Insights

The Shadow Portfolio: How Tax Anchors and Mental Accounting Lock You into Inaction

Your legacy investments need the same care your core portfolio does. Read on to know how NDPMS can close the gap and why it might be the bridge your shadow portfolio needs.

The Single-Pane-of-Glass Audit: Solving Tax Reporting, Corporate Actions, and Real-Time Capital Gains

Without a unified, look-through analytical framework, the investor is blind to what their investments are actually doing. Read on to know how consolidating your fragmented wealth into an institutional architecture can help reduce sprawl.

Launching Capitalmind Non-Discretionary PMS

For HNIs with complex portfolios, the choice has traditionally been binary: liquidate legacy investments and hand everything to a discretionary wealth manager, or manage it all yourself. But neither option ideal. That’s the gap Capitalmind’s newly launched Non-Discretionary Portfolio Management Service (NDPMS) is designed to address.

Execution as an Asset Class: Why Institutional Order Routing and Timed Rebalancing Matter

Execution is not merely a back-office function. When managing significant wealth, execution is an asset class in itself. Read on to know how NDPMS solves for behavioral bottlenecks in wealth creation.

What Direct Foreign Investing Means for PMS

Your PMS will soon be able to buy foreign securities directly. The plumbing is the hard part. Read on to know why.

[Podcast] AI Can Optimize Your Investments. But Is That Your Biggest Financial Risk?

[Podcast] Peak Pessimism in India: What Does The Data Say?

[Podcast] US NRIs & OCIs Investing in India: The Tax Mistake That Could Cost You 50% of Your Gains