Our Discretionary
Debt Portfolio Management Service provides an opportunity
to participate in Indian debt markets. This investment alternative
offers tailored options to discerning investors.
We have the following two offerings based on investment objective:
LIQUID- suitable for those investors who
are seeking capital preservation, and liquidity.
LONG DURATION- This option is suitable for
investors seeking to maximize risk adjusted total return
WHO IS IT FOR ?
- Investors looking to diversify into debt
- Investors seeking principal preservation with consistent
income
- Investors seeking capital appreciation with potential
for regular income
DEBT PMS ADVANTAGES
- Customised investment strategy
- Flexibility to invest in a wide array of debt papers
- Complete transparency: Comprehensive performance reporting
by marquee third-party custodian
PRODUCT SUMMARY
Liquid
Long
Duration
- Investment horizon: >3 years
- Aim to provide capital appreciation with potential
for regular income
»more
DEBT PMS vs MUTUAL FUNDS
| Features |
PMS |
Mutual Funds |
| Investment
strategy |
High degree of customisation to address
clients's needs and risk appetite |
No scope for customisaiton |
| Ownership |
Clients directly owns securities held in
an account in their name |
Unitholders own units of the fund, which in turn owns
securities in the portfolio |
| Transparency |
Daily reporting of portfolio status –
100% transparent, enabling constant monitoring |
NAV reported daily but portfolio composition reported
periodically (monthly) |
WHY ALMONDZ ?
- Experience of over decade in the Indian Debt markets
- Present in both Primary and Secondary as well as in Government,
Corporates Bonds, and Money markets
- Stellar performance of proprietary portfolio of debt
securities over the last five years – consistently
profitable
- Investment management backed by highly experienced and
dedicated research team
- Complete segregation between our Debt PMS service offering
and Proprietary Trading desK
- Equity
BrokingDifferent fund managers
- Completely segregated Research teams with strong
controls ensuring no interaction and data cross flow
- Third party custodian
- Completely segregated Back office and settlement
operations
- Custodial activities by marquee third party custodian
ensures – reliability and transparency
If you are interested in availing this service, please write
to debtpms@almondz.com
Disclosure
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