PMS is a personalized investment management service that focuses on creating and managing an investment portfolio tailored to individual client needs and objectives. It involves diversified investments in equities, fixed income instruments, and other asset classes.
PMS is ideal for individuals or institutions that lack the time, expertise, or resources to manage their investments effectively. Professional portfolio managers ensure that your investments are monitored, reviewed, and aligned with your financial goals.
NIC ASIA Capital Limited offers the following services:
In discretionary PMS, the portfolio manager has full discretion to make investment decisions on behalf of the client, based on their agreed-upon investment objectives and risk tolerance.
NPR 300,000 for Growth Fund, Balanced Value Fund, and Income Fund. NPR 1,000,000 for bespoke solutions.
Profit withdrawal is allowed at the end of the calendar year after completing at least one year of portfolio management.
The portfolio manager provides investment advice, but the client retains full control over investment decisions.
NPR 300,000
Allowed at any time upon client request.
Fees are negotiable based on scope and service nature.
Long-term capital growth through equity-focused investments for high-risk investors.
Suitable for moderate-risk investors with a mix of equity and fixed income.
Focuses on stable returns from fixed income securities for regular income needs.
Paid upfront at registration and annually in advance. Non-refundable.
Charged on returns above hurdle rate and calculated on a pro-rata basis if exit is early.
Brokerage, taxes, and transaction-related costs are borne by the client.
All fees are exclusive of applicable taxes.
Fees may be revised annually with board approval.
Termination is subject to agreement terms between client and portfolio manager.
Depends on product terms; usually allowed annually after one year.