Ask Wealth Advisors Private Limited • Debt
Harmony Income Opportunities Discretionary Debt PMS is a debt portfolio management service (PMS) strategy run by Ask Wealth Advisors Private Limited, launched on 16 Mar 2022. It manages ₹25.78 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +10.23% over 1 year and +9.65% over 3 years (+8.74% since inception). The minimum investment is ₹1 Crore. The fund manager has not been publicly disclosed.
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | +1.31% |
| 3 Months | +4.40% |
| 1 Year | +10.23% |
| 3 Years | +9.65% |
| Since Inception | +8.74% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callHarmony Income Opportunities Discretionary Debt PMS has a 1-year return of +10.23%, a 3-year return of +9.65% and +8.74% since inception. Past performance is not indicative of future results.
Harmony Income Opportunities Discretionary Debt PMS manages ₹25.78 Cr of client assets.
The minimum investment for Harmony Income Opportunities Discretionary Debt PMS is ₹1 Crore.
Harmony Income Opportunities Discretionary Debt PMS was launched on 16 Mar 2022. It has a 4-year track record.
Description
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