PMS 101 for NRIs: Smarter Ways to Invest in India
Thinking about investing in India beyond mutual funds? Wondering if PMS (Portfolio Management Services) is the right next step for your wealth?
Join us for an exclusive session tailored for NRIs and OCIs, where we break down everything you need to know about PMS as an investment vehicle in India—from structure and strategy to tax treatment and selection criteria.
We’ll be joined by experts from Deepak Shenoy’s Capitalmind PMS team, a firm that’s grown from ₹20 Cr to over ₹2,000 Cr in AUM, delivering strong performance while building deep client trust.
🔹 What we’ll explore:
What is PMS, and how is it different from mutual funds?
Who should consider PMS and at what stage?
What are the risks, fees, and minimum investment requirements?
Taxation of PMS for NRIs and compliance requirements
Real performance insights
🎙️ Meet the Speakers:
Akanksha Maulik – Director, PMS at Capitalmind
With over 14 years of experience across strategy and investment management, Akanksha has been a key force behind CapitalMind PMS’s rapid AUM growth and client expansion. She leads the PMS business with a focus on governance, growth, and seamless client experience.
Krishna Appala – Portfolio Manager, Capitalmind
Krishna brings deep experience in equity research and portfolio management. He’s known for his data-driven discipline, having co-managed CapitalMind's Focused Portfolio that delivered a 25.4% CAGR. His expertise lies in navigating risk and building conviction-driven portfolios.
📅 Don’t miss this opportunity to demystify PMS and make smarter investment decisions for your India portfolio.
📌 Ideal for NRIs seeking higher conviction strategies, looking to move beyond traditional mutual funds.