Capitalmind Wealth Momentum PMS

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Welcome to AIF & PMS Experts India Pvt. Ltd.

Fund Snapshot

Fund Manager Name Anoop Vijaykumar
Asset Management Fees 1% PA
Deployment Immediate deployment, Can move to cash
Portfolio Churn Approx 20% per month. Rebalances frequently
Number of Stocks 20-30
Universe NSE Listed stocks meeting minimum liquidity criteria
AUM in Strategy 475+ Crores
Fund Type Sectorial PMS

Strategy Features

Stock Selection

  • Rank the universe of stocks by Volatility-Adjusted Returns over a specific look back period
  • Filter out stocks failing price and absolute and relative volume criteria
  • Screen out stocks with recent fundamental performance issues

Active rebalancing

  • Move to cash when opportunities don’t exist.
  • Use gold or bond ETFs to hedge the risk during sharp market downturns and unexpected triggers (like Covid)

Target Alpha

  • Empirical research shows
  • momentum outperforms across decades, countries, and asset classes
  • Priced in line with most mutual funds and no performance fee

Designed for 

  • Market + returns with higher volatility
  • Best performing strategy at Capitalmind

The Strategies

Capitalmind strategies covers the entire spectrum, from Passive to semi-passive to active equity strategies. Capitalmind tend to test our strategies before introducing into PMS!

PMS Operations

Custodian

  • ICICI Bank is our custodian. Your Demat account will be opened with ICICI Bank.
  • Your existing ICICI direct account cannot be used for PMS operations. ICICI Direct and ICICI Bank are two separate entities.
  • The Demat account will be under custody and dedicated for PMS investments.

Bank and Trading Accounts

  • A separate trading and bank account is not required for PMS operations.
  • We use ICICI as our banker and Zerodha for trading

Communication

  • Monthly newsletter by Deepak Shenoy
  • Operational updates, if any
  • Yearly audit statement
  • Half yearly PMS Townhall

Reporting

  • Monthly newsletter by Deepak Shenoy
  • Holding also list under monthly NSDL report

Easy Application Process

Pre-filled application

Write to us at [email protected] for assistance, (subject: Initiate PMS application)

Document Verification

Submit the KYC documents (PAN, Proof of Address and Cancelled cheque)

Sign the pre-filled set and submit

We will dispatch the full application set for signatures. Sign at marked places and submit.

Demat Account

Your demat account will be opened with ICICI Bank (custodian) within 4 business days.

Fund your account

Fund the account with 50 lakh and more to begin your investing journey!

About The Fund Manager

Anoop oversees the PMS’s Momentum Portfolio and Capitalmind Premium (Capitalmind Wealth). He served as a management consultant for Kearney and has held executive positions at Microsoft and Honeywell. He holds a Bachelor of Engineering from Bombay University and an MBA from the Indian School of Management. 

Why Capitalmind Wealth

Experienced

Deepak Shenoy, our CEO and Fund Manager, has over 20 years of experience in Indian markets and is regular on CNBC TV18 and ET Now as a guest.

Tech focus

We use tech to empower our strategy building, execution and reporting. The tech focus helps us empower customers by keeping the cost low. Our fee is less than most mutual funds, even in direct mode!

Transparency

At Capitalmind Wealth, everything is transparent. The portfolios, the fee, the reporting, the communication, the successes and the setback. That’s the ethos.

Max Impact

Stocks and debt. No complex instruments. Automated Tax Loss Harvesting. Low churn. On demand reports. Our strategy is to keep you informed but not demand your time.

Unique Features

We take a disciplined, data-driven approach to investing that is tailored to your needs and adapts to changing market conditions

Comprehensive portfolio strategies

Portfolios set across different principles that offer an edge in changing markets.

Competitive fee

Very competitive fee that is comparable to most mid and MultiCap mutual funds. And we don’t take a chunk from your profits!

Transparent reporting

A well-balanced view into your portfolio performance, holdings, transactions and fees.

Dynamic allocation and deployment

Design your portfolio with a mix of strategies and use our algorithm-based deployment over time to manage risk.

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Book a call with our experts

For any queries, contact us on Mobile: +91 95616 10108, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected]     Whatsapp-logo

Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.