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INVITATION FOR EXPRESSION OF INTEREST (EOI) FOR EMPANELMENT OF REPUTED INDEPENDENT CONSULTANTS / FREELANCERS / INDIVIDUALS / FIRMS FOR INFRASTRUCTURE PROJECTS click here for AGICL details

DEBT PMS

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.

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

  • Investment horizon<1 year
  • Aim to provide liquidity, principal preservation, and consistent income
  • Investment in cash, money market, and other short maturity fixed income securities
    • more...

Long Duration

  • Investment horizon<1 year
  • Aim to provide liquidity, principal preservation, and consistent income
  • Investment in cash, money market, and other short maturity fixed income securities
    • 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

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