40 results for “Capitalmind PMS”

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.

[Podcast] The Strategy that Helps You Stay Invested: Capitalmind Anchor

PMS as MF Wrapper: Testing the RIA Alternative

PMS has real advantages and the RIA structure has its own. But the assumption that RIAs are uniformly cheaper than PMS for HNI MF portfolios doesn't survive the math. Read on to know more.

Anchor: The Missing Piece in Your PMS Portfolio

This is the third and final article in our series on making a case for hybrid asset allocation. The first made a case for the need of a buffer. The second unpacked the four hybrid Mutual Fund categories. This one introduces Anchor, our new investment approach within Capitalmind PMS. Read on to know more.

Nifty Sector Indices: Which sectors performed the best?

Which sectors in India have given the best returns? This page has comprehensive performance comparison of the sector indices in India.

NSE Strategy Indices: Which Factors performed the best?

The NSE site describes Strategy Indices as "designed based on quantitative models/investment strategies to provide a single value for the aggregate performance of a number of companies." This style of identifying companies is known as factor investing, which includes target factors like momentum, quality, value, low volatility, and more. Capitalmind PMS, with the longest-running and best-performing real-world track record in factor strategies in India, offers an in-depth understanding of this approach. In this post, we provide an easy-to-understand explanation of Factor Investing and examine the performance of various Nifty Strategy Indices since their inception.

[Podcast] Investing in Unlisted Companies: What's the deal?

Are unlisted securities worth investing in? What are they? In this edition of the Capitalmind Podcast, Deepak and Shray dive into the world of unlisted securities, the complexities of investing in them, the different pluses and minuses you might want to know, and more...

It's been 10 years at Capitalmind!

Celebrating 10 years of Capitalmind! A portfolio manager with over 2,200 crores, Deepak writes about the journey, the people and a little special thing that is coming next. Thanks for all your support over the years, and here's to the next 10:

Impact of Capital Gains Tax Changes on PMS, AIF, Mutual Funds and smallcases: A comprehensive analysis

India's Union Budget 2024-25 introduced significant changes to the capital gains tax structure, affecting equity investors and their preferred investment vehicles. This article explores how the increased short-term and long-term capital gains tax rates impact returns and strategies for Portfolio Management Services (PMS), Mutual Funds (MFs), Smallcase, and Alternative Investment Funds (AIFs). Discover the historical performance comparison between PMS and mutual funds, the advantages of a diversified portfolio allocation, and the way forward for fund managers in navigating the new tax landscape.

July 2024: The Sum of All Fears

We explore the fear of unpredictability and how it pushes you to act. It's never more intense than when the markets look "up". Oh and we've somehow managed to bring in Roger Federer and Trump.

Capitalmind PMS Surpasses ₹2,000 Crore in AUM demonstrating exceptional market performance

Capitalmind Financial Services Pvt. Ltd., a SEBI-registered portfolio manager, has surpassed ₹2,000 crore in assets under management (AUM) in just 6.5 years. The firm's quant-driven Adaptive Momentum strategy and fundamentally oriented Surge India strategy have delivered impressive annual returns of 30.2% and 24.2% respectively over the past five years, outperforming major market indices. Serving over 1,200 clients across 170+ Indian cities, Capitalmind combines data-driven strategies with qualitative research to consistently deliver market-beating returns. The company offers both active and passive investment options, including a recently launched quantitative AIF, and has applied for a mutual fund license to expand its retail investor reach.

How to invest a lumpsum amount?

Investing a lump sum amount can be a challenging yet rewarding task. Whether your windfall comes from an ESOP buyback, inheritance, or property sale, understanding the tax implications, setting up an emergency fund, paying off high-interest debt, and making informed investment decisions are crucial steps. This guide provides a structured approach to investing a lump sum effectively, covering tax strategies, investment diversification, retirement planning, and the benefits of charitable donations. Learn how Capitalmind PMS can help you balance immediate needs with long-term goals to secure your financial future.

The Advantages for Accredited Investors in India

Accredited investors in India enjoy exclusive financial opportunities and favourable terms that set them apart from non-accredited investors. By meeting specific SEBI criteria, these investors gain access to private placements, hedge funds, and alternative investments. Capitalmind PMS offers tailored portfolios and the unique advantage of investing with less than ₹50 lakh. Discover the benefits, requirements, and processes to become an accredited investor in India and unlock advanced investment strategies for long-term wealth creation.

