Complete Bespoke Solution

We offer a customized portfolio management solution based on the client's financial objectives, time horizon for investments and risk tolerance. Our goal is to meet your specific needs in order to create an internationally recognized long-term investment fund. By collaborating with the client, we can gain a thorough knowledge of his or her goals, objectives, time horizon for investments and liquidity requirements. We recommend a solution that will take into account these factors while maintaining compliance with regulatory & supervisory guidelines.

Asset Allocation Strategy

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

The Client has the option to transfer securities in their possession to the Portfolio Manager as part of the minimum amount of investment required. The closing price of the securities on the latest trading day will be used to determine the value of the securities accepted by the portfolio manager. The Portfolio Manager maintains the right to accept or reject the assets that the Client desires to transfer.

Performance Fee above hurdle rate: 10% - 20%

Lock-in Period – 2 – 5 Years

Hurdle Rate – 8% to 10%

Exit Fee – 1%