SEBI Portfolio Manager & Research AnalystPune · India
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.
SEBI PM & Research Analyst
INP000009816 · INH000010098
Pune · institutional-grade process
Human judgment + systematic execution
Transparency & compliance
Built for long horizons
Clearmind Consultancy
SEBI PM & Research Analyst
INP000009816 · INH000010098
Pune · institutional-grade process
Human judgment + systematic execution
Transparency & compliance
Built for long horizons
Clearmind Consultancy
Pune
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.
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About
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.
Punam Kucheria
Director at Clearmind
Helping Investors Build Long-Term Wealth Through Systematic Investing.
A few principles guide how I think about markets:
- Systems over predictions
- Discipline over impulse
- Risk management alongside returns
- Long term compounding over short term speculation
Team
People who make Clearmind, what it is
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Yash PanchalAnalyst
Bhupendra AgnurAnalyst
Clearmind on LinkedIn · Company updates and full directory on our LinkedIn company page.
Across the firm
Investment leadership
Mandate design, regime view, and portfolio oversight sit with the fund manager, with documented process for every product.
Quantitative research & systems
Signal design, model validation, and automated execution pipelines support consistent, rules-based deployment across mandates.
Client & compliance
Onboarding, reporting coordination, and regulatory documentation run through systematic workflows aligned with SEBI requirements.
Regulatory
Registered. Documented. Accountable.
Portfolio Manager
INP000009816
Research Analyst
INH000010098
Corporate
CIN U74900PN2010PTC137497
Founded
2015
FAQ
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.
Clearmind is founder-led by Punam Kucheria, Director at Clearmind. Her approach emphasises systematic investing: systems over predictions, discipline over impulse, risk management alongside returns, and long-term compounding over short-term speculation.
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.
Next step
Ready to explore fit?
Bring approximate investable capital and horizon. We'll map you to PMS, Lite, or model portfolios — or tell you to wait.
Book a 20-minute mandate fit callPMS from ₹50L — model portfolios from ₹10L.