Personalized. Optimal. Adaptive.

Tailored to your lifestyle and life goals, we take a disciplined, data-driven approach to investing

Get Started

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.

  • Submit application

    Fill the form on our onboarding portal. Courier us signed copies. We create a new demat for you through our custodian IL&FS.

    You get login access from IL&FS, with which you can verify your demat holdings at any time.

  • Fund your account

    Send us funds to our dedicated HDFC customer account. We transfer these funds to a bank account managed by the custodian.

    As we buy assets, IL&FS releases money to the broker and allocates shares and mutual funds purchased to your demat account

  • Track progress

    Our online portal Progress shows you where you are vs. your goals at any time. Download your performance, holding statements or tax reports at any time.

    We share an annual audited statement confirming your holdings and our calculations.

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.

or read FAQs