PMS · from ₹50L
Polaris discretionary equity
SEBI-registered portfolio management for investors who want a dedicated, high-conviction equity book - regime-aware positioning, systematic stock selection, and performance-aligned fees.
Polaris PMS →Pune investors
Wealth management in Pune:
systematic equity mandates from Clearmind.
SEBI-registered Portfolio Manager and Research Analyst in Koregaon Park — discretionary PMS, model portfolios, and algo strategies for ₹10L–₹5Cr+ investors who want process, not noise.
Local regulated categories
PMS services in Pune and a SEBI research analyst desk
Searches for PMS Pune, portfolio management services in Pune, or SEBI registered research analyst in Pune should start with licence category - not a generic “finance company” directory label. Clearmind operates under two SEBI registrations from our Koregaon Park office:
- Portfolio Manager (INP000009816): discretionary Polaris from ₹50 lakh - securities held in the investor’s demat under the PMS agreement. Read How PMS works before comparing names.
- Research Analyst (INH000025179): systematic RA programmes, Polaris Lite, and documented algo programmes from ₹10 lakh tickets where suitability allows - research distribution under RA rules, not discretionary PMS.
Wealth managers in Pune who only distribute mutual funds or offer informal tips are a different legal category. Verify every firm on SEBI’s public records, then map ticket size and risk appetite before a first meeting.
What we offer
Three regulated paths - pick by ticket size and risk appetite
Clearmind is headquartered in Pune and serves investors across India under SEBI PMS (INP000009816) and Research Analyst (INH000025179) registrations. Every mandate below is documented, suitability-gated, and governed by agreement - not informal stock tips.
Research Analyst · from ₹10L
Polaris Lite
Systematic equity under the Research Analyst framework from ₹10L — the Polaris engine made accessible with documented process discipline and published risk budgets.
Polaris Lite →Systematic · ₹15L–₹1Cr+
Algo strategies
Automated programmes including Optimus (index derivatives), Pledge+ and Pledge+ Mini (margin from pledged equity), each gated by suitability and documented risk signatures.
Algo hub →How we invest
Systems over predictions - built for long-term compounding
SEBI-registered PMS and RA. Wealth generation through a systematic approach to markets — enabling objective, adaptive decision-making. We combine macro and thematic context with quantitative screening, defined risk budgets, and automated execution where the mandate allows - so decisions follow rules instead of headlines.
- Regime-aware equity: size risk for where markets sit in the cycle before adding concentration.
- Published process: rebalance cadence, factor inputs, and fee mechanics are disclosed upfront - see our Disclosures.
- Alignment: Polaris PMS uses performance-linked economics; RA and algo programmes document fees and risk signatures before onboarding.
Meet the team on About and Punam Kucheria's profile for credentials and investment philosophy.
Pune office
Visit or book a conversation
Our registered office is in Koregaon Park. Investors anywhere in India can onboard remotely; in-person meetings are available by appointment.
Registered office — Pune106, 1st Floor, Jewel Square Mall, Koregaon ParkNext to North Main Road Petrol PumpPune, Maharashtra 411001, IndiaBring approximate investable capital and horizon. We'll map you to PMS, Lite, or algo mandates — or tell you to wait.
Book a callBefore you allocate
Comparing wealth managers in Pune - a short checklist
Searches like wealth management companies Pune, wealth managers Pune, or finance companies in Pune often mix unrelated licences. Whether you evaluate Clearmind or another provider, verify category first:
- Match the legal entity name to SEBI/AMFI records for the exact activity advertised (PMS vs RA vs distributor).
- Request the governing agreement and sample reporting before transferring funds.
- Ask who executes trades, where custody sits, and how contract notes and tax packs are delivered.
- Stress-test return claims with rupees - our Drawdown Recovery shows how deep losses require larger percentage gains to break even.
For PMS vs mutual fund structure, read the PMS vs mutual fund or the How to choose a PMS checklist on the blog. When capital and horizon are clear, use the mandate-fit call - not a product pitch deck alone.
Common questions
Short answers below mirror the structured data on this page for consistency between humans and search systems.
Yes. Clearmind Consultancy is a SEBI-registered Research Analyst (INH000025179) with its registered office in Koregaon Park, Pune. Under the RA framework we offer Polaris Lite and other systematic programmes from ₹10 lakh. We are also a SEBI-registered Portfolio Manager (INP000009816) for discretionary PMS from ₹50 lakh.
Clearmind’s discretionary PMS in Pune is Polaris - SEBI PMS registration INP000009816, from ₹50 lakh. Meetings are available at our Koregaon Park office by appointment; investors across India can also onboard remotely. We do not offer mutual fund distribution or informal stock tips.
Clearmind Consultancy is a SEBI-registered Portfolio Manager (INP000009816) and Research Analyst (INH000025179) based in Pune. We offer discretionary PMS (Polaris, from ₹50 lakh), Polaris Lite (from ₹10 lakh), and systematic algo strategies (Optimus, Pledge+, and related programmes). We do not offer mutual fund distribution, lending, or investment banking.
Our mandates suit equity-focused investors with roughly ₹10 lakh to ₹5 crore or more who want process-driven management - not product sales. PMS fits investors comfortable with concentration and a ₹50 lakh SEBI minimum. Polaris Lite suits those who want rules-based equity exposure under RA terms. Algo programmes are for investors who accept derivatives risk and meet each strategy’s ticket and suitability gates.
Many directory listings mix banks, NBFCs, brokers, distributors, and registered managers under one label. Clearmind operates only under SEBI PMS and RA licences - strategy, fees, and reporting are governed by your agreement and SEBI rules, not informal tips or pooled MF commissions. Verify any provider’s registration category on SEBI’s public records before transferring capital.
Yes. Our registered office is at Jewel Square Mall, Koregaon Park, Pune 411001. We work with investors across India; meetings are by appointment. Use the contact page or book a call when you want to discuss mandate fit, documentation, or onboarding.
No. Clearmind does not provide investment banking, corporate finance, lending, or deposit-taking services. Searches for “investment banking companies in Pune” usually describe a different industry from personal portfolio management.