The investment objective of the Dezerv Dynamic Debt Plus Strategy (DDD+) PMS is to deliver stable and consistent returns by building a diversified fixed income portfolio tailored for investors with a moderate to high risk appetite. This debt-focused PMS offering aims to optimize risk-adjusted returns through smart debt allocation, positioning itself as an ideal solution for long-term wealth preservation and income generation in India’s evolving fixed income landscape.

The investment strategy of Dezerv’s DDD+ PMS revolves around generating predictable and stable income through active fixed income investing. The portfolio manager allocates capital across a range of high-quality debt instruments—including bonds and credit securities—seeking returns via interest coupons, income distributions, and capital appreciation.

The strategy follows a top-down macroeconomic approach, determining the desired duration risk and credit risk based on market conditions. Securities are filtered based on these parameters, and then further shortlisted through a multi-factor analysis including Net Yield, Liquidity, Issuer Quality, and Risk Metrics. This dynamic approach helps the strategy adapt swiftly to changing interest rate cycles and market volatility—an edge in modern debt portfolio management.

The investment philosophy behind Dezerv’s DDD+ PMS is driven by data-backed insights, active portfolio rebalancing, and a firm emphasis on fixed income fundamentals. The aim is to create a resilient, performance-driven fixed income strategy that can weather market fluctuations and deliver optimal risk-reward outcomes. Key pillars include:

• Expert-led portfolio reviews by India’s top fixed income strategists
• Scientific diversification for long-term wealth creation using fixed income tools
• Proactive and responsive asset management to safeguard returns in uncertain markets

This philosophy positions Dezerv DDD+ PMS as one of the best debt portfolio management services in India, offering affluent investors professional-grade fixed income investing with transparency, control, and performance.