Capitalmind for HNIs
Delegation, By Design
For investors who want to step away from day-to-day investment decisions and portfolio oversight. We take care of both, so you can focus on other priorities.
See Where Delegation Falls Short
You've delegated portfolio management, but every transaction still needs your approval. The decisions you wanted to hand over remain on your desk.
Your RM recommends a new fund. Your advisor suggests another product. Every review brings something new to buy, but who's looking at what your portfolio actually needs?
Your wealth managers, advisors, and brokers each look after different parts of your investments. But nobody takes responsibility for how your portfolio works as a whole.
Quarterly reviews, monthly updates, and detailed reports keep coming. But you're still left figuring out what matters, what needs attention, and whether your portfolio is on track.
Delegate Investment Decisions with Confidence
Discretionary By Design
We make investment decisions within the mandate you've agreed to, without coming back to you for individual transaction approvals. You delegate the decisions, not just the execution.
Portfolio Over Products
We manage portfolios, not distribute products. Our recommendations and conversations stay focused on your portfolio and what it needs.
Single Point of Accountability
We bring research, execution, reporting, and communication under one roof, with one team accountable for your portfolio.
Reviews on Your Schedule
You choose how often we review your portfolio together, whether quarterly, every six months, or annually. We provide clear written reports regardless, and are available whenever you need us.
When is a PMS Right for HNIs?
Tolerance for Market Cycles
You understand that some years will be strong and others weak. Short-term results matter less than long-term outcomes.
Hands-Off By Choice
You've decided to step back from active management. You're not looking for a sparring partner, but for a manager.
Multi-Year Horizon
The money you invest should be capital you won't need for at least the next three years.
Minimum ₹50 Lakh Investment
This is the minimum investment amount required by regulation for PMS investors.
Portfolio-Level Thinking
You want all your public-market wealth viewed and managed as a single portfolio.
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.