NAV as on: 2026-01-30 GSY (10.52)
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Portfolio Management Services

Portfolio Management Service (PMS) is a professional service offered by portfolio managers to their clients to help them manage their wealth professionally. The portfolio manager selects the best available securities to customers which will diversigy risks and maximizes the expected rate of return thereby creating wealth for any given degree of risk taken. PMS involves watching over the portolio performace on a consistent basis and rebalancing the composition in order to ensure that the volatility of returns is taken care of and returns are properly optimized.

Benefits of PMS:

  • Generates maximum returns on a portfolio while keeping the risk level in check.
  • PMS involves watching over the portfolio performance on a constant basis and rebalancing the portfolio composition in order to ensure that the volatility of returns is taken care of and returns are properly optimized.
  • Freedom from the administrative hassle that comes with frequent trading of investment instruments.
  • We provide you with account statements and performance reports on a predetermined frequency. Other additional reports including the transaction summary, capital gains/loss statements, and portfolio holding statements are also sent on a timely basis.
  • A dedicated research team is responsible for overseeing your investment. They keep a watchful eye on the market movement and make swift adjustments to the portfolio composition in order to ensure that your investment goals are not compromised.
  • PMS entails offering a customized portfolio that corresponds to the client's situation. We will guide you along on your investment journey by providing the rationale behind the strategies that we have adopted and advise you about the right product mix as your situation changes. We try to maintain a constant dialogue with our valued clients as they traverse the investment path in an effort to make them more informed and prudent.
Features:
  1. Minimum Investment Amount: The minimum investment amount required to avial of our portfolio management services is NPR 3,00,000 (In wrods: NPR Three Lakhs Rupees) in cash or stocks or both.
  2. Agreement Period: The agreement period is set at 1 year, with the option for both parties to cancel the agreement with mutual understanding before 30 days notice. Importantly, there are no exit loads or penalties associated with agreement termination.
  3. Investment Amount or Profit Withdrawal: We offer the flexibitlity of capital amount or profit withdrawals 4 times a year with mutual understanding. This allows you to access your investment gains regularly, ensuring you can meet your financial needs and goals as they arise.
  4. Charges: Our fees are directly liked to the performance of your portfolio. This means that our compensation will be based on a percentage of the profits generated for the clients. 
  5. Transparency: Clients will have secure access to portfolios enabling you to monitor your investments in real time. Additionally, we will provide monthly reports detailing the performance of your portfolio. A dedicated relationshiop manager will be assigned to you to provide personalized support and oversee you portfolio.
Types of PMS Services:

Currently, the Company has been providing the following portfolio management services:

Discretionary Portfolio Management Services is a form of PMS, wherein client provides full discretion to Portfolio Manager to buy/sell and perform all the other agreed terms in agreement on behalf of the client to operate PMS accounts. The Term “Discretion” here refers to the fact that investment decision is made at Portfolio Manager’s discretion.

Non-discretionary PMS is a consultative investment approach wherein the Portfolio Manager suggests investment ideas. The choice and timing for investment rest with the investor while the execution of the investment decision is done by the Portfolio Manager.

An Advisory Investment Management solution is where the manager simply acts as a financial counselor. The Portfolio Manager only suggests investment ideas and routes which he thinks are best to pick. The choice of security, as well as the timing of investment decision, rests solely with the investor himself.

Other Services