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

Your financial plan

When you know you're on track towards your financial independence, you have less to worry about. You can be more, do more, and live inspired.

Anita's Financial Plan

Or start with a template...

Raghav Trivedi

Raghav Trivedi32

A sales exec who's planning for his daughter's education, a house purchase and a corpus for great vacations.

Plan for below 35
Anita Iyer

Anita Iyer43

VP at technology major, planning for her two kids, her retirement and to pay down that housing loan.

Plan for 35-50
Sudipta Bannerjee

Sudipta Bannerjee54

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 Fees

    1% of assets. No entry or exit loads. No performance fees. With taxes, brokerage and demat costs, expect a gross fee of ~1.4%.

  • Debt & Equity

    For equity, growth bias - can this grow 10x in 10 years? For debt, short-duration portfolio through lowest-fee direct plans.

  • Personalized

    Retirement, kid's education, annual holidays or no goals. We've got you covered with a personalised plan.

  • Adaptive

    Far ahead of your goals? Dial risk down to keep it that way. Lagging behind - let's add some equity for long-term growth.

  • Risk Management

    All stocks are risky. We glide between equity and debt to make sure your goals are on track.

  • Peace of Mind

    Stocks and funds in a demat account in your name. Annual audits, custodian oversight, SEBI regulated.

  • Tax Planning

    Optimized for post-tax returns. Losses harvested to offset taxable capital gains.

  • On-Demand Reports

    Full transparecy through a web app. Get up to date performance reports, portfolio details and tax-statements.

Have questions?

If you want to speak to someone from Capitalmind before making a decision, we understand. Share your details and we'll be glad to walk you through how we invest.

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