Dezerv Dynamic Debt Plus Strategy (DDD+) PMS


Dezerv Dynamic Debt Plus Strategy (DDD+) PMS

KEY PORTFOLIO ATTRIBUTES #

Year of Inception
Number of Stocks
Alpha (1Y)
Beta (1Y)

About Dezerv Dynamic Debt Plus Strategy (DDD+) PMS

Dezerv is one of India’s leading SEBI-registered Portfolio Management Services (PMS) providers, offering tech-enabled, expert-driven investment strategies tailored for HNI and affluent investors. With an AUM of ₹10,400+ Cr and ₹1,10,000+ Cr in tracked investor wealth, Dezerv delivers cutting-edge wealth solutions across 920+ Indian pin codes.
The company is backed by marquee private equity firms including Premji Invest, Elevation Capital, and Accel, ensuring high credibility and institutional-grade governance.
Through its flagship offerings like the Equity Revival Strategy (ERS) PMS, Dezerv combines deep domain expertise, active management, and data-driven portfolio allocation to deliver long-term capital appreciation.
Dezerv Investments Pvt. Ltd. also serves as the Investment Manager for a Category I Angel AIF, expanding access to alternate investment funds (AIFs) for investors seeking diversified exposure beyond traditional equity.

Portfolio Managers

Vaibhav Porwal
Vaibhav Porwal Co-founder
A Chartered Accountant with 18+ years of experience in asset allocation and portfolio management, co-founded Dezerv to democratize expert-led wealth management in India.
Sandeep Jethwani
Sandeep Jethwani Co-founder
An IIM Bangalore alumnus with 17 years of experience in managing ultra-high-net-worth portfolios, he co-founded Dezerv to bridge the wealth advisory gap for new-age investors.
Sahil Contractor
Sahil Contractor Co-founder
With 20+ years in managing wealth for India’s elite, the Cardiff University graduate co-founded Dezerv to blend institutional-grade investment expertise with cutting-edge technology.
Pratik Bagaria
Pratik Bagaria Fund Manager, PMS
With over 12 years of experience, Mr. Pratik Bagaria leads Dezerv’s Portfolio Management Services. He holds an MBA from IIM Ahmedabad and a Bachelor's in Management Studies from Mumbai University. Prior to joining Dezerv in 2021, he built a deep expertise in equity strategy, market cycles, and portfolio construction.
Kumarpal Jain
Kumarpal Jain Co-Fund Manager, PMS
Mr. Kumarpal Jain joined Dezerv in January 2023 and is a CFA (USA) charterholder. He holds a B.E. in Electronics & Telecommunication from Mumbai University and a PGDBM from N.L. Dalmia Institute. With hands-on experience in equity analysis and financial modeling, he supports strategy execution and asset selection.

Investment Objective

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.

Investment Strategy

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.

Investment Philosophy

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.

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Related Investment(s)

Dezerv’s Equity Revival Strategy (ERS) PMS

Do Not Simply Invest, Make Informed Decisions

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