SIP & lump-sum investing
Start a Systematic Investment Plan from ₹500 a month or deploy a lump sum across equity, hybrid and debt schemes matched to your horizon.
Wealth built with discipline, not guesswork.
CMPND Capitals is a mutual fund distribution and financial services firm based in India, serving individuals, families and businesses looking to build long-term wealth. Our approach is built around consistency, patience and the power of compounding, helping you make informed financial decisions with confidence.
SEBI-compliant process
Paperless KYC & e-mandate
Reviews every quarter
₹10,000 monthly SIP · 20 years
₹1.32 Cr+448%
Value ₹1.32 CrInvested ₹24.0 L
₹24.0 LInvested
₹1.08 CrEst. gains
5.5×Growth
Goal: Retirement 2045On track · 68% funded
SIP auto-debit activeNext instalment on the 5th
Partner fund houses
PPParag Parikh Mutual Fund
HDFCHDFC Mutual Fund
SBISBI Mutual Fund
MOMotilal Oswal Mutual Fund
NIMNippon India Mutual Fund
3+
Years of experience
87+
Families invested
₹4.5Cr+
Assets under management
5
Partner fund houses
What we do
Every stage of your money, handled with care.
From your first ₹500 SIP to a retirement income plan, we help you pick the right schemes, stay invested through market cycles and review on schedule.
Goal-based planning
Retirement, a child's education, a home, a wedding. We map each goal to a target corpus, a timeline and a fund mix you can actually follow.
Portfolio review & rebalancing
Already investing? Bring your existing folios under one view. We flag overlap, underperformers and tax drag, then rebalance with you.
Tax-saving with ELSS
Save up to ₹46,800 a year under Section 80C with Equity Linked Savings Schemes that carry the shortest lock-in of any 80C option, just 3 years.
NRI investing
Living in the UAE or Australia? Invest in Indian mutual funds through NRE or NRO accounts. We handle FATCA declarations, repatriation rules and tax reporting.
Retirement income (SWP)
Turn a corpus into a monthly pay-cheque with a Systematic Withdrawal Plan that is more tax-efficient than most fixed deposits or annuities.
Popular schemes
Schemes from our partner fund houses.
Widely held schemes from Parag Parikh, HDFC, SBI, Motilal Oswal and Nippon India. We help you shortlist by goal, horizon and risk, not by last year's returns.
SBI Mutual Fund
SBI Bluechip Fund
Large cap
HDFC Mutual Fund
HDFC Top 100 Fund
Large cap
Nippon India Mutual Fund
Nippon India Large Cap Fund
Large cap
Parag Parikh Mutual Fund
Parag Parikh Flexi Cap Fund
Flexi cap
HDFC Mutual Fund
HDFC Flexi Cap Fund
Flexi cap
Motilal Oswal Mutual Fund
Motilal Oswal Flexi Cap Fund
Flexi cap
SBI Mutual Fund
SBI Small Cap Fund
Mid & small cap
Nippon India Mutual Fund
Nippon India Small Cap Fund
Mid & small cap
Motilal Oswal Mutual Fund
Motilal Oswal Midcap Fund
Mid & small cap
SBI Mutual Fund
SBI Long Term Equity Fund
ELSS (tax saving)
Parag Parikh Mutual Fund
Parag Parikh ELSS Tax Saver Fund
ELSS (tax saving)
HDFC Mutual Fund
HDFC Balanced Advantage Fund
Hybrid
SBI Mutual Fund
SBI Equity Hybrid Fund
Hybrid
Motilal Oswal Mutual Fund
Motilal Oswal Nifty 500 Index Fund
Index
HDFC Mutual Fund
HDFC Nifty 50 Index Fund
Index
Nippon India Mutual Fund
Nippon India Liquid Fund
Debt / liquid
Scheme names are shown for reference only and do not constitute a recommendation. Fund house logos are placeholders until supplied. Mutual fund investments are subject to market risks; read all scheme-related documents carefully before investing.
How it works
From first call to first SIP in 2 to 3 days.
No jargon, no pressure. Here is exactly what happens after you schedule a callback.
1Day 1 · 20 min
Discovery call
We listen first: your income, commitments, existing investments and what you want money to do for you.
2Day 1 · Risk profile
Goals & risk profile
A short questionnaire sets your risk capacity. Each goal gets a target amount, a timeline and a suggested asset mix.
