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Capitalmind PMS (Portfolio Management Services) is a premier investment solution designed to cater to the diverse financial goals of investors.

Known for its expertise in equity investments, this PMS house offers a range of strategies tailored to maximize returns through research-driven portfolio management.

The Capitalmind Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.

Capitalmind PMS - Snapshot

Total AUM

Rs.4946.96 Cr.

1 Year Return

38.40%

Minimum Investment

Rs.50 Lakh

Experience

10 Years

Active Clients

1,240

Capitalmind Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

4.15 / 5

Fees

3.95 / 5

Experience

4.13 / 5

Support

4.03 / 5

Facilities

3.99 / 5

Overall Rating

4.05 / 5

Star Rating


Overview of Capitalmind Portfolio Management Services

Organization Type

Private

Head Office

Bangalore, Karnataka

Founder

Sunila Munjal

Founded In (year)

2014

No. of Active Clients

1,240

Minimum Investment

Rs.50 Lakh

Investment Strategies

4

Capitalmind PMS Returns or Performance

1 Year

38.40%

Nifty 50 - 1 Year

17.34%

3 Year

16.52%

Nifty 50 - 3 Year

13.57%

5 Year

23.57%

Nifty 50 - 5 Year

20.77%

Capitalmind PMS Charges or Cost

Fixed Fees

1% of Fund Value (AMC)

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Capitalmind PMS Investment Strategies

Strategy Name Market Fund Surge India Adaptive Momemtum Resilient
Start Date 01-Mar-19 02-Nov-17 01-Mar-19 01-Sep-21
Category Large Cap Multi Cap Multi Cap Multi Cap
Benchmark Nifty 50 Nifty 50 Nifty 50 Nifty 50
AUM (Rs.) Rs.224.93 Cr. Rs.656.37 Cr. Rs.941.60 Cr. Rs.45.03 Cr.
No. of Stocks Not Disclosed Not Disclosed Not Disclosed Not Disclosed
1 Yr. Return 41.54% 53.38% 41.24% 17.44%
3 Yr. Return 14.92% 23.52% 16.22% 11.43%
5 Yr. Return 19.00% 23.56% 28.16% NA
Fund Manager Mr. Deepak Shenoy Mr. Deepak Shenoy Mr. Anoop Vijaykumar Mr. Anoop Vijaykumar

Top Portfolio Managers of Capitalmind Portfolio Management Services

#1

Mr. Deepak Shenoy

#2

Mr. Anoop Vijaykumar

Capitalmind Portfolio Manager - Customer Support

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 3 Working days

Capitalmind Portfolio Management - Investment Facilities

Custom Strategy

Not Provided

Strategy Switch

Not Provided

Switch Charges

0.8% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

Free

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Capitalmind PMS - SEBI Details

SEBI Reg. No.

INP000005847

Contact Person

NA

Telephone No.

NA

Address

2323 Prakash Arcade 17th Cross 27th Main, 1st Sector HSR Layout, BANGALORE, KARNATAKA, 560102

Starting Date

Sep 27, 2017

Capitalmind Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Capitalmind Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Capitalmind PMS Backoffice or Dashboard Link

Web Platform

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