Bespoke investment strategies for the discerning investor
Vedartha draws its name from two Sanskrit words.
Veda, embodying the timeless pursuit of wisdom through knowledge.
Artha, signifying prosperity through purposeful wealth creation.
Vedartha, by Bandhan AMC, offers a curated suite of Alternate Investment Funds (AIF) and Portfolio Management Services (PMS) across equity and fixed income. Each offering is anchored in research, discipline, and a deep understanding of market cycles.
Our approach centres on identifying high-conviction opportunities, designing relevant strategies, and constructing portfolios that are aligned to distinct investor objectives, supported by a service model that values transparency and partnership.
With Vedartha, investors benefit from one of India’s most seasoned fund management team, backed by Bandhan AMC’s 25-year legacy of prudent stewardship.
Vedartha Fixed Income PMS Strategies are designed for discerning investors including HNIs, UHNIs, family offices, and institutions who seek a more tailored, transparent, and evolved approach to fixed income investing.
Each portfolio is constructed to balance income generation with risk management, offering measured exposure across market cycles while remaining closely aligned to investor-specific objectives.
Our fixed income portfolios are anchored in a structured framework that brings together flexibility, discipline, and risk awareness.
Tailored allocation across duration, credit, and market segments to suit investor objectives.
Steady accrual-driven returns through coupon income, aiming to minimise volatility and preserve capital.
Deep macroeconomic and bottom-up research to identify opportunities that optimise yield.
Rigorous protocols across credit, duration, and liquidity, enabling swift action.
Adaptive portfolio design to ensure resilience across cycles.
Positioned between mutual fund structures and private credit approaches, Vedartha Fixed Income PMS Strategies offer a differentiated fixed income solution.
| Portfolio Management Services |
Alternative Investment Fund (Category II) |
Direct Bonds | Mutual Funds | |
|---|---|---|---|---|
| Regulatory Framework | Regulated with relatively relaxed investment limits | Regulated with defined upper investment limits | Market-regulated instruments | Highly regulated with tighter investment limits |
| Portfolio Customisation | Bespoke portfolios tailored to investor objectives | Templated structures with limited flexibility | No portfolio-level customisation | Standardised across investors |
| Underlying Securities | Listed instruments | Predominantly unlisted | Listed and/or unlisted | Listed instruments |
| Diversification | Yes | Yes | No | Yes |
| Tax Pass-Through | Yes | No | Yes | No |
| Tenure Flexibility | Yes | No | Yes | Yes |
| Liquidity | Moderate | Not available during tenure | Low | High |
| Expense Structure | Relatively low and transparent | High | Moderate and often opaque | Low |
Vedartha Fixed Income PMS offers a range of strategies designed to address liquidity management, income generation, and long-term capital stability, tailored to investor-specific requirements.
