46 results for “Capitalmind Wealth”

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.

The Factor Zoo and the Animal that is Momentum

Momentum 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.

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

Investing in India as an NRI/OCI: The Right Questions to Ask

The hardest part of investing in India as an NRI isn't the investing; it's everything that wraps around it. The tax jurisdiction you happen to live in. The kind of paperwork your home country expects. How the fund or stock you're holding gets treated back home. Read on to know why the structure around your investment vehicle usually matters more than the investment itself.

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.

[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?

Podcast: How arbitrage funds might have systemic risk on a tax-rule change

"If it looks like a duck, swims like a duck, and quacks like a duck, then it probably is a duck", goes the saying. Arbitrage mutual funds are actually taxed as equity funds but they actually behave as debt funds.  And this tax arbitrage of arbitrage funds is what the regulators may be looking to fix. In light of this, we have our latest episode of the Capitalmind Podcast, where we dive into the intriguing world of arbitrage mutual funds, also known as arb funds.

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

Debt Mutual Funds will be taxed unfavourably after April 2023

The finance ministry has just delivered an inswinging yorker to the debt mutual fund industry. For long term investments made starting April, one major tax advantage has been removed. We decode the implications, what you might want to do, and why debt funds remain interesting.

🔆 03-Dec: Honda Power, GDP Update & More

🔆 Quick glance What’s up with markets: Crisp overview of markets & macros What we are reading: 5 good reads from across the globe What stock: Honda India Powers through as Outlier What’s on YouTube: India's Q2FY23 GDP Analysis & More

19-Nov: FTX scandal, Railway stocks, Prataap snacks & More

🔆 Quick glance What’s up with markets: Crisp overview of markets & macros What we are reading: 5 good reads from across the globe What’s that outlier: Prataap Snacks What’s on YouTube: FTX scandal, Railway stocks & More

Happy Diwali 2022! That time when we try to predict things again

[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.

[3 Sep 22] Newsletter: Market overview, Weekly Youtube show & 5 Good reads!

. - 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 .

Podcast: Turbulent times - RBI thrives, Fed fumbles

. Markets are slaves of earnings and liquidity. Liquidity has taken prominence after the coronavirus outbreak. At first, central banks across the world increased liquidity by cutting rates and helping their populace to live through the pandemic. Then the after effects of increasing liquidity hit - increased inflation. Now, the same banks are sucking out liquidity by increasing interest rates to counter inflation. The looming after effect of increasing rates is the "r" word that is too pious to speak loudly. In this podcast, Deepak & Shray discuss the two central banks that impact us the most - RBI and FED (Federal Reserve System, USA). What makes this podcast interesting is that we are looking at everything from the lens of who does better - FED or RBI? .

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!

Wealth Letter Dec 2021: The right time to invest is when you’re sleeping

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.

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.

Wealth Letter July 2021: Following the Disruption

[This is an excerpt from the July 2021 letter to Capitalmind PMS Clients] India has a strange set of rules for movies. When someone is smoking on the screen, the movie must show a line that says smoking is injurious to health. This is resented by the moviemakers, who understand that smoking is bad, but they want to have the viewer’s full focus, and not distract them regularly. Tobacco companies obviously don’t like the legislation, and viewers don’t necessarily care, though there is a slow subliminal message being created of cigarettes being bad things. Read on for the July 2021 letter to PMS clients.

Shaky Economy, Shiny IPOs, and a Standout Stock - Capitalmind Saturday Coffee

Wealth Letter April 2021: Sleeping and Staying Awake

I was going through some really old papers, all the way back to 1977, in an effort to finally clear out a box of papers that we had kept since my father passed away more than 20 years ago. It took me a few hours, and through all the emotions, I read through how my Dad had invested and saved his money. And when I look back....the story has some startling revelations. [Read on, in Deepak's monthly letter to Wealth PMS customers]

How this simple ETF strategy beats the best large cap mutual funds

A simple ETF strategy, as Capitalmind's Passive Portfolio, has been in the top 10% of 3-year-returns of all large cap mutual funds for nearly the last decade, as we find in a back test. We plot these returns and show you how, if you'd invested for any three year window in the last decade, you would have been better off with the Passives. Read on for a deeper analysis!

Foundations of health for the wealth-walas, with LiveAltLife

Deepak invites Vivek Subramanyam of LiveAltLife to discuss the one thing without which wealth means very little - health. Vivek breaks down the foundations of health to help avoid or even reverse lifestyle diseases as Deepak draws paralells on human behavior from the world of investing.

Deepak Shenoy on The Seen and The Unseen Podcast

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 #31: How trend following can make buy and hold better

In this episode, Shray and Sandeep discuss how adding a trend following layer to a long-only portfolio can help enhance returns and lower drawdowns, in the context of Capitalmind Chase - our own such strategy.

The Capitalmind Wealth Momentum Performance, and How It Weathered the Covid Crisis

Capitalmind Momentum Portfolio has delivered 28% for the year ending July 2020 with lower volatility than the broader market. Here's how the rule-based exit and re-entry strategy enabled reducing the impact of the March market fall.

Podcast #29: Discussing credit scores, trust, valuing your time and habits of the wealthy with Kunal Shah

"How will we become wealthy if we hate everyone who becomes wealthy?". "All the entrepreneurs who are somewhat successful are because of their thick skin" "The largest employer of this country is inefficiency” Some amazing insights in the 29th edition of the Capitalmind Podcast, where Deepak Shenoy of Capitalmind and Kunal Shah of CRED analyze the affluent - their spending patterns, usage of credit, and the behaviour of successful people.

Wealth Letter April 2020: Locking Down and Getting Free

Podcast #26: Who moved my market? A deeper look at FIIs.

Podcast #25: How do you invest through a panic?

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

How To Buy A Mutual Fund (Ep-14)

Happy Diwali 2019! Predictions and the Scorecard from Last Time

Capitalmind Plan: Creating Your Personalized Financial Plan

Capitalmind Wealth October 2019 Memo: What Were They Thinking?

Momentum: How Does It Look In Large Cap Stocks?

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

Podcast: The State of Financial Advice in India (Episode 4)