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~25% of our Surge India portfolio stocks are near all-time highs — helped by a tilt toward Banks & Financials in recent months. AUM is 700+ Cr; current drawdown at -12% vs -7.5% (Nifty 50) & -9.5% (NSE 500). Designed for India’s growth: Over 85% of the portfolio is focused on

India remains a largely domestic-driven economy, which acts as a cushion in times of global flux. As multinational firms restructure supply chains away from China or Vietnam, India could present a compelling alternative for some part of manufacturing, but also as a consumption

Indians now spend 3–4 hours a day on social media—adding up to 1.1 trillion hours annually. That's HUGE! Online video is India’s fastest-growing digital medium, set to grow at 23% CAGR till 2026. Social media’s not far behind at 20%. Spotify is one of the biggest beneficiaries:

Snippet from a write-up during recent peak volatility. Two months on, markets have already moved on to the next worry. That’s how cycles work. We will repeat the boring thing: ✓ Stay invested, stay diversified ✓ Don’t invest money you need in 2–3 years ✓ Invest long-term,

Most NRIs keep their Indian funds in three places: low-interest savings accounts, fixed deposits, or investments managed by family members. This approach is driven by convenience and familiarity, but limits participation in India's growth story. (1/3)

The overwhelming documentation requirements across different investment providers becomes a major deterrent. Many NRIs decide the paperwork headache isn't worth it, so their capital remains in sub-optimal vehicles for long periods after they move abroad. (2/3)

PMS offers a compelling solution: one-time documentation that unlocks access to Indian equities and mutual funds from multiple AMCs where applicable. (3/3) Read more : capitalmind.in/insights/rethi…

Just dropped a conversation with Deepak Shenoy , founder of Capitalmind . We covered everything from asset allocation and stock picking to gold myths, global investing, and how Gen Z is building wealth. Let’s break it down 🧵👇

Apparently, a small country called Armenia is India's third-largest defence export destination after the US and France. We export things like Dornier aircraft, Chetak helicopters, fast interceptor boats, lightweight torpedoes, bulletproof jackets, and more. But why Armenia, of

A tale of two consumptions this quarter: Luxury & high-ticket spending is holding strong—Indian Hotels, M&M, Ethos are seeing healthy growth. But mass-market and essential categories are under pressure—Maruti, Hero Moto, HUL all showing signs of slowdown. The divergence is

India’s growth isn’t just in numbers. It’s structural. From how we shop and pay, to how we consume, build, and power our homes — India is transforming. Surge India is our strategy to invest in that transformation. At Capitalmind PMS, we are riding the maha trends shaping this

Shared thoughts on market trends & sector views on Moneycontrol’s Opening Bell. We continue to stay positive on Private Financials, Defence, and Aspirational Consumption — driven by fundamentals and long-term visibility. youtu.be/KZU3bKvEM4U?t=…

Snippet from our recent investor communication: As Q4 results near completion - Surge India delivers 19%+ earnings growth. Our portfolio clocked 21.7% median revenue growth and 19.7% PAT growth — well ahead of the Nifty 50’s 6.6% and 10.3%, and the NSE 500’s 9.9% and 14.2%. The

NRI Investors: You didn’t move abroad to earn in dollars and grow in rupees at 4%. But that’s exactly what happens when your India money sits in NRE FDs, savings accounts, or worse — in your parent’s demat account. It feels safe. Familiar. “Let it be,” they say. Meanwhile,

Pradeep Nalluri Hi Pradeep, thank you for your interest. Yes, not just the model portfolio, but the actual domestic Surge India portfolio (which mirrors our NRI offering) has outperformed even the S&P 500 in dollar terms (here are the numbers as of mid-may). Let me know if you would like more

Surge India – May continued to reward patience +7.2% for the month. The Nifty 50 was up 1.7%. NSE 500, 3.4%. Our drawdown narrowed to 6.3%. We will take it. But what really mattered wasn’t the bounce. It was what came underneath — earnings. Q4 was strong. Across our holdings,

Surge India's has a good three months, and has managed to get back to par on a 1 year basis. It's done well in most longer periods. Connect with the Capitalmind PMS at cm.social/pms-connect

India’s Telecom Story: Capex done. Operating Leverage in play. FIIs Buying. In May 2025, telecom stocks saw 8k Cr in foreign inflows — over 40% of all equity FII investments What changed? Airtel and Jio have finished building their 5G networks. Big spending is over. Now

PMS with all its benefits remains under-appreciated in the NRI community. The ₹50L minimum and the idea of giving this money to someone scares people away before they understand how robust this structure is. This six part guide is an effort to fill the knowledge gap. (1/6)

The global trade game is changing forever 📷 Are we witnessing the end of the world order that's existed since WWII? This analysis is absolutely crucial right now Full video also available here- youtube.com/watch?v=AFjttz…