CEO, Capitalmind Mutual Fund PMS: capitalmind.in Views personal, not advice Book: Money Wise amzn.to/3CgkGea

Bangalore, Karnataka, India
Don't Predict, Respond. We've said this so often at @CapitalmindMF so as we enter our second year, we speak with @SurabhiUpadhyay about what this actually means. @Calminvestor and I on our evidence driven approach, and our investing road map: piped.video/watch?v=zchnYFb1…
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Deepak Shenoy retweeted
Very nice article. This household continues to have diamond hands 💎💎💎
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Deepak Shenoy retweeted
Most people in their 20s are stuck between two choices. Save for a future that feels far away, or enjoy the money while they're young. Our young investors asked @deepakshenoy of @CapitalmindMF what he thinks. Full conversation is out now on Millions YouTube: piped.video/4rxoGdm67QA
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Deepak Shenoy retweeted
Webinar Alert! What does a momentum strategy do when momentum stops working? We took a step back to re-examine the strategy from first principles, and rebuild it from the ground up. We spent that time diagnosing where our momentum definitions could be made more robust, refining how we measure trend quality, and building enhanced risk controls to navigate tough market regimes. Now, with the revamped strategy live since May 2026, we would like to invite you to a webinar where we walk you through exactly what has changed and why. Join us live on Saturday, September 26, 2026, at 11:00 AM IST. Here's what we'll cover: ⚬ The revamped Adaptive Momentum ⚬ What changed, and why it matters ⚬ Backtest, live data, and an honest read of both ⚬ Introducing our secondary benchmark: Nifty500 Multicap 50:25:25 TRI ⚬ Reopening Adaptive Momentum for new subscriptions ⚬ Capitalmind Flexicap and Adaptive Momentum: Which one suits you? ⚬ The road ahead Here is the link to the Webinar: piped.video/watch?v=GWpNqsJ-… Click "Notify Me" after opening the link so YouTube reminds you when we go live.
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One of longest running PMS strategies just got a facelift. Check out Adaptive Momentum from @capitalmind_in :
Adaptive Momentum has anchored Capitalmind Wealth’s quantitative DNA since 2019. However, it had a hard run after its mid 2024 peak, and that sent us back to first principles. We could point to exactly where our definition of momentum held poorly in a sideways market, and we rebuilt our strategy one decision at a time. The fully revamped strategy has been live since May 2026. It's still momentum, and it will still feel like momentum. But it’s a meaningfully different animal to what it was 18 months ago. Here's the full write-up on what changed, and why: capitalmind.in/insights/adap… Capitalmind Financial Services Private Limited, SEBI Registered Portfolio Manager: INP000005847
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Deepak Shenoy retweeted
Callout for brokers with international market access. SEBI has now allowed PMS to invest in foreign securities. We at Capitalmind PMS are looking to empanel brokers who can help our clients invest globally. If you have the capability, let's talk. DMs are open. @deepakshenoy @avijeet_sen @AkankshaMaulik @investkahakare @capitalmind_in
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Should you save for the future or live for today? Most people in their 20s are asking this question. Our panel of young investors put it to @deepakshenoy of @CapitalmindMF & the conversation went in some interesting directions. We talked about building wealth early, spending without guilt, and planning for a future that feels very far away. The full conversation drops on YouTube today at 6 PM.
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"Till then, give our stock price a decent value"
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New insurance commission recos by IRDA make some interesting changes. They cap insurance commissions as a percentage, spread the payouts across the policy terms, and reduce larger distributor strangleholders. Also promotes direct investment by customers. Good for the future though it will hurt some of the players today. There is a lot of political influence so some of this will change. But it's a step in the right direction to regulate commissions and expenses to bring it in line with how mutual funds and other players in the financial space operate.
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This definitely needs to be addressed. The convenience is better as a flat fee, not as a percentage in any financial transaction
So @dilipasbe has clarified that even NBFCs collecting EMI can be given MCC 7322 which attracts flat Rs.5. Razorpay and Easebuzz teams are insisting that lenders and financial institutions are given MCC 6012 which has 0.4% MDR. Please clarify @shashank_kr @harshilmathur
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Be honest: when was the last time you actually looked at a fund's expense ratio before investing?   @NihitKshatriya , Head of Sales at Capitalmind Mutual Fund, breaks down why this "Tiny" number deserves more attention than it gets.   All figures and graphs used are for illustrative purposes only and do not reflect actual numbers.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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Sometimes the mix of nature and civilization stuns you...
