Capitalmind Wealth

Automated, personalized Wealth Management

Our message
On your journey to live better, wealth is a
companion, not a destination.
Money should not limit your dreams.
We want to help you get there. To live free.
Here’s introducing Capitalmind Wealth.
Deepak Shenoy, CEO

Wizemarkets Analytics Pvt Ltd | Capitalmind Wealth

What we do - Building for long term

Technology and algorithms

We invest in equity and debt

LONG TERM TARGET SMART

WEALTH YOUR GOALS CUSTOMISED
MANAGERS

Focus on getting there Dynamically adjust risk

Wizemarkets Analytics Pvt Ltd | Capitalmind Wealth

Our Numbers

WE MANAGE #CUSTOMERS

100 Cr. 205

Wizemarkets Analytics Pvt Ltd | Capitalmind Wealth

Guiding Principles

INFORM 03 Be Transparent.
Show you what you own and how
you’ve done – online, every day

Be disciplined and focussed.

TARGET 02 Help you plan for retirement, your kids college
and vacations every year. Or simply: help grow

COST 01 Be efficient. Use Technology to reduce fees.

No performance fee. No exit fee. No entry
free. No lock-in. .

Wizemarkets Analytics Pvt Ltd | Capitalmind Wealth

Let’s understand Goals

Kids Education Goal Plannng Benefit

Anita Iyer, 43
When you know you’re on track
towards your financial
independence, you have less to
worry about. You can be more,
do more, and live inspired.
Daughter’s age : 2 years
Plan : Rs 60 Lakh Graduation fund
Time : 16 Years
Needs: 1.5 cr. (inflation included) Have capability to invest Rs
8,000 more per month?
Bonus: Take her to Disneyland
Start with: 10 lakh when she’s 10
Add: Rs. 12,000 per month Add: Rs. 8,000 per month.

Goals Inflation : 6%

1. Kids Education
Goal Target .
Advantage
2. Retirement
3. Housing Loan Repayment

Wizemarkets Analytics Pvt Ltd | Capitalmind Wealth

Here’s how we helped

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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.

Use our planning Tool : plan.capitalmindwealth.com

Wizemarkets Analytics Pvt Ltd | Capitalmind Wealth
Plan Allocate Realign
For Inflation Equity and Debt ratios Get closer to your goal every month
For estimated returns Change as you go Based As markets rise sharply, we reduce equity
For return on equity or on time to reach goal positions and when they fall, we hike them.
fixed income Taper to lower equity as goal nears

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.

Wizemarkets Analytics Pvt Ltd | Capitalmind Wealth

Plan your Goals here - CM PLAN

Comprehensive

A complete and detailed calculation,

analysis and presentation of your life
goals at one place.

Intelligent

Thoughtful financial plan with smart

defaults.Changeinflation,retirementag,
kidseducationdetailsandseehowyour
investment pattern is impacted.

User Friendly

A simple and easy to use tool and

interface to list your goals and build
your investment plan.
Wizemarkets Analytics Pvt Ltd | Capitalmind Wealth
Investment Philosophy – Long Term

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.

Wizemarkets Analytics Pvt Ltd | Capitalmind Wealth

Investment Philosophy – Momentum

Equity Risk Management

Portfolio Strategy : Buy high, sell higher. Cut the
losers and let the winners ride 02 01 Diversification – 30 stocks across
different asset classes
Stock Selection : Use of Time Series Momentum. Volatility Check – deviation from
Pick stocks with strong trend and low volatility historical trend closely monitored to
assess risk of a stock
Our Focus!

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.

Wizemarkets Analytics Pvt Ltd | Capitalmind Wealth

Investment Philosophy – Market

Equity Risk Management

Portfolio Strategy : Exposure to top 100 Indian
and US technology stocks 02 01 Diversification – 100 top stocks across
different asset classes
Stock Selection : Investing via low cost ETFs. No stock picking risk– free from human
Automatically invests in large cap stocks rationale and biases

Our Focus!

