Capitalmind Wealth is owned and operated by Wizemarkets Analytics Private Limited, a SEBI registered portfolio manager. With a combined investing experience of fifty years, its leadership team endeavors to bring you a personalized investing experience by leveraging their strengths in planning, portfolio construction and investment strategies.

PMS Product Performance

Company Name /
Product Name		 Date of inception AUM 1y return 2y return 3y return 5y return 10y return Since inception return
Capitalmind Financial Services Surge India 02 Nov 2017765.1416.08%7.95%23.22%19.11%-11.26%
Capitalmind Financial Services Adaptive Momentum 01 Mar 2019332.45-0.07%-5.95%13.79%13.15%-17.50%
Capitalmind Financial Services All Weather Equity 08 Jul 2022269.6917.40%10.74%19.74%0.00%-17.75%
Capitalmind Financial Services SmartCore 29 Jan 202527.3316.72%0.00%0.00%0.00%-12.45%
Capitalmind Financial Services NRI Surge India 01 Apr 202513.960.00%0.00%0.00%0.00%--0.31%

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Products

Capitalmind Wealth
Capitalmind Momentum Fund
Capitalmind Wealth
Capitalmind Market Fund
Capitalmind Wealth
Capitalmind Long Term Portfolio