Frequently asked questions on Capitalmind's SEBI-Registered Portfolio Management Service. Click Search at the top right of this page to find what you're looking for. Ready to talk to us?

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🏁 Getting Started

• How do I sign up?
• What documents do I need to open my account?
• 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?
• What are the reasons behind choosing Zerodha for trading and ICICI for demat?
• My money is currently spread out over fixed deposits, equities, mutual funds. I want to re-evaluate and consolidate it. Do you help with this or charge a separate fee?
• Can I open a joint account with my husband/wife/son/daughter/father/mother?
• What is the minimum and the maximum amount I can invest in Capitalmind Wealth?
• Can a HUF (Hindu Undivided Family) open a Capitalmind Wealth account?
• Do you accept NRI Applications?
• I’m a US citizen, resident in India (OCI). Can I open an account with Capitalmind Wealth?

📝 Application Forms

• Is the PAN Card mandatory for account opening? What other Proof of Identity can be submitted?