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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.
PDM Team is led by Rohit Daga – a Chartered Accountant and MBA having 15+ years of experience in resource mobilisation, investment analysis, portfolio management, risk analysis and recovery strategies. Rohit has worked with large listed Indian companies where he has managed a portfolio of over Rs. 16 billion and lead recoveries in some of the largest cases under Insolvency and Bankruptcy Code (IBC). The experience has been useful in supporting investors to maximise their recovery from troubled assets.
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What our Clients Say
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.
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.
