Provident Funds Treasuries and Special Mandates
PMS for PFs and Special Mandates
ENAM India Equity
GOI MANDATE
CUSTOMISED DISCRETIONARY PORTFOLIO - EQUITY
Buoyant Opportunities PMS
© 2026 Wisefolio. Legal and disclaimers
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | CRISIL Composite Bond Fund Index | Difference |
|---|---|---|---|
| 1 Month | +0.3% | −0.4% | +0.7% |
| 3 Months | +1.3% | −0.4% | +1.7% |
| 6 Months | +4.1% | +3.1% |
| +1.0% |
| 1 Year | +7.7% | +3.8% | +3.9% |
|---|
| 2 Years | +7.8% | +5.3% | +2.5% |
|---|
| 3 Years (CAGR) | +8.3% | +6.6% | +1.7% |
|---|
| 4 Years (CAGR) | +8.5% | +6.9% | +1.6% |
|---|
| 5 Years (CAGR) | 0.0% | +5.7% | −5.7% |
|---|
| Since launch | +8.3% | +7.3% | +1.0% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 59-month window · Source: Computed from NAV history
Maximum drawdown: 2.5%
Klay Securities’s story and investment philosophy are on the Klay Securities firm page.
Akshat Kumar
Fund managerGroup Head, Fixed Income and Portfolio Manager
Over 15 years of experience in Fixed Income, Asset Allocation and Portfolio Management. MBA from XLRI Jamshedpur, CFA charterholder and certified FRM. Previously associated with Larsen & Toubro and Essar Group.
Ian D’Souza
Chief Executive Officer, India
Chief Executive Officer, India. Leads Klay Wealth’s India business covering wealth management, financing, broking and corporate advisory. Joined Klay in 2017 and has been instrumental in building the India platform. Previously Vice President – Institutional Sales at Deutsche Bank Capital Markets. Began his career in the Indian Merchant Navy.
Nikita Jain
Deputy CEO & Managing Director
Deputy CEO & Managing Director with over 17 years of global financial services experience. Former senior leader at J.P. Morgan across FX & Fixed Income Sales, M&A Advisory and Capital Markets. MBA from IIM Ahmedabad and B.E from NSIT Delhi.
Niren Vora
Vice-President, Compliance
Over 15 years of compliance experience across equity broking, commodity broking, wealth management and depository operations. Chartered Accountant and LLB graduate.
Kalpesh Khakhria
Designated Director
Key managerial personnel of Klay Securities Private Limited.
Vinayak Parab
Company Secretary
Responsible for corporate governance and secretarial compliance functions.
Kunjal Jadhav
Head, NBFC
Paresh Maheshwari
Vice-President, Finance
Registration No
INP000006280
Fund Manager
Mr.Ian Luis Xavier Dsouza
Principal Officer
Mr.Ian Luis Xavier Dsouza
Inflow
₹0.00 Cr
Outflow
₹0.10 Cr
Net
₹-0.10 Cr
Not reported — complaint data for this strategy isn't available yet.
Share a few details and our team will walk you through the next steps.
Be the first to discuss DPMS - Income Portfolio — share your research, ask questions, or compare notes with other investors.