Capitalmind - Portfolio Management & Investment Insights

PMS (Capitalmind Wealth)

SEBI Registration: INP000005847

PMS Disclosure Document
Download PMS Fee Calculation Illustration
Investor Charter: Portfolio Manager
Financial Information
Complaint Resolution - PMS

AIF (Capitalmind Select)

SEBI Registration : IN/AIF3/23-24/1357

Stewardship Policy
Voting Policy
Conflict of Interest Policy
Voting Log - Quarterly Basis
Complaint Resolution - AIF

PMS Disclosure

Investor Charter: Portfolio Manager

Financial Information

Annual Return 2021-22

Annual Return 2020-21

Annual Return 2019-20

Complaint Resolution - PMS

Complaint disposal data/trend

For general queries and updates, write to support@capitalmind.in

For escalations, write to akanksha@capitalmind.in or call at +91 6361 531 722

To register a formal complaint with us, write to pmscompliance@capitalmind.in with your name, registered mobile number, PAN Card, and nature of the complaint.

If none of the above steps are able to resolve your issue/concern/complaint, then:

SEBI has a web-based centralized grievance redress system called SEBI Complaint Redress System (SCORES) at http://scores.gov.in where investors can lodge their complaints against PMS.

Download the SEBI SCORES Mobile App

AIF Stewardship Policy

Voting Policy

Conflict of Interest Policy

Voting Log - Quarterly Basis

Complaint Resolution - AIF

Compliance officer details

Name: Swati Singh

Email: aif@capitalmind.in

Phone: 7505639554

If you have any complaints regarding CSIO, you can follow the below steps:

Step 1: Please send an email with your issue/concern/complaint to info@capitalmind.fund .

If your issue is not resolved as part of the email communications of Step 1, then:

Step 2: Please send an email with your issue/concern/complaint to compliance@capitalmind.fund , aif@capitalmind.in.

If your issue is not resolved via the communications of Step 1 and Step 2, then:

Step 3: Please send an email with your issue/concern/complaint to vashistha@capitalmind.in .