Portfolio Management Services (PMS)
We provide specialized and customized portfolio management service that offers a range of specialized investment strategies designed in response to client’s need in order to capitalize on the market opportunities and meet the client’s financial goals.
When you invest in our Portfolio Management Service, we create a personalized portfolio for you on the basis of your risk return appetite and comprising of investment in equity, fixed income securities etc. You have the freedom and flexibility to tailor your portfolio to address personal preferences and financial goals.
Discretionary PMS
Under this scheme your portfolio is managed by our portfolio managers who are entirely responsible for security selection and trading. This service is a very popular option for clients who wish to have their investments monitored daily without being tied to the market themselves.
Non-discretionary PMS
This service has been designed for those clients who wish to enjoy a greater degree of participation in the management of their investments. Here, we consult and suggest the investment ideas to the clients. The choice to execute the timing of the investment decision rests solely with the investor. We help clients tailor their investment avenues which will be backed by extensive research and a professional set of experts.
Institutional discretionary PMS
We offer discretionary portfolio management services to the institutional clients with an aim to provide tailored services to assist them achieve their investment objectives. Managing and continuously monitoring these portfolios can be complex and a challenging task with the limited resources and expertise on the capital market. In order to ensure risk adjusted returns it requires an in-depth research and analysis, market information and expertise hence, our Institutional discretionary portfolio management product intends to bridge such gaps by providing tailor made services to render our client’s needs.
How We Build Your Portfolio
- In-depth discussion to understand your investment goals, risk tolerance, and liquidity needs
- Sector allocation strategy based on macroeconomic analysis and NEPSE sector trends
- Stock selection using both fundamental and technical analysis
- Regular portfolio review reports and performance update meetings
- Proactive rebalancing in response to market changes and new opportunities
Who Should Consider PMS
- High-net-worth individuals seeking professional portfolio oversight
- NRNs (Non-Resident Nepalis) wanting their Nepal investments actively managed
- Business owners and executives with limited time to monitor the market
- Institutional clients requiring structured equity portfolio management
