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Non-discretionary Portfolio Management

In a non-discretionary portfolio management service, the client will have absolute discretion to execute their own informed investment decision. The service is confidential and transparent, whereby NIC ASIA Capital will undertake extensive research and analysis, allowing the client to tailor their own portfolio based upon expert opinion and advice.

Minimum Amount of Investment: NPR 300,000

Target Return:Managed based on Client Decision

Equity:Client Decision

Fixed Income Security:Client Decision

Lock in Period:3 Years

Exit Fee:1%

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.

S.No

Range

Asset Management Fee (%)

1

Up to 50 Lakhs

2.5%

2

Up to 1 Crore

2%

3

Above 1 Crore

Negotiable