Capitalmind Wealth is a fintech enabled Wealth Management solution. We’re a SEBI registered portfolio management service and use online goal based financial planning to tailor each users investments to match their needs. Our algorithms help us switch between debt and equity based on market conditions and the users preferences.
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31 December 2025
| Strategy | Category | 1Y | 3Y | 5Y | Inception |
|---|---|---|---|---|---|
| Surge India | Multi Cap & Flexi Cap | -3.28% | 22.40% | 21.31% | Nov 2017 |
| Adaptive Momentum | Multi Cap & Flexi Cap | -15.40% | 12.29% | 16.26% | Mar 2019 |
| All Weather Equity | Multi Cap & Flexi Cap | 5.68% | 19.03% | — | Jul 2022 |
| NRI Surge India | Multi Cap & Flexi Cap | — | — | — | Apr 2025 |
| SmartCore | Multi Cap & Flexi Cap | — | — | — | Jan 2025 |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager
Krishna Appala has 13 years of experience spanning equity research, portfolio management, and business analysis. Previously, he held roles at Publicis Sapient, Societe Generale, and Fiserv India, building expertise in financial strategy, risk management, and data-driven decision-making. Krishna holds an MBA from IMT Ghaziabad, a PG Diploma from IIIT Bangalore, and a B.Tech from JNTUK University.
Get in touch with our investment advisors to learn more about Capitalmind Financial Services's portfolio management services and how they align with your investment goals.
SEBI Registration: INP000005847
Registered Office: 2323 Prakash Arcade 17Th Cross 27Th Main,1St Sector Hsr Layout,Bangalore,Karnataka,India-560102
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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)
