Discretionary Portfolio Management Products (PMS)

Below are the discretionary accounts that we provide and it works best for investors who do not want to be actively involved in the day-to-day management of their investments and trust us to meet your financial objectives.

Growth Plus Portoflio

The NIBL Growth Plus Portfolio aims to provide capital appreciation over a long term period.

In this portfolio, the investment will be diversified into a pool of financial instruments such as equities with favorable long term prospects and a nominal portion would be invested in the fixed income instruments.

Under this scheme, clients are advised to reinvest their realized gains instead of withdrawing them in the short term, as reinvestment of such gains leads to higher long term returns.

 

Asset Allocation

80-90% Equities
10-20% Fixed Income instrument/Cash

Lock in Period

3 Years

Preferred Investment*

NPR 10,00,000

*Starting from an initial investment of
NPR 3,00,000

Lotus Portfolio

The NIBL Lotus Portfolio aims to provide capital appreciation over the medium to long term period.

Investments made under this portfolio will be diversified into equities with favorable medium to long term prospects, and a nominal amount will be invested in mutual funds and fixed income instruments.

Small Investors are encouraged to opt for this portfolio.

 

Asset Allocation

50-60% Equities
10-20% Mutual Funds and IPOs
10-20% Fixed Instruments

Lock in Period

3 Years

Preferred Investment*

NPR 5,00,000

*Starting from an initial investment of
NPR 3,00,000

Lotus Secured Portfolio

The NIBL Lotus Secured Portfolio aims to provide a constant and steady stream of returns for the clients.

The portfolio will be diversified into broad categories of equities, fixed income instruments and fixed deposits.

This portfolio allocates a comparative lower proportion in equities and a greater emphasis is placed on mutual funds and IPOs

 

Asset Allocation

20-30% Equities
40-50%( well diversified Mutual Funds and IPOs)
10-20% Fixed Income Instruments/cash

Lock in Period

3 Years

Preferred Investment*

NPR 5,00,000

*Starting from an initial investment of
NPR 3,00,000

Income Plus Portfolio

The NIBL Income Plus portfolio offers a specialized Systematic Withdrawal Plan (SWP), which is intended to cater those investors who seek to withdraw a constant and steady amount on a monthly basis.

The amount to be withdrawn will be determined after consultation with the investment advisor.

This portfolio will place a greater emphasis on equities and a comparatively lower emphasis on fixed income securities and mutual funds.

 

Asset Allocation

50-60% Equities
10-20% well diversified Mutual Funds and IPOs
10-20% Fixed income instrument/cash

Lock in Period

3 Years

Minimum Investment

NPR 20,00,000

Petal Plus Portoflio

The NIBL Petal Plus Portfolio offers a Specialized Investment Plan (SIP) to investors who seek to increase their investment over time. This portfolio will offer clients the option to increase their portfolio fund size with discussion with portfolio manager.

This portfolio will allocate the majority of funds in equities, followed by investments in mutual funds and minor investments are made in fixed income instruments.

 

Asset Allocation

50-60% Equities
20-30% well diversified Mutual Funds and IPOs
10-20% Fixed income instruments/cash

Lock in Period

3 Years

Minimum Investment

NPR 3,00,000

Minimum Systematic Investment Amount

NPR 5,000

For More Info

To know more about Portfolio Management Service, please fill in this form or call us at following numbers.

  +977 1 4782333
Ext no.: 215, 216, 375