Insights Archive
Latest Articles
Adaptive Momentum, Rebuilt.Read on to know how Capitalmind Wealth’s Adaptive Momentum strategy works, how its momentum factor is constructed, and the changes made to the model over time.Aaryan Sanghavi22 Sept 2026General
The Factor Zoo and the Animal that is MomentumMomentum investing sounds simple, but the choices behind it create a zoo of possible strategies. Read on to know how these choices shape momentum factors, and why economic intuition matters more than backtest performance.Aaryan Sanghavi10 Sept 2026General
The Shadow Portfolio: How Tax Anchors and Mental Accounting Lock You into InactionYour 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.Akanksha Maulik4 Sept 2026General
The Single-Pane-of-Glass Audit: Solving Tax Reporting, Corporate Actions, and Real-Time Capital GainsWithout 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.Akanksha Maulik4 Sept 2026General
Execution as an Asset Class: Why Institutional Order Routing and Timed Rebalancing MatterExecution 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.Akanksha Maulik4 Sept 2026General
Launching Capitalmind Non-Discretionary PMSFor 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.Akanksha Maulik4 Sept 2026General
Latest Playlists & Podcasts
Yes Bank's Fall, Zee's Woes and Deferred Tax Assets (Ep-12)Capitalmind Team9 Oct 2019Stocks
Podcast #26: Who moved my market? A deeper look at FIIs.Capitalmind Team17 Apr 2020General
Podcast #21: The amazing rise of passive and what you need to do about itCapitalmind Team24 Jan 2020Mutual Funds
[Podcast] Here’s why taxes impact your investing decisionsCapitalmind Team3 May 2023General
Shrinking FD Rates, Expensive Loans and Where to Invest InsteadCapitalmind Team5 Jan 2021Opinion
Podcast: Why SEBI should implement India's EDGAR and moreCapitalmind Team9 Sept 2022Opinion
Latest Research
- Aaryan Sanghavi22 Sept 2026Adaptive Momentum, Rebuilt.General
- Aaryan Sanghavi10 Sept 2026The Factor Zoo and the Animal that is MomentumGeneral
- Akanksha Maulik4 Sept 2026The Shadow Portfolio: How Tax Anchors and Mental Accounting Lock You into InactionGeneral
- Akanksha Maulik4 Sept 2026The Single-Pane-of-Glass Audit: Solving Tax Reporting, Corporate Actions, and Real-Time Capital GainsGeneral
- Akanksha Maulik4 Sept 2026Execution as an Asset Class: Why Institutional Order Routing and Timed Rebalancing MatterGeneral
- Akanksha Maulik4 Sept 2026Launching Capitalmind Non-Discretionary PMSGeneral
