CapitalMind PMS

PMS Rating

IME PMS Rating

AMC does not meet our selection criteria at this time

Not a recommended AMC: Wizemarket/CapitalMinds PMS is yet to build long-term credentials in fund management. With a lack of a clearly defined investment process and a number of disparate portfolio strategies, we do not recommend investments in Wizemarket PMS at this time.

The PMS/AIF AMC Rating is derived on the basis of our analysis on 5 key qualitative parameters that we use to analyse the quality of a PMS/AIF Provider. These include an assessment of the size of the AMC, the pedigree of the AMC, the pedigree of the team, the value of the investment philosophy & the level of differentiation. These insights of our central research team are documented in the IME RMS, and can be accessed during a consultation call with an IME PMS specialist.

PMS Background

Discretionary AUM (1020cr) | Promoter Category ()

PMS Background

Wizemarket PMS is the PMS arm of CapitalMindWealth, an online fintech firm focused on investments. Wizemarket PMS was founded in 2014 by Deepak Shenoy.

PMS Investment Philosophy

Wizemarket/CapitalMind  PMS take a data-driven approach while investing in companies that give the best returns that is also customized to investors’ needs and also adapt to evolving market conditions. Wizemarket’s investment philosophy follows: 

  • Comprehensive portfolio strategies: Building a portfolio that sets across different principles that offer leverage in the changing markets keeping in mind investors’ longer-term goals. 
  • Dynamic allocation and deployment:  Building portfolios with mix of strategies and use their algorithm based deployment to manage risk. Asset allocation and position given more importance than stock selection.

Inv Team

Investment Team

Deepak Shenoy | 3-star rated FM

Founder & CEO | 28 yrs Experience | 14 yrs at current firm

Past Experience: Consulting Director, Strategies (Estee Advisors), Chief Executive Officer (Moneyoga.com)

Deepak Shenoy started his career as a coder and later founded companies in Agri and capital minds. It was 10 years ago that Shenoy had started Wizemarket under the brand name ‘Capital Mind’.

Anoop Vijaykumar | 3-star rated FM

Head of Research and Fund Manager | 24 yrs Experience | 4 yrs at current firm

Past Experience: Investment Advisor (The Calm Investor), Director Business & Sales Operations (Microsoft), Director, Strategy & Marketing (Honeywell), Principal (A.T. Kearney), Engagement Manager (KPMG Business Advisory), Senior Consultant (Universal Consulting India Pvt Ltd), Programmer Analyst (Infosys Technologies Limited)

Anoop Vijaykumar comes with 18 years of experience across various business roles. Anoop started his career as a Programmer Analyst at Infosys and made his way into business and strategy after his PGDM at ISB, Hyderabad. Anoop Vijaykumar has worked as a Business Strategy & Operations Consultant with Kearney, and has held various leadership roles at Honeywell, Zomato, and Microsoft before turning into an Investment Advisor. Due his predominant experience outside of capital markets in the 18 years of his career, we are not willing to rate him higher on our scale. Prior to capitalmind, he wrote about investing on his site “thecalminvestor”.

PMS/AIF Schemes

PMS & Listed Equity AIF Schemes

Scheme Category Style 1 yr 3 yr 5 yr Since Inc
CapitalMind Index (Market) Large Cap GARP 42.8 17.2 17
CapitalMind Adaptive Momentum Large Cap Flexible 66.6 28 28.5

Returns as of 28-Feb-24.

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Details shared on the public website, are only a short snapshot of the more detailed analysis that resides in our Proprietary Research Management Solution (RMS) – A proprietary cloud-based tool, that ensures that the unbiased research insights of our central research team are shared directly with investors.

Our RMS allows us to operate with a level of transparency, ethics & consistency of insights, that is unparrarelled in the industry. Our RM’s will help showcase the PMS/AIF options that are the most suited for your unique requirements.

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Note: PMS AMC & Scheme Reviews and Ratings are based on IME Capital’s Proprietary Review and Rating Methodology (read more here: AMC Rating & Scheme Ratings). These reflect the unbiased views of our central research team, based on our assessment of the investment value of these PMS/AIF strategies for our investors. We follow a highly stringent rating-criteria, where approximately 50% of PMS AMC’s & strategies would be rated 2-star or below (this is not meant to indicate that these funds are not investment-worthy, but that they do not currently fulfill the requirements we focus on for recommending funds to our investors — based on our internal views on the merit of the AMC/strategy relative to peers). Reviews & Ratings are primarily based on research of publicly available information (SEBI disclosures, PMS websites, PMS-aggregation platforms, webinar recording, media interviews etc.) and no explicit consent is required from AMCs for the same. While we endeavour to do further due-diligence via direct interactions with the investment teams of AMCs, this is typically restricted to AMC’s that meet our foundational fund selection criteria (reviews on lower-rated AMCs are often based solely on publicly available information). The views reflected in our Reviews & Ratings, are our independent views and may not be shared by the AMC’s and the investment teams. Please read detailed disclaimer for more.