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Capitalmind Financial Services – Portfolio Management Services (PMS)

Capitalmind Wealth offers a technology-driven wealth management service. As a SEBI-registered Portfolio Management Service (PMS), we employ online, goal-oriented financial planning to customize investment portfolios based on individual requirements. Our proprietary algorithms facilitate dynamic asset allocation between debt and equity instruments, adapting to prevailing market conditions and client preferences.

AUM (₹ Cr)

4698.04

Clients

1386

Strategies

5

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Capitalmind Financial Services Portfolio Management Services (PMS) - Performance Returns
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.

Portfolio Managers & Fund Management Team

Mr Krishna Appala

Fund Manager

With 13 years of professional experience, Krishna Appala possesses a robust background in equity research, portfolio management, and business analysis. His prior engagements with Publicis Sapient, Societe Generale, and Fiserv India have equipped him with specialized knowledge in financial strategy, risk management, and data-informed decision-making. Krishna's academic qualifications include an MBA from IMT Ghaziabad, a Postgraduate Diploma from IIIT Bangalore, and a B.Tech from JNTUK University.

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Regulatory Information

SEBI Registration: INP000005847

Registered Office: 2323 Prakash Arcade 17Th Cross 27Th Main,1St Sector Hsr Layout,Bangalore,Karnataka,India-560102

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)