Let’s start with simple yet in-depth conversations. We aim to simplify your finances and put you and your
loved ones at the center of everything - your goals, retirement plans and aspirations above all else.
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We go beyond the ordinary to ensure that we offer the right mix of assets and services. We aim to give
you a holistic experience, by diversifying across asset classes and products.
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We’re here to talk through your doubts and guide you into achieving financial prosperity. Our advice is
unbiased and we maintain the highest levels of ethical standards.
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True to our name, we use a methodological and businesslike approach to managing your money. Our
bespoke services aim to maximize your returns, while keeping in mind your ability to take on risks.
Our mission is to aid you and your family plan better and lead a peaceful and healthy life. Nothing can
be more fulfilling than knowing that you are able to meet financial goals for yourself, your family and
your retirement.
At Capricorne, we understand that money matters are hugely impacted by emotions and situations. We
therefore aim to curate your portfolio based on your individual needs, but also ensure that your
expectations and spending habits are reviewed on a constant basis. Building financial discipline is a long
term process and we’re with you, as you embark on this journey.
Alpha Brief Case(ABC) is a unique investment pool of stocks for investors who want to explore opportunities in equities, with low budgets. ABC offers stocks / ETFs, with curated proven strategies with a view to maximize return potentential at the convenience of just few clicks. We also provide first time investors, the support of instant demat opening, before trying the Alpha Brief Case.
Research backed Mutual Fund and PMS Advisory, is at the core of our advice. We keep assessing and updating our choice of AMCs offered to our clients based on qualitative parameters like Asset Under Management, Administrative and Fund Manager expertise, diversification of offerings, true to the mandate and the merit of opportunity for clients.
Fixed Income assets hold an importance place in our advisory. Bond offerings play an essential part of the fixed income offering as it offers relatively lower risk compared to market related assets, while ensuring predictability in the client’s investment universe. Our bond offerings encompass primary and secondary offerings of Commercial Papers, Debentures, Taxable Bonds, Perpetual Bonds, Market Linked Debentures(MLD). All offerings are placed for the clients using a compliant, technology backed interface in a seamless manner.
At Capricorne Mindframe, our endeavour is to offer clients limitless opportunities in pursuit of wealth. And to meet that end, We have partnered with a forerunner in this space to enable our clients an access to the evolving Global market space, be it the developed economies like the US or the emerging South East Asian markets.
Taking advantage of the The Liberalized Remittance Scheme, Individuals (includes minors), can remit upto $250,000 per financial year, for the purpose of investments in capital markets abroad. Investments into the US Markets become even more attractive due to the Double Tax Avoidance Agreement ( DTAA) between the two countries, which prevents double taxation on income from investments in The US and one may claim foreign tax credit in India for taxes paid in the US.
Asset Leasing : In our constant endeavour to offer diversified investment options, we have partnered with curated investment platforms in the ‘Asset Leasing Space’, that offer curated investment opportunities with a minimum investment and fixed monthly returns. Asset leasing will be largely in physical assets ranging from electric vehicle manufacturers to charging Infra companies backed by strong collateral, high predictable returns, with tax benefits. Non Resident Indians, are allowed to invest through the NRO accounts for now.
Capricorne Mindframe was formed in April 2009, with a view to replace the conventional advisory style that typically varied between offering conservative savings instruments and / or coercive financial products, both styles that offered limited value, with a more progressive and productive approach of advisory, benefiting the investor. We decided to do so with quality advisory practice with commitment, conscience, client centricity and class, with a tailor made approach, to create prosperous and financially empowered clientele, thereby empowering the society.
Indian investors have always been habituated with large savings in conventional assets, with limited understanding of the risk of inflation and how it depleted the real potential of money topped by a dearth of good quality unbiased advise.
At Capricorne Mindframe, we believe, every client is unique, and has unique needs related to money management and wealth creation. Precisely why, along with ‘tailor made solutions’, research tools like simulator, goal trackers, performance matrices, back testing techniques, offered by Morningstar are used. These techniques not only make the process risk efficient and reduce bias, but also ensure a smooth client experience along with precision to outcome.
Research Backed, Tailormade Advice
At Capricorne Mindframe, we believe, every client is unique, and has unique needs related to money management and wealth creation. Precisely why, along with ‘tailor made solutions’, research tools like simulator, goal trackers, performance matrices, back testing techniques, offered by Morningstar are used. These techniques not only make the process risk efficient and reduce bias, but also ensure a smooth client experience along with precision to outcome.
