Simple, Personalized Wealth Management

Spend time on things that matter to you. Leave the investing to us.
We’re a SEBI registered portfolio manager INP000005847
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Your financial plan

A bird’s-eye view of your path to financial independence. When you know why you do what you do, you have less to worry about. You can do more and live inspired.
Invest Shot

Or start with a template

Raghav Trivedi, 32
Raghav Trivedi, 32
A sales executive who is planning for his daughter's education, a house purchase and a corpus for great vacations.
plan for below 35
Anita Iyer, 43
Anita Iyer, 43
VP at technology major, planning for her two kids, her retirement and to pay down that housing loan.
plan for 35-50
Sudipta Bannerjee, 54
Sudipta Bannerjee, 54
Business head at a telco, he wants to have enough to live through retirement, and to make great experiences happen.
plan for 50 and older

Everything you need

A simple, transparent, low cost and personalized portfolio management service
Low FeesMarket Portfolio 0.25% p.a, Long Term 1% p.a, Momentum 1% p.a No entry or exit loads. No performance fees. With taxes, brokerage and demat costs expect 0.4% to 1.4%.
AdaptiveFar ahead of your goals? Dial risk down to keep it that way. Lagging behind? Let us add some equity for long-term growth.
Tax PlanningOptimized for post-tax returns. Where permitted, losses harvested to offset taxable capital gains.
PersonalizedRetirement, kid’s education, annual holidays or no goals. We’ve got you covered with a personalised plan.
Risk ManagementAll stocks are risky. We glide between equity and debt to make sure your goals are on track.
On-Demand ReportsFull transparecy through a web app. Get up to date performance reports, portfolio details and tax-statements.
Debt & EquityEquity for every risk profile. Debt, short-duration portfolio through lowest-fee direct plans.
Peace of MindStocks and funds in a demat account in your name. Annual audits, custodian oversight, SEBI regulated.
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This website is owned and operated by Wizemarkets Analytics Private Limited, a SEBI registered portfolio manager. Unless otherwise specified, all return figures shown above are for illustrative purposes only, and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market circumstances.Demat services provided to clients of Wizemarkets Analytics by ICICI Bank Limited, a registered Depository Participant with both NSDL and CDSL.

Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Capitalmind Wealth’s charges and expenses. Capitalmind Wealth’s services are designed to assist clients in achieving discrete financial goals.

The information provided by Capitalmind Wealth through its public channels such as blogs and tweets is educational only and is not investment or tax advice.
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