Services We Provide
As mentioned in portfolio management guidelines of Security Board of Nepal (SEBON), The company will provide 4 types of service to its clients. First two types of services are available to individual as well as to corporate clients.
Discretionary Portfolio Management Service
This service is given to the client who extend buy -sell investment- disinvestment decisions on the securities to the company. Under this service the company buys and sells securities on behalf of the client and maintain risk return profile and investment objective as agreed with the client. The company provides the position report to the client regularly as per the agreement. Minimum investment amount required for this activity is Rs. 300,000.00.
Non Discretionary Portfolio Management Service
This service is given to the client who likes higher degree of participation on buy-sell, investment- disinvestment decisions. The company regularly informs, suggests and interacts with the client on the market situation before executing the buy-sell, investment- disinvestment decisions on the securities.
Financial Advisory service
Under this service, the company extend wide range of service to the client from business development to business management. This includes business feasibility and business plan to prospective entrepreneur, review; restructuring and planning for ongoing business activities and merger; acquisition; restructuring on problematic business ventures.
Under this service, the company provides stock managing administrative service to the client. The company keeps track of investment position of the client. It will help in dividend collection, right share and initial public offering subscription, help in fund transfer in relation to stock management.