WIZEMARKETS ANALYTICS PVT LTD
AUM in Cr : 2,557 Cr
No of Clients : 813
Capital Mind 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 user’s investments to match their needs. Our algorithms help us switch between debt and equity based on market conditions and the user’s preferences.
Growth Trend
Flow Trend
Schemes (20)
PMS
|
31 May 2023
|
AUM : 2 Cr
AGGRESSIVE DEBT
Nifty Total Return Index
Fund Returns
1M
0.02%
1Y
-0.39%
Benchmark Returns
1M
2.87%
1Y
12.94
PMS
|
31 May 2023
|
AUM : 125 Cr
ALL WEATHER EQUITY
Nifty Total Return Index
Fund Returns
1M
4.49%
1Y
16.1%
Benchmark Returns
1M
2.87%
1Y
12.94
PMS
|
31 May 2023
|
AUM : 5 Cr
CUSTOM PORTFOLIO 1
CRISIL Composite Bond Fund Index
Fund Returns
1M
0.71%
1Y
6.45%
Benchmark Returns
1M
0.01%
1Y
0.09
PMS
|
31 May 2023
|
AUM : 8 Cr
CUSTOM PORTFOLIO 11
CRISIL Composite Bond Fund Index
Fund Returns
1M
0.84%
1Y
7.37%
Benchmark Returns
1M
0.01%
1Y
0.09
PMS
|
31 May 2023
|
AUM : 2 Cr
CUSTOM PORTFOLIO 17
Nifty Total Return Index
Fund Returns
1M
3.71%
1Y
13.64%
Benchmark Returns
1M
2.87%
1Y
12.94
PMS
|
31 May 2023
|
AUM : 16 Cr
CUSTOM PORTFOLIO 19
Nifty Total Return Index
Fund Returns
1M
4.26%
1Y
20.4%
Benchmark Returns
1M
2.87%
1Y
12.94
PMS
|
31 May 2023
|
AUM : 1 Cr
CUSTOM PORTFOLIO 2
Nifty Total Return Index
Fund Returns
1M
10.16%
1Y
11.57%
Benchmark Returns
1M
2.87%
1Y
12.94
PMS
|
31 May 2023
|
AUM : 11 Cr
CUSTOM PORTFOLIO 3
CRISIL Composite Bond Fund Index
Fund Returns
1M
0.82%
1Y
7.46%
Benchmark Returns
1M
0.01%
1Y
0.09
PMS
|
31 May 2023
|
AUM : 0 Cr
CUSTOM PORTFOLIO 4
Nifty Total Return Index
Fund Returns
1M
0%
1Y
0%
Benchmark Returns
1M
2.87%
1Y
12.94 0%
PMS
|
31 May 2023
|
AUM : 1 Cr
CUSTOM PORTFOLIO 5
CRISIL Composite Bond Fund Index
Fund Returns
1M
1.21%
1Y
9.13%
Benchmark Returns
1M
0.01%
1Y
0.09
PMS
|
31 May 2023
|
AUM : 0 Cr
CUSTOM PORTFOLIO 6
CRISIL Composite Bond Fund Index
Fund Returns
1M
0.75%
1Y
6.78%
Benchmark Returns
1M
0.01%
1Y
0.09
PMS
|
31 May 2023
|
AUM : 0 Cr
CUSTOM PORTFOLIO 7
Nifty Total Return Index
Fund Returns
1M
0%
1Y
0%
Benchmark Returns
1M
2.87%
1Y
12.94 0%
PMS
|
31 May 2023
|
AUM : 0 Cr
CUSTOM PORTFOLIO 8
CRISIL Composite Bond Fund Index
Fund Returns
1M
0%
1Y
0%
Benchmark Returns
1M
0.01%
1Y
0.09 0%
PMS
|
31 May 2023
|
AUM : 167 Cr
INDEX (MARKET)
Nifty Total Return Index
Fund Returns
1M
5.68%
1Y
11.3%
Benchmark Returns
1M
2.87%
1Y
12.94
PMS
|
31 May 2023
|
AUM : 16 Cr
LOW VOLATILITY
Nifty Total Return Index
Fund Returns
1M
5.35%
1Y
21.24%
Benchmark Returns
1M
2.87%
1Y
12.94
PMS
|
31 May 2023
|
AUM : 479 Cr
MOMENTUM
Nifty Total Return Index
Fund Returns
1M
3.65%
1Y
6.78%
Benchmark Returns
1M
2.87%
1Y
12.94
PMS
|
31 May 2023
|
AUM : 1 Cr
QUANTITATIVE VALUE
Nifty Total Return Index
Fund Returns
1M
2.92%
1Y
9.81%
Benchmark Returns
1M
2.87%
1Y
12.94
PMS
|
31 May 2023
|
AUM : 1 Cr
STICKER SHOCK
Nifty Total Return Index
Fund Returns
1M
3.16%
1Y
8.33%
Benchmark Returns
1M
2.87%
1Y
12.94
PMS
|
31 May 2023
|
AUM : 40 Cr
STRATEGIC DEBT
CRISIL Composite Bond Fund Index
Fund Returns
1M
0.81%
1Y
7.21%
Benchmark Returns
1M
0.01%
1Y
0.09
PMS
|
31 May 2023
|
AUM : 246 Cr
SURGE INDIA
Nifty Total Return Index
Fund Returns
1M
4.08%
1Y
5.77%
Benchmark Returns
1M
2.87%
1Y
12.94
Contacts
Contact PersonMr. Varun Mishra
9019462458
9019462458
Corporate Address2323 Prakash Arcade 17th Cross 27th Main,1st Sector HSR Layout,BANGALORE,Bangalore,KARNATAKA,INDIA,560102
Web and Email www.capitalmindwealth.com
varun@capitalmind.in
varun@capitalmind.in
