Disclosures Stage
PMS (Capitalmind Wealth)
SEBI Registration: INP000005847
- PMS Disclosure Document
- Download PMS Fee Calculation Illustration
- Investor Charter: Portfolio Manager
- Financial Information
- Complaint Resolution - PMS
AIF (Capitalmind Select)
SEBI Registration : IN/AIF3/23-24/1357
- Stewardship Policy
- Voting Policy
- Conflict of Interest Policy
- Voting Log - Quarterly Basis
- Complaint Resolution - AIF
PMS Disclosure
Investor Charter: Portfolio Manager
Financial Information
Annual Return 2021-22
Annual Return 2020-21
Annual Return 2019-20
Complaint Resolution - PMS
Complaint disposal data/trend
For general queries and updates, write to support@capitalmind.in
For escalations, write to akanksha@capitalmind.in or call at +91 6361 531 722
To register a formal complaint with us, write to pmscompliance@capitalmind.in with your name, registered mobile number, PAN Card, and nature of the complaint.
If none of the above steps are able to resolve your issue/concern/complaint, then:
SEBI has a web-based centralized grievance redress system called SEBI Complaint Redress System (SCORES) at http://scores.gov.in where investors can lodge their complaints against PMS.
Download the SEBI SCORES Mobile App
AIF Stewardship Policy
Voting Policy
Conflict of Interest Policy
Voting Log - Quarterly Basis
Complaint Resolution - AIF
Compliance officer details
Name: Varun Mishra
Email: aif@capitalmind.in
Phone: 9019462458
If you have any complaints regarding CSIO, you can follow the below steps:
Step 1: Please send an email with your issue/concern/complaint to info@capitalmind.fund .
If your issue is not resolved as part of the email communications of Step 1, then:
Step 2: Please send an email with your issue/concern/complaint to compliance@capitalmind.fund , aif@capitalmind.in.
If your issue is not resolved via the communications of Step 1 and Step 2, then:
Step 3: Please send an email with your issue/concern/complaint to vashistha@capitalmind.in .
If none of the above steps are able to resolve your issue/concern/complaint, then:
SEBI has a web based centralized grievance redress system called SEBI Complaint Redress System (SCORES) at http://scores.gov.in where investors can lodge their complaints against PMS.
To Access to SMART ODR Portal ( Securities Market Approach for Resolution through ODR Portal) click on SMART ODR Portal