Aspiring HNIs
Want expert opinion on helping you form a graduation path?
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
AggressiveModerateConservativeStock StrategiesMutual Fund BasketsPersonalised
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
Surge IndiaAdaptive MomentumMutual Fund BasketsInvestment Corpus: ₹1.5 Cr
Seema Sharma
Philosophy That Defines Capitalmind
Research First
Corpus, monthly expenses, liabilities, healthcare buffer, legacy intent
Market Adaptability
Simple setup, no active management required afterwards
Quantitative Discipline
Split between capital preservation and measured growth strategies
Competitive Fee
A structure that ensures most of your profits stay with you.
Built for People who believe in Long Term Investment & Wealth
Creation.
Our Portfolios are designed for long term wealth acquisition and recovering turbulent markets.
Delegating HNIs
Looking for systematic withdrawal and strong wealth protection?
Retirees
Looking for systematic withdrawal and strong wealth protection?
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?
Daily Balance
Want your portfolio managed by experts without constant monitoring or decision-making
Redeem Liquidity Easily
Looking to pass on wealth in a structured, thoughtful manner with clarity for future generations
Invest and Add funds easily
₹50L+ in retirement corpus available for equity allocation, looking to balance growth with capital protection
Separate DMAT Account
Fixed deposit returns lag behind rising inflation leading to declining real returns on savings
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
SEBI mandates a minimum investment of ₹50 Lakhs for all portfolio management services.
You'll receive a Monthly Fund Manager report, along with full visibility into your holdings at any time.
Yes. PMS investments are not locked in — you can redeem your holdings, subject to standard settlement timelines.