In a milestone for a SEBI registered portfolio manager, Capitalmind Financial Services Pvt. Ltd. has surpassed ₹2,000 crore in assets under management (AUM). This achievement comes in a span of 6 years and 7 months.

Capitalmind's quant-driven Adaptive Momentum strategy has delivered an impressive annual return of 30.2% over the past five years. Simultaneously, its fundamentally oriented Surge India strategy has yielded a robust 24.2% annual return, significantly outperforming the NIFTY 50’s return of 16.1% and the CNX500’s 18.6% over the same period.

In the past year, both strategies have demonstrated decent performance, with returns exceeding 60%, significantly higher than the NIFTY 50’s 26.6%.  

The firm serves a diverse clientele of over 1,200 clients, including individuals, corporates, and Hindu Undivided Families, with a median AUM of ₹99.43 lakh. These clients are based in over 170 cities across India.

Under the leadership of industry veteran Deepak Shenoy, Capitalmind has primarily operated as a direct-to-client model for six years. The firm began associating with distribution partners in January 2024, complementing its robust direct client relationships and investment performance. 

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