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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
Important Links
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.
