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WE MANAGE #CUSTOMERS
INFORM 03 Be Transparent.
Show you what you own and how
you’ve done – online, every day
Goals Inflation : 6%
1. Kids Education
Goal Target .
Advantage
2. Retirement
3. Housing Loan Repayment
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Target the best equity Dynamically adjust risk We help offset gains
We work with you to as markets change, through intelligent loss
set Goals based on your and debt allocations to
get there in time keeping the long term harvesting. As we focus
time horizon targets in mind. on getting to the goal.
Activate.
Report Progress Control
See your statements Add more as you save – Need to withdraw? It’s a click or email
regularly online reach your goal faster! away.
Taxes and P&L at your Add goals as they come. No loads, Low fees, transparent
fingertips Plan to live well. structure.
Goal analysis and changes Focus on what you want to do. We’ll
online(with our oversight) help you get there.
Comprehensive
Intelligent
User Friendly
Equity Debt
Portfolio Strategy : Growth stocks, with some
turnaround ideas. 70%+ Midcaps & 02 01 Instrument of Choice – Liquid Funds
Rationale – Tax efficient, low cost, better
Largecaps. returns in a rising rate cycle
Stock Selection : Stocks that have growth
Our Focus!
Risk 03
Our belief : All Stocks are risky.
Our approach : When Markets are hot, we
increase allocation to debt and fixed income.
When markets fall, valuations get better and we
move funds from debt to equity.
Risk 03
Our belief : Extremely risky, dominated
by mid &small cap
Our approach : We don’t mind going to cash
when enough stocks are not available.
Our Focus!
Risk 03
Instrument of Choice – Liquid Funds
Rationale – Tax efficient, low cost, better returns
in a rising rate cycle
02 03
01
That’s it.
No Performance Fees
No Entry Load
No Exit Load
No Lock-in Periods.
Wizemarkets Analytics Pvt Ltd | Capitalmind Wealth
Signup Process
Activate PMS Build Your Plan
Access Progress Portal to Build your plan as per your
track your portfolio and goals and risk-return
retrieve reports. 06 appetite.
01
Certification Custodian
We are a SEBI Regulated
Portfolio Manager: INP000005847 01 02 ICICI is the custodian of your
funds and your new
. demat account.
Contact
Address:
https://goo.gl/maps/gkkfkzVo3Zu
3rd floor Prakash Arcade, #2323, 17th Members @
Cross Road, 1st Sector, HSR Layout, #capitalmindwealth
Disclaimer: Nothing in this presentation should be construed as financial advice. As a SEBI registered portfolio manager, Wizemarkets Analytics Private Limited, the owner of Capitalmind Wealth, must understand your risk
profile before suggesting you actual investments. Please do your own research before placing any trades based on the information in this presentation. Unless otherwise specified, all return figures shown above are for
illustrative purposes only.Actual returns will vary greatly and depend on personal and market circumstances.