Portfolio Management Services (PMS), service offered by professional fund manager, is a customized wealth solution with investments in equity, fixed income and other securities offered to cater investment objective of different classes of investors.
What is the difference between PMS and Mutual Funds?
Individual including Non-resident Nepali or Institutional entities who are looking to invest in capital market.
1. Listed securities
2. Initial Public Offer
3. Money market instruments
4. Mutual Fund
You need to invest a minimum of NPR 300,000.
Apart from cash, you can also hand over an existing portfolio of stocks, bonds or mutual funds to us.
An additional investment option is available in all the products.You can add fund as per your comfort under the Regular Investment Plan scheme; however, the time interval for the additional investment is pre-determined in Systematic Investment Plan scheme.
You can view your portfolio via personal login ID and password whenever you desire.
Yes, you are free to meet us whenever you wish to discuss your portfolio position.
Additional Documents Required for NRN:
PMS Contract can be prematured by giving thirty days’ notice in advance. However, the performance fee is calculated without considering hurdle rate on the capital appreciated amount.