[Webinar] The missing piece in HNI portfolios: lower volatility, equity taxation, and a reason to stay invested

​Most HNI portfolios have the equity part figured out. What they're missing is the sleeve that keeps them invested when equity does what equity does — drops 25-30% and tests every investor's nerve.

​In this webinar, we're breaking down a problem most portfolios ignore and walking through how we've built a new investment approach inside the Capitalmind PMS to address it.

​Here's the situation.

​Your equity strategies compound beautifully over 5-7 years. But somewhere in between, markets crack. Your portfolio drops. And if you have a goal in 2-3 years like a child's education, a property commitment, a business deployment — those drawdowns hit different. It's not a temporary blip. It's a threat to a real deadline.

​Add to this: since April 2023, your debt mutual fund gains are taxed at your income slab. For HNIs, that's up to 42.7%. The most popular "safe" allocation in Indian portfolios has gotten a lot more expensive.

​So where do you put the capital that needs stability, tax efficiency, and equity adjacent returns — without taking the full brunt of equity volatility? That's what this webinar is about.

​WHO SHOULD WATCH:

​— You want equity adjacent returns with lower volatility and drawdowns than pure equity

​— You have goals in 2-3 years that are sensitive to bad timing (education, property, business corpus)

​— You need a tax-efficient alternative to debt funds inside your PMS

​— You've panic-sold during corrections and want a structure that takes that decision off the table

​DETAILS:

​Date: Saturday, 18th April 2026 | 11:00 AM IST

​Drop your questions in the live chat during the session and we’ll take them in the Q&A.

​About Capitalmind Financial Services Private Limited [Capitalmind Wealth (PMS)]

​Capitalmind Financial Services Private Limited is a SEBI-registered Portfolio Manager (Reg: INP000005847) based in Bengaluru. We run multiple investment approaches within the PMS ranging from active equity strategies to passive index-based allocations. We believe that how you combine strategies matters as much as the strategies themselves. Our investment philosophy is rules-based, transparent, and grounded in the belief that process beats prediction.

​Learn more: www.capitalmind.in

​For queries email us at -

​New to Capitalmind - [email protected]

​Existing clients: [email protected] or reach out to your Relationship Manager

​Disclaimer: Investing in securities markets involves risk, and no specific returns or performance are guaranteed. This webinar is for informational purposes only and does not constitute investment advice, a research report, or an offer/solicitation to buy or sell any securities or portfolio management services. It is not directed at residents of the United States of America, UAE, Singapore, or any jurisdiction where access without proper registration is restricted. While the information is believed to be reliable, Capitalmind and its affiliates doesn't guarantee its accuracy or completeness, and shall not be liable for any loss arising from reliance on this material. Performance data, where mentioned, is based on past results, shown net of fees unless stated otherwise, annualized for periods exceeding one year, is not verified by SEBI, and should not be considered indicative of future performance. Any back-tested performance is simulated and does not represent actual client returns, which may vary due to timing of contributions, market conditions, and other factors. Please exercise independent judgment and seek professional advice before investing. This material is confidential and may not be reproduced or redistributed without prior written consent. For further details, please refer to our Disclosure Document at https://www.capitalmind.in/disclosure#disc-pms.