Harmony Treasury Advantage PMS
Harmony Treasury Advantage PMS is a Debt Portfolio Management Service launched by Ask Wealth Advisors Private Limited on January 2025. Managed by Somnath Mukherjee, the fund holds ₹53 Cr in AUM and benchmarks against CRISIL Composite Bond Index. Minimum investment is ₹10000000 lakh. Trailing returns: 3.12% (1Y), 3.5% since inception. Performance data as of July 2026.
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Harmony Treasury Advantage PMS
Ask Wealth Advisors Private Limited
52.74 CR AUM
Harmony Treasury Advantage PMS
Ask Wealth Advisors Private Limited
52.74 CR AUM
CRISIL Composite Bond Index
Benchmark
1yr 5mo
Age
DEBT
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
CRISIL Composite Bond Index
Benchmark
1yr 5mo
Age
DEBT
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
somnath mukherjee
Fund Manager
DEBTStrategies
Somnath Mukherjee is the Chief Information Officer & Senior Managing Partner, Product & Research at ASK Investment Managers, bringing extensive experience in the wealth management and investment advisory space.
What is this fund's investment objective?
All weather short term debt investment option through a diversified portfolio of instruments aimed at maximizing risk adjusted returns
How has Harmony Treasury Advantage PMS performed?
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1M IA return
3.85%
1M benchmark return
2.35%
Alpha
1.50%
1M Wealth multiple
1.04x
How has this fund performed vs its benchmark?
2026
2026
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1M IA return
3.85%
1M benchmark return
2.35%
Alpha
1.50%
1M Wealth multiple
1.04x
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