About Us
Capricorne Mindframe provides progressive and productive approach of advisory, benefiting the investor. We curate your portfolio based on your individual needs to plan your future with investments that grow your wealth and secure your financial future
Our Story
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 of which offered limited value. We aim at replacing this with a more progressive and productive approach of advisory, benefiting the investor by providing 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.
The promoters of Capricorne Mindframe have an impressive 65 years of combined experience in Financial Advisory, Private Banking, Asset Management, Private Equity, Angel Investing, Mergers & Acquisitions, Credit Underwriting, Debt Syndication, and Structured Finance Solutions across various markets, which empower us to offer solutions that positively impact the lives of our discerning clients, at every stage of their lives.
$70 Mn+
Assets Under Advice
15+ Years
Of Business Footprint
1250+ Clients
Across Globe
Our Mission
To contribute to India’s Prosperity Quotient (PQ), by offering optimum returns on advise offered.
Our Vision
To be a formidable prosperity solutions provider by embracing scalability and technology without compromising on responsible and honest advice and by being mindful of ethical practices.
Our Values
At Capricorne Mindframe, we’re guided by a set of core values that define who we are and what we stand for:
Commitment
Display a sense of responsibility and dedication in services rendered.
Class
Ensure the highest of quality while offering solutions and services.
Care
Care for employees as well as customers is priority. Everything else comes second.
Customer Satisfaction
Remember that the organization benefits only when the customer benefits.
Corporate Citizenship
Contribute to the society by participating in worthy causes.
The Capricorne Mindframe Advantage
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.
Our Approach
Bespoke
We explore new possibilities, and take the path less taken, so that we are able to offer our clients the best products and services. Our bespoke investment services are customised to ‘fit’ your goals, investment horizon, risk profile, liquidity and tax requirements. We give you access to boutique investment managers with innovative and collaborative models. At Capricorne, financial planning begins with ‘YOU’.
Research Based
We go beyond the realm of distribution to ensure that our clients invest in products that are ‘right’ for them. Our in-house research team continuously monitors and studies the micro and macro aspects of the markets. We also drill down to evaluate sectors, funds and individual stocks. Our exclusive whitelist of funds is built and developed in-house, an ode to our research prowess.
Goal Oriented
Holidays, children’s education or marriage; all of these have one thing in common, and it is the financial consideration involved. Goal Based investing requires a high level of financial discipline. We make sure that you meet your financial goals and stay on track with respect to your investments.
On Demand
Our investment process ensures that you have all the resources that you need at your fingertips. We offer a multitude of solutions to meet your needs, with portfolios that can be tracked on a real time basis.
Suitability
We offer products that are suited to our client’s risk profile. We believe that protecting the downside and managing risks leads to an organic portfolio that clients will benefit from over the long-term.