PMS is a professional service provided by licensed portfolio managers who manage an investor's portfolio of stocks, bonds, and other assets to achieve specific investment objectives.
Individual and institutional investors, including high-net-worth individuals (HNIs), corporate bodies, and financial institutions, can avail of PMS in Nepal.
PMS works by analyzing your financial goals, risk appetite, and investment horizon. A professional manager creates a tailored portfolio, monitors it, and makes adjustments to optimize returns.
A Different bank account, DEMAT account, Broker Account in name of client itself. Operated through Power of Attorney
Visit of Capital is not Mandatory, our RM’S will visit investor place and Investor can also prevail this service from any Branches of Sun Nepal life Insurance inside and outside valley.
Yes, PMS is regulated by the Securities Board of Nepal (SEBON). Portfolio managers must be licensed to offer these services.
The minimum investment requirement for PMS services is generally set by the portfolio management company and regulated by SEBON guidelines.
PMS can include equity, fixed-income securities, mutual funds, government bonds, and other financial instruments.
Yes, portfolio managers typically offer various strategies like growth, value, or balanced portfolios based on your preferences and objectives.
PMS charges typically include management fees, performance-based fees, and other administrative charges. Fee structures vary by provider.
No, licensed portfolio managers are required to disclose all fees upfront, ensuring transparency.
No investment is risk-free. PMS investments are subject to market risks, but professional management aims to mitigate these risks.
Returns vary depending on the market conditions, investment strategy, and risk profile. Historical performance can provide guidance but is not guaranteed.
Yes, most PMS providers offer regular reports, online access, or mobile apps to help you track your portfolio's performance.
PMS typically allows for partial or complete withdrawal, but this depends on the agreement terms and may involve certain charges or conditions. But you can withdrawal your Profit portion annually.
Look for SEBON-licensed managers with a strong track record, transparent fee structure, and strategies aligned with your financial goals.
Contact a licensed PMS provider, discuss your financial goals and risk tolerance, review their service agreement, and complete the required documentation.