Discretionary Portfolio Management Services

  1. Features
  • Diversified Portfolio
  • Aggressive Approach
  • Focused on equities
  • Suitable Audience
  • Addressing Economic Condition
  • Risk-control Mechanism
  1. Assets Allocation

Assets Class

Allocation

Remarks

Equity

70% – 90%

Companies with High Growth Potential along with other high-quality stocks with comparative low risk and good growth potential including Blue Chips

Fixed / Bank Deposit

10% – 30%

 

  1. Minimum Investment
  • 3,00,000 (Rupees Three lakh only)                    
  1. Charges of PMS Service:
  For Individual & 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

1.5%

20%

3 Years

12%

1%

2

10-50 lakhs

1.25%

3

Above 50 lakhs

1%

  1. Target Return:
  • Ranging between 12 to 20 percent
  1. Withdrawal:
  • Withdrawal of Profit will be allowed at the end of the fiscal year only if the portfolio has been managed for more than 1 year
  1. Features
  • Risk Minimization Priority
  • Assets Allocation Strategy
  • Targeted Return Objectives
  • Flexibility in investment
  • Inflation- Beating Strategy
  • Balanced Capital Growth and Income
  1. Assets Allocation

Assets Class

Allocation

Remarks

Equity

50% – 80%

High quality value stock with low risk and good dividend payout

Fixed / Bank Deposit

20% – 50%

 

  1. Minimum Investment

NPR. 3,00,000 (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

1.5%

15%

3 Years

10%

1%

2

10-50 lakhs

1.25%

3

Above 50 lakhs

1%

  1. Target Return:

Ranging between 13 to 16 percent

 

  1. Withdrawal:

 Withdrawal of Profit will be allowed at the end of the fiscal year only if the portfolio has been managed for more than 1 year

  1. Features
  • Investment Focus
  • Income Emphasis
  • Allocation Strategy
  • Targeted Audience
  1. Assets Allocation

Assets Class

Allocation

Remarks

Equity

40% – 70%

High quality value stock with low risk and good growth potential. Mostly Blue Chips.

Fixed / Bank Deposit

30% – 60%

 

  1. Minimum Investment

NPR. 3,00,000 (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

1.5%

15%

3 Years

8%

1%

2

10-50 lakhs

1.25%

3

Above 50 lakhs

1%

  1. Target Return:

Ranging between 8 to 13 percent

 

  1. Withdrawal:

Withdrawal of Profit will be allowed as per the requirement of the client or on  quarterly basis whichever is later.              

  1. Features
  • Systematic Investment Plan (SIP)
  • Wealth Creation Objectives
  • Gradual Fund Growth
  • Collaborative Approach
  1. Assets Allocation

Assets Class

Allocation

Remarks

Equity

50% – 80%

High quality value stock with low risk and good dividend payout

Fixed / Bank Deposit

20% – 50%

 

  1. Minimum Investment

NPR. 3,00,000 (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

1.5%

15%

3 Years

10%

1%

2

10-50 lakhs

1.25%

3

Above 50 lakhs

1%

  1. Target Return:

Ranging between 10 to 15 percent

 

  1. Withdrawal:

Withdrawal of Profit will be allowed at the end of the fiscal year only if the portfolio has been managed for more than 1 year.

  1. Features
  • Tailored Approach
  • Client-Centric Solution
  • Maximizing Returns with risk profile
  • Ongoing Portfolio Adaptation
  • Suitability for diverse clients
  1. Assets Allocation

Assets Class

Allocation

Remarks

Equity

As suitable to meet the objective of the client

Fixed / Bank Deposit

  1. Minimum Investment

NPR 10,00,000 (Rupees Ten 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

10-50 lakhs

1.25%

As agreed with clients

3 years

As agreed with clients

1%

2

Above 50 lakhs

1%

  1. Target Return:

Ranging between 10 to 12 percent.

 

  1. Withdrawal:

Withdrawal of Profit will be allowed at the end of the fiscal year only if the   portfolio has been managed for more than 1 year