Capitalmind for Aspiring HNIs
You build your career. We'll manage your wealth.
For senior professionals whose highest-return asset is still their career. We take care of the portfolio decisions, so your wealth is managed as deliberately as your career.
Uncover the Gaps in Your Wealth Plan
Mutual Funds, Direct Stocks, ULIPs—there's capital, but it hasn't come together as a deliberate portfolio.
You buy when you have time, sell when you're nervous, and rebalance almost never. Your schedule shapes your wealth.
You know how to accumulate. But as goals get closer, it's not always clear what to hold, what to reduce, and how the portfolio should evolve.
Your RM, your broker, your CA, each solves a different problem. Nobody is responsible for how those decisions come together.
Bring Discipline to Your Growing Wealth
Portfolio First
We bring your public-market investments together into a single portfolio, guided by a coherent strategy and viewed through one lens.
Process Over Prediction
We manage the portfolio through a structured, rule-based process, so important investment decisions aren't dependent on forecasts, headlines, or market timing.
Single Point of Accountability
We bring clear accountability to your portfolio, with research, execution, reporting, and communication under one roof.
Built to Evolve
We adapt the portfolio as your goals evolve, balancing growth and preservation while preparing for what comes next.
When is a PMS Right for Aspiring HNIs?
Multi-Year Horizon
The money you invest should be capital you won't need for at least the next three years.
Tolerance for Market Cycles
You understand that some years will be strong and others weak. Short-term results matter less than long-term outcomes.
Portfolio-Level Thinking
You want all your public-market wealth viewed and managed as a single portfolio.
Willingness to Delegate
You want an investment team making portfolio decisions, rather than a platform asking you to make them yourself. You want the responsibility for portfolio decisions to sit with an investment team, not with you.
Minimum ₹50 Lakh Investment
This is the minimum investment amount required by regulation for PMS investors.
Your 4-Step Path to Smarter Wealth Management
1. Discovery
We analyze your goals, current portfolio and your problems
2. Strategy
We find the best strategies for you that meet your financial goals.
3. Onboarding
Hand-holding through KYC, agreement, fund transfer.
4. Advisory & Analysis
Monthly Fund Manager reports, periodic reviews, and rebalancing
Frequently Asked Questions
SEBI mandates a minimum investment of ₹50 Lakhs for all portfolio management services, including ours.
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.
Yes, Capitalmind Portfolio Managers is a SEBI-registered portfolio management service.
Book a call with our team, complete KYC and the onboarding agreement, and your portfolio construction begins from there.