Non-discretionary portfolio management services to be rendered to a Client by the Portfolio Manager pursuant to the terms and conditions contained in the Non- Discretionary Portfolio Management Services Agreement, where under the Portfolio Manager renders investment advice to a Client in relation to the investment and management of the Assets of such Client, and based on the instructions of the Client, the Portfolio Manager invests and manages the Assets of the Client.
Minimum Amount of Investment: NPR 300,000.00
The Client has an option to transfer securities in their possession for management by the Portfolio Manager as part of the minimum amount of investment but the Portfolio Manager reserves the right to accept reject the securities which the Client wishes to transfer. The value of the securities accepted by the Portfolio Manager will be computed as per closing price of securities on last trading date.
Charges of PMS Service:
|S.No||Range||Annual Asset Management Fee (%)*|
|1||Up to 50lakh||2.5%|
|2||Up to 1 Crore||2%|
|3||Above 1 crore||Negotiable|
(Exit Fee - 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 any time as per the client's request.