- SEBI reg.
- INP000005847
- Services
- Discretionary, Non-discretionary, Advisory
- Reported
- 30 Sep 2026
Capitalmind Financial Services
₹4,085 Cr
Assets under management
1,242 clients · 17 strategies · 30 Sep 2026
Capitalmind Financial Services managed ₹4,085 crore for 1,242 clients at 30 Sep 2026, across 17 strategies, most of it for domestic individuals and others. In September clients added ₹15.02 crore and withdrew ₹31.53 crore.
Key numbers
- SEBI registration
- INP000005847
- Discretionary AUM
- ₹1,763 Cr
- Non-discretionary AUM
- ₹4.60 Cr
- Advisory assets
- ₹2,317 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Surge India | Equity | ₹683 Cr | +3.27% | −7.09% |
| All Weather Equity | Equity | ₹292 Cr | −0.45% | −7.09% |
| Adaptive Momentum | Equity | ₹229 Cr | +7.31% | −7.09% |
| India Indices | Equity | ₹193 Cr | −1.05% | −7.09% |
| CM Flexi Cap Strategy | Equity | ₹193 Cr | +5.19% | −7.09% |
| Strategic Debt | Debt | ₹46.10 Cr | +6.46% | +3.81% |
| Altitude | Equity | ₹34.14 Cr | +3.37% | −7.09% |
| Custom Portfolio 19 | Equity | ₹21.34 Cr | −1.81% | −7.09% |
| Surge India-NRI | Equity | ₹20.67 Cr | +2.71% | −7.09% |
| Arbitrage | Equity | ₹19.15 Cr | +6.46% | −7.09% |
| Anchor | Hybrid | ₹12.07 Cr | — | — |
| Custom Portfolio 24 | Equity | ₹10.58 Cr | — | — |
| Short Term Debt | Debt | ₹3.39 Cr | +5.15% | +3.81% |
| Apex India | Equity | ₹2.69 Cr | — | — |
| Custom Portfolio 25 | Equity | ₹1.82 Cr | +3.33% | −7.09% |
| Global | Equity | ₹0.90 Cr | +30.97% | −7.09% |
| Custom Portfolio 7 | Equity | ₹0.25 Cr | — | −7.09% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Who it manages money for
| Client type | Service | Clients | AUM |
|---|---|---|---|
| Domestic individuals and others | Advisory | 2 | ₹1,817 Cr |
| Domestic individuals and others | Discretionary | 1,185 | ₹1,697 Cr |
| Domestic corporates | Advisory | 1 | ₹500 Cr |
| Domestic corporates | Discretionary | 18 | ₹34.78 Cr |
| Non-resident Indians | Discretionary | 35 | ₹31.33 Cr |
| Domestic individuals and others | Non-discretionary | 1 | ₹4.60 Cr |
For the advisory service, AUM is the assets it advises on.
Flows
- Inflow, Sep 2026
- ₹15.02 Cr
- Outflow, Sep 2026
- ₹31.53 Cr
- Net, Sep 2026
- −₹16.51 Cr
- Inflow, FY to date
- ₹142 Cr
- Outflow, FY to date
- ₹221 Cr
- Net, FY to date
- −₹79.23 Cr
Discretionary service. The financial year runs from 1 April.
Complaints
- Pending at start of month
- 0
- Received
- 0
- Resolved
- 0
- Pending at end of month
- 0
FAQs
How much does Capitalmind Financial Services manage?
₹4,085 crore for 1,242 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Capitalmind Financial Services have?
1,242 clients at 30 Sep 2026, mainly domestic individuals and others, domestic corporates, non-resident indians.
Which PMS strategies does Capitalmind Financial Services offer?
It reported 17 to SEBI for 30 Sep 2026: Surge India, All Weather Equity, Adaptive Momentum, India Indices, CM Flexi Cap Strategy, Strategic Debt, Altitude, Custom Portfolio 19, and 9 more.
Is Capitalmind Financial Services registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000005847.
Has Capitalmind Financial Services had investor complaints?
In September it received 0 and resolved 0; 0 were pending at the end of the month.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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