Strategies
Actively Managed Equity Portfolios
Own Indian stocks directly through portfolios focused on long-term growth, large-cap leaders, and momentum. With options for resident Indians, NRIs, and OCIs.
How Stock Investing Helps
Stock Investing, Managed End-to-End
We handle stock selection, portfolio construction, risk management, and ongoing investment decisions, so you can focus on what's important to you.
Direct Stock Ownership
You own the underlying stocks directly, with visibility into your holdings and transactions, while we manage the portfolio on your behalf.
Distinct Investment Frameworks
Each strategy follows a defined investment process, combining research, quantitative analysis, and systematic rules to guide stock selection and portfolio decisions.
Risk Management
We manage risk through portfolio construction, position limits, diversification, and strategy-specific controls rather than evaluating stocks in isolation.
Transparent & Low-Cost
We charge a fixed annual management fee with no performance fees or hidden commissions.
Active Portfolio Management
We continuously evaluate opportunities and risks, adjusting your portfolio's holdings and allocations as market conditions change.
Explore Our Investment Strategies
Capitalmind Surge India
A high-conviction equity portfolio of companies selected for their growth potential as India's economy evolves, built on disciplined investing, prudent risk management, and a long-term perspective.
Learn MoreCapitalmind Apex India
A large-cap equity portfolio that gives NRIs and OCIs direct stock exposure to India's biggest companies, without any pooled investment vehicle in the structure.
Learn MoreCapitalmind Adaptive Momentum
systematic, quantitative equity portfolio that invests in stocks showing strong price momentum, stays with them while the trend holds, and exits when momentum weakens.
Learn MoreCapitalmind Mutual Fund Baskets
Dynamically invest in a tax-efficient, low-churn portfolio of top-performing mutual funds optimized for performance.
Learn MoreCapitalmind Short Term Debt
A short-term debt strategy designed to preserve capital and maintain liquidity while your funds await deployment.
Learn MoreCapitalmind Arbitrage
A tactical, short-term strategy investing in arbitrage mutual funds classified as equity for tax purposes.
Learn More
Surge IndiaApex India (NRIs & OCIs)Adaptive MomentumMutual Fund BasketsModerateConservativeInvestment Corpus: ₹1.5 Cr
Seema Sharma
Are Stock Strategies Right for You?
You have a multi-year investment horizon and understand that building wealth through equities requires patience across market cycles.
You accept market volatility, portfolio drawdowns, and periods of underperformance as part of investing in equities directly.
You want to own individual stocks, with visibility into the holdings in your portfolio.
You want professionals to manage stock selection, portfolio allocation, and rebalances on your behalf.
Your 4-Step Path to Smarter Wealth Management
1. Discovery
Analyze your goals and current portfolio
2. Strategy
Find the right strategies for your investment goals
3. Onboarding
Hand-holding through KYC, agreement, fund transfer.
4. Advisory & Analysis
Monthly Fund Manager reports, Periodic Reviews, and rebalancing.
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Frequently Asked Questions
SEBI mandates a minimum investment of ₹50 Lakhs for all portfolio management services.
You'll receive a Monthly Fund Manager report, along with full visibility into your holdings at any time.
Yes. PMS investments are not locked in — you can redeem your holdings, subject to standard settlement timelines.