Our Portfolio Management Service (PMS) is a tailored investment solution that combines personalized portfolio management with expert financial advice. We understand the importance of achieving investment goals while managing risk effectively. Our PMS offering is designed to provide you with a strategic advantage in today's dynamic market environment.
Research-Based Approach:
Our investment decisions are based on thorough research and analysis. We leverage our team's expertise and industry insights to identify lucrative opportunities and mitigate potential risks.
Customized Portfolio Management:
We recognize that every client has unique investment objectives and risk tolerance levels. Our PMS offering provides personalized portfolio management tailored to the specific needs and goals of Client.
Experienced Team:
Our team comprises experienced professionals with a proven track record of success in the financial industry. With years of experience and a deep understanding of market dynamics, we are well-equipped to navigate complex investment landscapes and deliver superior results.
Our Discretionary Portfolio Management Service at Sunlife Capital Limited offers clients the convenience of entrusting the day-to-day management of their investment portfolio to our expert team. The following are the types of Discretionary PMS Service offered at Sunlife Capital:
Sunlife Growth Folio is a customized investment product aimed at those investors willing to achieve higher return at higher level of risks. The Growth Fund is an aggressive fund for investors with a higher risk/reward profile who are able to hold investments for longer periods of time.
| Minimum Investment Amount | NPR. 10,00,000 |
| Asset Allocation | 80-90% in high-growth equities 10-20% in cash/IPO/FPO/money market instruments |
| Risk Scale | Medium-High |
| Performance Fee | 10% above Hurdle Rate |
| Hurdle Rate | 10% |
| Annual Management Charge (AMC) | Up to 2% (Negotiable) |
| Exit Fees | Up to 2% (Negotiable) |
| Profit Withdrawal Option | Once in a Year(Profit only) |
Sunlife Balanced Folio is designed to offer long term capital preservation and long-term capital growth by giving you a steady income and capital gains. This product is suitable for those investors who are worry about principal protection and are risk averse.
| Minimum Investment Amount | NPR. 10,00,000 |
| Asset Allocation | 50-60% in value equities
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| Risk Scale | Medium |
| Performance Fee | 10% above Hurdle Rate |
| Hurdle Rate | 10% |
| Annual Management Charge (AMC) | Up to 2% (Negotiable) |
| Exit Fees | Up to 2% (Negotiable) |
| Profit Withdrawal Option | Once in a Year(Profit only) |
Sunlife Tailored Folio is designed to cater client’s investment requirement. STF offer a customized portfolio management solution based on the client's financial objectives, time horizon for investments and risk tolerance. This product best suits high net worth institutions/individuals who seek to direct their portfolio according to their investment goal.
| Minimum Investment Amount | NPR. 20,00,000 |
| Asset Allocation | Flexible, based on Client’s needs |
| Risk Scale | Custom as per Client’s needs |
| Performance Fee | 10% above Hurdle Rate |
| Hurdle Rate | 10% |
| Annual Management Charge (AMC) | Up to 2% (Negotiable) |
| Exit Fees | Up to 2% (Negotiable) |
| Profit Withdrawal Option | Once in a Year(Profit only) |
Sunlife Assured Folio is designed to cater safety of principal, liquidity and a competitive rate of return to investors. Sunlife Assured Folio is suited for Investors who are seeking for safety of funds, regular income and capital growth over the long period.
| Minimum Investment Amount | NPR. 10,00,000 |
| Asset Allocation | Fixed income and equities |
| Risk Scale | Low |
| Performance Fee | 10% above Hurdle Rate |
| Hurdle Rate | 10% |
| Annual Management Charge (AMC) | Up to 2% (Negotiable) |
| Exit Fees | As per Company Policy |
| Profit Withdrawal Option | Once in a Year(Profit only) |
Sunlife Defensive Folio is a portfolio that earns interest as well as capital gains. This product is suitable for those investors who are worry about principal protection and are risk averse.
| Minimum Investment Amount | NPR. 10,00,000 |
| Asset Allocation | Fixed income and equities |
| Risk Scale | Low |
| Performance Fee | 8 to 10% above Hurdle Rate |
| Hurdle Rate | 8% |
| Annual Management Charge (AMC) | Up to 2% (Negotiable) |
| Exit Fees | As per Company Policy |
| Profit Withdrawal Option | Once in a Year(Profit only) |
For clients who prefer to retain more control over their investment decisions, Sunlife Capital Limited provides Non-Discretionary Portfolio Management Service. With this service, clients work closely with our portfolio managers to develop a tailored investment strategy aligned with their financial goals and risk tolerance
Sunlife Capital Limited offers reliable and secure Custodial Services to safeguard your financial assets. Our services include the safekeeping of securities, dematerialization of shares, settlement of trades, and management of corporate actions such as dividends, bonus shares, and rights issues. With state-of-the-art technology and a commitment to confidentiality, we ensure a seamless investment experience, allowing you to focus on growing your wealth.
At Sunlife Capital Limited, our Investment Advisory service offers clients comprehensive financial guidance and personalized investment recommendations to help them make informed decisions.