Harmoney Finserv India Private Limited • Multi Asset
Prospect Asset Allocation Strategy is a multi asset portfolio management service (PMS) strategy run by Harmoney Finserv India Private Limited, launched on 5 Apr 2017. It manages ₹26.13 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +21.50% over 1 year, +15.84% over 3 years and +16.81% over 5 years (+11.61% since inception). The minimum investment is ₹50 Lakhs. 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 | +12.37% |
| 3 Months | +5.65% |
| 1 Year | +21.50% |
| 3 Years | +15.84% |
| 5 Years | +16.81% |
| Since Inception | +11.61% |
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 callProspect Asset Allocation Strategy has a 1-year return of +21.50%, a 3-year return of +15.84%, a 5-year return of +16.81% and +11.61% since inception. Past performance is not indicative of future results.
Prospect Asset Allocation Strategy manages ₹26.13 Cr of client assets.
The minimum investment for Prospect Asset Allocation Strategy is ₹50 Lakhs.
Prospect Asset Allocation Strategy was launched on 5 Apr 2017. It has a 9-year track record.
Description
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