3Day 2–3 · Paperless
KYC & onboarding
Aadhaar-based e-KYC, PAN verification and a bank e-mandate. Most investors finish on their phone in 15 minutes.
4Ongoing · Every quarter
Invest, track, review
Your SIPs run automatically. You get a consolidated statement, quarterly portfolio reviews, and ongoing monitoring with extra reviews whenever your goals or market conditions change.
Calculators
See what patience can do for your money.
Move the sliders. The numbers update instantly. Then schedule a call and we will turn the estimate into a plan.
₹
₹500₹2,00,000
%
1%30%
yrs
1 yr40 yrs
₹
₹10,000₹1 Cr
%
1%30%
yrs
1 yr40 yrs
₹
₹1 L₹10 Cr
%
1%30%
yrs
1 yr40 yrs
Illustrative only. Mutual fund returns are not guaranteed and actual results will vary with market conditions. Calculations assume monthly compounding for SIPs and annual compounding for lump sums, with SIP instalments invested at the start of each month.
Estimated value after 20 years
₹13,163,463That is 5.5× what you invested
Total invested₹24,00,000
Estimated gains₹10,763,463
Wealth multiple5.5×
Why families choose us
Because the future you're building is bigger than money.
It's your child's dreams, your family's security, and the freedom to live life on your terms. At CMPND Capitals, we believe every financial goal deserves thoughtful planning, patient investing, and a partner who puts your family's future first. Let's turn today's investments into tomorrow's possibilities.
Personalised investment guidance
Every plan starts with your goals, income and comfort with risk, not a one-size-fits-all product list.
Long-term wealth creation
We build portfolios for the next ten years, not the next quarter, and help you stay invested through market cycles so compounding can do its work.
Simple & transparent investing
Plain-language explanations, clear costs and one consolidated view of everything you own. You will always know what you hold and why.
Trust-based relationships
A partner who knows your family's goals, picks up the phone, and reviews your plan with you quarter after quarter.
Questions, answered
Everything you may want to ask before investing.
Still have a question?
Talk to a human. We reply to every enquiry within one working day.
What is a mutual fund distributor, and how is it different from an investment advisor?
A mutual fund distributor (MFD) helps you select, buy, track and redeem mutual fund schemes. A SEBI-registered investment advisor (RIA) charges a fee for personalised advice across all asset classes. CMPND Capitals is a mutual fund distributor. We provide product guidance incidental to distribution and do not offer fee-based investment advisory services.
Do I pay you a fee?
No. You do not pay us directly. Distributors are compensated by fund houses out of the scheme's expense ratio of regular plans, and the commission is disclosed in your consolidated account statement. There are no account opening or maintenance charges.
What documents do I need to start?
PAN, Aadhaar (for OTP-based e-KYC), a bank account in your name and a passport-size photo. NRIs in the UAE and Australia additionally need their overseas address proof, passport and NRE or NRO account details.
What is the minimum amount to invest?
Most schemes accept SIPs from ₹500 a month and lump sums from ₹1,000 or ₹5,000. There is no upper limit, and you can increase your SIP whenever your income grows.
Is my money safe with you?
Your money never comes to us. Payments go directly from your bank account to the fund house through SEBI-regulated transaction platforms, and units are allotted in your name. Your holdings are visible in CAS statements from CAMS and KFintech, independent of us.
Can I pause, change or stop my SIP?
Yes. SIPs can be paused for a few months, increased, decreased or stopped at any time without penalty. We will tell you if a scheme has an exit load before you redeem.
How quickly can I withdraw my money?
Liquid fund redemptions are usually credited the next working day. Equity fund redemptions typically take 2 to 3 working days. ELSS has a 3-year lock-in from the date of each investment.
How are mutual fund returns taxed?
Equity funds held over 12 months attract long-term capital gains tax, with an annual exemption on the first slice of gains. Shorter holdings are taxed as short-term gains. Debt fund gains are taxed at your income slab. We provide a capital gains statement every year to make filing simple. Tax rules change; we will walk you through the current rates on our call.
Get in touch
Let's talk about your goals.
Your financial goals deserve a plan. Book a free, no-obligation consultation on a video call, over the phone or on WhatsApp, whatever suits you.
Phone / WhatsApp+91 99535 91674
Emailcmpndcapitals@gmail.com
HoursMonday to Saturday, 9:00 am to 6:00 pm
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A relationship manager will call you within one working day.