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Frequently Asked Questions

Welcome to Capitalmind Wealth! This is the pre-customer help desk, a great place to find answers to most of your questions.

  1. Getting Started

    1. How do I sign up?
    2. What documents do I need to open my account?
    3. I have a trading account with Zerodha and a demat account with ICICI. Do I still need to open new accounts to join Capitalmind Wealth?
    4. See all 11 articles »
  2. Deposits and Withdrawals

    1. How can I add funds to Capitalmind Wealth?
    2. Is there a payment gateway I can use to fund my account?
    3. When can we start transferring funds to you?
    4. See all 8 articles »
  3. Application Forms

    1. Is the PAN Card mandatory for account opening? What other Proof of Identity can be submitted?
    2. What are the acceptable Proof Of Address documents that can be submitted?
    3. Do you provide assistance with online form filling?
    4. See all 11 articles »
  4. Account Management and Reporting

    1. How can I change my personal data in my Wealth account and/or Demat account?
    2. Will I get a full-time Advisor for my PMS account?
    3. Can I have monthly update of my portfolio?
    4. See all 10 articles »
  5. Goals

    1. What does goal-based mean?
    2. Can I add a goal after my account is activated?
    3. Can I close a goal before it has finished? What happens to the allocated money? Will I have to withdraw it or can you re-allocate to other goals?
    4. See all 10 articles »
  6. Portfolio and Allocation

    1. Will you have a portfolio for each type of goal (retirement, holidays, child’s education, etc.), or is it one portfolio that serves multiple goals?
    2. Will you invest all the money into debt now, even the equity portion?
    3. Can I choose to park my entire money in debt for a super low risk profile?
    4. See all 14 articles »
  7. General

    1. Is applying on the Capitalmind Wealth Website ( an expression of interest or a confirmation of joining Capitalmind Wealth?
    2. I’m just starting to invest my money and have no prior investing experience, should I invest in Capitalmind Wealth?
    3. Do I need to open a Capitalmind Premium account also if I wish to invest in Wealth?
    4. See all 15 articles »