Institutional discipline.
Built for Indian investors.
SEBI-registered Portfolio Manager and Research Analyst in Pune — system-driven mandates for investors who want process, not noise.
Evaluating wealth management firms in Pune?
Clearmind is based in Pune and regulated as a SEBI Portfolio Manager and Research Analyst — not a generic directory listing. If you arrived from searches like wealth management companies Pune or finance companies in Pune, read our short guide on how to compare licences and products, then return here for team and registration detail.
Wealth management in Pune — how to compare firms · Drawdown & stock loss recovery calculator
Leadership & how we work.
SEBI-registered PMS and RA. Wealth generation through a systematic approach to markets — enabling objective, adaptive decision-making. Financial Services, headquartered in Pune, Maharashtra. LinkedIn lists a 2–10 employees organisation with a growing roster — we feature our team below as names become public on our company page.
Symbiosis alumnus · 30+ years in Indian capital markets · SEBI Registered Research Analyst & Portfolio Manager
Clearmind was built on a simple observation: the edge in public markets is rarely a secret formula — it is the ability to stay invested through cycles without abandoning process when it feels uncomfortable.
Judgment formed across bull markets, crises, and liquidity shifts works alongside systems that enforce position sizing, rebalancing, and risk limits when emotions run high.
Team
People who make Clearmind, what it is
When LinkedIn is listed, the icon opens that profile. Photos load when available; otherwise initials are shown.
- Yash Panchal
Analyst
- Bhupendra Agnur
Analyst
Clearmind on LinkedIn · Company updates and full directory on our LinkedIn company page.
Across the firm
Mandate design, regime view, and portfolio oversight sit with the fund manager, with documented process for every product.
Signal design, model validation, and automated execution pipelines support consistent, rules-based deployment across mandates.
Onboarding, reporting coordination, and regulatory documentation run through systematic workflows aligned with SEBI requirements.
Registered. Documented. Accountable.
About Clearmind — common questions.
Clearmind Consultancy Pvt. Ltd. is headquartered in Pune, Maharashtra. We work with investors across India through regulated channels and digital onboarding.
We are SEBI-registered as a Portfolio Manager (INP000009816) and as a Research Analyst (INH000010098). Registration does not guarantee returns; it reflects regulatory oversight of our activities.
The firm is founder-led by Punam Kucheria, a market practitioner with 30+ years of experience. Strategic direction combines human judgment on regime and risk with systematic models for screening, sizing, and execution.
No. In addition to discretionary PMS (Polaris), we offer algorithmic strategies (Optimus, Pledge+, Polaris Lite) and model portfolios on partner platforms — so capital can be deployed in line with ticket size and risk appetite.
Start with a strategy conversation to align mandate, risk, and horizon. We then guide you through KYC, agreements, and deployment. Use Book a Call on the site or email admin@iamclearmind.com.
We publish commentary on Medium and Substack. Links are in the site footer and on the home page under Research & Market Outlook.
Ready to explore fit?
Book a call with our team or browse products to see which mandate matches your capital and conviction.