WIZEMARKETS ANALYTICS PVT LTD
AUM in Cr : 2,590 Cr
No of Clients : 796
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 (23)
PMS
|
31 Dec 2022
|
AUM : 27 Cr
CUSTOM PORTFOLIO 1
HDFC Liquid Fund
Fund Returns
1M
0.49%
1Y
3.78%
Benchmark Returns
1M
0.55%
1Y
4.85
PMS
|
31 Dec 2022
|
AUM : 0 Cr
CUSTOM PORTFOLIO 10
HDFC Liquid Fund
Fund Returns
1M
0%
1Y
0%
Benchmark Returns
1M
0.55%
1Y
4.85 0%
PMS
|
31 Dec 2022
|
AUM : 8 Cr
CUSTOM PORTFOLIO 11
HDFC Liquid Fund
Fund Returns
1M
0.44%
1Y
2.96%
Benchmark Returns
1M
0.55%
1Y
4.85
PMS
|
31 Dec 2022
|
AUM : 0 Cr
CUSTOM PORTFOLIO 13
Nifty Total Return Index
Fund Returns
1M
0%
1Y
0%
Benchmark Returns
1M
-3.48%
1Y
5.69 0%
PMS
|
31 Dec 2022
|
AUM : 1 Cr
CUSTOM PORTFOLIO 2
Nifty Total Return Index
Fund Returns
1M
-3.03%
1Y
-25.02%
Benchmark Returns
1M
-3.48%
1Y
5.69 0%
PMS
|
31 Dec 2022
|
AUM : 13 Cr
CUSTOM PORTFOLIO 3
HDFC Liquid Fund
Fund Returns
1M
0.46%
1Y
53.99%
Benchmark Returns
1M
0.55%
1Y
4.85
PMS
|
31 Dec 2022
|
AUM : 1 Cr
CUSTOM PORTFOLIO 4
Nifty Total Return Index
Fund Returns
1M
-4.51%
1Y
-10.97%
Benchmark Returns
1M
-3.48%
1Y
5.69 0%
PMS
|
31 Dec 2022
|
AUM : 1 Cr
CUSTOM PORTFOLIO 5
HDFC Liquid Fund
Fund Returns
1M
0.33%
1Y
-36.43%
Benchmark Returns
1M
0.55%
1Y
4.85
PMS
|
31 Dec 2022
|
AUM : 2 Cr
CUSTOM PORTFOLIO 6
HDFC Liquid Fund
Fund Returns
1M
0.55%
1Y
3.8%
Benchmark Returns
1M
0.55%
1Y
4.85
PMS
|
31 Dec 2022
|
AUM : 0 Cr
CUSTOM PORTFOLIO 7
Nifty Total Return Index
Fund Returns
1M
0%
1Y
0%
Benchmark Returns
1M
-3.48%
1Y
5.69 0%
PMS
|
31 Dec 2022
|
AUM : 0 Cr
CUSTOM PORTFOLIO 8
HDFC Liquid Fund
Fund Returns
1M
0%
1Y
0%
Benchmark Returns
1M
0.55%
1Y
4.85 0%
PMS
|
31 Dec 2022
|
AUM : 0 Cr
CUSTOM PORTFOLIO 9
HDFC Liquid Fund
Fund Returns
1M
0%
1Y
0%
Benchmark Returns
1M
0.55%
1Y
4.85 0%
PMS
|
31 Dec 2022
|
AUM : 158 Cr
INDEX (MARKET)
Nifty Total Return Index
Fund Returns
1M
-2.97%
1Y
-3.57%
Benchmark Returns
1M
-3.48%
1Y
5.69 0%
PMS
|
31 Dec 2022
|
AUM : 504 Cr
MOMENTUM
Nifty Total Return Index
Fund Returns
1M
-3.93%
1Y
-4.22%
Benchmark Returns
1M
-3.48%
1Y
5.69 0%
PMS
|
31 Dec 2022
|
AUM : 1 Cr
STICKER SHOCK
Nifty Total Return Index
Fund Returns
1M
-3.09%
1Y
-6.68%
Benchmark Returns
1M
-3.48%
1Y
5.69 0%
PMS
|
31 Dec 2022
|
AUM : 38 Cr
STRATEGIC DEBT
HDFC Liquid Fund
Fund Returns
1M
0.46%
1Y
4.36%
Benchmark Returns
1M
0.55%
1Y
4.85
PMS
|
31 Dec 2022
|
AUM : 2 Cr
CUSTOM PORTFOLIO 17
Nifty Total Return Index
Fund Returns
1M
-2.05%
1Y
-0.93%
Benchmark Returns
1M
-3.48%
1Y
5.69 0%
PMS
|
31 Dec 2022
|
AUM : 15 Cr
CUSTOM PORTFOLIO 19
Nifty Total Return Index
Fund Returns
1M
-2.48%
1Y
15.38%
Benchmark Returns
1M
-3.48%
1Y
5.69 0%
PMS
|
31 Dec 2022
|
AUM : 2 Cr
AGGRESSIVE DEBT
Nifty Total Return Index
Fund Returns
1M
-0.22%
1Y
0.59%
Benchmark Returns
1M
-3.48%
1Y
5.69 0%
PMS
|
31 Dec 2022
|
AUM : 93 Cr
ALL WEATHER EQUITY
Nifty Total Return Index
Fund Returns
1M
-2.63%
1Y
9.41%
Benchmark Returns
1M
-3.48%
1Y
5.69 0%
PMS
|
31 Dec 2022
|
AUM : 13 Cr
LOW VOLATILITY
Nifty Total Return Index
Fund Returns
1M
-2.46%
1Y
2.08%
Benchmark Returns
1M
-3.48%
1Y
5.69 0%
PMS
|
31 Dec 2022
|
AUM : 1 Cr
QUANTITATIVE VALUE
Nifty Total Return Index
Fund Returns
1M
-3.42%
1Y
2.63%
Benchmark Returns
1M
-3.48%
1Y
5.69 0%
PMS
|
31 Dec 2022
|
AUM : 223 Cr
SURGE INDIA
Nifty Total Return Index
Fund Returns
1M
-3.55%
1Y
-3.58%
Benchmark Returns
1M
-3.48%
1Y
5.69 0%
Contacts
Contact PersonMr. Varun Mishra
9019462458
9019462458
Corporate Address#2323 Prakash Arcade 3rd Floor 17th Cross 27th Main Sector 1, HSR Layout Bengaluru - 560102
Web and Email https://www.capitalmindwealth.com/
varun@capitalmind.in
varun@capitalmind.in
