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18 ArticlesCapitalmind PMS

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Missing the night, now that everything is bright

After what seems to be a remarkable run, Deepak speaks about how you're going to need both the ups and the downs for markets to really work. Inspired by the ...
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Enter 2024: Here’s to the crazy ones

Happy 2024! 2023 has been quite sensational for returns in the Capitalmind Portfolios, and we go into this new year honouring the crazy ones. The misfits, the ...
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Wealth Letter Nov 2023: The Illusion of Risk

First, our returns. Here’s what our portfolios have done as of Oct 31: Such a stark difference from April this year, when the world markets saw jitters ...
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[Podcast] Should you invest in a PMS?

 Welcome back to the Capitalmind Podcast – a place where we dissect the nuances of finance and investing, in ...
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Wealth Letter July 2023: It’s raining new highs

  In the Netherlands, there are two lotteries. One is the regular lottery – you get a number, and if they draw that number, you make riches. But ...
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Wealth Letter May 2023: Much more to go, much more to do

  April showed us early signs of happiness in stocks, with markets cheering  the RBI not increasing interest rates and in general better earnings. Surge ...
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Wealth Letter April 2023: The fresh air in all this despair

  The Capitalmind Wealth PMS performance as of March 2023 is here: We realise that returns are lousy in the last one year. The Nifty’s been flat and our ...
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Wealth Letter March 2023: Muddling Through Markets

  We are in a no-go zone in the market for nearly all of one year, since the Ukraine war began. The Nifty returns are just 3% to 5% which is even lesser than ...
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Wealth Letter Feb 2023: The markets that need a spark

  Firstly, thanks for visiting the town hall in January! We really appreciate your feedback and presence, and look forward to a better 2023.  Our performance ...
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Wealth Letter Dec 2022: Back to All Time Highs

  What a rebound the markets have seen. The Nifty has run away considerably in the last few months, with a double digit return on a one year basis. ...
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