Frequently Asked Question
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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?

 Basis  PMS  Mutual Funds
Fees Performance based Fixed amount is charged irrespective of the performance
Customization Portfolio offered is customized to your needs Mutual funds offer no such option
Initial Investment High initial investment Low initial investment
Transparency Offers complete transparency with detailed reporting of every transactions Offers monthly reporting
Accountability Dedicated Service Managers available for reviewing No such obligations

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.

  1. Application Form (available from KCL Astute)
  2. Power of Attorney (POA) Form (available from KCL Astute)
  3. Agreement (available from KCL Astute)
  4. Disclosure Form (available from KCL Astute)
  5. Client's Recent Passport Size Photographs- 6 Copies
  6. Copy of Citizenship Certificate/ Passport
  7. Nominee's Identification Card (Citizenship Certificate/Passport/Birth Certificate)
  8. Nominee's Recent Photograph-1
  9. Documents disclosing source of income

 

Additional Documents Required for NRN:

  1. Agreement with employer organization/Appointment letter.
  2. NRN Card
  3. Contact Address in Nepal
  4. Other documents (as specified by regulatory body)
  1. Risk and return goes hand in hand.
  2. The value of your investment may fluctuate.
  3. Past performance is no guide to the future. 
  4. Share Price, Principal Value & return will vary and you may have a gain or loss.
  5. Fees and charges will reduce the value of your investment.

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.