Risk 03
Instrument of Choice – Liquid Funds
Rationale – Tax efficient, low cost, better returns
in a rising rate cycle

Wizemarkets Analytics Pvt Ltd | Capitalmind Wealth

 Key to finding STOCKS
02 03
01
Technology
We screen for stocks that have strong
growth potential, rapid rise in earnings or
are stories with a trigger to improve.
In-house tech to track these metrics
including home grown algorithms.
Analysis
Deeper dive into financials, metrics
and market size.
Dedicated team to track stocks.
Risk Management
Proprietary risk framework to find out if
red-flags appear.
Promoter checks, track company
progress, monitor other shareholders and
news.
Wizemarkets Analytics Pvt Ltd | Capitalmind Wealth
 Our Charges
Long Term Portfolio Market Portfolio Momentum Portfolio
1% 0.25% 1%

Asset Management Fees (per year)

+
GST, STT, Brokerage etc.

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

Fund Account Fill Online Forms

Once your Demat account Fill online sign-up forms
is ready, fund your account 05 02 for Demat account opening
with min. Rs 25 Lakh to and CKYC registration.
start PMS.

Submit Application 04 03 Speak with us

Submit application for Talk to us about your plan,
verification & account any questions you may
opening. have, and to gain a better
understanding.

Wizemarkets Analytics Pvt Ltd | Capitalmind Wealth

Reporting: Capitalmind Process

Your Dashboard – Neat and Comprehensive

Details of your portfolio and Goals.
Portfolio performance plotted against major
indexes

Ledger - Daily transaction details (with one

day lag)
Fees & Charges - Breakup of all the fees and
charges
Tax P&L - Here you will find advance tax
summary and also tax statement for previous
financial year. (Capital gains statements come
here)
Transactions – Scrip-wise transaction details
Statement - Account Statements in PDF

Wizemarkets Analytics Pvt Ltd | Capitalmind Wealth

Nuts & Bolts

Certification Custodian
We are a SEBI Regulated
Portfolio Manager: INP000005847 01 02 ICICI is the custodian of your
funds and your new
. demat account.

Statements Automated Transfer

Audited statements at end-of-year.
One day delayed portfolio, taxes and 04 03 Add funds automatically in SIP
Mode, through a bank mandate. Or,
P&L online. choose to add it yourself online.

Wizemarkets Analytics Pvt Ltd | Capitalmind Wealth

 Why Capitalmind Wealth?
Experienced
Deepak Shenoy, our CEO and Fund
Manager, has over 15 years of experience
in Indian markets and is regular on CNBC
TV18 and ET Now as a guest.
Statements
A mutual fund doesn’t care about your
goals, but we know what you need and
when; so we can adjust your positions
based on where you must be.
Value For Money
01 02 The fees at Capitalmind Wealth
costs less than most mutual funds,
even in direct mode! We use
technology to keep costs low.
Max Impact
04 03 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.
Wizemarkets Analytics Pvt Ltd | Capitalmind Wealth
Our History
Nov’ 2017
BORN
Capitalmind Wealth started in
2017. From our portfolios in
Capitalmind Premium, a do-it-
yourself service for investing in
markets, we started with our
first managed account.
May’ 2018
TRUST
We enrolled our first 100
customers within 6 months of
operations. With a focus on the
long-term, most of our
customers added more funds
every month.
June’2019
CREDIBILITY
We touched Rs 100 Cr in AUM,
building credibility in market
one account at a time.
Wizemarkets Analytics Pvt Ltd | Capitalmind Wealth
Way Forward
GROWTH
We’ll grow as our
customers grow. Building
wealth takes time, effort
and patience, and as we
grow, we’ll expand our
offerings to make it even
more useful.
Our Team
 Capitalmind Wealth

Contact
Address:
https://goo.gl/maps/gkkfkzVo3Zu
3rd floor Prakash Arcade, #2323, 17th Members @
Cross Road, 1st Sector, HSR Layout, #capitalmindwealth

New Interest : +91 6361 531 722

connect@capitalmindwealth.com
Existing Members:
support@capitalmindwealth.com

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.