
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.
Akanksha MaulikGeneralNDPMS
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.
Akanksha MaulikGeneralNDPMS
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.
Akanksha MaulikGeneralNDPMS
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.
Akanksha MaulikGeneralNDPMS
Videos & Podcasts
Our Playlists
Analysis & Commentary
From The Decision Maker's Desk


Five Portfolio Mistakes We See Every Client Make Once
After reviewing thousands of portfolios, the same five structural mistakes keep showing up — and they're all fixable before they cost real money.

The Saga of the Jane Street Trading Scandal
In April 2024, a hedge fund called Jane Street sued a competitor called Millennium Partners, and what it revealed has prompted a year long SEBI investigation into its option trades in India. SEBI has a massive 4,800 crore fine on Jane Street's companies for what they say is index manipulation. Read on.
Deepak ShenoyOpinionDerivativesRead
Should A Weak Monsoon Forecast Worry Investors?
Indian equities track the monsoon less than the priors suggest. The link is more fragile than 26 years of data make it look, and what little there is shows up after the season, not during it. Read on to know how markets have read and reacted to monsoon forecasts.
Anoop VijaykumarCharts And AnalysisNRI DeskRead
Apex India: Large-Cap Investing for NRIs Without the Mutual Fund Tax Hassle
The Apex India is our large-cap, stock-based strategy for NRIs and OCIs, designed to capture the essence of the Nifty 50 without holding all 50 stocks of the index. This naturally raises the question: Why not just buy an index fund? Read on for the answer.
Krishna AppalaGeneralApex IndiaRead
Investment Approaches
Investment Approaches at Capitalmind
- [Newsletter] Nifty hits new high, 5 Good Reads and Our Weekly Quiz!CM Team17 Jun 2023
General - How the investment industry harnesses FOMO to drive salesAnoop Vijaykumar15 Jun 2023
Commentary - [Newsletter] Markets At Highs But Not Costliest, Market Overview & 5 Good ReadsCM Team10 Jun 2023
General - RBI's New Digital Lending Rules that allow Loss Guarantees by StartupsDeepak Shenoy9 Jun 2023
Commentary - Plan less, Live MoreAnoop Vijaykumar5 Jun 2023
Personal-Finance - How the Mutual Fund Total Expense Ratio (TER) worksDeepak Shenoy5 Jun 2023
Mutual Funds - [Newsletter] FPIs buy in May, Market Overview and 5 Good ReadsCM Team3 Jun 2023
General - Certainty is absurdAnoop Vijaykumar30 May 2023
Commentary - [Newsletter] Market Overview, Nikkei breaks out & 5 Good ReadsCM Team27 May 2023
General - [Newsletter] Market Overview, Capitalmind Portfolios & The Striding ManCM Team20 May 2023
General - The Curious Case of Assets That Live Too LongDivyansh Agnani18 May 2023
Concepts And Tutorials - The Ebb and Flow of Momentum and Low Vol - May '23 UpdateAnoop Vijaykumar17 May 2023
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