Our Services

Four types of service are available to individual as well as to corporate clients.

Services
Products
Why us?

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.

Administrative service

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.

Portfolio Products

wealth equity portfolio

Wealth equity
portfolio

  • Minimun Investment Rs.3,00,000
  • Period 3 Years
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Wealth balanced
portfolio

  • Minimun Investment Rs.3,00,000
  • Period 2 Years
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Wealth for future
portfolio

  • Minimun Investment Rs.3,00,000
  • Period 5 Years
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Secured retirement income
portfolio

  • Minimun Investment Rs.3,00,000
  • Period 5 Years

Portfolio management helps in building suitable mix of these investment component that meets the investors need. It is a specialized learning and requires formal education. An expert portfolio manager has expertise in identifying, evaluating, comprehending and forecasting the position of available investment products and he build a mix suitable to the need of the investors.

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Why Portfolio Management ?

  • Paucity of appropriate knowledge:

    • Majority of the people is interested in investing into share market with the expectation of good returns. However, since most of the time they end up buying on the basis of rumors/tips and without appropriate knowledge, they end up into making losses and therefore lack confidence of getting good return.

  • Professional Experts:

    • A portfolio manager is an expert who understands the capital markets and is qualified enough to understand the dynamics of the capital markets. He conducts a strong research based on which the funds are invested. Since a portfolio manager is more focused on fundamental and research than “Tips”, the chances of losses are minimal.

  • Scarcity of Time:

    • In current times, everyone is busy in focusing their respective areas and don’t have time for managing their funds. Most of the times, money is either not invested or may not be invested in the right opportunities of growth. The handling over the portfolio is the trustworthy hands would ensure that the money is invested in the appropriate investment opportunity and is constantly monitored by an expert.

  • Customization:

    • Based on the specific needs, return expectation and risk appetite of the client, portfolio manager invests in a way best suited for each individual client. The Customization and regular updates of the portfolios helps investors have a better understanding of where and how their fund is used.