs Investment corpus
If you have a minimum investment corpus of 50 lakhs to 1 cr, we can help you manage your wealth.
No Surprises. Just Clear Reporting.
An intuitive dashboard with live returns, goal tracking, and real time insights. Clear reporting that keeps you in control of your wealth.
Performance visibility
Track live returns with a clear, real time view of your portfolio.
Goal Management
Stay aligned with your financial goals by tracking progress in real time.
Comprehensive Reports
Access clear, concise reports that keep you informed without complexity.
Frequently Asked Questions
Yes, via NRE or NRO accounts; FEMA guidelines apply.
Yes, returns generated through an NRE account are freely repatriable.
No, the entire onboarding process can be completed digitally from anywhere in the world.
Taxes are deducted at source (TDS) for NRIs as per applicable rates.
Yes, the SEBI mandated minimum investment of ₹50 Lakhs applies to NRIs as well.