Investment Options for HUFs: Comparing Mutual Funds and PMS

Investment Options for HUFs: Mutual Funds vs. Portfolio Management Services (PMS) Hindu Undivided Families (HUFs) have unique investment needs and can benefit from the right investment options. Mutual Funds and Portfolio Management Services (PMS) are two popular choices for HUFs looking to grow their wealth. Mutual Funds offer diversification, professional management, and liquidity, making them accessible to HUFs with lower investment amounts. PMS, on the other hand, provides customized portfolios, direct ownership, and potentially higher returns, suitable for HUFs with larger investment capacities. When comparing Mutual Funds and PMS, HUFs should consider factors such as investment amount, management control, costs, transparency, and risk-return profile to make an informed decision aligned with their financial goals and risk appetite. By understanding the strengths and weaknesses of each option, HUFs can optimize their investments and secure their financial future.

Looking for the best PMS for your investments? Find Capitalmind PMS Strategies and Performance here

Capitalmind PMS, one of the best portfolio management services in India, offers SEBI-registered investment solutions with three active equity portfolios: Surge India, Adaptive Momentum, and Resilient. With a trusted track record and over ₹1,550 crores under management, Capitalmind helps clients build long-term wealth through customized investment strategies tailored to their risk profile and financial goals. Explore Capitalmind PMS latest performance since inception here and get your customised strategy consultation.

What Are Portfolio Management Services (PMS)? A Guide for Investors in India

Portfolio Management Services (PMS) offer a personalised and professional approach to investment management for high-net-worth individuals in India. PMS provides tailored investment strategies, direct ownership of securities, and the potential for higher returns compared to standardised investment options like mutual funds. Understanding the types of PMS, such as discretionary, non-discretionary, and advisory, along with their benefits and drawbacks, can help investors make informed decisions. When considering PMS, it's essential to evaluate factors such as minimum investment requirements, fees, risk exposure, and liquidity. While PMS is suitable for investors seeking customised strategies and professional management, it may not be the right choice for everyone. Consulting with a financial advisor can help determine if Portfolio Management Services align with your financial goals and risk tolerance.

[Podcast] A Deeper Look into Asset Management in India

Join us on Capitalmind Podcast, where we demystify the world of finance without the jargon. In today’s episode, talk about the asset management industry in India and what's in store for the future.

[Podcast] How money gets created in India

Ever wondered about the whole money thing – how it's made, where it comes from? Well, in this podcast episode, we're breaking it all down, and without using any jargons.

[Podcast] Should you invest in a PMS?

Wealth Letter April 2023: The fresh air in all this despair

[01 Oct 22] Newsletter: RBI hikes rates, Crisis in UK, 5 Good Reads & More

. 🔆 RBI rate hike: Deepak Shenoy shares a quick summary 🔆 Market Overview: Sensex 30 PE trend, Macro markers & Market Movers 🔆 What we are reading: 5 good reads on markets & money 🔆 What's on YouTube: Falling Nifty, Increasing rates & UK monetary crisis!

[24 Sep 22] Newsletter: Power Grid Cracks, 5 Good Reads & What's happening at BYJUs

🔆 Quick glance Market Overview: Sensex 30 PE trend, Macro markers & Market Movers Links we like: 5 good reads on markets & money YouTube: Is BYJUs an Edtech company or NBFC?

[17 Sep 22] Newsletter: IT Stocks Plunge, 5 Good Reads & Our Weekly Show!

Market Overview: Sensex 30 PE trend, Macro markers & Market Movers Links we like: 5 good reads on markets & money Capitalmind Show: Kya Lagta Hai Bazaar on Youtube

Podcast: Why SEBI should implement India's EDGAR and more

Recently, as of 7th September 2022, total Demat accounts in India touched the 10 crore mark. This is a staggering increase from 40 crore Demat accounts in Mach 2020. This alone is a testimony of increased participation and inclusion of individuals in Indian markets. More and more Indians, especially youngsters, are taking to investing in equities enabled by their smartphones - digital broking, increased information access, and social media influence. The whole securities (stock) market ecosystem has evolved immensely over the past decade and deserves a lot of credit for the recent growth in the participation of new investors. At the helm of the ecosystem sits our regulators who are responsible to enable, guide, protect and watch the market participants to ensure that we have a fair and thriving market. In this episode, Deepak and Shray talk about the role SEBI can play in shaping the future of the markets. They talk about data warehousing, data accessibility, regulatory enhancements, bond markets, disclosures & reporting, and a lot more that would make our markets more accessible.

