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 transaction | 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.
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 premature by giving thirty days’ notice in advance. However, the performance fee is calculated without considering hurdle rate on the capital appreciated amount.