Transparent & Client Cognizant Compliant Process
We have a robust and simplified process in place that enables our clients to participate and approve of every investment related transaction that we initiate on their behalf, thus ensuring complete transparency and compliance. Right from the word 'Go', the on boarding exercise, portfolio construction, execution of the suggested portfolio, as well as financial and non-financial transactions at every stage, is with the client’s knowledge in a very transparent manner. We believe, our clients should not merely participate in the process of wealth creation, but partner in it, synonymous to our tag line, ‘Partner In Prosperity’ .
Transparent & Client Congnizance enabled Compliant Process
We have a robust and simplified process in place that enables our clients to participate and approve of every investment related transaction that we initiate on their behalf, thus ensuring complete transparency and compliance. Right from the word 'Go', the on boarding exercise, portfolio construction, execution of the suggested portfolio, as well as financial and non-financial transactions at every stage, is with the client’s knowledge in a very transparent manner. We believe, our clients should not merely participate in the process of wealth creation, but partner in it, synonymous to our tag line, ‘Partner In Prosperity’ .
Global Market Access
We believe diversification of assets should not just be restricted to offerings within a market or region, but should be from different assets available across different markets, to ensure that our clients benefit from best investment opportunities from across the world. While Investors can benefit from the abundant growth potential of India, access to South East Asia, Europe and the US markets will add to the richness of client’s portfolio and wealth. And all this, through different assets or strategies, chosen for the clients, from time to time.
Global Market Access
We believe diversification of assets should not just be restricted to offerings within a market or region, but should be from different assets available across different markets, to ensure that our clients benefit from best investment opportunities from across the world. While Investors can benefit from the abundant growth potential of India, access to South East Asia, Europe and the US markets will add to the richness of client’s portfolio and wealth. And all this, through different assets or strategies, chosen for the clients, from time to time.
What our clients
have to say
There is nothing like a Happy Customer
Samir Agarwal, Noida
I was introduced to Manoj in Chennai in the year 2007. Manoj set up Capricorne Mindframe soon thereafter and impressed me with his perseverance, sincerity & knowledge, but it took me 5-6 years before I decided to take the plunge, in a very small way.
Capricorne Mindframe has kept me posted about the Indian & domestic market conditions, the status & future outlook of a number of industries, taken pro-active action for investing available / surplus funds in a diverse portfolio of mutual funds and switched funds as per performance and outlook.
They have been my exclusive conservative investment partner & decision maker since and helped to build a reasonable portfolio, while keeping the investment safe, diversified and achieved a CAGR of about 12% over a 10 year period.
Manesh Bala, Philippines
My advisory relationship with Capricorne Mindframe began 4 years ago and my journey with them has been very rewarding. I absolutely appreciate Manoj, the CEO's transparency, astute knowledge of the financial markets and his passion to secure financial independence for his clients. I wish the entire team the very best and continued success.
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Biju Balakrishna Panicker, Singapore
I have been associated with Capricorne Mindframe since last 4yrs; and it has been a wonderful and fruitful partnership! The firm has right expertise, are very professional and provide great investment advise. What I like most about Manoj, the founder, is his dedication and passion for what he does. I am rest assured that my investment portfolio is in good hands.
Deepak Karal, Dubai
Before Capricone Mindframe , Fixed Deposit and few mutual fund was our idea of investment.
As an expat, living in UAE for past 20 years, we were looking for a portfolio manager who can offer us a variety of return-based investment. We always planned to retire and settle in our home country. So, we needed to have time bound and return based investment opportunities which can yield us return to have a peaceful retired life.
I’m glad our search ended with Capricorne Mindframe. It gave us a wide range of investment opportunities and they were always available for a one-on-one discussion and queries to cater to our questions. Their app gives us the advantage of looking through our portfolio on a regular basis.
"Result Oriented, Driven and Individualized"
A Happy Customer
Nadine Cedrick Miranda, Mumbai
Excellent and informed advice since I started investing with Capricorne Mindframe in 2015. They really know the pulse of the market and offer a wide range of investment options. Quick on the service front and forthcoming to offer assistance be it a working day or holiday.
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K R Gunasekaran, Saudi Arabia
Capricorne Mindframe has been my financial advisor for the last two years and has curated my financial plans to the best results. The advisors are extremely professional and have provided me timely advice on lucrative investment options. The founder’s understanding of markets and his people skills are equally appreciable. Hoping to continue with them to achieve my financial progress.
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Imthiaz Mohammad Ilyas, Chennai
Capricone Mindframe has been an exceptional investment partner focussed on long-term wealth creation. Their service delivery has been remarkable, they have tremendously assisted us with growth-oriented investment options.
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Rachel Philip, Australia
I started investing with Capricorne Mindframe about 7 years ago and I have nothing but good things to say about the way my money is managed. Manoj Mullath and his team are approachable, reliable, knowledgeable, processes are intuitive and simple enough for a layperson like me. I have seen really good growth with my investments.