[30 Jul 22] Newsletter: Market Overview, 5 Good Reads & Capitalmind Weekly Show!

. 🔆 Market Overview: Sensex 30 PE trend, Macro markers & Top stocks of the week 🔆 Links we like: 5 good reads on markets & money 🔆 Capitalmind Show: Kya Lagta Hai Bazaar on Youtube .

Wealth Letter May 2022: Roadblocks on the journey

This is an excerpt from the May 2022 letter to Capitalmind PMS Clients.

Masala Money: Krish Ashok X Deepak Shenoy on Food and Finance

Two engineers get together to discuss two life essentials - food and money! Our food expert is Krish Ashok. Ashok is Global Head, Digital Workplace at TCS. He is a techie, a musician and an author. He talks about the science behind food, the history of food and offers a lot of food for thought for us to explore further. If you are interested, a good starting point is his famous book - Masala Lab. Our money expert is Deepak Shenoy. Deepak talks about the importance of managing your finances, the myths about investing, the fallacies that investors should avoid, and his take on cryptocurrencies. It is quite a treat to listen when he shares food metaphors to explain financial concepts. So listen in!

How I use glide path investing in planning for my child's education

Think of a financial planning glide path as the google map of your journey to your financial goal. I'm halfway on a financial journey to pay for my child's higher education fees. Here's how I planned for it, invested, changed as the world evolved and am comfortably close to where the corpus needs to be. It's at the Capitalmind PMS, but you can do it yourself too!

What you know about inflation might be wrong

In this podcast, ▪️ We understand the practical concept of Inflation with examples ▪️ Impact of Inflation on your investments ▪️ Impact of Inflation on your daily lives, and how it impacts individuals differently ▪️ How the impact of interest rate change impacts the USA differently than in India ▪️ Hajaar practical examples and zero jargons

Jan 2022: The game of luck is also a game of skill

This is an excerpt from the Jan 2022 letter to Capitalmind PMS Clients

P2P lending in India. How does it work and are the risks worth it? (EP42)

How does P2P lending work in India? How safe is P2P lending? Deepak and Shray explore how the industry works, the risks involved and whether the returns are enough to justify the risks.

EP40: How Smallcase helped create a new generation of investors

Episode 40 and we’re speaking to the fintech firm that just raised 40 Million dollars last week - Smallcase! Deepak sits down with co-founders Vasanth and Anugrah to talk about creating a new way to invest in stocks, investment lessons from the pandemic and what’s up next from the Smallcase team.

EP39: Why we run a PMS and how we do it differently

What is a Portfolio Management Service? How does it really work? Do they actually benefit their clients? In this episode, Vashistha and Deepak explore PMS' through their experience of running one at Capitalmind. They explain how the operations work, the pros and cons of different fee structures, quantitative strategies and how PMS' are different from AIFs, Mutual Funds and Smallcases.

EP38: Money, after you die

How do you plan for a smooth transfer of your wealth after you die? And how do you help someone whose loved one has passed on? In this episode, Shray and Deepak explore what you must do in an unfortunate circumstance of a loved one's death, and for an easy transition in case of your own. We also invite Harshavardhan Ganesan, a practicing lawyer, to give us the legal perspective. Listen in for real life anecdotes from covid, succession certificates, legal wills, and some counter-intuitive learnings.

Podcast #33: Momentum Investing, Unintuitive yet Effective

In this episode of the Capitalmind Podcast we discuss what is momentum investing, the key research by academics and practitioners that started the exploration into this strategy, the two schools of thought that explain why it exists. How it applies to Indian markets, and our analysis into whether it has worked. Also the downsides of momentum, both real and perceived, and in what ways it can be a good counterweight to a bottom-up fundamentally picked portfolio. We close with how we manage the Momentum portfolio at Capitalmind, and the differences between the Premium and the PMS Momentum portfolio.

Podcast #30: The Big Hairy Audacious Reliance

Podcast #18: How to Master Your Cash Flows with Credit-Cards and Overdrafts

Podcast #16: What Broke Karvy and How Zerodha is Shaping the Future of Broking

Podcast: The PMC Bank Debacle (Episode-10)

Podcast: Momentum- The Anomaly that Persists (Episode-6)