Non-Discretionary Portfolio Management Service

  1. Features
  • Consultative Approach
  • Client Empowerment
  • Access to Expert Resources
  • Tailored Portfolio
  1. Assets Allocation

Assets Class

Allocation

Remarks

Equity

As per client’s requirements

Fixed / Bank Deposit

  1. Minimum Investment

NPR 300,000 (Rupees Three lakh only)

 

  1. Charges of PMS Service:

For Individual and institutional Client

S.No

Range

Annual Asset Management Fee

(%)*

Performance Fee above the Hurdle Rate 

Lock In Period

Hurdle Rate

Exit Fee

1

Up to 10 lakhs

2%

N/A

3 years

N/A

2%

2

10-50 lakhs

1.25%

3

Above 50 lakhs

1%

  1. Target Return:

Ranging between 10 to 12 percent.

 

  1. Withdrawal:

Withdrawal of Profit will be allowed at any time as per the client’s request