Blog
Capitalmind launches its first AIF: Capitalmind Select India One
Bengaluru-based Capitalmind Financial Services unveils its first Alternative Investment Fund, "Capitalmind Select India One." This Category 3 AIF aims to raise INR 500 crores in 12 months, offering a long-bias multi-factor strategy. The fund combines Momentum, Low Volatility, and Quality factors, targeting sophisticated investors with a minimum INR 1 Crore investment. Building on its successful PMS track record, Capitalmind expands its quantitative investment offerings. The AIF features active risk management, a flexible portfolio of 20-40 stocks, and systematic hedging. With this launch, Capitalmind reinforces its position as a leader in innovative investment solutions for the Indian market.
Investing in Portfolio Management Services (PMS) for Family Offices: Pros, Cons, and Selection Criteria
Investing in Portfolio Management Services (PMS) can significantly benefit family offices by offering customized investment strategies, professional management, and access to exclusive opportunities. PMS provides tailored solutions that align with the unique financial goals and risk tolerance of family offices, ensuring flexibility and control over investments. However, it's crucial to consider potential drawbacks such as high costs, liquidity constraints, and performance volatility. When selecting a PMS provider, family offices should evaluate factors like investment philosophy, fee structure, manager expertise, transparency, and risk management. By making informed decisions, family offices can leverage PMS to enhance their investment outcomes and secure their wealth for future generations.
Capitalmind PMS Surpasses ₹2,000 Crore in AUM demonstrating exceptional market performance
Capitalmind Financial Services Pvt. Ltd., a SEBI-registered portfolio manager, has surpassed ₹2,000 crore in assets under management (AUM) in just 6.5 years. The firm's quant-driven Adaptive Momentum strategy and fundamentally oriented Surge India strategy have delivered impressive annual returns of 30.2% and 24.2% respectively over the past five years, outperforming major market indices. Serving over 1,200 clients across 170+ Indian cities, Capitalmind combines data-driven strategies with qualitative research to consistently deliver market-beating returns. The company offers both active and passive investment options, including a recently launched quantitative AIF, and has applied for a mutual fund license to expand its retail investor reach.
How to invest a lumpsum amount?
Investing a lump sum amount can be a challenging yet rewarding task. Whether your windfall comes from an ESOP buyback, inheritance, or property sale, understanding the tax implications, setting up an emergency fund, paying off high-interest debt, and making informed investment decisions are crucial steps. This guide provides a structured approach to investing a lump sum effectively, covering tax strategies, investment diversification, retirement planning, and the benefits of charitable donations. Learn how Capitalmind PMS can help you balance immediate needs with long-term goals to secure your financial future.
Understanding NSE Strategy Indices and the Basics of Factor Investing
The NSE site describes Strategy Indices as "designed based on quantitative models/investment strategies to provide a single value for the aggregate performance of a number of companies." This style of identifying companies is known as factor investing, which includes target factors like momentum, quality, value, low volatility, and more. Capitalmind PMS, with the longest-running and best-performing real-world track record in factor strategies in India, offers an in-depth understanding of this approach. In this post, we provide an easy-to-understand explanation of Factor Investing and examine the performance of various Nifty Strategy Indices since their inception.
The Advantages for Accredited Investors in India
Accredited investors in India enjoy exclusive financial opportunities and favourable terms that set them apart from non-accredited investors. By meeting specific SEBI criteria, these investors gain access to private placements, hedge funds, and alternative investments. Capitalmind PMS offers tailored portfolios and the unique advantage of investing with less than ₹50 lakh. Discover the benefits, requirements, and processes to become an accredited investor in India and unlock advanced investment strategies for long-term wealth creation.
Investment Options for HUFs: Comparing Mutual Funds and PMS
Investment Options for HUFs: Mutual Funds vs. Portfolio Management Services (PMS) Hindu Undivided Families (HUFs) have unique investment needs and can benefit from the right investment options. Mutual Funds and Portfolio Management Services (PMS) are two popular choices for HUFs looking to grow their wealth. Mutual Funds offer diversification, professional management, and liquidity, making them accessible to HUFs with lower investment amounts. PMS, on the other hand, provides customized portfolios, direct ownership, and potentially higher returns, suitable for HUFs with larger investment capacities. When comparing Mutual Funds and PMS, HUFs should consider factors such as investment amount, management control, costs, transparency, and risk-return profile to make an informed decision aligned with their financial goals and risk appetite. By understanding the strengths and weaknesses of each option, HUFs can optimize their investments and secure their financial future.
Comprehensive Guide to Choosing the Best Portfolio Management Service (PMS) in India
Choosing the best Portfolio Management Service (PMS) in India requires a comprehensive evaluation of both objective and qualitative criteria. This guide provides a step-by-step comprehensive framework of Level 1 and Level 2 criteria to help investors select the right PMS aligned with their financial goals, risk tolerance, and investment philosophy. By considering factors such as SEBI registration, performance track record, risk management, and client service, investors can make informed decisions and enhance their wealth creation journey.
Looking for the best PMS for your investments? Find Capitalmind PMS Strategies and Performance here
Capitalmind PMS, one of the best portfolio management services in India, offers SEBI-registered investment solutions with three active equity portfolios: Surge India, Adaptive Momentum, and Resilient. With a trusted track record and over ₹1,550 crores under management, Capitalmind helps clients build long-term wealth through customized investment strategies tailored to their risk profile and financial goals. Explore Capitalmind PMS latest performance since inception here and get your customised strategy consultation.
What Are Portfolio Management Services (PMS)? A Guide for Investors in India
Portfolio Management Services (PMS) offer a personalised and professional approach to investment management for high-net-worth individuals in India. PMS provides tailored investment strategies, direct ownership of securities, and the potential for higher returns compared to standardised investment options like mutual funds. Understanding the types of PMS, such as discretionary, non-discretionary, and advisory, along with their benefits and drawbacks, can help investors make informed decisions. When considering PMS, it's essential to evaluate factors such as minimum investment requirements, fees, risk exposure, and liquidity. While PMS is suitable for investors seeking customised strategies and professional management, it may not be the right choice for everyone. Consulting with a financial advisor can help determine if Portfolio Management Services align with your financial goals and risk tolerance.