- Manager
- ASK Wealth Advisors
- Service
- Discretionary
- Asset class
- Debt
Harmony Treasury Advantage PMS
+1.52%
1-year return
Benchmark CRISIL Composite Bond Index +3.81% · to 30 Sep 2026
ASK Wealth Advisors’ Harmony Treasury Advantage PMS returned 1.52% over the year to 30 Sep 2026, against 3.81% for its benchmark, the CRISIL Composite Bond Index. It managed ₹51.76 crore across its clients.
Key numbers
- AUM
- ₹51.76 Cr
- Benchmark
- CRISIL Composite Bond Index
- Turnover, past year
- 0.07×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | CRISIL Composite Bond Index | Difference |
|---|---|---|---|
| 1 month | −0.29% | −0.42% | +0.13% |
| 3 months | −1.88% | −0.40% | −1.48% |
| 6 months | +4.25% | +3.10% | +1.15% |
| 1 year | +1.52% | +3.81% | −2.29% |
| Since inception | +1.80% | +5.19% | −3.39% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Debt89.82%₹46.49 Cr
- Mutual funds10.18%₹5.27 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹0.01 Cr
- Turnover, month
- 0.02×
- Turnover, past year
- 0.07×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Harmony Treasury Advantage PMS returned?
1.52% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −0.29%; 3 months: −1.88%; 6 months: 4.25%; 1 year: 1.52%; Since inception: 1.80%.
How has it done against its benchmark?
Its benchmark, the CRISIL Composite Bond Index, returned 3.81% over the year, so the strategy was 2.29 percentage points behind.
How much does Harmony Treasury Advantage PMS manage?
₹51.76 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Harmony Treasury Advantage PMS?
ASK Wealth Advisors, a SEBI-registered portfolio manager (INP000007827), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app