Impact of Capital Gains Tax Changes on PMS, AIF, Mutual Funds and smallcases: A comprehensive analysis

India's Union Budget 2024-25 introduced significant changes to the capital gains tax structure, affecting equity investors and their preferred investment vehicles. This article explores how the increased short-term and long-term capital gains tax rates impact returns and strategies for Portfolio Management Services (PMS), Mutual Funds (MFs), Smallcase, and Alternative Investment Funds (AIFs). Discover the historical performance comparison between PMS and mutual funds, the advantages of a diversified portfolio allocation, and the way forward for fund managers in navigating the new tax landscape.

The Print Interview: 'Money no longer bastion of those who had it in past, anyone can make money in India' Deepak Shenoy

Capitalmind launches its first AIF: Capitalmind Select India One

Bengaluru-based Capitalmind Financial Services unveils its first Alternative Investment Fund, "Capitalmind Select India One." This Category 3 AIF aims to raise INR 500 crores in 12 months, offering a long-bias multi-factor strategy. The fund combines Momentum, Low Volatility, and Quality factors, targeting sophisticated investors with a minimum INR 1 Crore investment. Building on its successful PMS track record, Capitalmind expands its quantitative investment offerings. The AIF features active risk management, a flexible portfolio of 20-40 stocks, and systematic hedging. With this launch, Capitalmind reinforces its position as a leader in innovative investment solutions for the Indian market.

NDTV Profit Interview: Deepak talks about removal of Indexation on Real Estate

As Budget2024 eliminates the indexation benefit for property sales, Capitalmind’s Deepak Shenoy talks about its impact on real estate.

Livemint: Deepak Shenoy emphasizes continued tax advantages of real estate

Real estate continues to offer significant tax advantages, making it a highly favourable asset class.

Business Today Interview: Deepak Shenoy On Budget 2024-25, Growth, Capex, LTCG, STCG, Jobs

Deepak Shenoy On Budget 2024-25, Growth, Capex, LTCG, STCG, Jobs

Zerodha Interview: Will the Amrit Kaal last for the Indian markets and economy? with Deepak Shenoy

Will the 'Amrit Kaal' endure? Deepak in conversation with Zerodha.

Livemint Interview: IT, Pharma to face headwinds, strong earnings growth seen in Financials, Auto, FMCG

Indian stock market seems to be at relatively normal valuations at the Nifty level, said Deepak Shenoy, Founder and CEO of Capitalmind.

Media Coverage - Stock Markets are overvalued, but may continue to remain so

Deepak Shenoy, the founder and CEO of Capitalmind, has cautioned investors about the current stock market movements.

Investing in Portfolio Management Services (PMS) for Family Offices: Pros, Cons, and Selection Criteria

Investing in Portfolio Management Services (PMS) can significantly benefit family offices by offering customized investment strategies, professional management, and access to exclusive opportunities. PMS provides tailored solutions that align with the unique financial goals and risk tolerance of family offices, ensuring flexibility and control over investments. However, it's crucial to consider potential drawbacks such as high costs, liquidity constraints, and performance volatility. When selecting a PMS provider, family offices should evaluate factors like investment philosophy, fee structure, manager expertise, transparency, and risk management. By making informed decisions, family offices can leverage PMS to enhance their investment outcomes and secure their wealth for future generations.

Media Coverage: How Budgets Affect Markets

Capitalmind PMS Surpasses ₹2,000 Crore in AUM demonstrating exceptional market performance

Capitalmind Financial Services Pvt. Ltd., a SEBI-registered portfolio manager, has surpassed ₹2,000 crore in assets under management (AUM) in just 6.5 years. The firm's quant-driven Adaptive Momentum strategy and fundamentally oriented Surge India strategy have delivered impressive annual returns of 30.2% and 24.2% respectively over the past five years, outperforming major market indices. Serving over 1,200 clients across 170+ Indian cities, Capitalmind combines data-driven strategies with qualitative research to consistently deliver market-beating returns. The company offers both active and passive investment options, including a recently launched quantitative AIF, and has applied for a mutual fund license to expand its retail investor reach.