Have questions about sign-up, account type, custodian and brokerage? Find quick answers here.
You can start the sign up process at https://onboarding.capitalmindwealth.com/signup We compare your forms against your PAN card and your address proof for verification. Post verification, you can pr...
We need copies of your/applicant(s) PAN, address proof and a cancelled cheque. We have online forms where you enter your information and these generate PDFs for you to print and sign. The PDFs generat...
Yes. We create a new demat account (in your name) with a power of attorney and use a corporate Zerodha account for trading at an aggregate level....
Simple economics – Zerodha is the transaction intermediary with the lowest costs (by far). ICICI handles both trade accounting and custodian work – which helps bring down costs as well....
We do a simple version of this as part of our on-boarding process. We do not charge a separate fee....
Yes! You can open a joint account for PMS....
The planning tool is free to use. We’ve designed it so that you can see what combination of initial (lump sum) and ongoing (SIP) investments you need for goals like your retirement, kids college or re...
The minimum investment is Rs 25 lakhs — that’s the SEBI rule for all portfolio managers like us. This needs to come when you get started and we can’t stagger this investment amount. Subsequently, you ...
Yes, a HUF can open a Capitalmind Wealth account. To request the HUF forms and guidelines, please write to us at connect@capitalmindwealth.com and we’ll get back to you in one business day....
Our services are open for 'Resident Indian' accounts only at the moment. However, you can open an account for your Indian resident family member (parent/spouse) and list yourself as a nominee on the ...