Capitalmind Financial Services

AUM (Cr.)

4792.89

Clients

1412

Inv. Approach

As On Date

30 September 2025

Capitalmind Wealth is a fintech-enabled wealth management platform and a SEBI-registered Portfolio Management Service (PMS) that offers personalized, goal-based investment solutions. By leveraging advanced algorithms, the firm dynamically allocates investments between debt and equity based on market conditions and individual investor preferences. This technology-driven approach ensures that each portfolio is tailored to meet specific financial goals while optimizing returns and managing risk effectively.

PMS Investments

PMS Investment Approach(s)		Returns
Investment Approach	Category	1 Yr Return	2 Yr Return	3 Yr Return	5 Yr Return	Inception Date
Surge India	Multi Cap & Flexi Cap	-4.10%	22.53%	23.70%	25.03%	Nov 2017
Adaptive Momentum	Multi Cap & Flexi Cap	-20.57%	8.32%	11.65%	17.45%	Mar 2019
All Weather Equity	Multi Cap & Flexi Cap	-2.89%	18.41%	18.76%	NA	Jul 2022
All Weather Equity	Multi Cap & Flexi Cap	-2.89%	18.41%	18.76%	NA	Jul 2022
NRI Surge India	Multi Cap & Flexi Cap	NA	NA	NA	NA	Apr 2025
SmartCore	Multi Cap & Flexi Cap	NA	NA	NA	NA	Jan 2025

* Returns are as on 30th September 2025, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

Portfolio Managers

Mr Krishna Appala

Fund Manager

Krishna Appala brings over 13 years of experience across equity research, portfolio management, and business analysis. Before joining his current role, he worked with organizations such as Publicis Sapient, Societe Generale, and Fiserv India, where he honed his expertise in financial strategy, risk management, and data-driven decision-making. Krishna holds an MBA from IMT Ghaziabad, a Post Graduate Diploma from IIIT Bangalore, and a B.Tech from JNTUK University.

AMC Reg. Address

2323 Prakash Arcade 17Th Cross 27Th Main,1St Sector Hsr Layout,Bangalore,Karnataka,India-560102 SEBI Reg No : INP000005847

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