Capitalmind Financial Services Private Limited - Company Research Report

Company Overview

• Name: Capitalmind Financial Services Private Limited

• Mission: No specific mission statement is available.

• Founded: 2014

• Founder: Deepak Shenoy

• Key People:

• Deepak Shenoy (CEO, Founder)

• Vashistha Iyer (COO)

• Anoop Vijaykumar (Investments & Head of Research)

• Shray Chandra (Director and Co-Founder)

• Venkatesh SK (CTO)

• Headquarters: No information is available.

• Number of Employees: No information is available.

• Revenue: No information is available.

• Company Known For: Leading wealth management and portfolio management services in India, providing investment strategies based on data-driven insights.

Products

Portfolio Management Services (PMS)

• Capitalmind Adaptive Momentum

• Description: India's longest-running quantitative momentum strategy designed to capitalize on stocks showing strength.

• Key Features: Focuses on risk management while maintaining profitable positions, and uses a data-driven approach for stock selection.

• Capitalmind Resilient

• Description: Invests in robust, high-quality companies to minimize volatility.

• Key Features: Quantitative approach prioritizing stability and long-term growth.

• Capitalmind Surge India

• Description: Focuses on investing in companies at the forefront of India's economic growth.

• Key Features: Capitalizes on opportunities within India's vibrant economic sectors.

Alternative Investment Fund (AIF) - Capitalmind Select India One

• Investment Style: Multifactor, leveraging Momentum, Low Volatility, and Quality.

• Objective: Outperform Nifty 50 and Nifty 500 benchmarks over rolling three-year periods.

• Minimum Investment: INR 1 Crore

• Unique Offering: First quantitative multi-factor AIF in India, uses systematic, factor-based strategies.

Recent Developments

• New Products Launched: No new product launches have been specifically mentioned.

• New Features Added to Existing Products: No information about new features.

• Partnerships and Collaborations: No information is available about new partnerships.

Financial Information

• Assets Under Management (AUM): ₹ 2058 Crore

• Clients: 1167

• Median Client AUM: ₹ 108 L

• Minimum Investment: ₹ 50 Lakh for PMS services.

Other Key Initiatives

• Fraud Warning: Capitalmind issued warnings about fraudsters misusing their name and director's identity to promote fake investment schemes.

• Educational Content and Insights:

• Blog, podcast, and community engagements conducted by the leadership and research teams to educate and inform customers about investment principles and market conditions.

• Books and writings by CEO Deepak Shenoy, including "Money Wise: Timeless Lessons on Building Wealth."

Conclusion

Capitalmind Financial Services Private Limited is a prominent wealth management firm in India, recognized for its cutting-edge investment strategies and transparent, client-focused services. Through its PMS and AIF offerings, Capitalmind is committed to delivering sustained wealth growth using data and research-driven methodologies.