We take a disciplined, data-driven approach to investing that is tailored to your lifestyle and life goals.
We do two big things for you
Our goals framework helps you define why you are saving, how much you need and when you need it. Our adaptive platform uses a combination of debt and equity to figure out the best way to get you there.
A thoughtful plan reduces your worries
The basic point about money is to reduce your worries. We often find that money is the thing that people worry most about!
If you keep the big picture in mind, you’ll want to keep aside enough money for each of the big things that you really want. Your retirement. Your kids’ education costs. Your annual holidays. That trip to Wimbledon that costs Rs. 400,000 per person just for a seat in the stadium.
Compartmentalize your savings, and you’ll be relieved to know each of your goals is on track. If it’s behind, you’ll know early enough to take action.
Adapts as your life goals and financial well-being evolve
We dynamically adjust your debt and equity allocations to meet your goal. Ahead of your glide path? Perhaps equity’s run a little too far ahead; we’ll then move money to debt. If you’re behind, we’ll put more into equity and buy more when the market is down.
As you get closer to needing your money - say when your kid’s college starts) - we “taper” into a lower equity allocation and thus, lower risk, so that you don’t have tell your kids that they can’t go to the college they want because, well, stock markets didn’t do well.
Your PMS Account Setup
Fill our online forms here. We will set up a demat account in your name with ICICI Bank
Fund your account via online transfer or cheque. We begin trading as soon as your account is funded with Rs 25 lakh or more (SEBI mandated)
Fund your account
As we buy assets, ICICI allocates shares and allocates shares and mutual funds purchased to your demat account
Our online portal Progress shows you where you are vs. your goals at any time.
Download all relevant reports - performance, holding statements, tax P&L, transaction statement - at any time
We share an annual audited statement confirming your holdings and our calculations.
Have any Questions?
We would love to walk you through how we invest and answer any questions you have. Schedule a call as per your availability, we will get in touch!or read FAQs
New to active investing?
Read our primer on building a financial strategy and the investing process.
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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.