NRI Investment Solutions That Work
Navigate cross-border complexities, invest in India's highest-potential themes, and build a legacy connected to your roots—all through our specialized NRI investment pathway designed to transform challenges into opportunities.
India: A Thriving Investment Destination
With 6.5% projected growth in 2025, India outpaces global competitors through strong consumer demand, policy reforms, and demographic advantages. Its markets deliver 8% CAGR over a decade, outperforming China and Brazil while attracting steady FDI flows.
CM NRI Desk
Your trusted resource for practical insights on PMS investments and cross-border wealth strategies
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NRI Surge India Strategy - Investing in महा trends
Invest directly in high-growth frontrunners driving the India's expansion—securing your stake in transformative market opportunities today.
Domestic Consumption
Tap into India's massive consumer revolution. Our portfolio targets companies riding the middle-class expansion wave, positioned at the heart of India's economic transformation.
Energy Independence
Fuel India's energy transformation. We target innovators reducing fossil fuel imports and advancing self-sufficiency through renewable energy solutions.
Import Substitution
Strengthen India's manufacturing backbone. We back local producers replacing foreign imports, driving self-reliance and economic resilience in key industrial sectors.
Logistics and Infrastructure
Build tomorrow's India today. We target pioneers revolutionizing supply chains and creating world-class infrastructure networks essential for sustaining the country's economic momentum.r
Financialization
Capitalize on India's financial evolution. We target companies expanding banking access, digital payments, and investment platforms that bring millions into the formal economy.
Decadal Growth Potential
We look for companies with large addressable markets, strong track records of execution and at an inflection point of potential growth. That growth potential needs to be matched with execution.
Strong Risk Management
We look for managements that walk the talk when it comes to doing what they say. We also prefer managements who act as fiduciaries for their shareholders.
Special Situations
Up to 20% of the portfolio is allocated to opportunities arising out of corporate actions including mergers or demergers, spin-offs of individual business units and other actions that potentially unlock shareholder value.
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Get full investment approach and opportunities for NRIs.
Unpacking Surge India
Deepak Shenoy, Founder Chairman at Capitalmind discusses the themes of Surge India
Roots & Returns: NRI Investment Challenges Solved
Your heart may have two homes, but your investments shouldn't have to choose. Our specialized solutions transform your challenges into opportunities.
I just want to make sure I’m doing everything by the book, but figuring out the paperwork from abroad is confusing
- Personalized guidance based on client profile
- Compliant Investments
- Online and on-site support where possible
I am worried about the control I am giving away to portfolio manager, what are the safeguards
- Regulated by SEBI
- Controlled operations through Power of Attorney
- Safe investments with Custodian
I want to make the best use of investment opportunity customised to my tax rules
- Allocation cognizant of DTAA
- Avoid punitive taxes
- Get audited year end reports
We'll Guide You Every Step of the Way
1. Bank Account
Open NRE/NRO savings account with trusted banking partners. The team handles all paperwork. You'll stay informed at every step with a completely smooth account opening experience.
2. DEMAT Account
Your DEMAT account gets set up through reliable custodian partners. This account safely holds all your investment securities.
3. Trading Account
Your trading account gets established to execute trades on your behalf through the Portfolio Management Service.
4. Estimated Timeline
Account set up in 3-8 weeks, faster if you are in India. You'll receive regular updates throughout, with efforts to expedite wherever possible.
5. Communication and Reporting
1) Fund Manager Note. 2) Quarterly Reports. 3) Annual Audited Reports
Frequently Asked Questions
What is the universe of stocks in which Surge India invests?
The universe is the top 500 stocks by market capitalisation.
What is the typical portfolio turnover in Surge India?
Turnover varies depending on market conditions and historically, has ranged between 20 and 40%.
What market cap stocks does Surge India hold?
Surge India is a flexicap portfolio that holds a mix of large, mid and small cap stocks. Typical large cap allocation is around 35 to 40% of the portfolio but can increase based on market conditions.
Are there sectors or types of companies Surge India avoids?
We avoid cyclicals, companies that see their earnings fluctuate based on commodity cycles. Also companies that are quality but are seeing growth only in line with GDP growth.
How do you manage risk?
We think of risk as the probability for permanent loss of capital. This means avoiding companies seeing significant risk from high debt, those that take shareholder unfriendly actions. We also consider price trends which often play an important role in signalling deterioration in fundamentals.
What is the fee structure for Surge India?
Capitalmind PMS charges a fixed percentage of AUM as fee for Surge India. We do not charge a percentage of returns made. In addition, there is zero entry or exit load. Download Fee calculator here
Connect with Capitalmind NRI Desk
Connect for more details on Surge India and Mutual Fund baskets (where applicable for NRIs).
SEBI Regd. Portfolio Manager : INP000005847
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