Capitalmind for Business Owners
Your business takes the risk. Your portfolio should balance it.
For entrepreneurs whose business accounts for much of their wealth. We help you diversify your financial exposure beyond the business you've built.
Spot the Gaps in Your Personal Wealth Plan
Your business already carries significant risk. Your equity-heavy investment portfolio adds to that exposure instead of balancing it.
You invest in the sector you know best. Your portfolio ends up exposed to the same risks as your business, rather than offsetting them.
Your business gets your time, attention, and regular reviews. Your personal portfolio gets what's left, even as the wealth outside your business grows.
Your business generates surplus cash, but there's no plan to invest it. The money sits in current accounts or short-term FDs for months at a time, undeployed, under-earning.
Manage Wealth Beyond Your Business
Counterweight Portfolio
We combine equity, debt, and arbitrage in a single portfolio, balancing growth and risk so your investments don't simply mirror the risks you're already taking in your business.
Rules-Based Diversification
We spread your equity investments across sectors, rather than concentrating in the industries you know best.
Planned Deployment
We systematically invest surplus cash from your business, staggering deployment where appropriate to manage market timing risk, rather than letting it sit idle in bank accounts.
Delegated Decision-Making
We take full responsibility for managing your portfolio, making investment decisions within an agreed strategy, handling execution, and keeping you informed through regular reporting.
When is a PMS Right for Entrepreneurs?
Minimum ₹50 Lakh Investment
This is the minimum investment amount required by regulation for PMS investors.
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 as a Counterweight
You want your investments to balance the risks you take in your business, rather than become another high-conviction bet.
Willingness to Delegate
You want the responsibility for portfolio decisions to sit with an investment team, rather than a platform asking you to make them yourself.
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.