Hello Reader,

We are excited to share that we have received in-principle approval to launch our own Mutual Fund. Some of you may already know this, but what you might not know is that your contribution to Capitalmind’s journey has significantly helped us reach where we are today.

As we step into this new phase, we’ve come to the bittersweet realization that our Research services (Smallcase) will conflict with our asset management plans - and having three separate portfolio areas (Mutual Fund, PMS, Smallcase) is not going to be feasible.

After careful consideration, we have decided to sunset our research services, namely Capitalmind Smallcase, effective September 2025. This means, we will continue to provide service as it is for the next 1 year before we sunset the service.

Next Steps (Users with 1 Year & 6 Month Plans):

• Your current plan will continue as it is till the subscription end date. Your plan will not auto-renew.
• Once your current plan ends, you will be able to keep renewing with a special 1-month plan up to September 2025.
• On 30 September 2025 (next year), the Capitalmind Smallcase service will end. No more renewals will be available.

This means that we will keep running the service as it is for the next year. We will provide regular rebalances and updates for all our smallcases.

We hope that this 1-year heads up, about our plans to sunset the smallcase service, will help you plan your transition better.

Feel free to write back if you have questions about this. We are here to answer your queries and help you, as always.

Thank you for being part of this 5+ year journey with Capitalmind Smallcase. Our shared love for the markets brought us together on this platform, and we hope to have you with us in the next phase of our journey.

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Regards,

Capitalmind Team