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How can we help you?

Capitalmind Wealth customer?  Visit your client dashboard to view your account and portfolio details.
  • Getting Started

    Have questions about sign-up, account type, custodian and brokerage? Find quick answers here.

  • Deposits and Withdrawals

    Learn how to add funds. Also, understand how the funds flow on deposit and withdrawal.

  • Application Forms

    Here is a guide to all application related queries.

  • Account Management and Reporting

    A clear guide on your Wealth account - updates and reporting system.

  • Goals

    Learn more about goals and goal-based investing here.

  • Portfolio and Allocation

    Learn about portfolio related queries and see how your funds are allocated and invested.

  • General

    If you are new to Capitalmind Wealth, this will answer all your basic queries.

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