Capitalmind NRI PMS: Invest in India

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Cross-border Investing
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High-growth Themes
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NRI-first Solutions
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1-100x
Potential Returns
30 Lakh
Min. Investment
5-7 Yrs
Avg. Holding Period
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About Capitalmind

At Capitalmind, we are dedicated to revolutionizing the way Indians grow and manage their wealth. As India's premier wealth management firm, we are our clients' most trusted partner, providing investment portfolios built on rigorous analysis and expertise.

₹ 2058 Cr

Assets Under Management

1167

Clients

₹ 108 L

Median Client AUM

NRI Surge India Strategy - Investing in महा trends

Invest directly in high-growth front runners driving India's expansion—securing your stake in transformative market opportunities today.
money growing

Surge India Portfolio Features

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Designed For

Market + returns with higher volatility Long Term horizon › 5 years

Fund Manager: Krishna Appala

Active since Jan 2025
Items
Specifics
Assets Management Fees
Fixed Fee
Entry & Exit Fee
Nil
Performance Fee
Nil

Stock selection and entry

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Primary focus: Growth and Disruption.
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Focus on winners in sectors that have a long runway.
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Track and avoid businesses with red flags.

Surge India Portfolio Themes

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Domestic Consumption

Invest in India’s rising middle class fueling long-term consumer growth.
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Energy Independence

Pick innovators driving India’s shift to clean, self-reliant energy.
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Import Substitution

Invest in local producers replacing imports and boosting resilience.
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Logistics and Infrastructure

Invest in the builders of India's next-gen supply chains and networks.
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Financialization

Tap into India’s fintech and banking boom bringing millions into the formal economy.

More About Surge India Portfolio

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Decadal Growth Potential 

We target proven performers at growth inflection points in massive markets.
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Strong Risk Management

We back only managers who deliver on promises and put shareholders first.
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Special Situations

We allocate up to 20% to value-unlocking corporate actions like mergers, demergers, and spin-offs.

Meet the Team at
Capitalmind

Krishna Appala

Krishna Appala

Fund Manager
deepak shenoy

Deepak Shenoy

Founder & Chairman of Advisory Board
Akansha

Akanksha M Pandey

Director PMS

Invest in Just
3 Simple Steps

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Fill the interest form

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Our team will contact you

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Onboard & invest

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Frequently Asked Questions

Can NRIs invest in PMS in India? What is the minimum investment required?

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Yes, NRIs can invest in PMS in India. As per SEBI regulations, the minimum investment required is ₹50 lakh.

What is an NRE-Portfolio Investment Scheme (PIS)/NRO Securities account?

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To invest in the Indian stock markets, NRIs need permission from the Reserve Bank of India (RBI). A designated PIS/Securities account is required for all secondary market transactions and must be linked to an NRE/NRO account.

What is DTAA (Double Taxation Avoidance Agreement) for Equity Investments?

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DTAA helps NRIs avoid being taxed twice – once in India and again in their resident country.

How DTAA Works:
● India has DTAA agreements with many countries.
● If you pay tax on stock sales or dividends in India, you can reduce your tax in your resident country by presenting tax proof.

Benefits of DTAA for Equity Investments:
● Lower TDS Rates: Dividends and capital gains may attract lower TDS (10-15%) based on the DTAA agreement between India and your country.
● Avoid Double Taxation: If your country of residence taxes global income, you can avoid being taxed twice on the same income.

Example: If the DTAA agreement allows a 10% tax rate on dividends, TDS in India will be reduced to 10% instead of the standard 20%.

How are PMS investments taxed for NRIs?

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Income from the following is taxed-
● Dividends received
● Capital gains (short-term or long-term)
● TDS is applied when the income is credited to your account.
● If TDS is higher than your total tax liability, you can claim a refund by filing your income tax return.
● Taxation under the DTAA agreement with your country of residence may vary for each investor.
● It is recommended to consult a tax advisor for detailed guidance.

How can NRIs repatriate funds from PMS investments?

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● NRE Account: Both principal and gains are fully repatriable.
● NRO Account: Repatriation is subject to limits and may require additional
documentation.

Ensure compliance with RBI regulations for smooth fund transfers.

What fees are associated with Capitalmind’s NRI PMS?

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A fixed management fee of up to 2% applies, along with actual transaction costs. The fee is calculated daily, charged quarterly, and adjusted based on the portfolio value.

How long should NRIs stay invested in PMS for optimal returns?

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PMS is ideal for long-term investors with a horizon of at least 4 to 5 years, allowing them to benefit from compounding returns and market growth.

Are there any lock-in periods for Capitalmind PMS investments?

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No, Capitalmind PMS does not have a lock-in period or exit loads.

Can PMS investments be made in foreign currency?

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No, all investments must be made in INR (Indian Rupees). Any foreign currency remitted is converted to INR before investing. Withdrawals are directly transferred to an NRE-PIS/NRO account, with necessary documentation.

Can NRIs appoint a Power of Attorney (PoA) in India for PMS
investments?

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No, PoAs are not allowed for Capitalmind’s NRI PMS investments.

How are dividends handled in PMS for NRIs?

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Dividends from PMS investments are credited to the investor’s NRE/NRO account after
applicable tax deductions.

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Get in touch

We’re here to help if you have any questions.
Schedule a call with us, message us, or send an email.
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