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 NRI Surge India 01 Apr 202516.33-6.85%-----0.65%
Capitalmind Financial Services All Weather Equity 08 Jul 2022281.142.70%6.05%15.72%--16.28%
Capitalmind Financial Services SmartCore 29 Jan 202529.494.73%----10.86%
Capitalmind Financial Services Surge India 02 Nov 2017661.78-2.46%3.71%20.61%17.34%-11.16%
Capitalmind Financial Services Adaptive Momentum 01 Mar 2019245.99-0.27%-7.03%12.98%9.88%-17.31%

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