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Closer...
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This auto translate on X is like so strange when it translates jokes also :)
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Was a fun conversation!
From building wealth early to finding the balance between investing and spending, @deepakshenoy of @CapitalmindMF gets candid about money! Full conversation out soon🙌🏻
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I know this one was in jest but still paying 60K in interest is slightly painful :) Better still, sell the gold, buy the iphone. And invest 10000 rs. Per month in an fd (so you don't accuse me of selling our mutual finds) which in 24 months will give you 2.5 lakh, just about enough to buy... iPhone 19 then :)
He sold an appreciating asset to buy a depreciating one. Instead, he could have taken a gold loan, paid just ₹2,500/month approx in interest and invested ₹7,500/month in a recurring deposit. After 24 months, the ₹1.8L loan is closed on RD maturity, the iPhone is his and he still owns the gold which could easily be worth ₹2.2–2.3L by then 🥳
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Deepak Shenoy retweeted
#TimeToMintMoney 💰 When experience speaks, markets listen. What happens when decades of investing wisdom come together on one stage? You get conversations you simply cannot afford to miss. At the 4th edition of Mint Money Festival 2026, hear from some of India’s most respected voices in investing and finance, including: 🔸 Vijay Kedia, Ace Investor 🔸 Sankaran Naren, ED & CIO, ICICI Prudential Mutual Fund 🔸 Rajeev Thakkar, Director & CIO, PPFAS Asset Management 🔸 Radhika Gupta, MD & CEO, Edelweiss Mutual Fund 🔸 Devina Mehra, Founder, Chairperson & MD, First Global 🔸 Deepak Shenoy, CEO, Capitalmind Mutual Fund One stage. One day. An incredible lineup of money minds. 📅 28 November 2026 📍 National Stock Exchange (NSE), Mumbai Book your pass now: events.htmedia.in/MintMoneyF… 🎟️ Early Bird pricing is LIVE till 30th September. Don’t wait for the last day to make your move. If you miss it, you’ll really miss it. #MintMoneyFestival #MintMoneyFestival2026 #PersonalFinance #Investing #WealthBuilding #MoneyMatters #Mumbai #TimeToMintMoney @NSEIndia | @deeptibhaskaran | @jashkriplani | @apri_sharma | @sashindnj | @Shiprasorout @VijayKedia1 | @RajeevThakkar | @iRadhikaGupta | @devinamehra | @deepakshenoy @ICICIPruMF | @PPFAS | @edelweisslife1 | @firstglobalsec | @capitalmind_in
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UPI MDR is changing. So, how costly will mutual fund investments be, given this update? As Vashistha Iyer @uptickr, Executive Director at Capitalmind Mutual Fund explains: For a typical mutual fund scheme like a flexi-cap fund, the impact could be relatively small. Capitalmind’s analysis estimates that even if 25% of annual gross inflows come through UPI, the impact could be around 0.15–0.20 basis points on the scheme’s expense ratio, depending on the fund and its cost structure. Read more about this in our recent analysis, featured in Mint, linked below. lnkd.in/gnaXNUXu
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Deepak Shenoy retweeted
The biggest risk in a volatile market may not be volatility itself. It’s reacting emotionally to it. Buy when markets rise. Exit when they fall. Repeat. What if, instead, you had a framework designed to respond, not predict? @deepakshenoy , MD & CEO, Capitalmind Mutual Fund (SEBI Reg. No.: MF/084/25/10), explains Capitalmind’s approach to volatility in Respond. Don’t Predict, in association with Moneycontrol. piped.video/watch?v=7Fo0EL9k… Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. #RespondDontPredict #EvidenceLedInvesting #Partnered | @CapitalmindMF
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In general, the UPI MDR will reach about 3% of the transactions. 96% of current transactions are anyhow out. Out of the remaining 4%, 1/4th will move to other sources. But that will still mean some fairly large revenues for all players, let's see if it hits 10,000 cr. +
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