Harmony Treasury Advantage PMS is a debt portfolio management service (PMS) strategy run by Ask Wealth Advisors Private Limited, launched on 27 Jan 2025. It manages ₹50.63 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are -3.23% over 1 year (+0.65% since inception). The minimum investment is ₹1 Crore. The fund manager has not been publicly disclosed.
AUM
₹50.63 Cr
Minimum investment
₹1 Crore
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹50.63 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
27/01/2025
Trailing Returns
Trailing returns
Period
Return
1 Month
+2.00%
3 Months
-0.80%
1 Year
-3.23%
Since Inception
+0.65%
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.