
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
- [Podcast] Pooled VehiclesCM Team7 Mar 2025
General - Nifty Sector Indices: Which sectors performed the best?CM Team1 Mar 2025BlogBlog
- NSE Strategy Indices: Which Factors performed the best?CM Team1 Mar 2025BlogBlog
- Market Drawdowns: Where We Stand & What History Tells Us in 4 ChartsAnoop Vijaykumar27 Feb 2025
General - [Podcast] Profit Shares & Performance Fees: Are They Really Worth It?CM Team6 Feb 2025
General - Of Budgets and TariffsDeepak Shenoy4 Feb 2025
Deepaks Memos - Momentum’s Underperformance: The Cost of Risk ManagementDeepak Shenoy18 Dec 2024
Deepaks Memos - A Strategy Blueprint For Profitability Factor Investing in IndiaDivyansh Agnani12 Dec 2024
Cm Strategy - P2P Lending in India Faces a ReckoningRithupar Pathy5 Dec 2024
Blog - Why High Return on Capital Isn’t Enough: The Key to Long-Term Shareholder ReturnsAnoop Vijaykumar4 Dec 2024
Macro Research - [Podcast] Are Foreign Investors (FIIs) Less Important Now?CM Team3 Dec 2024
General - The WWII Bomber Puzzle: A powerful lesson for modern investorsAnoop Vijaykumar1 Dec 2024
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