Your Partner,
Every Step of The Way
Ours is a long-term commitment to you. It’s a promise to fully understand your goals and ambitions. And it is our mission to bring these goals to life by helping you Plan, Diversify and Manage your investments.

We use the full spectrum of financial instruments in conjunction with your suitability to design bespoke solutions for you.

About PDM

PDM Investment Services is a single-window solution for all investment related services. We are a distributor of financial products – mutual funds, corporate fixed deposits, sovereign gold bonds, alternative investments and insurance. We also provide tax and reporting services to our clients.

We provide a comprehensive solution for fixed income investors by offering a suitable mix of Bonds / NCDs, debt funds, fixed deposits and other alternative fixed income products. Transactions in Bonds / NCDs are settled through Indian Clearing Corporation Ltd. by PDM Investment & Trading Company Private Limited, an RBI registered NBFC.

Our Services

PDM Investment Services and PDM Investment & Trading Co. Pvt. Ltd. are managed by Rohit Daga – a Chartered Accountant and MBA having 14+ years experience in investment analysis, portfolio management, credit/risk analysis and recovery strategies with listed Indian companies

Fixed Income

Earn predictable return on capital with return of principal on maturity through

a) Bonds
b) Corporate Fixed Deposits
c) Mutual Funds

Equity

Participate in the growth of listed companies by investing in equities through

a) Mutual Funds
b) PMS / AIF

Gold

Invest in Gold to diversify your portfolio holdings through

a) Sovereign Gold Bonds
b) Gold Funds

Insurance

Plan for financial protection from losses through

a) Life Insurance
b) Health Insurance
c) General Insurance

Alternative Investments

Diversify portfolio holdings through investment in

a) Leasing
b) Alternative Investments

Loans

Avail credit facilities against your investments to meet exigencies / working capital needs

a) Loan Against Securities
b) Loan Against Properties

Why PDM?

We believe in long-term and sustained relationship with our clients. We design tailor-made solution for each client to meet their unique set of requirements.

Individuals: We understand the financial goals of individuals and families and offer them a suitable mix of products and solutions to help them systematically achieve those goals. Such products are carefully selected on the basis of your priorities while considering parameters like – safety, liquidity, returns and impact of taxation.

Businesses: We design solutions for Cash and Treasury Management and help our business clients to efficiently park their surplus funds. This is achieved by understanding the business needs andcashflows by iterative learning and suggesting suitable products for preserving capital and optimising income. We offer a diverse mix of fixed income strategies which are suited to the prevailing economic scenario.

All transactions are executed via exchange clearing mechanism following bank-grade security processes.

Our Investment Approach

Discover Objectives

a) Understand your goals
b) Assess your risk taking ability and appetite
c) Quantify your financial goals

Identify Investment Framework

a) Define your asset allocation

b) Ruled based investment mandates

c) Review calender to track deviations

Design Portfolio

a) Create tailor-made portfolio as per financial goals & guidelines of investment framework
b) Select instruments based on goals and objectives considering tax and liquidity

Deploy & Review

a) Seamless execution and review using technology
b) Customized reporting formats to aid decision making

Our Partners

Important Links

What our Clients Say

I am a chartered accountant and a senior investment professional. It takes great pride in mentioning that Mr. Daga has always been my most trusted transaction adviser for almost all my trades.

Mr. Daga has deep knowledge of all financial instruments available in the market. He explains the rationale of investment, expected returns and risk and portfolio diversification depending upon his clients’ financial situation and goals. He is one of those very few consultants, who asks his client to wait for the right time before taking exposure in any financial product.
Mr. Tushar Choudhary,
Chief Investment Officer, UV ARC Ltd.
Whether it is advisory on product selection or customizing to individual needs, Rohit brings in a rare understanding and comprehensive recommendations.

The uniqueness of his advice is integrity, customer centricity and transparent discussions. When one seeks his advisory, it is a family feeling that somebody who cares and understands is alongside in your investment journey.
Mr. Chandrasekar K.,
ex - EVP Finance, Mahindra & Mahindra Ltd.
I am a chartered accountant and a senior investment professional. It takes great pride in mentioning that Mr. Daga has always been my most trusted transaction adviser for almost all my trades. Mr. Daga has deep knowledge of all financial instruments available in the market. He explains the rationale of investment, expected returns and risk and portfolio diversification depending upon his clients’ financial situation and goals. He is one of those very few consultants, who asks his client to wait for the right time before taking exposure in any financial product.
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Mr. Tushar Choudhary,
Chief Investment Officer, UV ARC Ltd.
Whether it is advisory on product selection or customizing to individual needs, Rohit brings in a rare understanding and comprehensive recommendations. The uniqueness of his advice is integrity, customer centricity and transparent discussions. When one seeks his advisory, it is a family feeling that somebody who cares and understands is alongside in your investment journey.
chandro
Mr. Chandrasekar K.
ex - EVP Finance, Mahindra & Mahindra Ltd.
Rohit is an exceptionally talented fellow, who understands the requirements of his clients and deliberate with them to provide them with the best solution. Am absolutely delighted with his services and it is always refreshing to work with someone who is truly interested in their client’s needs, circumstances and preferences. As a professional from service industry, I always look for people who will explain me the nitty-gritty in a short span of time and that too as per my convenience and Rohit is always there, just a call away. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, your reasoning and your pragmatic approach.

Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible. A big thanks brother. Keep up the good work!!!
Shounak-Mitra
Mr. Shounak Mitra
Partner – Khaitan & Co. LLP

Quick Connect

Phone

033-40703376 / 9007156571

Address

187, Canal Street, Sreebhumi, Kolkata – 700048

Get In Touch

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