About Capitalmind Wealth
Capitalmind Wealth is a Financial Services company based in Bengaluru (India) founded in 2014. Portfolio management and investment services provided in India. The company has 26 employees. Its Indian entity Capitalmind Financial Services Private Limited reported revenue of ₹29.94 Cr. Capitalmind Wealth offers products and services including Adaptive Momentum Strategy and Surge India Strategy. Its focus areas include Finance, Asset Management, Mutual Funds and Fund Baskets.
Company details
Capitalmind is identified as Indias leading Portfolio Management Service, where sustained investment returns are delivered to over 1,000 clients through data-driven strategies. Adaptive Momentum and Surge India are utilized to build long-term wealth while risks are effectively managed. With assets under management exceeding 2000 Cr, an emphasis is placed on humility and learning in dynamic markets. Services are offered with transparency by a team of experts committed to client financial visions.
- Headquarters Bengaluru, India
- Employees 26
- SectorsFinancial Services
- Email••••••••
- Website capitalmindwealth.com
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- Legal Name Capitalmind Financial Services Private Limited
- Date of Incorporation 26 Aug, 2014
- Jurisdiction Bangalore, Karnataka, India
- Annual Revenue₹29.94 Cr
FY 2026 · -16% YoY
- Net Loss-₹17.87 Cr
FY 2026 · -60% margin
- EBITDA-₹16.28 Cr
FY 2026 · -54% margin
- Employee Count26
Associated legal entities of Capitalmind Wealth
Capitalmind Wealth operates through Capitalmind Financial Services Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2026) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Capitalmind Financial Services Private Limited CIN U64990KA2014PTC076018 | Active | 26 Aug 2014 | Bangalore, Karnataka | ₹29.9 Cr | 17 | 4 | View details |
Products & Services of Capitalmind Wealth
Capitalmind Wealth offers a comprehensive portfolio of products and services, including Adaptive Momentum Strategy and Surge India Strategy.
This strategy is utilized to identify stocks demonstrating strength and is managed to capitalize on momentum while risks are controlled.
It is employed to focus on companies contributing to India's economic growth, with investments directed towards sectors driving progress.
Board of directors of Capitalmind Financial Services Private Limited (Capitalmind Wealth)
Capitalmind Financial Services Private Limited is the primary company behind Capitalmind Wealth. The board of Capitalmind Financial Services Private Limited currently have 2 directors; the longest-serving is Deepak Shenoy, appointed in 2014. 7 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Deepak Shenoy DIN 00417674 | Director | 26 Aug 2014 | 12 yrs 2 mo | Capitalmind Financial Services Private Limited |
| Shray Chandra DIN 07418785 | Whole-time director | 23 Jan 2017 | 9 yrs 9 mo | Capitalmind Financial Services Private Limited |
Financials of Capitalmind Wealth
Figures of Capitalmind Financial Services Private Limited, the primary company behind Capitalmind Wealth, for FY 2026. Revenue was ₹29.94 Cr (-16% year on year). Net loss was -₹17.87 Cr (-60% margin). EBITDA was -₹16.28 Cr (-54% margin). Revenue has grown at a compounded annual rate of +12% over three years and 0% over five years.
- ₹29.94 CrRevenue · FY 2026 · -16% YoY
- -₹17.87 CrNet loss · -60% margin
- -₹16.28 CrEBITDA · -54% margin
- ₹59.15 CrPaid-up capital
- 17Employees (provident fund records)
- +12%Revenue CAGR, 3 years
- 0%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Capitalmind Financial Services Private Limited are on its company page.
Detailed financial statements for Capitalmind Wealth
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Top companies in Private Equity Funds
2 companies that operate in the same segment as Capitalmind Wealth (Private Equity Funds) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Private equity firm and fund of funds focused on multiple sectors | 2020 | India | USD 238.01 M | 969 | ||
Provides mutual fund investments, SIP options, and financial planning services online. | 2009 | Mumbai, Maharashtra, India | USD 18.21 B | 104,453 |
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Frequently Asked Questions about Capitalmind Wealth
Capitalmind Wealth was founded in 2014.
Capitalmind Wealth is headquartered in Bengaluru, India. It is registered at Bengaluru, Karnataka, India.
Capitalmind Wealth has 26 employees.
The primary company behind Capitalmind Wealth, Capitalmind Financial Services Private Limited, reported revenue of ₹29.94 Cr for FY 2026, down 16% year on year.
Capitalmind is identified as Indias leading Portfolio Management Service, where sustained investment returns are delivered to over 1,000 clients through data-driven strategies. Adaptive Momentum and Surge India are utilized to build long-term wealth while risks are effectively managed. With assets under management exceeding 2000 Cr, an emphasis is placed on humility and learning in dynamic markets. Services are offered with transparency by a team of experts committed to client financial visions.
Capitalmind Wealth offers Adaptive Momentum Strategy and Surge India Strategy.
Capitalmind Wealth operates through Capitalmind Financial Services Private Limited.
The legal entities of Capitalmind Wealth currently have 3 directors, including Swati Singh, Deepak Shenoy, Shray Chandra.