The Customized Portfolio Management Service is a progressive approach to investing where portfolios are designed to genuinely meet the client's specific investment needs. Portfolio manager listen closely to understand exactly what clients are hoping to achieve and the level of risk that they are prepared to accept to meet those goals. Through working with client, Portfolio manager develops a detailed understanding of tolerance to risk, investment time horizon, liquidity needs etc and thus recommending a solution designed to match goals and changing circumstances. Client's selected portfolio aims to maximize the returns achievable within their chosen risk profile. Regular portfolio reviews are undertaken to adjust and adapt the portfolio objectives to client's needs. The customized Portfolio Management Service is offered to customers with investments from Rs. 10 Lakh. This product is suitable for the Corporate and Individuals with Unique Investment Objectives requiring customized solutions.
Investment Objective: Determined by the client as per his/her needs, goal, level of risk tolerance
Asset Allocation Equity% - As suitable to meet the objective of client Fixed Instrument% - As suitable to meet the objective of client
Minimum Investment Amount: NPR. 10, 00,000
Charges of PMS Service:
For Both Individual and Institutional client
|S.No||Range||Annual Asset Management Fee (%)*||Performance Fee above the Hurdle Rate||Lock In Period||Hurdle Rate|
|1||Up to 50lakh||1% to 2%||10% to 20 %||2 to 5 Years||8 to 15%|
|2||Up to 1 Crore||0.75% to 1%|
|3||Above 1 crore||Negotiable|
(Exit Fee is 1%)
* Other charges incidental to transaction in securities (e.g. brokerage, taxes, split etc.) are to be borne by the Client on actual cost basis
Withdrawal - Withdrawal of Profit will be allowed at the end of the calendar year only if the portfolio has been managed for more than 1 year.