Transform your wealth with trusted expertise
With a proven track record, we're the chosen stewards for hundreds of individuals, families and businesses, dedicated to realizing their financial vision.
Assets Under Management
Median Client AUM
First-principles Investment thinking
We blend data-driven strategies and quantitative techniques with qualitative research to manage risk and reward for long-term growth. Our tailored portfolio strategies help you diversify while controlling downside risks effectively.
Insights from first-principles thinking and analysis
The leadership, with diverse backgrounds and expertise, has a common thread of integrity and commitment to creating a lasting financial success for you built on trust and transparency.
Meet our founder, Deepak Shenoy
In markets, money is made by having a position, not by standing outside the airplane wondering if it’s a good time to get in. We focus on the simple adage that markets are near impossible to forecast. Finding and sticking to the process that works for you is more than half the battle when it comes to investing successfully.
Money Wise: Timeless Lessons on Building Wealth
Wealth is not just about adding zeroes to your net worth but having enough to live an unconstrained life. Money Wise shows you the way. It cuts through the clutter of jargon and technical terms, leading you step by step on how to grow wealthy.
The Capitalmind Podcast
The Capitalmind Podcast applies first-principles thinking to unravel the layers of multifaceted topics. Co-hosted by Shray and Deepak, the show dissects important issues across business, economics and finance. They bring their expertise to illuminate the core factors, second-order effects and long-term impacts driving events.Dive deep and elevate your perspective
Make your money work as hard as you do.Talk to a Capitalmind Client Advisor
Investing is not one size fits all
Learn more about our distinct investment strategies and how they fit into your portfolio.Learn more about our portfolios
Unlock your wealth potential
Start your journey today